Microsoft

Copilot and Agent Operations

Microsoft

Copilot and Agent Operations

 Microsoft

Instructor: Microsoft

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Gain insight into a topic and learn the fundamentals.
Intermediate level

Recommended experience

8 hours to complete
Flexible schedule
Learn at your own pace
Gain insight into a topic and learn the fundamentals.
Intermediate level

Recommended experience

8 hours to complete
Flexible schedule
Learn at your own pace

What you'll learn

  • Compare built-in Copilot capabilities to custom Power Platform agents and identify appropriate use cases for each.

  • Assign Copilot licenses and verify provisioning status for a pilot user group.

  • Create a basic custom agent with a configured SharePoint data source and submit it for approval.

  • Analyze agent usage and lifecycle reports to identify dormant agents and recommend decommissioning.

Details to know

Shareable certificate

Add to your LinkedIn profile

Assessments

16 assignments¹

AI Graded see disclaimer
Taught in English

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Build your Support and Operations expertise

This course is part of the Microsoft 365 and Agent Administration Professional Certificate
When you enroll in this course, you'll also be enrolled in this Professional Certificate.
  • Learn new concepts from industry experts
  • Gain a foundational understanding of a subject or tool
  • Develop job-relevant skills with hands-on projects
  • Earn a shareable career certificate from Microsoft

There are 10 modules in this course

This module establishes what built-in Microsoft 365 Copilot, lightweight Microsoft 365 Copilot agents, and advanced Copilot Studio agents are, where they run, and how their capabilities differ—the foundation for choosing among them.

What's included

1 video3 readings1 assignment

This module turns the comparison into a decision. Learners identify when built-in Microsoft 365 Copilot, a lightweight Microsoft 365 Copilot agent, or an advanced Copilot Studio agent is the better choice and produce a written recommendation that a department can act on.

What's included

1 video2 readings3 assignments

This module covers assigning Microsoft 365 Copilot Licenses to a defined pilot group and confirming that every member provisions successfully before the pilot begins.

What's included

3 videos2 readings1 assignment

This module turns pilot usage data into an adoption story. Learners export a 30-day usage report, chart the trend, and report it to the adoption lead.

What's included

1 video2 readings3 assignments

This module covers the checks to clear before building: the environment you'll build in, the policies that can block the SharePoint Online connector, the maker rights you need, and how the agent's authentication determines whose data it can return.

What's included

2 videos3 readings1 assignment

This module builds the HR-FAQ agent in Copilot Studio, scopes it to the right SharePoint Online source, and takes it through publishing, sharing, and approval—keeping those three steps distinct so the agent works and reaches its users.

What's included

2 videos2 readings2 assignments

This module covers where agent activity lives, what "dormant" means against the 60-day criterion, and how to read the reports to find genuine candidates.

What's included

1 video2 readings1 assignment

This module turns a dormant-agent list into an evidence-backed recommendation an owner can act on, raised as a ticket without overstepping into the archive decision itself.

What's included

2 videos1 reading2 assignments

This module connects core AI implementation skills to the bigger picture: governing AI responsibly. You'll learn how generative AI uses your organization's data, the risks that it creates, and the Microsoft 365 tools that help you keep AI safe, compliant, and trustworthy.

What's included

2 videos2 readings1 assignment

In this project, you'll write the plan that gets a custom agent approved and keeps it well-governed over its life. You'll pull together everything from this course—choosing between built-in Copilot and a custom agent, piloting and licensing, building and validating the agent, and governing it through to retirement—into a single deployment and governance plan for a real workflow.

What's included

1 video2 readings1 assignment

Earn a career certificate

Add this credential to your LinkedIn profile, resume, or CV. Share it on social media and in your performance review.

Instructor

 Microsoft
416 Courses2,761,582 learners

Offered by

Microsoft

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¹ Some assignments in this course are AI-graded. For these assignments, your data will be used in accordance with Coursera's Privacy Notice.