Introduction
In the dynamic landscape of modern business, the ability to swiftly and efficiently manage digital content is a crucial determinant of organizational success. Microsoft 365 Copilot enhances digital content management by providing AI-powered assistance for tasks such as drafting documents, generating ideas, preparing for meetings, and offering real-time insights and recommendations. One of the most significant advancements within Copilot is the integration of prebuilt agents and agents created by everyday business users into the Microsoft 365 Copilot ecosystem.
Prebuilt agents are created by both Microsoft and Microsoft-approved vendors. They enable faster deployment and lower development costs, which enables them to deliver immediate value with minimal setup or customization. These agents are introduced in this module but covered extensively in a later module.
The agents created by everyday business users are the focus of this module. These agents, which were formerly known as no-code agents, are intelligent, AI-driven assistants designed to enhance productivity and streamline workflows without the need for programming expertise. These agents empower business users with no programming or technical background to create and manage intelligent agents that can perform various tasks. This democratization of AI technology enables employees across different departments to apply the power of artificial intelligence throughout their organization. In doing so, they can reduce dependency on their IT department and accelerate the pace of digital transformation.
In this module, you learn how these agents that require no coding experience can act as AI-powered assistants embedded within Microsoft SharePoint and Microsoft 365 Copilot Chat. They provide real-time support by offering suggestions, automating processes, and helping users navigate through complex tasks. What's so exciting about these agents is that while they use advanced machine learning algorithms to understand user behavior and preferences, everyday business users can easily create them.
By the end of this training, you should have a solid grasp of the following key concepts and skills:
- Understanding agents. Learn about prebuilt agents and customer-created agents and how they integrate with SharePoint and Copilot Chat to provide intelligent, AI-driven assistance. Discover the various tasks these agents can perform, and how they can be tailored to meet specific needs without requiring any programming skills.
- Enhancing collaboration and productivity. Explore how agents can facilitate better collaboration among team members by automating routine tasks, providing real-time updates, and integrating seamlessly with other Microsoft 365 tools such as OneDrive and Microsoft Teams. Learn how these agents can help you and your team work more efficiently and effectively.
- Case studies and real-world applications. Review real-world examples and case studies that illustrate the benefits of using agents in various industries. Understand how organizations successfully implement these agents to improve document management, compliance tracking, project management, and more.
- Security and compliance considerations. Delve into the security and compliance aspects of using agents in SharePoint and Copilot Chat. Learn about the best practices for ensuring that these agents operate within secure environments, protect sensitive data, and comply with relevant regulations.
In this module, you learn how agents can transform day-to-day operations, enabling users to focus on strategic, value-added activities. The goal of this module is to equip you with the knowledge and skills to apply agents in SharePoint and Microsoft 365 Copilot Chat to their fullest potential, driving greater efficiency and productivity in your daily tasks and projects.