Training Theme 

Copilot Agents are conversational assistants integrated into Microsoft Copilot, designed to automate tasks, boost productivity, and simplify information access. This training walks you through their creation, configuration, and optimization step by step. You'll learn how to structure responses, define information sources, and share agents effectively. Whether organizing data, generating content, or assisting colleagues, Copilot Agents adapt to various needs. By the end of this training, you’ll know how to strategically use these tools to maximize their impact within your organization.

Training Objectives 

By the end of this training, you will be able to: 

• Leverage a Copilot Agent to interact efficiently and automate tasks
• ​Configure an agent by customizing its settings and information sources 
• ​Modify and optimize an agent to improve responses and performance 
• Utilize complementary tools like Coach Prompt and SharePoint integration
• Manage and share agents to enhance team collaboration

Prerequisite and Target Audience 

Target Audience: Anyone looking to automate interactions and structure conversational assistants within a Microsoft 365 Copilot environment.
Starting Level: Beginner
Prerequisites: No prior knowledge required, but familiarity with Microsoft 365 tools is a plus.

Means and Methods 

• Tutorial Videos: A selected series of videos will help you achieve the defined educational objectives.
• Evaluation Quiz: A quiz will be provided at the end to validate your understanding.

Training Content 

7 tutorial videos covering key functionalities :

• Use a Copilot Agent
• Describe a Copilot Agent
• Configure a Copilot Agent
• Modify, Share, and Install an Agent
• Prompt Coach
• Agents in SharePoint
• Other Coaches

1 Course Knowledge Validation Quiz 

Learn more about Copilot Agents

Copilot Agents are transforming interactions within Microsoft tools by simplifying tasks and improving information management. Integrated into Microsoft 365, they automate processes, enhance communication, and facilitate collaboration. This course provides all the essential knowledge to fully leverage Copilot Agents and tailor them to your organization’s needs. Whether your goal is to boost productivity, structure information flows, or streamline operations, you'll learn to maximize these tools for concrete and effective results.