This training focuses on what Copilot agents are in practice within Microsoft 365: reusable configurations that combine clear instructions with carefully scoped knowledge, rather than automated workflows or integrations. Participants learn how to create agents using Agent Builder and SharePoint, understand where those agents live, and see how they can be used across Copilot Chat, SharePoint, Teams, and Copilot Pages. Emphasis is placed on practical design decisions—how to structure instructions, select the right sources, and control scope—to improve answer quality and reduce inconsistency.
The training will emphasize real-world use. Copilot Pages are introduced as the preferred way to retain state and produce trustworthy artifacts, while chat remains a drafting and iteration space. Short reminders reinforce enterprise realities such as permissions, ownership, and responsible use.
Key topics include:
- Understanding Copilot agents as persistent instruction‑and‑knowledge configurations
- Creating agents with Agent Builder and SharePoint custom‑built agents
- Grounding agents in SharePoint content and managing scope for reliability
- Writing effective instructions and defining expected output formats
- Testing and debugging agents when results are incomplete or off‑topic
- Using Copilot Pages to create durable, repeatable outcomes
- Recognizing platform limits and future paths for more advanced needs
The training will equip participants with a realistic, enterprise‑ready approach to building and using Copilot agents that add value today while setting appropriate expectations for future growth.