AI Workforce
Copilot and Agents at Work
Intermediate
Microsoft 365 CopilotAccelerate your AI transformation with Microsoft 365 Copilot
This deal-ready course enables partner presales professionals to confidently position Microsoft 365 Copilot and its agent capabilities as a transformative AI solution. Learn how Copilot works across Microsoft 365 apps, build tailored business cases, address security and governance concerns, and guide customers on adoption. Through a structured customer case study and pitch practice, sellers gain the tools to respond to real-world challenges and close AI solution deals.
4.5 hours(Suggested: 3 days, 1.5h/day)PresalesTech Deal Ready
MS Course ID: 00756
Last Updated: Jan 19, 2026
Course Syllabus
1
Module
• Copilot + Agents - Introduction
• Copilot Chat + Agents
• Microsoft 365 Copilot App - UIInnovations
• Out-of-the-box agents in Microsoft 365Copilot
• Copilot in M365 Apps
• Tools to build your own agents
• Licensing
• Copilot Control System
• Security and Governance
• Adoption and Measurement
• Get Started
90 mins
Lecture
2
Module
• Microsoft Agents ecosystem
• Copilot - Data Residency andCompliance
• How Copilot works - Architecture andRAG
• Copilot Tuning
• Copilot - Readiness and adoption
• Build your Business Case for M365Copilot with the Business Case Builder
• Copilot Control System - Security andGovernance with Microsoft Purview
• Data Security Posture Management(DSPM) for AI
• CCS - Management controls
• CCS - Measurement and reporting
• Security and Governance licensing andAdditional resources
90 mins
Lecture
3
Pitch Perfect
Customer case study
• Business background
• Challenges
• Customer Requirements
• Objections
Pitch Perfect
• Build a convincing customer pitch of 3-5mins
• Provide solutions
• Handle objections
Review Preferred response
90 mins
Lecture
What You'll Learn
Understand core concepts and best practices
Hands-on experience with real-world scenarios
Learn from certified Microsoft experts
Prepare for relevant certifications
Access to lab environments
Post-training support and resources
Course Details
- Duration
- 4.5 hours
- Level
- Intermediate
- Role
- Presales
- Course Type
- Tech Deal Ready
- Partner Segment
- SMB
- Course Stage
- Available
- Hands-on Labs
- No