Microsoft Copilot Agent Builder is a feature within Microsoft 365 Copilot that allows users to create simple Copilot agents for everyday business use. This course is designed for beginners who want to learn how to build useful agents with Microsoft 365 tools, with no coding or advanced development required.
This is not an advanced AI agent development course. Instead, it focuses on practical, entry-level skills to help you understand how Agent Builder works and how to apply it in real-world business scenarios.
In this one-day Microsoft Copilot training course, you will learn how to create, test and share a basic Copilot agent using Agent Builder. You will also learn how to connect simple knowledge sources such as SharePoint and OneDrive. If you are new to Copilot, we recommend starting with Copilot for Microsoft 365, or explore all Microsoft Copilot courses.
Important: This is a beginner-level course focused on creating simple Copilot agents using Agent Builder in Microsoft 365 Copilot. It does not cover advanced AI development, coding, APIs, or custom integrations.
A basic understanding of Microsoft 365 is recommended. Students will be provided with a Copilot for Microsoft 365 licence for the duration of this course, along with access to the Nexacu Microsoft 365 tenancy for hands-on activities using Agent Builder, SharePoint and OneDrive.
Copilot for M365 Learn how to use Copilot across Word, Excel, Outlook and more. Get hands-on with AI-powered tools to boost productivity and streamline everyday tasks.
Copilot for ExcelUse Copilot to analyse data, write formulas, build dashboards and automate reporting. Make Excel smarter, faster and easier.
Copilot for Outlook and TeamsWork smarter in Outlook and Teams. Learn how Copilot helps you manage emails, plan meetings and collaborate more efficiently.
Copilot for PowerPointTurn ideas into polished presentations with AI. Learn how to draft slides, enhance visuals and create content using natural language.
Copilot for WordWrite, edit and summarise documents faster with Copilot. Save time and improve quality using AI in Microsoft Word.
Copilot for Power BILearn Power BI Copilot training to prepare semantic models, generate insights, and apply governance for accurate, trusted AI-driven analytics.
Copilot for Customer ServiceRespond faster and smarter with Copilot. This scenario-based workshop builds prompting skills and service judgement for customer-facing roles.
Copilot for Executives and ManagersLead smarter with Copilot. This half-day course helps executives and managers use AI to summarise, communicate, and make decisions more effectively.
Copilot for HRResearch, advise, and communicate with more confidence using Copilot. This scenario-based workshop builds prompting, HR reasoning, and decision support skills for HR-focused roles.
Copilot for FinanceAnalyse data, validate outputs, and communicate with more confidence using Copilot. This scenario-based workshop builds prompting, financial judgement, and decision support skills for finance-focused roles.
Copilot for Legal ServicesDraft, review, and analyse legal material with more confidence using Copilot. This scenario-based workshop builds prompting, legal reasoning, and decision support skills for legal-focused roles.
Copilot for OperationsPlan, coordinate, and respond with more clarity using Copilot. This scenario-based workshop builds prompting, operational thinking, and decision support skills for operations-focused roles.
Copilot for SalesResearch smarter and sell with more confidence using Copilot. This scenario-based workshop builds prompting, discovery, and research skills for sales-focused roles.
Copilot for MarketingPlan, create, and refine marketing work with more confidence using Copilot. This scenario-based workshop builds prompting, research, and campaign decision support skills for marketing-focused roles.
Module 1: Introduction to Copilot and Declarative Agents
What is Microsoft 365 Copilot?
What is a Declarative Agent?
Real-world examples (HR, IT, Sales, Operations, Customer Service)
Declarative Agents vs Copilot Studio agents
Select your scenario (HR, IT, Sales, Operations, Customer Service)
Exercise: Scenario selection and planning
Knowledge check quiz
Module 2: Accessing Agent Builder
Navigating to Agent Builder in Microsoft 365 Copilot
Agent Builder interface overview (Describe, Configure, Try It)
Create your first agent (name, description)
Save and access your agent
Exercise: Create your first agent
Knowledge check quiz
Module 3: Connecting Knowledge Sources
What is a knowledge source?
Prepare your knowledge base (SharePoint, Word, Excel, PDF)
Connect SharePoint to your agent
Verify the connection
Best practice content structure (headings, lists, tables, keywords)
Knowledge check quiz
Module 4: Training the Agent
Write agent instructions (tone, behaviour, constraints)
Define topics (prompts, questions, expected responses)
Set tone and behaviour
Test responses using “Try It”
Edit and refine your agent
Exercise: Train and test your agent
Knowledge check quiz
Module 5: Sharing and Using the Agent
Publish your agent in Microsoft 365 Copilot
Test in Teams, Outlook, or Word
Share internally with others
Monitor usage (analytics not available in this version)
Knowledge check quiz
Module 6: Final Project and Presentation
Prepare your presentation (scenario, users, knowledge, topics, demo)
Presentation format (5–7 minutes, live demo, reflection)
Peer feedback (clarity, functionality, user-friendliness)
Self-reflection quiz
Course summary and next steps (advanced course options)
What is Microsoft Copilot Agent Builder?
