Create a no-code Copilot agent for Microsoft 365 SharePoint

This Learning Path examines no-code agents in Microsoft 365 Copilot Chat and SharePoint and explores how Microsoft 365 business users can create, manage, and use them.

Prerequisites

• Students should have basic functional experience with Microsoft 365 services.
• Students must have a proficient understanding of general IT practices.

Audience: 

This course is targeted to Microsoft 365 SharePoint business users.

Modules in this learning path

Get started with agents

This module examines how agents act as AI-powered assistants embedded within SharePoint and Microsoft Copilot Chat, providing real-time support by offering suggestions, automating processes, and helping users navigate through complex tasks.

• Introduction
• What are agents?
• Who can create and use agents?
• Explore the benefits of using agents
• Enhance collaboration using agents
• Examine IT governance controls for agents
• Knowledge check
• Summary

Build and manage an agent

This module guides you through the foundational concepts and practical steps required to create, test, and manage agents in Microsoft 365 Copilot Chat and SharePoint.

• Introduction
• Examine the tools used to create agents
• Explore the components of an agent
• Create an agent in Copilot Chat - Part 1
• Create an agent in Copilot Chat - Part 2
• Create an agent in SharePoint
• Exercise - Create instructions for agent scenarios
• Exercise - Create starter prompts for agent scenarios
• Test and edit your agents
• Manage your agents
• Knowledge check
• Summary

Share and use agents

This module explores how everyday business users can share and use agents in SharePoint and Microsoft 365 Copilot Chat.

• Introduction
• Share an agent with other users
• Share an agent in Microsoft Teams
• Interact with agents
• Knowledge check
• Summary