AI Workforce
Copilot and Agents at Work
Intermediate
Microsoft 365 CopilotTransform your Business with AI Agents in Microsoft 365
Welcome to the era of AI Agents in Microsoft 365 Copilot, where intelligent tools like Researcher and Sales Agent transform workflows to accelerate discovery and drive smarter selling. Learn how to scale your transformation confidently with robust security controls and a dedicated foundation in Responsible AI principles.
16 hours(Suggested: 4 days, 4h/day)PresalesTech Deal Ready
MS Course ID: 00644
Last Updated: Mar 10, 2026
Course Syllabus
1
Episode 1: The Age of Agents: How Microsoft 365 is Reimagining Work
• Rapid Evolution of AI
• Essential shifts for becoming a Frontier Firm
• AI capabilities with M365 Copilot
• Solutions
• Microsoft 365 Pre-built Agents
• Microsoft 365 Copilot Chat
• Notebooks
• Scaling AI Transformation with Copilot Control System
• Achieving success with agents - Driving adoption
60 mins
Lecture
2
Episode 2: Accelerate Discovery and Turning Data into Action with Researcher and Analyst
• M365 Copilot + Agents
• Power your thoughts with Researcher Agent
• Demo - Researcher
• From raw data to insights in minutes with Analyst Chat
• Demo - Analyst
• Getting started
60 mins
Lecture
3
Episode 3: Smarter Selling with the Microsoft Sales Agent
• Why AI in Sales?
• Stages of the sales AI transformation
• M365 Copilot + Agents
• Sales AI transformation with Agents
• Sales Chat
• Sales Agent
• Sales Research Agent
• Getting started
60 mins
Lecture
4
Episode 4: Copilot Chat and Agents - Security, Governance and Trust (SAFE)
• M365 Copilot Chat
• Agents in M365 Copilot Chat - Demos
• Copilot Chat and Agents - Pricing
• Scaling AI Transformation with Trust (SAFE): Copilot Control System
• Secure AI Access for everyone
• Governance
• Web Search queries in Copilot
• IT Protection and agent controls
• Skilling to create AI powered workforce
• Measurement and analytics
60 mins
Lecture
5
Episode 5: Accelerate Value with Microsoft 365 Copilot + Agent Adoption and Change Management
• Copilot + Agents : Business Value and AI Adoption Journey
• Copilot Dashboard
• Readiness and Adoption
• Track Productivity
• Measure Value
• Reports
• Demo
• Advanced reporting with Viva Insights
• Microsoft 365 Admin Center
• Power Platform Admin Center
• Copilot + Agents Analytics: Tools Summary
• Resources and Next Steps
60 mins
Lecture
6
Episode 6: RAI for Copilot and Agents
• Microsoft Responsible AI Foundations
• AI Principles and Standards
• Responsible AI UX Principles for Copilot, Agents, and Designingfor Cognitive Well-Being
• Microsoft Tools for Responsible AI UX
• Non-Microsoft RAI
• Microsoft Tools for Responsible AI
• Key Takeaways and Further Resources
60 mins
Lecture
7
Episode 7: Addressing Oversharing + Shadow AI Risks with Microsoft Purview
• Oversharing - Introduction
• Risks in the Copilot Era
• Oversharing in Microsoft 365 Copilot
• Shadow AI Risks
• Purview Controls for Oversharing and Shadow AI
• Sensitivity Labels
• Data Loss Prevention (DLP)
• Purview Protections for AI Apps
• Licensing and Governance
• Closing and QandA
60 mins
Lecture
8
Episode 8: Agent Cost Controls
• Introduction to Agent Cost Controls
• Agent Cost Controls in Microsoft 365 Admin Center
• Agent Cost Controls in Power Platform
• Advanced Cost Governance
• Agent Consumption Estimator
• Summary and Resources
60 mins
Lecture
9
Episode 9: Microsoft Ignite 2025 Updates
• Business SKU
• Introduction
• Module 1: Personal and Team Productivity
• Module 2: Business Solutions
• Module 3 - Copilot Studio
• Module 4 - Enterprise-Ready AI
60 mins
Lecture
10
Episode 10: Monetizing agents with Microsoft 365 Copilot Agent Store
• AI Transformation with Agents
• Introduction to Microsoft 365 Copilot Agent Store
• Build and connect agents to Microsoft 365 Copilot
• Publish agents to the Agent Store and Microsoft Marketplace
• IT Controls: Deploy and manage agents from Agent Store
• Enhanced visibility and business value measurement with Copilot Analytics
• Recent Updates
• Partner Opportunity and GTM guidance
• Get started
60 mins
Lecture
11
Episode 11: Essential Guide to SMB Selling with Microsoft 365 Copilot Business
• SMB challenges and opportunity
• Microsoft 365 Business - What’s included?
