Building AI Agents with Microsoft 365 Copilot (No-Code) Training Course

Introduction to Microsoft 365 Copilot

• High-level overview of Microsoft 365 Copilot
• Gaining insights into generative AI and Copilot's core capabilities
• Details on Copilot licensing and feature availability
• Recommended best practices for leveraging AI within Microsoft 365

Understanding AI Agents

• Defining the concept of AI agents
• Distinguishing agents from standard prompts and chat interactions
• Key business use cases for AI agents
• Determining when to utilize Microsoft-prebuilt agents versus custom solutions

Exploring Microsoft-Built Agents

• Leveraging the Researcher agent
• Utilizing the Analyst agent
• Interacting with agents integrated into Word, Excel, PowerPoint, Outlook, and Teams
• Choosing the most appropriate agent for various business tasks

Designing Effective AI Agents

• Strategizing agent development for specific business processes
• Crafting effective instructions and prompts
• Establishing clear goals, knowledge sources, and anticipated outputs
• Testing and refining agent performance and responses

Creating and Managing Custom Agents

• Constructing a custom agent without any coding
• Setting up agent instructions and behavioral parameters
• Distributing agents to colleagues and team members
• Maintaining, updating, or decommissioning agents

Hands-on Lab: Build Your Own AI Agent

• Developing an AI agent tailored to a specific business scenario
• Enhancing agent performance through iterative prompting
• Resolving common technical issues
• Presenting and sharing the finalized agent

Best Practices and Next Steps

• Considering governance, security, and responsible AI principles
• Strategies for ensuring agent reliability and reusability
• Identifying opportunities to automate routine work tasks
• Course summary, Q&A, and resources for continued learning