DGT 240 - Transform Your Everyday Business Processes with Agents
Course Description
Discover how AI-powered agents in Microsoft 365 Copilot Chat and SharePoint can transform the way you work. This course provides a practical, hands-on approach to creating, and managing agents that assist with tasks, surface relevant information, and streamline complex processes.
You will explore how to work with prebuilt agents, design custom solutions tailored to your needs, and implement governance best practices for secure and responsible use. Whether you’re aiming to improve team collaboration, automate routine work, or provide on-demand support for your organization, this course will equip you with the skills to put agents to work effectively in everyday business scenarios.
Course Details
By the completion of this course, successful students will be able to:
- Explain the components, benefits, and governance considerations of agents in SharePoint and Microsoft 365 Copilot Chat.
- Identify which individuals within an organization has permission to create, use, and share agents.
- Demonstrate how to interact with prebuilt agents in Copilot Chat, explain their functions, and recognize their limitations.
- Apply prebuilt agents to improve productivity and collaboration.
- Design agents in SharePoint and Copilot Chat, including effective instructions and starter prompts.
- Create agents across platforms, including Microsoft Teams, and maintain chat history efficiently.
Topics:
- Get started with agents
- Explore prebuilt Microsoft 365 Copilot agents
- Build and manage an agent
- Share and use agents
Who is this course for?
This course is designed for business professionals, knowledge workers, and everyday Microsoft 365 users who want to leverage AI-powered agents to streamline tasks, improve collaboration, and enhance productivity. It is suitable for learners at all experience levels—whether you are new to Microsoft 365 Copilot Chat and SharePoint agents or looking to expand your skills in creating and managing custom AI solutions. The course provides practical, hands-on guidance for designing, testing, and sharing agents while ensuring responsible use and adherence to governance practices, making it ideal for those who want to integrate intelligent automation into their daily workflows.
Notes
All learners will be provided access to Microsoft Office 365 and Copilot during the course duration.
Prerequisites
There are no prerequisites for this course; however, basic functional experience with Microsoft 365 services and a good understanding of general IT practices are recommended.
Applies Towards the Following Program(s)
- Applied AI Productivity with Microsoft Copilot and Agents : Required courses: