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Video course · 11 chapters · 63 min · certificate

Make Your Own Agents in Copilot

Kevin Stratvert shows how to use built-in Copilot agents and build custom agents with Agent Builder and Copilot Studio. Chapters cover built-in agents, Excel agent mode, third-party connections, publishing, and licensing.

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What you'll learn

  • Identify where agents appear in Microsoft 365 Copilot
  • Use built-in agents such as Career Coach, Researcher, and Analyst
  • Connect third-party agents like Canva to Microsoft Copilot
  • Analyze and format spreadsheet data with Excel's agent mode
  • Build simple and advanced agents in Agent Builder and Copilot Studio
  • Publish agents for internal teammates and external partners

Chapters

11 chapters · 62:38
  1. 3:20 01Overview Members Overview of Agents in Microsoft 365 Learn what agents are, where they appear, and how this course builds them hands-on.
  2. 7:14 02Built-in Members Use Built-in Agents Find and select ready-made Copilot agents such as Career Coach and use them through normal chat.
  3. 4:17 03Researcher/Analyst Members The Researcher and Analyst Agents Use the Researcher agent for source-based answers and the Analyst agent for data insights.
  4. 5:03 04Third-Party Members Third Party Agents Connect Copilot to outside services like Canva and let agents perform specialized tasks.
  5. 5:18 05Excel Members Excel’s Agent Mode Use Copilot inside Excel to sort, format, calculate, and analyze spreadsheet data by asking questions.
  6. 9:10 06Agent Builder Members Copilot Agent Builder – Make Simple Agents Create simple custom agents by writing instructions, adding sources, and testing responses.
  7. 2:57 07Licensing Members Copilot Studio Licensing and Credits Understand how Copilot Studio licensing, credits, and administrator settings affect agent use.
  8. 8:55 08Build Members Build an Agent in Copilot Studio Create an HR assistant in Copilot Studio with instructions, knowledge sources, and preview testing.
  9. 5:50 09Topics Members Define Conversation Topics in Copilot Studio Define topics and trigger phrases so your agent handles specific conversation scenarios.
  10. 4:30 10Publish Members Publish an Agent for Teammates Configure authentication and publish your agent to Microsoft 365 or Teams for teammates to use.
  11. 6:04 11External Members Publish an Agent for External Partners Extend your agent to external channels like a website or messaging apps while controlling access.