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MS-4019: Transform your everyday business processes with agents
Automate everyday work with no-code AI agents in Microsoft 365. This beginner-friendly course shows business users how to create, test, manage and share agents in Microsoft 365 Copilot Chat and SharePoint. You’ll learn to write clear instructions and starter prompts, use prebuilt Copilot agents and share your agents in Microsoft Teams to streamline business processes and collaboration. No coding experience is needed.
Duration
4 hours
Modules
1 Modules
Course type
Microsoft
Course Overview
This learning path empowers users to implement no-code Copilot agents in Microsoft 365 Copilot Chat and SharePoint. It introduces foundational concepts such as agent capabilities, components, and responsible AI practices. Learners will gain hands-on experience in building, testing, and deploying Copilot agents using a no-code approach. The course also walks through managing agent behavior, sharing agents within SharePoint and Microsoft Teams, and ensuring proper permissions and governance. By the end, learners will be equipped to enhance productivity and streamline knowledge workflows across their organization using AI-powered agents embedded into familiar Microsoft 365 tools.
Before You Begin
- Familiarity with Microsoft 365 services
- Basic understanding of SharePoint structure and user roles
- Comfort navigating Microsoft Teams and SharePoint sites
- Interest in using AI-driven productivity tools without coding
Key outcomes
- Identify Copilot Agent Components and Purpose Understand what Copilot agents are and how they deliver business value.
- Build No-Code Agents in SharePoint Create and customize Copilot agents without writing code.
- Manage and Test Agent Behavior Configure responses and validate agent performance in real-world scenarios.
- Share Agents Across Microsoft 365 Deploy agents in SharePoint and Microsoft Teams for broader collaboration.
Tools you’ll use
Microsoft 365 Copilot
SharePoint
Skills you’ll gain
- Agent Fundamentals
- No-Code Agent Building
- Behavior Testing
- Agent Sharing
- Governance Compliance
What You’ll Learn
1 module
1Lesson 1: Transform your everyday business processes with agents
Module 1.1: Get started with agents Module 1.2: Explore prebuilt Microsoft 365 Copilot agents Module 1.3: Build and manage an agent Module 1.4: Share and use agents
Certification & Credentials
Certificate track
4 hours
High-Quality Video, E-book & Audiobook
Modules Quizzes
AI Mentor
Access for Tablet & Phone
Frequently asked questions
Do I need programming knowledge to complete this course?
No, this course is designed for no-code implementation. All tasks are completed using user-friendly interfaces.
Can I share my Copilot agents with team members?
Yes, agents can be shared within SharePoint sites and Microsoft Teams channels.
What access do I need to create Copilot agents?
You must have at least edit permissions on the SharePoint site where the agent will be created.
Will I be able to test agents before deploying them?
Yes, the course includes guidance on testing agent prompts and adjusting their behavior before use.
Who should take this course?
Business users, team leaders, and admins who want to leverage AI-powered agents in Microsoft 365 environments.
| Duration | 4 hours |
|---|---|
| Modules | 1 Modules |
| Course type | Microsoft |
| Category | Microsoft |
| Prerequisites | Familiarity with Microsoft 365 services, Basic understanding of SharePoint structure and user roles, Comfort navigating Microsoft Teams and SharePoint sites, Interest in using AI-driven productivity tools without coding |
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