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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.

Jobs this course suits

Our AI checked this course against 500 jobs; these get the most out of it. Each job links to its learning path.

IT SpecialistsAdministrative AssistantsIT ConsultantsIT Support SpecialistsBusiness AnalystsCustomer Success ManagersInsurance Agency ManagersInsurance Data AnalystsProcess Improvement AnalystsSystems AnalystsContract AdministratorsInnovation Strategists