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.

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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
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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
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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
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Why choose QA

Special Notices

Please note - This course is only available under The Microsoft Training Services Partner (TSP) scheme.

Need to know

Frequently asked questions

How can I create an account on myQA.com?

There are a number of ways to create an account. If you are a self-funder, simply select the "Create account" option on the login page.

If you have been booked onto a course by your company, you will receive a confirmation email. From this email, select "Sign into myQA" and you will be taken to the "Create account" page. Complete all of the details and select "Create account".

If you have the booking number you can also go here and select the "I have a booking number" option. Enter the booking reference and your surname. If the details match, you will be taken to the "Create account" page from where you can enter your details and confirm your account.

Find more answers to frequently asked questions in our FAQs: Bookings & Cancellations page.

How do QA’s virtual classroom courses work?

Our virtual classroom courses allow you to access award-winning classroom training, without leaving your home or office. Our learning professionals are specially trained on how to interact with remote attendees and our remote labs ensure all participants can take part in hands-on exercises wherever they are.

We use the WebEx video conferencing platform by Cisco. Before you book, check that you meet the WebEx system requirements and run a test meeting to ensure the software is compatible with your firewall settings. If it doesn’t work, try adjusting your settings or contact your IT department about permitting the website.

How do QA’s online courses work?

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?

Joining instructions for QA courses are sent two weeks prior to the course start date, or immediately if the booking is confirmed within this timeframe. For course bookings made via QA but delivered by a third-party supplier, joining instructions are sent to attendees prior to the training course, but timescales vary depending on each supplier’s terms. Read more FAQs.

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.

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