MS-4019: Transform your everyday business processes with agents

Modules

Module 1: Introduction to agents

This module explores how agents function as AI-powered assistants embedded within SharePoint and Microsoft Copilot Chat. Agents provide real-time support by offering suggestions, automating processes, and guiding users through complex tasks.

Learning objectives
By the end of this module, you will be able to:

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

Module 2: Work with prebuilt Microsoft 365 Copilot agents

This module provides practical guidance on using Microsoft 365 Copilot Chat’s prebuilt agents to streamline tasks, retrieve information efficiently, and boost productivity through AI-driven conversational tools.

Learning objectives
By the end of this module, you will be able to:

• Interact with the prebuilt agents in Microsoft 365 Copilot Chat.
• Describe the purpose and functionality of each prebuilt agent.
• Provide practical examples of how prebuilt agents can support daily work activities.
• Outline the limitations of each prebuilt agent.

Module 3: Build and manage agents

This module introduces the key concepts and practical steps for creating, testing, and managing agents in Microsoft 365 Copilot Chat and SharePoint.

Learning objectives
By the end of this module, you will be able to:

• Differentiate between the tools available to business users for creating 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.
• Write clear, concise, and effective instructions and starter prompts for agents.
• Test and refine agents in Copilot Chat and SharePoint.
• Manage agents in Copilot Chat and SharePoint.

Module 4: Share and use agents

This module examines how business users can share and make use of agents across SharePoint, Microsoft Copilot Chat, and Microsoft Teams.

Learning objectives
By the end of this module, you will be able to:

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