Frontier Firm productivity with Work IQ, Copilot & agents in SMB
AI Business Solutions (ABS)
Power your business with secure AI integrated into your flow of work (Frontier)
Create a competitive edge with AI (Frontier)
Advanced
Microsoft 365 Copilot Business
Microsoft 365 Business PremiumMicrosoft 365 Business Premium
Microsoft 365Microsoft 365
Microsoft 365 CopilotMicrosoft Copilot

Frontier Firm productivity with Work IQ, Copilot & agents in SMB

Learn how Microsoft 365 Copilot, Work IQ, and AI agents help small businesses automate everyday work, improve team productivity, and deliver more with limited IT resources. Build low-code agents with the M365 agent builder and Copilot Studio, integrate with Microsoft 365 apps, and securely manage AI solutions using built-in governance and cost controls.

16 hours(Suggested: 4 days, 4h/day)TechnicalProject ReadyHands-on Labs

MS Course ID: 02005

Last Updated: Jun 30, 2026

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Target Audience

Business Decision Makers, Solution Architects, Technical Consultants, AI Adoption Leads

Pre-requisites

Understanding of Copilot, agents and Copilot Studio

Related Certifications

AB-620
AB-730

Course Syllabus

1

Frontier Firm transformation with M365 Copilot solutions

Module 1: Microsoft 365 Copilot for SMBs

• Agentic AI for Small Businesses
• Microsoft 365 Copilot & Work IQ
• Cowork & Microsoft Scout
• Human-Agent Collaboration
• Multi-Model AI
• Built-in Platform
• Security & Management

Module 2: SMB Licensing

• Microsoft 365 Business SKUs
• Copilot Licensing & Pricing
• Copilot adoption for SMB
60 mins
Lecture
2

Hands-on labs

Lab 1 - Monitor and Optimize program execution with Planner Agent

Lab 2 - Unify Business Intelligence with Researcher Agent

Lab 3 - Build a Workforce Upskilling Agent with Microsoft 365 Copilot

Lab 4: Create an AI-powered workday briefing with Copilot Cowork by consolidating insights from Outlook, Teams, Calendar, and tasks

180 mins
Lab
3

Driving customer success with M365 Copilot and Agents

Module 3: Secure, manage, and measure Microsoft 365 Copilot for a small business

• Copilot Control System for lean admin teams
• Security & governance with Microsoft Purview (right-sized for SMB)
• Simple management controls a non-specialist admin can run
• Copilot readiness and adoption in small teams
• Copilot: privacy, data residency and processing- what SMBs need to know
• Resources and call to action
60 mins
Lecture
4

Hands-on labs

Lab 5 - Build a Frontline Operations Agent with Microsoft 365 Copilot

Lab 6 - Optimize financial analysis and reporting with Microsoft 365 Copilot

Lab 7 - Intelligent file organiser with Copilot Cowork

180 mins
Lab
5

Extend agent capabilities and build your own agents

Module 4: Extend Microsoft 365 Copilot

• Copilot Extensibility for SMBs
• Build Agents with Agents Toolkit
• Multi-Channel Agents
• Teams SDK
• Copilot & Work IQ APIs

Module 5: Build Agents with Copilot Studio

• Create Agents with Copilot Studio
• Frontier Tuning
• Copilot Studio Kit
60 mins
Lecture
6

Hands-on labs

Lab 8 - Build a custom AI assistant with Microsoft Copilot Studio Agent Builder

Lab 9 - Create an autonomous Recruitment Agent with Microsoft Copilot Studio

Lab 10 - Build an intelligent agent with knowledge grounding and live connectors

180 mins
Lab
7

Enhance your agents with Copilot Studio tools and integrations

Module 6: Build extensible agents with Copilot Studio tools and integrations

• Tools to improve agent capabilities for everyday SMB tasks
• Connect Copilot Studio to your business data
• Agents and workflows (new experience)

Module 7: Agent governance and control in Copilot Studio

• Monitor performance with built-in analytics (owner-friendly dashboards)
• Observe, secure and govern your agents with Agent 365 essentials
• Set simple guardrails for safe, controlled agent behavior
• Keep agents cost-efficient with Agent Cost Controls - protect a small budget
60 mins
Lecture
8

Hands-on labs

Lab 11: Create an agent in Copilot Studio with Dataverse MCP Server

Lab 12 - Build an autonomous financial data retrieval agent with Computer-Using Agents (CUA)

180 mins
Lab

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
16 hours
Level
Advanced
Role
Technical
Readiness Stage
Project Ready
Audience Segment
SMB
FY27 Key Workload (Frontier)
Microsoft Copilot + Copilot Studio + MS IQ
FY27 Key Workload (Core)
M365 Business Premium + W365, Security for Business Premium (Defender, Purview), D365 + Power Platform + Copilot Studio
Course Stage
Available
Hands-on Labs
Yes
Labs Platform
Skillable

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