Thank you for sending your enquiry! One of our team members will contact you shortly.
Thank you for sending your booking! One of our team members will contact you shortly.
Duration 14 hours
Course Outline
- Day 1: Microsoft 365 Copilot and knowledge agents in Agent Builder
- Work cases and limits
- Clarifying licenses, approved data sources and permissions
- Selecting work cases, for example email, files, market analysis or document review
- What Copilot Chat, Agent Builder and Copilot Studio each offer
- Exercise: List the own work cases with source, desired result and control point.
- Copilot Chat and app Copilots
- The right interface for the task
- Email, meeting and task work
- Word, Excel and SharePoint as an information base
- Exercise: Solve a work case in Copilot Chat and note why an agent would add more value here.
- Agent Builder
- Audience, scope of tasks, instructions and answer format
- Knowledge sources such as SharePoint, files and web pages
- Conversation starters and limits
- Testing, sharing and permissions
- Exercise: Build a knowledge agent for process or market questions from released documents.
- Documenting the tool decision
- For each case: Copilot function, data source, result and control point
- What can be used directly and what needs a Studio agent
- Collecting open questions for IT and data protection
- Exercise: Create a tool map for the own work cases.
- Outcome: Each participant has a tested knowledge agent and a tool map for their own work cases.
- Work cases and limits
- Day 2: Copilot Studio, processes and control points
- Process analysis
- From document to reviewable process
- Mandatory fields, exceptions and open points in a review sheet
- The professional decision stays with the human
- Exercise: Break down a document process from the own area into steps with control points.
- Copilot Studio
- Instructions, topics, knowledge sources, tools and actions
- Branching and escalation when information is missing
- Publishing in Teams and Microsoft 365 Copilot
- Exercise: Design and build a document review agent in Copilot Studio.
- Agent flows and connectors
- Interplay of flow, connector and agent
- Human approval before every action in the target system
- Difference between information access and action
- Exercise: Extend the agent with a flow that includes approval via Teams or email.
- Test workshop
- Test cases with expected results
- Cross-checking against the source and failure cases
- A clear termination and handover point
- Exercise: Run through two test cases with anonymized data and record acceptance criteria.
- Operation and roadmap
- Roles, permissions, logging and billing
- Classification into now, later or deliberately not
- Carrying the knowledge into the team
- Exercise: Create a roadmap with three categories for the own use cases.
- Outcome: Each participant has a draft for a Studio agent with approval, two tested process cases and a roadmap for their own use cases.
- Process analysis
Requirements
- Microsoft 365 Copilot license, access to Copilot Studio (for day 2), released sample emails, files and documents, and a process from the own department.
- No programming skills required.
Audience
- Key users, AI champions and department leads who want to build their own Copilot agents for knowledge questions and document processes.
Custom Corporate Training
Training solutions designed exclusively for businesses.
- Customized Content: We adapt the syllabus and practical exercises to the real goals and needs of your project.
- Flexible Schedule: Dates and times adapted to your team's agenda.
- Format: Online (live), In-company (at your offices), or Hybrid.
Price per private group, online live training, starting from 2600 € + VAT*
Contact us for an exact quote and to hear our latest promotions
Testimonials (1)
The trainer is patient and very helpful. He knows the topic well.