Microsoft Copilot Agent Builder is a feature within Microsoft 365 Copilot that allows users to create simple Copilot agents using natural language instructions and Microsoft 365 knowledge sources such as SharePoint and OneDrive.
What is the difference between Microsoft Copilot and Agent Builder?
Microsoft Copilot is the AI assistant used across Microsoft 365 apps such as Teams, Outlook, Word and Excel. Agent Builder allows users to create custom agents that follow specific instructions and respond using selected organisational knowledge sources.
Is this a Microsoft Copilot Studio course?
This course focuses on creating agents using Agent Builder in Microsoft 365 Copilot. It is not an advanced Copilot Studio development course. Copilot Studio is mentioned where relevant so learners understand the difference between Microsoft Copilot, Agent Builder and Copilot Studio.
Why is the course not called Copilot Studio?
The course name has been updated to better match the actual course content. Students will be working with Agent Builder in Microsoft 365 Copilot, so the course title now reflects the hands-on activities more accurately while still explaining how this relates to Copilot Studio.
What will I learn in this Agent Builder course?
You will learn how to create a basic Copilot agent, add clear instructions, connect knowledge sources, test responses and share the agent for practical business use.
How do I learn to create Copilot agents?
The best way to learn is through structured, hands-on training. This beginner course guides you step by step through creating a Copilot agent using practical business examples.
Do I need coding experience?
No. This course is designed for business users and beginners. No coding or advanced development experience is required.
Will I need a Microsoft Copilot licence?
Yes. Students will be provided with a Copilot for Microsoft 365 licence for the duration of this course. Access to the Nexacu Microsoft 365 tenancy will also be provided for hands-on activities using Agent Builder, SharePoint and OneDrive.
Who is this course for?
This course is suitable for business users, team leaders, IT support teams, HR, Sales, Operations, L&D and anyone who wants to understand how to create simple Copilot agents for workplace use.
Why would I create a Copilot agent?
Copilot agents can help teams answer common questions, surface internal knowledge, reduce time spent searching for information and support repeatable business tasks.
How is this course delivered?
This course is delivered as a one-day, instructor-led session with hands-on exercises, practical examples and guided agent-building activities. Students can attend online or in class where available.
Copilot for M365 Learn how to use Copilot across Word, Excel, Outlook and more. Get hands-on with AI-powered tools to boost productivity and streamline everyday tasks.
Copilot for ExcelUse Copilot to analyse data, write formulas, build dashboards and automate reporting. Make Excel smarter, faster and easier.
Copilot for Outlook and TeamsWork smarter in Outlook and Teams. Learn how Copilot helps you manage emails, plan meetings and collaborate more efficiently.
Copilot for PowerPointTurn ideas into polished presentations with AI. Learn how to draft slides, enhance visuals and create content using natural language.
Copilot for WordWrite, edit and summarise documents faster with Copilot. Save time and improve quality using AI in Microsoft Word.
Copilot for Power BILearn Power BI Copilot training to prepare semantic models, generate insights, and apply governance for accurate, trusted AI-driven analytics.
Copilot for Customer ServiceRespond faster and smarter with Copilot. This scenario-based workshop builds prompting skills and service judgement for customer-facing roles.
Copilot for Executives and ManagersLead smarter with Copilot. This half-day course helps executives and managers use AI to summarise, communicate, and make decisions more effectively.
Copilot for HRResearch, advise, and communicate with more confidence using Copilot. This scenario-based workshop builds prompting, HR reasoning, and decision support skills for HR-focused roles.
Copilot for FinanceAnalyse data, validate outputs, and communicate with more confidence using Copilot. This scenario-based workshop builds prompting, financial judgement, and decision support skills for finance-focused roles.
Copilot for Legal ServicesDraft, review, and analyse legal material with more confidence using Copilot. This scenario-based workshop builds prompting, legal reasoning, and decision support skills for legal-focused roles.
Copilot for OperationsPlan, coordinate, and respond with more clarity using Copilot. This scenario-based workshop builds prompting, operational thinking, and decision support skills for operations-focused roles.
Copilot for SalesResearch smarter and sell with more confidence using Copilot. This scenario-based workshop builds prompting, discovery, and research skills for sales-focused roles.
Copilot for MarketingPlan, create, and refine marketing work with more confidence using Copilot. This scenario-based workshop builds prompting, research, and campaign decision support skills for marketing-focused roles.
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