Overview

Build practical, governed AI assistants with No-Code Copilot Agents for Microsoft 365 & SharePoint.

This Learning Path examines no-code agents in Microsoft 365 Copilot Chat and SharePoint and explores how Microsoft 365 business users can create, manage, and use them.

Ready to operationalize Copilot agents—minus the risk?

Equip your team to design, govern, and share useful agents that save real hours and raise work quality across Microsoft 365.

Why Choose KORNERSTONE

  • Accredited, practitioner-led, expert certificate trainers to provide high quality training
  • Official training material included
  • Practical, scenario-based learning – focus on application, not just theory
  • Excellent Passing Rate

Skills Covered

  • Get started with agents
  • Explore prebuilt Microsoft 365 Copilot agents
  • Build and manage an agent
  • Share and use agents

Prerequisites

  • Students should have basic functional experience with Microsoft 365 services.
  • Students must have a proficient understanding of general IT practices.

Target Audience

This program is designed for business users, developer, administrator and students who want to leverage AI-powered agents to automate daily workflows. It is ideal for teams seeking to improve operational efficiency and streamline routine business processes using Microsoft’s AI and automation capabilities.

Course Curriculum

Module 1: Get started with agents

This module examines how agents act as AI-powered assistants embedded within SharePoint and Microsoft Copilot Chat, providing real-time support by offering suggestions, automating processes, and helping users navigate through complex tasks.

  • Describe the components of SharePoint agents and Microsoft Copilot Chat agents.
  • Identify who can create and use these agents.
  • Describe the benefits of using agents.
  • Explain how agents in SharePoint and Microsoft Copilot Chat can enhance collaboration.
  • Understand IT governance controls for agents.

Module 2: Explore prebuilt Microsoft 365 Copilot agents

This module provides a practical guide to using Microsoft 365 Copilot Chat’s prebuilt agents, which enable users to streamline tasks, retrieve information efficiently, and enhance productivity through AI-powered conversational tools.

  • Interact with the prebuilt agents in Microsoft 365 Copilot Chat.
  • Describe what each of the prebuilt agents do.
  • Provide practical examples of how each prebuilt agent can help in your day-to-day work.
  • Describe the limitations of each prebuilt agent.

Module 3: Build and manage an agent

This module guides you through the foundational concepts and practical steps required to create, test, and manage agents in Microsoft 365 Copilot Chat and SharePoint.

  • Identify the differences in the tools used by everyday business users to create agents in SharePoint and Microsoft 365 Copilot Chat.
  • Identify the components that make up agents in SharePoint and Microsoft 365 Copilot Chat.
  • Create agents in Copilot Chat and SharePoint.
  • Create clear, concise, and effective Instructions and Starter Prompts when creating agents.
  • Test and edit agents in Copilot Chat and SharePoint.
  • Manage agents in Copilot Chat and SharePoint.


Module 4: Share and use agents

This module explores how everyday business users can share and use agents in SharePoint and Microsoft 365 Copilot Chat.

  • Share agents with other users.
  • Share agents in Microsoft Teams.
  • Select agents in SharePoint and Microsoft 365 Copilot chat, use the agents, and manage chat history.

Let's make it work for you

Can’t find a date that fits? Need to train your whole team? Looking for a discount?
Speak to one of our training consultant today.

Dates & Locations

September 9, 2026

Location: Online
Format: Live Virtual
Availability: TBC

December 9, 2026

Location: Online
Format: Live Virtual
Availability: TBC

Exam & Certification

Note: There is no exam directly associated with this course. However, Microsoft offers an extensive portfolio of industry-recognized certifications that can help you stand out as a tech professional in 2025 and beyond. Achieving Microsoft certification is one of the most effective ways to validate your skills and accelerate your career.

With our expert-led training, you’ll be prepared to:

  • Master in-demand capabilities across Cloud, Data & AI, and Cybersecurity — areas driving global digital transformation.
  • Prove your expertise with a globally respected credential recognized by employers worldwide.
  • Advance your career by enhancing your credibility, increasing your earning potential, and opening doors to new opportunities.

Explore our full range of Microsoft certifications and start building the skills that matter today.

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