This module examines how agents act as AI-powered assistants embedded within SharePoint and Microsoft Copilot Chat, providing real-time support by offering suggestions, automating processes, and helping users navigate through complex tasks.
By the end of this module, you should be able to:
- 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.
This module provides a practical guide to using Microsoft 365 Copilot Chat's prebuilt agents, which enable users to streamline tasks, retrieve information efficiently, and enhance productivity through AI-powered conversational tools.
By the end of this module, you should be able to:
- 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.
This module guides you through the foundational concepts and practical steps required to create, test, and manage agents in Microsoft 365 Copilot Chat and SharePoint.
By the end of this module, you should be able to:
- 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.
This module explores how everyday business users can share and use agents in SharePoint and Microsoft 365 Copilot Chat.
By the end of this module, you should be able to:
- 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.

Syllabus

Get started with agents
- Introduction
- What are agents?
- Agents and Access in Microsoft 365 Copilot
- Explore the benefits of using agents
- Enhance collaboration using agents
- Examine IT governance controls for agents
- Module assessment
- Summary
Explore prebuilt Microsoft 365 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