MS-4019: Transform your everyday business processes with agents

Length: 1 Day(s)     Cost:$895 + GST

= Scheduled class     = Guaranteed to run     = Fully booked

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LOCATION August September October November
Auckland
Hamilton
Christchurch
Wellington
Virtual Class

This course examines how business users can create, publish, manage, and use no-code Copilot agents for Microsoft 365 SharePoint.


This course is targeted to Microsoft 365 SharePoint business users.


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

After completing this course, students will be able to:

  • Describe the components of no-code agents in SharePoint
  • Identify who can create and use no-code agents in SharePoint
  • Describe the benefits of using no-code agents in SharePoint
  • Explain how no-code agents in SharePoint can enhance collaboration
  • Understand IT governance controls for no-code agents in SharePoint
  • Create no-code agents in SharePoint
  • Test and edit no-code agents in SharePoint
  • Manage no-code agents in SharePoint
  • Share no-code agents in SharePoint
  • Engage with agents on SharePoint sites, pages, and document libraries
  • Select no-code agents in SharePoint, use the agents, and manage chat history
  • Identify the types of files that can be referenced when interacting with no-code agents in SharePoint
  • Describe how no-code Power Automate flows can integrate with no-code SharePoint agents

Get started with agents
  • Describe the components of SharePoint agents and Microsoft Copilot Chat agents.
  • Identify who can create and use these agents.
  • Describe the benefits of using agents.
  • Explain how agents in SharePoint and Microsoft Copilot Chat can enhance collaboration.
  • Understand IT governance controls for agents.
Explore prebuilt Microsoft 365 Copilot agents
  • Interact with the prebuilt agents in Microsoft 365 Copilot Chat.
  • Describe what each of the prebuilt agents do.
  • Provide practical examples of how each prebuilt agent can help in your day-to-day work.
  • Describe the limitations of each prebuilt agent.
  • Lab: Use an agent of your choice.
Build and manage an agent
  • Identify the differences in the tools used by everyday business users to create agents in SharePoint and Microsoft 365 Copilot Chat.
  • Identify the components that make up agents in SharePoint and Microsoft 365 Copilot Chat.
  • Create agents in Copilot Chat and SharePoint.
  • Create clear, concise, and effective Instructions and Starter Prompts when creating agents.
  • Test and edit agents in Copilot Chat and SharePoint.
  • Manage agents in Copilot Chat and SharePoint.
  • Lab: Create an agent in SharePoint.
Share and use agents
  • Share agents with other users.
  • Share agents in Microsoft Teams.
  • Select agents in SharePoint and Microsoft 365 Copilot chat, use the agents, and manage chat history.