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Microsoft

Transform your everyday business processes with agents

Microsoft via Microsoft Learn

Overview

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  • This module explains how agents in SharePoint and Microsoft Copilot Chat provide focused assistance grounded in approved knowledge sources.

    By the end of this module, you can:

    • Describe the types of agents available for Microsoft Copilot.

    • Explain how permissions, licensing, and pay-as-you-go billing affect access to agents.

    • Identify ways that agents support knowledge sharing and collaboration.

    • Describe governance controls that protect organizational data and manage agent availability.

  • This module introduces several prebuilt agents in Microsoft Copilot Chat and explains when to use each one for research, analysis, writing, ideation, and prompt refinement.

    By the end of this module, you can:

    • Interact with the prebuilt agents in Microsoft Copilot Chat.

    • Describe what each of the prebuilt agents does.

    • Provide practical examples of how each prebuilt agent can help in your day-to-day work.

    • Describe the limitations of each prebuilt agent.

  • This module guides you through the foundational concepts and practical steps required to create, test, and manage agents in Microsoft Copilot Chat and SharePoint.

    By the end of this module, you can:

    • Identify the differences in the tools used by everyday business users to create agents in SharePoint and Microsoft Copilot Chat.

    • Identify the components that make up agents in SharePoint and Microsoft 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.

  • This module explores how everyday business users can share and use agents in SharePoint and Microsoft Copilot Chat.

    By the end of this module, you can:

    • Share agents with other users.

    • Share agents in Microsoft Teams.

    • Select agents in SharePoint and Microsoft Copilot Chat, use the agents, and manage chat history.

Syllabus

  • Get started with agents
    • Introduction
    • What are agents?
    • Access agents in Microsoft Copilot and SharePoint
    • Explore the benefits of using agents
    • Enhance collaboration using agents
    • Examine IT governance controls for agents
    • Module assessment
    • Summary
  • Explore prebuilt Microsoft Copilot agents
    • Introduction
    • Examine the Analyst agent
    • Exercise - Use the Analyst agent
    • Examine the Researcher agent
    • Exercise - Use the Researcher agent
    • Examine the Prompt Coach agent
    • Examine the Idea Coach agent
    • Examine the Writing Coach agent
    • Exercise - Use an agent of your choice
    • Module assessment
    • Summary
  • Build and manage an agent
    • Introduction
    • Examine the tools used to create agents
    • Explore the components of an agent
    • Create an agent in Copilot Chat - Part 1
    • Create an agent in Copilot Chat - Part 2
    • Exercise - Create a Copilot Chat agent
    • Create an agent in SharePoint
    • Exercise - Create a SharePoint agent
    • Test and edit your agents
    • Manage your agents
    • Module assessment
    • Summary
  • Share and use agents
    • Introduction
    • Share an agent with other users
    • Share an agent in Microsoft Teams
    • Interact with agents
    • Module assessment
    • Summary

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