Transform your Everyday Business Processes with Agents (MS-4019)
Course Outline
This 1-day course examines no-code agents in Microsoft 365 Copilot Chat and SharePoint and explores how Microsoft 365 business users can create, manage, and use them.
Transform your Everyday Business Processes with Agents (MS-4019) Benefits
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Course Benefits
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No-code AI solutions for Microsoft 365
Create powerful Copilot agents in SharePoint or Copilot Chat without writing a single line of code. -
Empower business users
Enable everyday professionals—administrators, managers, and frontline staff—to automate routine tasks using AI-driven assistants. -
Enhance collaboration and efficiency
Embed agents into business workflows to streamline searches, approvals, document guidance, and support. -
Maintain governance and control
Includes IT governance features, ensuring agents comply with organizational policies and data standards. -
Rapid deployment and sharing
Quickly build agents and share them globally across SharePoint sites, Teams channels, and Copilot Chat.
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No-code AI solutions for Microsoft 365
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Prerequisites
- Students should have basic functional experience with Microsoft 365 services.
- Students must have a proficient understanding of general IT practices.
Transform Business with No-Code AI Course Outline
Learning Objectives
Get Started with Agents
- Introduction to no-code Copilot agents
- What agents are and who can use them
- Explore the benefits and collaboration enhancements
- Understand IT governance controls for agents
Build and Manage an Agent
- Overview of agent creation tools and components
- Step-by-step: Create an agent in Copilot Chat
- Step-by-step: Create an agent in SharePoint
- Exercises: design scenario instructions and starter prompts
- Test, edit, and manage your agent
Share and Use Agents
- How to share agents with other users
- Using agents within SharePoint and Microsoft Teams
- Practical interaction with agents
- choosing a selection results in a full page refresh