Perform basic administrative tasks for Microsoft 365 Copilot agents

Beginner
Administrator
Business User
Developer
Student
Microsoft 365
Office 365

This module guides administrators through configuring user access and permissions for agents, creating, editing, testing, and publishing Copilot agents, managing agent approval and governance, and monitoring the full lifecycle of agents using Microsoft 365 and Power Platform tools.

Learning objectives

By the end of this module, you should be able to:

  • Create a Microsoft 365 Copilot Chat agent.

  • Create a SharePoint agent.

  • Test, edit, and publish agents

  • Manage user access and permissions for agents.

  • Manage the agent approval process and governance policies for agent deployment.

  • Monitor and manage the agent lifecycle using Microsoft 365 and Power Platform tools.

Prerequisites

  • Students should have basic functional experience with Microsoft 365 services.

  • Students must have a proficient understanding of general IT practices.