Build Your First Microsoft 365 Copilot Agent

Build Your First Microsoft 365 Copilot Agent – A Practical Workshop for Business Executives and Non-Technical Professionals

Microsoft 365 Copilot is reshaping how organizations work, yet many teams are still using only a fraction of its potential.

This practical workshop helps business executives, managers, analysts, project professionals, and non-technical users turn everyday knowledge and repeatable processes into Microsoft 365 Copilot agents that save time, improve consistency, and support better business outcomes.

Participants will explore Microsoft’s prebuilt agents, learn practical prompt design techniques, identify when an agent is the right solution, and build a working Copilot agent using Agent Builder. The course is designed for business users, requires no coding experience, and does not cover Copilot Studio.

By the end of the session, each participant will have created and tested a practical Microsoft 365 Copilot agent they can apply to real work immediately.

Audience

• Business Executives
• Business Analysts
• Project Managers
• Product Owners
• Program Managers
• Team Leads
• Functional Managers
• Administrative Professionals
• Any Microsoft 365 Copilot user who wants to create agents without coding

Prerequisites

• Microsoft 365 Copilot Basic or Microsoft 365 Copilot Premium subscription
• Familiarity with Microsoft 365 applications
• No technical or development experience required

Learning Outcomes

After completing this course, participants will be able to:

• Explain what Microsoft 365 Copilot agents are and how they work
• Identify common business use cases for agents
• Apply prompting best practices when designing agents
• Evaluate and use Microsoft’s prebuilt agents
• Create and customize Copilot Chat agents
• Build and publish a working agent using Agent Builder
• Determine when an agent should be created instead of using Copilot Chat alone
• Apply governance and adoption best practices

Build Your First Microsoft 365 Copilot Agent Course Outline

Get Started with Microsoft 365 Copilot Agents

Topics

• What are Copilot Agents?
• How agents differ from Copilot Chat
• Business value of agents
• Common business use cases
• Types of agents available in Microsoft 365

Best Practices for Writing Prompts for Agents

Topics

• The role of prompts in agent success
• Structuring effective instructions
• Defining agent purpose and scope
• Creating reusable agent behaviors
• Reducing ambiguity and improving consistency

Best Practices

• Be specific
• Define desired outcomes
• Establish tone and audience
• Provide clear examples
• Test and refine instructions

Understanding Microsoft Prebuilt Agents

Topics

• Overview of available prebuilt agents
• Business scenarios supported by prebuilt agents
• Strengths and limitations
• Personal productivity use cases
• Team productivity use cases

Demonstration

• Explore and interact with selected prebuilt agents

Discussion

• When to use a prebuilt agent versus creating your own

Creating Agents with Copilot Agent Builder

Topics

• Introduction to Agent Builder
• Configuring instructions (Name, Icon, Role Descriptions and Instructions Modifications)
• Configuring instructions, including name, icon, role description, and instruction modifications
• Testing agent behavior
• Publishing and sharing

Hands-On Lab

Participants will build a working agent such as:

• Business Needs Generation Agent
• Project Management Risk Agent
• Executive Assistant Agent
• RFP Proposal Generator

Deliverable

Each participant will leave with a working Copilot agent.

Best Practices for When to Build Agents

Discuss best practices by asking:

• Is the task repeated frequently?
• Are consistent outputs required?
• Is specialized knowledge needed?
• Will multiple people benefit?
• Does the process have defined steps?

If yes to most of these questions, an agent may be a good solution.

Course Wrap-Up and Q&A

Review

• Key concepts learned
• Common implementation mistakes
• Next steps for adoption

Final Outcome

Every participant will leave the course with a functional Microsoft 365 Copilot Agent and practical guidance for creating agents.

Key word Copilot