Overview
This course is designed to empower business users and IT professionals to create, manage, and utilize no-code AI agents within Microsoft 365 Copilot Chat and SharePoint. Participants will explore how these agents can automate tasks, provide real-time support, and enhance collaboration across organizational workflows. Through practical modules, learners will gain hands-on experience in building agents that streamline business processes without the need for coding expertise.
Prerequisites
Participants should have:
- Basic functional experience with Microsoft 365 services
- A proficient understanding of general IT practices
Target audience
This course is intended for:
- Administrators
- Business users
- Developers
- Students
Delegates will learn how to
By the end of this course, learners will be able to:
- Understand the role and benefits of no-code AI agents in Microsoft 365
- Create and configure agents using Microsoft Copilot Chat and SharePoint
- Manage and test agents to ensure optimal performance
- Share and utilize agents to enhance collaboration within teams
- Apply IT governance controls to maintain compliance and security
Outline
Get started with agents
- Introduction to AI-powered assistants in SharePoint and Microsoft Copilot Chat
- Components and functionalities of no-code agents
- Identifying users who can create and use agents
- Benefits of implementing agents in business processes
- Enhancing collaboration through agent integration
- Understanding IT governance controls for agents
Build and manage an agent
- Tools and platforms for creating agents in SharePoint and Copilot Chat
- Step-by-step guide to building agents without coding
- Crafting effective instructions and starter prompts
- Testing and editing agents for optimal functionality
- Managing agent lifecycle and updates
Share and use agents
- Methods for sharing agents with other users
- Integrating agents into Microsoft Teams for broader accessibility
- Selecting and interacting with agents in SharePoint and Copilot Chat
- Managing chat history and agent interactions
Exams and assessments
This course includes module-based assessments and practical exercises to reinforce learning outcomes. Participants can validate their skills through the Microsoft Applied Skills credential: Transform your everyday business processes with agents.
Hands-on learning
This course offers:
- Interactive exercises within Microsoft 365 Copilot Chat and SharePoint environments
- Practical tasks simulating real-world scenarios
- Guided demonstrations of agent creation and management

Frequently asked questions
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Find more answers to frequently asked questions in our FAQs: Bookings & Cancellations page.
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QA online courses, also commonly known as distance learning courses or elearning courses, take the form of interactive software designed for individual learning, but you will also have access to full support from our subject-matter experts for the duration of your course. When you book a QA online learning course you will receive immediate access to it through our e-learning platform and you can start to learn straight away, from any compatible device. Access to the online learning platform is valid for one year from the booking date.
All courses are built around case studies and presented in an engaging format, which includes storytelling elements, video, audio and humour. Every case study is supported by sample documents and a collection of Knowledge Nuggets that provide more in-depth detail on the wider processes.
When will I receive my joining instructions?
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When will I receive my certificate?
Certificates of Achievement are issued at the end the course, either as a hard copy or via email. Read more here.