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

  • Course Benefits

    • 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.
  • 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
Course Dates - North America
Course Dates - Europe
Attendance Method
Additional Details (optional)