Copilot Agents: Build Your Own AI Assistant in Copilot and Teams (No Code Required)
30mGeneral2025-10-29
Authors

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.
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
Related courses
- Copilot Agents: Build Your Own AI Assistant in Copilot and Teams (No Code Required)
- Building in Microsoft Copilot Studio
- How to Be an Agent Boss: Leading AI Agents at Work
- Practical GitHub Copilot: Write, Modify, and Debug Code
- Microsoft Copilot and Agent Administration Fundamentals (AB-900) Cert Prep by Microsoft Press
- Extend Microsoft 365 Copilot with AI Agents
- AI Agents for Marketing: Automate Workflows with Copilot
- Microsoft Copilot Power User: Advanced Techniques for Maximum Impact
Related learn paths
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- Master GitHub Copilot