Advanced Microsoft 365 Copilot AI: Build & Use Agents

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Advanced Microsoft 365 Copilot AI: Build & Use Agents

This course is part of Microsoft 365 Copilot: Boost Productivity & Build Agents Specialization

Instructor: Keith Gibson

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6 modules

Gain insight into a topic and learn the fundamentals.

Advanced level

Recommended experience

3 hours to complete

Flexible schedule

Learn at your own pace

6 modules

Gain insight into a topic and learn the fundamentals.

Advanced level

Recommended experience

3 hours to complete

Flexible schedule

Learn at your own pace

What you'll learn

• Configure autonomous Copilot Agents
• Apply ethical AI governance practices
• Identify and mitigate AI-related risks

Skills you'll gain

Details to know

Shareable certificate

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This course is part of the Microsoft 365 Copilot: Boost Productivity & Build Agents Specialization

When you enroll in this course, you'll also be enrolled in this Specialization.

Learn new concepts from industry experts
Gain a foundational understanding of a subject or tool
Develop job-relevant skills with hands-on projects
Earn a shareable career certificate

There are 6 modules in this course

Advanced Microsoft 365 Copilot AI: Build & Use Agents

Take your Microsoft Copilot skills to the next level by building, deploying, and managing Copilot agents responsibly. This advanced course shows you how to create custom agents in Copilot Studio, apply responsible AI principles, and use agents confidently in real workplace scenarios. Why This Course Matters Copilot agents are the next step in AI-powered productivity for Microsoft 365. As organizations move beyond basic prompting to automation and agent-driven workflows, professionals need to know how to build agents and use them responsibly. This course combines hands-on agent creation with practical responsible AI and governance best practices. Career Impact • Move beyond basic prompting by designing Copilot agents that automate repeatable workflows and decisions • Organizations using AI agents are 2× more likely to scale AI beyond individual use, increasing demand for agent builders • Build advanced skills for roles in automation, digital transformation, and responsible AI governance What You’ll Learn • Build, test, and refine Copilot agents in Copilot Studio • Create agents from prompts, files, and knowledge sources • Use Copilot agents in SharePoint and Microsoft 365 workflows • Understand generative AI, including LLMs and key limitations • Identify risks, bias, sensitive AI use cases, and apply responsible AI governance • Use Copilot Coaches to improve prompting and execution What Makes This Course Unique ✔ Hands-on experience with Copilot Studio and real agent scenarios ✔ Combines Copilot agent building with responsible AI governance ✔ Focuses on enterprise-ready, ethical AI use ✔ Serves as the capstone course in a 5-course Microsoft Copilot Specialization ✔ Short, focused format (6-8 hours) with immediate real-world application Who Should Take This Course • Professionals already using Microsoft Copilot who want advanced skills • Business, operations, and IT professionals exploring AI automation • Team leads or managers responsible for AI-enabled workflows Build smarter agents. Use AI responsibly. Lead with confidence. Enroll now and advance your AI forward, enterprise-ready skills.

Explore AI governance and the responsible use of Microsoft Copilot. Learn how to apply generative AI safely, develop your own Copilot-like agents, and follow best practices for ethical, effective AI in professional workflows. By the end of this module, you’ll understand how to maximize AI’s potential while using it responsibly.

What's included

7 videos3 readings4 assignments

7 videosTotal 16 minutes

Discover Generative AI1 minute
Explore Language Models2 minutes
Understand LLMs and SLMs2 minutes
Explore the Benefits of AI Chat-Based Assistants1 minute
Get Started With Copilot2 minutes
Prompt Like a Professional3 minutes
Extend and Develop Copilot-like Agents2 minutes

3 readingsTotal 9 minutes

Course Introduction & Syllabus5 minutes
Get to Know Generative AI2 minutes
Getting Started with Microsoft Copilot and Copilot Studio2 minutes

4 assignmentsTotal 18 minutes

Brain Boost3 minutes
Test Your Knowledge4 minutes
Activity: Understand Your Generative AI Use4 minutes
Activity: Identify Opportunities for AI 7 minutes

Build a strong foundation for responsible AI use in this module on AI governance. Learn key principles for ethical AI, be able to recognize high-risk scenarios, apply governance frameworks, and use Microsoft Copilot responsibly in daily work. By the end of this module, you’ll be ready to support effective AI oversight and help your organization use AI with clarity.

What's included

7 videos2 readings4 assignments

7 videosTotal 16 minutes

AI Internal Use Best Practices2 minutes
Prepare for the Impact of AI1 minute
Understand Threats, Biased Outcomes, and Sensitive Use Cases2 minutes
Understand the Principles of Responsible AI Use2 minutes
Apply Responsible AI Use Principles2 minutes
Define an Effective Ethics Governance System2 minutes
Identify and Flag Sensitive Use Cases2 minutes

2 readingsTotal 4 minutes

Get Started with Responsible AI Use2 minutes
Establishing Responsible AI Governance and Risk Mitigation2 minutes

4 assignmentsTotal 18 minutes

Brain Boost2 minutes
Test Your Knowledge5 minutes
Activity: Identify an AI Threat5 minutes
Activity: Understand Your AI Impact6 minutes

Welcome to the world of Copilot agents. In this module, you’ll learn how to create simple agents in Microsoft 365 Copilot, use them to retrieve information and summarize content, and explore built-in SharePoint agents that help you manage information more easily. Discover how agents can turn complex tasks into streamlined, dependable workflows.

