MS-4019: Transform your everyday business processes with agents

This course introduces participants to the integration of AI-powered agents within SharePoint and Microsoft 365 Copilot Chat, aiming to enhance daily business processes.

Participants will learn to create, manage, and share these agents, leading to improved collaboration and streamlined workflows. The curriculum covers the fundamentals of agent components, benefits, and governance, progressing to hands-on experience in building and managing agents, and strategies for effective sharing and utilization across teams.​

Course Objectives:

  • Understand the components and benefits of SharePoint agents and Microsoft Copilot Chat agents.​
  • Identify the roles authorized to create and use these agents.​
  • Explore how agents can enhance collaboration within organizations.​
  • Learn to create agents in both Copilot Chat and SharePoint platforms.​
  • Develop effective instructions and starter prompts for agent functionality.​

Who should attend

  • Microsoft 365 Administrator
  • Business Managers
  • SharePoint Developer

Prerequisites

Required

  • Students should have basic functional experience with Microsoft 365 services.
  • Students must have a proficient understanding of general IT practices.

Course Outline

Get started with agents

  • 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.

Explore prebuilt Microsoft 365 Copilot agents

  • Interact with the prebuilt agents in Microsoft 365 Copilot Chat.
  • Describe what each of the prebuilt agents do.
  • Provide practical examples of how each prebuilt agent can help in your day-to-day work.
  • Describe the limitations of each prebuilt agent.
  • Lab: Use an agent of your choice.

Build and manage an agent

  • Identify the differences in the tools used by everyday 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.
  • Lab: Create an agent in SharePoint.

Share and use agents

  • 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.

Other relevant courses

2. July
1 days
Classroom Virtual Guaranteed to run