• Added value with Microsoft 365 Business Premium
• Enhance SMB security with Business Premium
• Improve SMB Productivity with Business Premium
• SKUs, Pricing and Licensing
• Microsoft 365 Business Premium differentiator
• Extend your platform with Data Protection, Security and Productivity add-ons
• Adopt AI with confidence with Microsoft 365 Copilot Business
• Microsoft 365 Copilot Business - Features, pricing and promotions
• Total Economic Impact - M365 Business
• Upsell Opportunity and seller guidance
• Speaking SMB Language for better selling - GTM guidance
• Customer evidence
• Partner Resources
60 mins
Lecture
12
Episode 12: Agent Development Opportunity and ROI
• Partner opportunities with Copilot and Agents
• Becoming an AI-first transformation
• partner with Microsoft AI Business Solutions
• Turn AI potential into high-impact business cases and measurable ROI
60 mins
Lecture
13
Episode 13: Agent Readiness Framework
• Understand what is agent readiness
• Initial findings from enterprises
• Explore five pillar framework
• Next steps for agent readiness journeys
60 mins
Lecture
14
Episode 14: Building Confidently with Agents: Cost Structure Governance
• Agent Licesning
• Profitability and opportunity
• M365 Agents
• Copilot Studio
• Power Platform Stack
• Agent SDK overview
• PPACK Agent Cost Controls
• MAC Agent Cost Controls
60 mins
Lecture
15
Episode 15: Agent 365 Introduction
• Introduction to Agent 365
• Value Prop
• Landing messaging
• End user panel
• Developer SDK
• Security
60 mins
Lecture
16
Episode 16: Responsible AI for Copilot
• Microsoft Responsible AI Foundations
• AI Principles and Standards
• Responsible AI UX Principles for Copilot, Agents, and Designing for Cognitive Well-Being
• Microsoft Tools for Responsible AI UX
• Non-Microsoft RAI
• Microsoft Tools for Responsible AI
• Key Takeaways and Further Resources
60 mins
Lecture
17
Episode 17: Enable customers to realize a Frontier Firm potential with Microsoft 365 E7
• Challenges and partner opportunity
• What are we selling? The Tech stack
• Pricing & availability
• Partner Opportunity and CSP Offers
• How to sell
• Agent 365 Licensing
• Support and Adoption
60 mins
Lecture
18
Episode 18: Agent 365 - The control plane for all agents
• The age of Agents
• Agent 365 - The control plane for agents
• Agent Observability
• Customer discovery questions
• Govern agents throughout their lifecycle
• Protect all agents comprehensively
• How Agent 365 lowers the costs of agent growth
• Agent 365 - Business Outcomes
• ME7 - The Frontier suite
• Frontier Firm - Partner Win formula
• Partner Resources and next steps
60 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
- 16 hours
- Level
- Intermediate
- Role
- Presales
- Course Type
- Tech Deal Ready
- Partner Segment
- SMB, Enterprise
- Course Stage
- Available
- Hands-on Labs
- No