What's included

14 videos3 readings5 assignments

14 videosTotal 16 minutes

Understand Copilot Agents2 minutes
Create an Agent in Copilot Studio1 minute
Chat With an Agent Using Microsoft 365 Copilot Chat1 minute
Utilize a Copilot Agent to Gather Information1 minute
Pin a Copilot Agent in Microsoft 365 Copilot0 minutes
Uninstall a Copilot Agent0 minutes
Edit an Agent in Copilot Studio 1 minute
Add a Knowledge Source to a Copilot Agent 1 minute
Share a Copilot Agent0 minutes
Add a Copilot Agent From Apps 0 minutes
Learn How to Use SharePoint Site Resources With a Copilot Agent 0 minutes
Create an FAQ With a Copilot Agent in SharePoint1 minute
See Where a User Is Mentioned in a Site With a Copilot Agent0 minutes
Brainstorm Next Steps With a Copilot Agent in SharePoint1 minute

3 readingsTotal 6 minutes

Get Started with Copilot Agents2 minutes
Customize, Share, and Extend Your Agents2 minutes
Utilize Copilot Agents in SharePoint2 minutes

5 assignmentsTotal 24 minutes

Brain Boost3 minutes
Apply Your Knowledge5 minutes
Activity: Create and Utilize Your Own Copilot Agent 6 minutes
Activity: Enhance Your Copilot Agent 5 minutes
Activity: Understand a SharePoint Site With Your Copilot Agent5 minutes

It's time to Build your own Copilot agents in Microsoft Copilot Studio. This module will show you how to navigate its interface, while using topics, actions, and variables to structure conversations. These elements will help you create an agent that is ready to automate tasks and provide information efficiently. By the end, you’ll be able to design, test, and refine agents that enhance productivity and streamline workflows across your organization.

What's included

12 videos2 readings4 assignments

12 videosTotal 22 minutes

Understand Copilot Studio2 minutes
Navigate Copilot Studio1 minute
Prompt like a Professional with Agents3 minutes
Understand Topics2 minutes
Understand Variables1 minute
Create an Agent from a Prompt1 minute
Add and Structure Topics1 minute
Apply Variables in Action2 minutes
Manage Agent Knowledge1 minute
Configure Agent Settings1 minute
Test an Agent0 minutes
Review the Build Process3 minutes

2 readingsTotal 4 minutes

Get Started with Copilot Studio2 minutes
Build and Configure Your Agents2 minutes

4 assignmentsTotal 20 minutes

Brain Boost 12 minutes
Apply Your Knowledge5 minutes
Familiarize Yourself With Copilot Studio5 minutes
Activity: Build Your Agent8 minutes

Copilot Coaches are designed to guide you through tasks step-by-step, offering suggestions, structure, and support as you work. In this module, you’ll learn how to interact with coaches, understand what they can help you accomplish, and use their guidance to plan, refine, or troubleshoot your work. By the end, you’ll know when to turn to a coach, and how to get clear, actionable support when you do.

What's included

4 videos1 reading2 assignments

4 videosTotal 4 minutes

Improve Prompting With the Prompt Coach1 minute
Learn More About a Topic With the Learning Coach1 minute
Brainstorm Better with Idea Coach1 minute
Improve Writing with Writing Coach1 minute

1 readingTotal 2 minutes

Work Smarter With Copilot Coaches2 minutes

2 assignmentsTotal 8 minutes

Brain Boost3 minutes
Activity: Utilize Different Copilot Agents5 minutes

A final module on how to use AI responsibly and effectively in the workplace. You’ll explore strategies to recognize risks, address ethical challenges, and integrate AI into daily workflows. By the end of this module, you’ll be equipped with best practices to enhance productivity while maintaining ethical standards.

What's included

4 videos3 readings4 assignments

4 videosTotal 12 minutes

Understand the Implications of AI Use1 minute
Recognize Risks in Daily AI Use2 minutes
Learn Best Practices for Daily AI Use5 minutes
Apply the Dos and Don'ts of AI Use3 minutes

3 readingsTotal 6 minutes

Risks and Responsible Use of AI in Everyday Work2 minutes
Best Practices for Responsible and Effective Everyday AI Use2 minutes
Congratulations!2 minutes

4 assignmentsTotal 20 minutes

Brain Boost2 minutes
Test Your Knowledge5 minutes
Activity: Recognize a Biased Outcome5 minutes
Reflect on Your AI Use8 minutes

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Instructor

Keith Gibson

Knowledge Accelerators

22 Courses395,313 learners

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Knowledge Accelerators

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