In today’s dynamic business landscape, the ability to quickly and efficiently manage digital content is a crucial factor for organizational success. Microsoft 365 Copilot enhances digital content management by providing AI-powered assistance for tasks such as document drafting, idea generation, meeting preparation, and delivering real-time insights and recommendations. One of Copilot’s most significant advancements is the integration of prebuilt agents and user-created agents within the Microsoft 365 Copilot ecosystem.
Prebuilt agents are created by Microsoft and Microsoft-approved vendors. They enable faster deployment and reduced development costs, delivering immediate value with minimal configuration or customization. These agents are introduced in this module but covered in detail in a later module.
User-created agents are the focus of this module. Formerly known as no-code agents, these are intelligent AI-powered assistants designed to boost productivity and streamline workflows without requiring programming skills. These agents empower business users without technical or coding backgrounds to create and manage intelligent agents capable of performing various tasks. This democratization of AI technology allows employees across departments to apply the power of artificial intelligence throughout their organization. In doing so, they can reduce reliance on IT and accelerate the pace of digital transformation.
In this module, you’ll learn how these agents—requiring no coding experience—can act as AI-powered assistants embedded in Microsoft SharePoint and Microsoft 365 Copilot Chat. They provide real-time assistance by offering suggestions, automating processes, and helping users navigate complex tasks. What’s exciting about these agents is that, although they use advanced machine learning algorithms to understand user behavior and preferences, business users can easily create them.
By the end of this training, you should have a solid understanding of the following key concepts and skills:
- Understanding agents: Learn about prebuilt and user-created agents, and how they integrate with SharePoint and Copilot Chat to provide intelligent AI-powered assistance. Discover the various tasks these agents can perform and how they can be tailored to specific needs without programming skills.
- Enhancing collaboration and productivity: Explore how agents can facilitate better team collaboration by automating routine tasks, providing real-time updates, and integrating seamlessly with other Microsoft 365 tools such as OneDrive and Microsoft Teams. Learn how these agents can help you and your team work more efficiently.
- Case studies and real-world applications: Review concrete examples and case studies illustrating the benefits of using agents across various industries. Understand how organizations successfully implement these agents to improve document management, compliance tracking, project management, and more.
- Security and compliance considerations: Dive into the security and compliance aspects of using agents in SharePoint and Copilot Chat. Learn best practices to ensure these agents operate in secure environments, protect sensitive data, and comply with regulations.
In this module, you’ll learn how agents can transform daily operations, allowing users to focus on high-value strategic activities. The goal of this module is to equip you with the knowledge and skills needed to fully leverage agents in SharePoint and Microsoft 365 Copilot Chat to boost efficiency and productivity in your daily tasks and projects.
