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Video course · 15 chapters · 89 min · certificate

Microsoft 365 Copilot Agent Builder: Create & Customize AI Agents Hands-On

A hands-on lab for Microsoft 365 Copilot Agent Builder: adding existing agents, creating your own, refining instructions, icons, SharePoint knowledge, structured answers, Graph connectors and website indexing, web-grounded agents, starter prompts and sharing.

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What you'll learn

  • Find and add existing Copilot agents
  • Create and refine your own agent
  • Ground agents in SharePoint content
  • Use Graph connectors to index websites
  • Structure answers with instructions
  • Add starter prompts and share agents

Chapters

15 chapters · 88:44
  1. 4:59 01Intro Members Lab overview and existing agents What the lab covers; adding an existing agent.
  2. 7:41 02Create Members Create your own agent Templates and creating from scratch.
  3. 2:30 03Test Members How the agent reacts Watching the configuration fill in.
  4. 6:18 04Instructions Members Refine the instructions Explicitly telling the agent what to do.
  5. 7:02 05Customize Members Try the agent and customize the icon Using the agent and setting an icon.
  6. 7:45 06Create Members A second agent with more capability Building on the previous agent.
  7. 5:13 07Knowledge Members SharePoint knowledge source Adding SharePoint documents.
  8. 6:05 08Knowledge Members Test grounding and check knowledge first Testing and prioritizing the knowledge source.
  9. 3:57 09Format Members Structured answers Splitting answers into sections.
  10. 4:54 10Graph Members Pin and Graph grounding Pinning, Graph grounding and connector setup.
  11. 5:15 11Connector Members Index a website Using a connector to index a site.
  12. 7:50 12Web Members Web grounding instructions Fine-tuning and creating the web-grounded agent.
  13. 6:15 13Test Members Test the web-grounded agent Checking sources.
  14. 6:02 14Polish Members Starter prompts and final icon Adding starter prompts and image generation.
  15. 6:58 15Share Members Sharing agents Sharing with others, including non-licensed users.

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.

Administrative AssistantsManager of OperationsManagers of Business DevelopmentHuman Resources SpecialistsInsurance Operations ManagersIT ManagersOperations ManagersSenior ManagersBusiness Unit ManagersCDOs (Chief Digital Officers)Communication ManagersEmployee Relations Specialists