Transform everyday business processes with AI-powered agents.
Learn how to use Microsoft AI agents to automate repetitive tasks, streamline workflows, and improve operational efficiency across your organization.
Develop practical knowledge of agent-driven business processes, workflow automation, productivity enhancement, and AI-powered collaboration to help teams achieve more with less effort.
- Why get trained: Gain hands-on experience identifying opportunities for AI-powered automation and learn how agents can help improve productivity, reduce manual work, and support better business outcomes.
- Why it matters: Organizations are increasingly adopting AI agents to automate routine processes, improve employee experiences, accelerate decision-making, and increase operational efficiency across business functions.
- Who should attend: Business users, process owners, project managers, department leaders, business analysts, Microsoft 365 users, digital transformation teams, and professionals looking to improve business productivity with AI.
Accelerate AI transformation with Microsoft AI Skills for Everyone. Build the skills to modernize business processes and unlock greater value through AI-powered agents and automation. HRD Corp Claimable.

Overview
Build practical, governed AI assistants with No-Code Copilot Agents for Microsoft 365 & SharePoint.
This Learning Path examines no-code agents in Microsoft 365 Copilot Chat and SharePoint and explores how Microsoft 365 business users can create, manage, and use them.
Ready to operationalize Copilot agents—minus the risk?
Equip your team to design, govern, and share useful agents that save real hours and raise work quality across Microsoft 365.
Skills Covered
- Get started with agents
- Explore prebuilt Microsoft 365 Copilot agents
- Build and manage an agent
- Share and use agents
Prerequisites
- Students should have basic functional experience with Microsoft 365 services.
- Students must have a proficient understanding of general IT practices.
Target Audience
- Administrator
- Business User
- Developer
- Student

Module 1: Get Started with Agents
- Examine how agents act as AI-powered assistants embedded within SharePoint and Microsoft Copilot Chat.
- Learn how agents provide real-time support through suggestions, process automation, and task guidance.
Learning Objectives
- Describe the components of SharePoint agents and Microsoft Copilot Chat agents.
- Identify who can create and use these agents.
- Describe the benefits of using agents.
- Explain how agents in SharePoint and Microsoft Copilot Chat can enhance collaboration.
- Understand IT governance controls for agents.
Module 2: Explore Prebuilt Microsoft 365 Copilot Agents
- Learn how to use Microsoft 365 Copilot Chat’s prebuilt agents to streamline tasks, retrieve information, and improve productivity through AI-powered conversational experiences.
Learning Objectives
- Interact with the prebuilt agents in Microsoft 365 Copilot Chat.
- Describe what each prebuilt agent does.
- Provide practical examples of how each prebuilt agent can support day-to-day work.
- Describe the limitations of each prebuilt agent.
Prerequisites
- Basic functional experience with Microsoft 365 services.
- Proficient understanding of general IT practices.
Module 3: Build and Manage an Agent
- Explore the foundational concepts and practical steps required to create, test, and manage agents in Microsoft 365 Copilot Chat and SharePoint.
Learning Objectives
- Identify the differences in the tools used by business users to create agents in SharePoint and Microsoft 365 Copilot Chat.
- Identify the components that make up agents in SharePoint and Microsoft 365 Copilot Chat.
- Create agents in Copilot Chat and SharePoint.
- Create clear, concise, and effective Instructions and Starter Prompts when creating agents.
- Test and edit agents in Copilot Chat and SharePoint.
- Manage agents in Copilot Chat and SharePoint.
Module 4: Share and Use Agents
- Learn how business users can share and use agents across SharePoint and Microsoft 365 Copilot Chat.
Learning Objectives
- Share agents with other users.
- Share agents in Microsoft Teams.
- Select agents in SharePoint and Microsoft 365 Copilot Chat, use the agents, and manage chat history.
Dates & Locations
September 9, 2026 - September 9, 2026
September 9, 2026 - September 9, 2026
December 9, 2026 - December 9, 2026
December 9, 2026 - December 9, 2026

Exam & Certification
Note: There is no exam directly associated with this course. However, Microsoft offers an extensive portfolio of industry-recognized certifications that can help you stand out as a tech professional in 2026 and beyond. Achieving Microsoft certification is one of the most effective ways to validate your skills and accelerate your career.
With our expert-led training, you’ll be prepared to:
- Master in-demand capabilities across Cloud, Data & AI, and Cybersecurity — areas driving global digital transformation.
- Prove your expertise with a globally respected credential recognized by employers worldwide.
- Advance your career by enhancing your credibility, increasing your earning potential, and opening doors to new opportunities.
Explore our full range of Microsoft certifications and start building the skills that matter today.
Training & Certification Guide
Frequently Asked Questions
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All courses are HRD Claimable.
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