Overview

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This course equips you with the essential skills to deploy, manage, and scale Microsoft Copilot and custom Power Platform agents within your organization. You’ll learn to distinguish between standard built-in Copilot capabilities and the specialized functions of custom agents. The curriculum covers the operational lifecycle, teaching you how to assign and track Copilot licenses effectively while building a functional agent connected to a SharePoint knowledge source. Furthermore, you’ll utilize lifecycle reports to monitor engagement, identify underutilized tools, and decommission dormant agents to optimize resources. A dedicated module on Generative AI (GenAI) Literacy bridges the gap between technical administration and strategic oversight, connecting your daily management tasks to the broader AI governance landscape. By completing this course, you’ll be prepared to oversee AI deployments responsibly, ensuring that your organization harnesses the power of intelligent automation while maintaining robust security and compliance standards.

Syllabus

Copilot vs. Custom: Distinguish Built-in Copilot from Custom Agents

This module establishes what built-in Microsoft 365 Copilot, lightweight Microsoft 365 Copilot agents, and advanced Copilot Studio agents are, where they run, and how their capabilities differ—the foundation for choosing among them.

Copilot vs. Custom: Choose and Document the Right Microsoft Copilot Option

This module turns the comparison into a decision. Learners identify when built-in Microsoft 365 Copilot, a lightweight Microsoft 365 Copilot agent, or an advanced Copilot Studio agent is the better choice and produce a written recommendation that a department can act on.

Copilot Pilot: Assign Licenses and Verify Provisioning

This module covers assigning Microsoft 365 Copilot Licenses to a defined pilot group and confirming that every member provisions successfully before the pilot begins.

Copilot Pilot: Track Adoption with Copilot Analytics

This module turns pilot usage data into an adoption story. Learners export a 30-day usage report, chart the trend, and report it to the adoption lead.

Power Platform Agent: Confirm You Can Build

This module covers the checks to clear before building: the environment you'll build in, the policies that can block the SharePoint Online connector, the maker rights you need, and how the agent's authentication determines whose data it can return.

Power Platform Agent: Build, Scope, and Submit

This module builds the HR-FAQ agent in Copilot Studio, scopes it to the right SharePoint Online source, and takes it through publishing, sharing, and approval—keeping those three steps distinct so the agent works and reaches its users.

Dormant Agents: Read the Reports and Spot Dormancy

This module covers where agent activity lives, what "dormant" means against the 60-day criterion, and how to read the reports to find genuine candidates.

Dormant Agents: Recommend Decommissioning

This module turns a dormant-agent list into an evidence-backed recommendation an owner can act on, raised as a ticket without overstepping into the archive decision itself.

GenAI Module: Governing AI in Microsoft 365

This module connects core AI implementation skills to the bigger picture: governing AI responsibly. You'll learn how generative AI uses your organization's data, the risks that it creates, and the Microsoft 365 tools that help you keep AI safe, compliant, and trustworthy.

Project Module: Agent Deployment and Governance Plan

In this project, you'll write the plan that gets a custom agent approved and keeps it well-governed over its life. You'll pull together everything from this course—choosing between built-in Copilot and a custom agent, piloting and licensing, building and validating the agent, and governing it through to retirement—into a single deployment and governance plan for a real workflow.