MS-4019 – Transform Your Everyday Business Processes with Microsoft 365 Copilot Agents

Course Duration

1 Day

Audience

Employees of federal, state and local governments; and businesses working with the government.

Prerequisites

Familiarity with Microsoft 365 and Copilot basics is helpful. MS-4018 or equivalent experience with Copilot is recommended.

Course Description

MS-4019 focuses on Microsoft 365 Copilot agents — AI-powered automations that handle repetitive tasks and workflows on behalf of users. Students explore prebuilt Microsoft agents (Analyst, Researcher, Interpreter, and more), learn to build their own agents in Copilot Chat and SharePoint, and practice hands-on exercises to automate real business processes. This course is ideal for federal and corporate users who want to go beyond basic Copilot prompting and start automating workflows with agents.

Learning Objectives

• Understand what Microsoft 365 Copilot agents are and how they differ from standard Copilot
• Explore prebuilt Microsoft 365 Copilot agents including Analyst, Researcher, and Interpreter
• Create agents in Microsoft 365 Copilot Chat using the agent builder
• Build SharePoint agents to automate document workflows
• Apply IT governance controls when deploying agents to your organization
• Test, refine, and share agents with your team
• Identify high-value automation opportunities using agents in federal and corporate workflows

Course Outline

Get started with agents

• 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

Explore prebuilt Microsoft 365 Copilot agents

• Examine the Analyst agent
• Examine the Researcher agent
• Examine the Interpreter agent
• Explore other prebuilt agents

Build agents in Microsoft 365 Copilot Chat

• Create an agent in Copilot Chat
• Configure and test your agent

Build agents in SharePoint

• Create a SharePoint agent
• Share and manage SharePoint agents

Frequently Asked Questions