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Copilot Agents: Build Your Own AI Assistant in Copilot and Teams (No Code Required)

Copilot Agents: Build Your Own AI Assistant in Copilot and Teams (No Code Required)

30mGeneral2025-10-29

Authors

David Fortin

David Fortin

Course details

Master Microsoft 365 Copilot agents, your AI teammates that automate tasks and boost productivity. This hands-on course covers everything from using built-in agents to building your own. Learn how agents work, use tools like the Researcher and Analyst Agents, and create custom agents with tailored instructions and knowledge sources. You’ll also test, refine, and deploy agents to handle reports, data analysis, communications, and more. Gain the skills to build smart AI workflows and save time across your daily tasks.

Learning objectives
Understand what Microsoft 365 Copilot agents are, where to access them, and how they differ from Copilot’s standard chat experience.
Identify and apply built-in Microsoft 365 Copilot agents, such as the Researcher Agent and Analyst Agent, to perform specialized tasks like gathering insights and analyzing data.
Demonstrate the ability to navigate, configure, and use the Copilot agent interface, including managing prebuilt prompts and understanding agent capabilities.
Design and build a custom Copilot agent by feeding it detailed instructions, and connecting relevant knowledge sources such as emails, Teams messages, or SharePoint folders.
Evaluate and refine a custom Copilot agent by testing its performance, improving its accuracy, and optimizing its usefulness for repetitive or team-based workflows.

Concepts

Introduction

  • Use Microsoft 365 Copilot agents for specialized tasks
  • What is a M365 Copilot agent
  • Navigating and locating Copilot agents

Get Started with Microsoft 365 Copilot Agents

  • Prepare meetings with the Copilot Researcher agent
  • Data analysis made easy with the Copilot Analyst agent
  • Build and test your first M365 Copilot agent

Dive Deep Into M365 Copilot Agents

  • Create custom instructions for your Copilot agent
  • Add knowledge to customize your Copilot agent
  • Test and refine your custom Copilot agent

Conclusion

  • Keep learning about Copilot agents

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