Build Copilot agents that answer from your company knowledge and automate everyday processes as a manager or Microsoft 365 professional.
1 day course 10am - 5pm Live Online or Classroom-based
What you will learn
- Understanding how Microsoft Copilot agents work within Microsoft 365, helping you identify processes worth handing to an agent.
- How to find, test and share ready-made agents from the Agent Store, adding useful capabilities to your team quickly.
- Building custom Copilot agents grounded in your documents and policies, ensuring colleagues get accurate, consistent answers every time.
- How to write effective agent instructions that limit guesswork, reducing hallucinations and keeping answers firmly on-brief.
- Creating practical workflow agents for leave requests and policy questions, saving HR and managers hours each week.
- How to choose between Copilot app agents and Copilot Studio, matching each business task to the right tool.
- Automating document handling in Copilot Studio, enabling incoming email attachments to be filed into SharePoint without manual effort.
- How to govern, test and maintain agents across your organisation, keeping knowledge accurate and permissions under control.
This Building Agents with Microsoft Copilot course includes
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Authorised Certificate
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Lifetime support after your course
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Course materials
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Live Instructor-led training
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Refreshments all day
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Latest Mac or PC ready to go
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Authorised Trainers
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Hands-on exercises
Book this course
We offer Building Agents with Microsoft Copilot as a private course.
You can select a date which suits you or your team.
The course content can be fully customised to your exact learning requirements.
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Course Outline for Building Agents with Microsoft Copilot
Introduction to Copilot App Agents
- What Microsoft Copilot App Agents are and how they work within Microsoft 365
- How AI agents automate workflows, answer questions and streamline business processes
- The benefits of agents for productivity, consistency, collaboration and knowledge management
- How agents use uploaded documents, policies, databases and organisational knowledge
Using Existing Agents from the Agent Store
- Searching, reviewing, pinning, sharing and uninstalling agents
- Testing agents using prompt galleries and custom prompts
- Useful built-in agents: Create (graphics and branded content), Career Coach (professional development) and Learning Coach (onboarding and skills development)
Building Custom Copilot App Agents
- Building agents in the Copilot app and configuring instructions, descriptions, knowledge sources and suggested prompts
- Uploading files, links, images and URLs as knowledge sources
- Sharing and managing agents across teams; best practice for maintaining, updating and governing agents
Agent Types and Effective Instructions
- Agent types and use cases: internal process guidance, stakeholder communication and knowledge and policy assistants
- Structuring effective instructions and reducing hallucinations by limiting inference
- Creating practical workflow agents: leave request, general enquiries and policy and compliance assistants
Copilot App Agents versus Copilot Studio Agents
- Comparing Copilot App Agents with Copilot Studio Agents
- When to use Copilot Studio for advanced automation and workflows
- Conversational agents versus process automation agents
Building Automations in Copilot Studio
- Triggers, flows, connectors, approvals and automated actions
- Building agents in Copilot Studio step-by-step
- Creating workflows triggered by emails and attachments that automatically organise files into SharePoint and Microsoft 365
Governance, Lifecycle and Real-World Use
- Governance, publishing, lifecycle management and agent orchestration
- Real-world examples of document processing and information retrieval workflows
- The importance of testing, permissions, knowledge accuracy and ongoing maintenance
FAQs about the Building Agents with Microsoft Copilot course
Is this Building Agents with Microsoft Copilot course suitable for me?
This course is designed for people who have existing experience in Copilot. If you are have any questions about whether the course could meet your needs, please speak to our customer service team, who will be delighted to advise you.
How is the content taught throughout the Building Agents with Microsoft Copilot course?
Our Building Agents with Microsoft Copilot course is extremely interactive. You will be using Copilot throughout the day, working through examples and live projects under the guidance of our trainer, who will be inviting questions and supporting you through each step.
How many people are likely to be in the class when I attend the Building Agents with Microsoft Copilot course?
For private classes in Building Agents with Microsoft Copilot, we recommend a maximum of 8 to 10 people from the same company in the class. Please ask our customer service team to help you find the right balance of people per class and the number of days training you need.
Should I attend the Building Agents with Microsoft Copilot course in person or live online?
For in-person courses at our London training centre, you will receive a warm personal welcome, your choice of the latest Mac or PC and morning and afternoon refreshments. If you prefer to attend remotely, rest assured that you will be taught live by the same experts that deliver our in-person courses, covering the same training content, using the same exercises and materials. A second monitor is recommended but not essential.
What support is available after I attend the Building Agents with Microsoft Copilot course?
We offer ongoing support to our Building Agents with Microsoft Copilot course attendees through email and by arrangement, phone calls. You are welcome to ask any questions on topics covered during training. Our trainer will always do their best to explain principles and help you with any issues you encounter.
Will I receive a certificate upon completion of my Building Agents with Microsoft Copilot course?
Yes, you'll receive a certificate of completion from Transmedia, demonstrating your knowledge and attendance on our Building Agents with Microsoft Copilot course. Our certificates note our Authorised Training Centre status.
Building Agents with Microsoft Copilot — Team and Bespoke Training
Booking a private training session allows you to focus on your exact needs on dates that work best for you or your team.
- Sessions can be run online or in person, on your site or at our London training centre.
- We manage training for many of the UK’s largest companies, taking care of all the admin, working with you to ensure the perfect course.
- Our expert trainers will first understand your requirements and then tailor each session to your exact specification.
- We offer a free consultation service to work out every detail of your course.
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