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Microsoft 365 Copilot for Building Agents and Automating Busywork

Published by O'Reilly Media, Inc.

Intermediate content levelIntermediate

Go beyond the basics with agents and next-level workflow automation

What you’ll learn and how you can apply it

  • Use Microsoft 365 Copilot Chat to get answers and generate content that is grounded in your emails, meetings, documents, and more
  • Create, edit, and interrogate content quickly with Copilot for Loop, OneNote, and OneDrive
  • Build and deploy knowledge agents with Microsoft Copilot that answer questions or generate content based on uploaded documents or SharePoint team sites
  • Build and deploy AI agents and agent flows that perform actions autonomously on behalf of the user, including connecting to other applications like Trello

Course description

Microsoft 365 Copilot isn’t just about drafting emails or formatting documents—it’s a powerful AI assistant that can automate tasks, generate insights from your data, and even build intelligent agents that work for you.

Join expert Henry Habib to discover how to leverage Copilot across Microsoft 365 apps (OneDrive, OneNote, and SharePoint) to create, edit, and analyze content faster than ever. You’ll also learn to build and deploy AI agents that answer questions, generate reports, and even automate workflows by connecting to tools like Trello—all without writing code. If you work with Copilot in MS 365, this hands-on course will help you move from basic Copilot use to advanced automation. You’ll practice building AI agents, querying data, and streamlining real-world tasks so you can apply these skills immediately in your work.

This live event is for you because...

  • You have Microsoft 365 Copilot and want to use it to work smarter and be more productive.
  • You want to build AI agents that do work for you, but you don’t want to code.
  • You’re a knowledge worker or manager who needs instant insights or needs to create material fast.
  • You want to connect Microsoft 365 Copilot to other applications used in your organization to automate business processes or integrate generative AI.

Prerequisites

  • A Microsoft 365 Copilot, SharePoint, and OneDrive license (usually a part of an organization’s Microsoft 365 plan)
  • Basic knowledge in Copilot
  • Familiarity using other tools in the Microsoft Office ecosystem, like SharePoint and OneDrive

Recommended preparation:

  • Link to documents used in course (public OneDrive link)

Schedule

The time frames are only estimates and may vary according to how the class is progressing.

Introduction (10 minutes)

  • Presentation: Quick overview of Microsoft Copilot 365; how Microsoft Copilot 365 and Microsoft Copilot Studio work together
  • Group discussion: What do you want Microsoft Copilot 365 to do that it currently cannot?

Copilot Chat deep dive (25 minutes)

  • Presentation: How Copilot Chat “grounds” answers in Outlook mail, Teams meetings, and Microsoft 365 docs
  • Demonstration: How to use Copilot Chat, with several examples; various prompts to pull meeting notes, inbox threads, etc.
  • Q&A

Copilot in Loop, OneNote, and OneDrive (30 minutes)

  • Demonstration: Quick‑capture, edit, and interrogation patterns across Loop components, OneNote notebooks, and OneDrive files
  • Hands-on exercise: Create a OneDrive file and use Copilot to answer questions using data from that file
  • Q&A
  • Break

Designing knowledge agents (35 minutes)

  • Presentation: What makes an agent “knowledge‑based”; supported data connectors; grounding versus retrieval
  • Demonstration: Creating new knowledge agents from uploaded policy docs in SharePoint and Copilot Studio
  • Hands-on exercise: Draft your own “FAQ Agent” spec (data set + sample question + desired answer style)
  • Q&A

AI agents and agent flows (40 minutes)

  • Presentation: Agent actions; how to integrate them into Copilot; connecting to apps
  • Demonstration: Performing an action in Copilot Studio into Teams; performing an action in Copilot Studio into an external app like Trello
  • Q&A
  • Break

Build a Copilot AI agent with knowledge and action (35 minutes)

  • Hands-on exercises/demos: Build Copilot AI agents with knowledge and action
  • Q&A

Wrap-up and Q&A (5 minutes)

Your Instructor

  • Henry Habib

    Henry Habib advises Fortune 500 companies on analytics and operations with a focus on building AI-driven solutions and tools. He teaches GenAI topics online, amassing a network of more than 250,000 students, and facilitates technical programs at large banks and governmental organizations. He also runs The Intelligent Worker platform, where professionals can learn to be more productive with GenAI, no-code, automation, and other technologies.

Skill covered

Microsoft 365 Copilot