Copilot business agent

How to create a business Copilot agent with controlled sources and permissions?

  • Microsoft Copilot
  • Microsoft 365

1960 € per session, excl. VAT

In short

Build specialized AI assistants that accurately answer your team's questions using your own company data. This course guides you through creating a Microsoft 365 Copilot agent, from configuring knowledge sources like SharePoint to managing permissions, ensuring secure and controlled distribution.

Why this training?

In an environment where information is abundant yet often fragmented, companies seek to provide fast and accurate answers to their employees. Microsoft 365 Copilot allows for the creation of specialized conversational agents without complex development. This course focuses on the declarative approach: defining what the agent should do and know, rather than programming how it should do it. You will learn to use the Agent Builder to connect your own data sources (SharePoint, emails, Teams) while ensuring everyone's access and permissions are strictly respected. The exercises are designed to be directly applicable. You will create a business Copilot agent step-by-step, for example, to answer questions about company HR policies. You will configure its knowledge sources by linking documents, write its instructions to adopt a professional tone, and then test its behavior by simulating employee questions. The focus is on direct manipulation of the tool in a controlled and secure environment. Deliverables: A configuration guide for your first agent; A checklist for testing and deployment; Instruction templates to guide your agent. This course does not cover developing complex extensions or plugins with code. It focuses exclusively on creating declarative agents through the Agent Builder interface. The availability of certain features depends on your Microsoft 365 plan and your administrator's settings. The workshop is delivered in person as a private session for up to 12 participants, in one language chosen from French, Dutch and English. All exercise data is fictional or anonymised, and every result produced with AI is reviewed and validated by a responsible person. The aim is a bounded result the team can reuse, not a promise of deployment.

Objectives of this training

  • Define the scope and objectives of a business Copilot agent.
  • Connect and configure secure knowledge sources (SharePoint, OneDrive, etc.).
  • Write clear instructions to guide the agent's behavior.
  • Test the agent and manage its deployment to a defined audience.
  • Apply best practices for agent maintenance and evolution.

Who is it for and what are the prerequisites?

Roles and tasks concerned

  • Project Managers
  • Knowledge Managers
  • Subject Matter Experts

Prior skills

  • This course requires completion of our 'AI Fundamentals' and 'AI Prompting' training or equivalent experience. Participants must have a paid subscription to Microsoft Copilot and Microsoft 365 offering the necessary features, their organization's authorization to use these tools, and the actual accounts and access rights for the exercises. Data used during the workshops is fictional or anonymized.

What you will work on

  1. Introduction to Copilot Agent Creation

    Understanding declarative agents and their role Exploring the Agent Builder interface in Microsoft 365 Copilot

  2. Configuring Knowledge Sources

    Connecting SharePoint sites and OneDrive folders Using web search (general and scoped) and other sources like emails or Teams messages

  3. Writing Instructions and Customization

    Structuring instructions for precise answers Defining the agent's tone and personality

  4. Testing and Permission Management

    Understanding how Copilot respects user permissions Conducting functional tests and validating responses

  5. Deployment and Maintenance

    Sharing the agent with a narrow or broad audience Analyzing interactions and planning updates

What you take away

  • A configuration guide for your first agent
  • A checklist for testing and deployment
  • Instruction templates to guide your agent

Method and assessment

  • Interactive demonstrations by the instructor
  • Hands-on workshops on the Microsoft 365 platform
  • Peer-to-peer discussions and experience sharing

Evaluation is based on the complete execution of practical exercises, the ability to configure a functional agent during the session, and a final quiz validating the understanding of key concepts for creation, security, and deployment.

Frequently asked questions

What concrete result does this course deliver?

Enable your teams to create custom AI assistants that securely leverage the company's internal knowledge. Deliverables: a configuration guide for your first agent, a checklist for testing and deployment, instruction templates to guide your agent.

Who is this course for and what are the prerequisites?

It is designed for: project managers, knowledge managers, subject matter experts. This course requires completion of our 'AI Fundamentals' and 'AI Prompting' training or equivalent experience. Participants must have a paid subscription to Microsoft Copilot and Microsoft 365 offering the necessary features, their organization's authorization to use these tools, and the actual accounts and access rights for the exercises. Data used during the workshops is fictional or anonymized.

What data and access need to be arranged?

For the exercises, prepare access to a Microsoft 365 test environment with sufficient permissions to create an agent and access sample documents on SharePoint or OneDrive. Required tools and licences are checked before the session; no subscription is included in the price.

What practical exercise is completed?

The exercises are designed to be directly applicable. You will create a business Copilot agent step-by-step, for example, to answer questions about company HR policies. You will configure its knowledge sources by linking documents, write its instructions to adopt a professional tone, and then test its behavior by simulating employee questions. The focus is on direct manipulation of the tool in a controlled and secure environment.

What are the limits and who validates the results?

This course does not cover developing complex extensions or plugins with code. It focuses exclusively on creating declarative agents through the Agent Builder interface. The availability of certain features depends on your Microsoft 365 plan and your administrator's settings.

Can the course be adapted to our line of work?

The content can be adapted to focus on the most relevant data sources for your organization and on use cases specific to your industry, such as finance or legal.

How is the session organised and what does it cost?

Full day, private in-person session for up to 12 participants. The fee is €1,960 excluding VAT per session. Date and location are agreed during scoping; each session runs in a single language: French, Dutch or English.

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