Copilot Agents and Agent Builder Training Course

Who Would Benefit

This course is ideal for team leaders, marketers, administrators and anyone who wants to understand how Copilot Agents can support organisational knowledge, repeatable processes and departmental productivity. It is also useful for anyone considering building simple agents for practical business use cases.

Course Description

This course introduces delegates to the purpose, value and limitations of agents in Microsoft 365 Copilot. Participants will explore when to use agents, how to define instructions and knowledge sources, and how to test, deploy and manage agents responsibly within an organisation.

Course Category: IT, Microsoft and Social Media
Recommended No. of Days: 1
Course Location: Virtual or classroom

Learning Outcomes

Explain what Copilot Agents are and when they should be used.
Identify suitable business use cases for departmental and knowledge-based agents.
Create a simple agent using Agent Builder and clear instructions.
Configure, test and refine knowledge sources to improve agent responses.
Apply governance, security and lifecycle-management best practices for agents.

The Programme Includes:

Introduction to Copilot Agents and their role in Microsoft 365.
Comparison of simple agents, knowledge assistants and process assistants.
Common business use cases for teams and departments.
Agent capabilities, limitations and responsible-use considerations.
Understanding declarative agents and organisational knowledge sources.
Introduction to the Agent Builder and creating your first agent.
Defining clear agent instructions and expected behaviours.
Configuring knowledge sources and testing responses.
Deploying, sharing and managing agents.
Governance, security, lifecycle management and best practices.