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Build your first AI agent

Discovery introduction to M365 Copilot scenarios.
Overview
Curriculum
Free
Course Deadline Alarm2 days left
Course Duration ClockCourse duration
1 day
Course Level BarCourse level
Beginner
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Description
Ready to unlock the full potential of Microsoft 365 Copilot? In this beginner-friendly course, you’ll learn how to create and customize declarative agents that supercharge productivity, whether for yourself or your entire team. Discover when to build your own agent, how to craft effective instructions, prompts, and knowledge sources, and why this natural language approach is transforming how we work. By the end, you’ll be confidently designing agents that make every task faster, smarter, and more personal.
What you will learn in this course
  1. The high value of Microsoft 365 Copilot and declarative agents.

  2. How to leverage out-of-the-box templates so you can hit the ground running from day one.

  3. How to (and why to) build conversational agents that create natural, human-like interactions in M365 Copilot and Teams.

  4. How to share your agents confidently with peers or even across your organization.

Who this course is for:
  1. Anyone! But especially those who are new to Microsoft 365 agents and/or AI-driven generative AI scenarios.

  2. Professionals driving automation and AI adoption in their organizations.

  3. Teams looking to scale intelligent agent solutions for complex workflows.

Curriculum
Modules 1 Module
Video duration Total video:
Lab Effort ~ labs
Module
Intro to agents module
Ready to unlock the full potential of Microsoft 365 Copilot? In this beginner-friendly course, you’ll learn how to create and customize declarative agents that supercharge productivity, whether for yourself or your entire team. Discover when to build your own agent, how to craft effective instructions, prompts, and knowledge sources, and why this natural language approach is transforming how we work. By the end, you’ll be confidently designing agents that make every task faster, smarter, and more personal.
preview Preview available
video lab
1.1 Introduction
Deep dive into when it's appropriate to build specialized agents for M365 Copilot.
duration
lab
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1.2 Fundamentals Part 1: Prompting
Clarifications on Prompt Engineering and Best Practices in Prompts
duration
lab
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1.3 Fundamentals Part 2: Knowledge Sources
Overview of Grounding and Knowledge Source Value-Added
duration
lab
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1.4 Getting Started with Templates
Discussion and demonstration for common scenarios for templates.
duration
lab
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1.5 Specialized Agents
Why build declarative agents
duration
lab
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1.6 BONUS VIDEO: Writing Instructions
Tips to optimize declarative agent instructions
duration
lab
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1.7 Extending M365 Agents with Copilot Studio
Walking through tips for extending declarative agents with MCS
duration
lab
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1.8 Next Steps & Closing Comments
Next steps using popular agents: Analyst, Researcher, and Prompt Coach
duration
lab
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