About This Course

This practical one-day workshop introduces participants to building AI agents with Microsoft 365 Copilot Chat and Microsoft Copilot Studio. It begins by explaining what agents are, how they differ from individual Copilot prompts and where they can support everyday workplace processes.

Short presentations are followed by four guided labs in which participants build, test and improve their own agents. They will progress from creating a simple agent in Copilot Chat to grounding an agent in organisational knowledge, adding tools and actions, and configuring an agent to respond automatically to an event. No coding is required.

Prerequisites: No previous Copilot Studio or coding experience is required. Participants should be comfortable using Microsoft 365 applications such as Outlook, Teams and SharePoint.

Delegates will require access to Microsoft 365 Copilot Chat and a suitably configured Copilot Studio environment with the necessary licences and permissions. Each participant should also bring one straightforward workplace process they would like to explore or automate.

Course Outline

The workshop follows a practical progression from understanding AI agents to building agents that can access knowledge, take action and respond autonomously. Participants will:

  • Understand what AI agents are, where they fit within Microsoft 365 and how they differ from individual Copilot prompts.
  • Create, test and refine a first agent directly within Microsoft 365 Copilot Chat.
  • Build a conversational agent in Copilot Studio using instructions and relevant knowledge sources.
  • Extend an agent with tools, connectors and flows so that it can perform practical actions.
  • Configure and test an autonomous agent that responds to an event, such as an incoming email.
  • Consider security, governance, licensing and suitable first use cases for introducing agents within their organisation.

Who should attend

This course is suitable for Microsoft 365 users who want to understand how AI agents can support workplace processes and improve productivity. It is particularly relevant to operational teams, process owners, project professionals, business analysts, Microsoft 365 champions and employees involved in digital transformation or automation.

No technical development experience is required, making the course accessible to professionals who understand their organisation’s processes but are new to building AI agents.

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Learning Outcomes

  • Understand the role of AI agents and where they fit within Microsoft 365.
  • Build and test a working agent using Microsoft 365 Copilot Chat.
  • Create a grounded conversational agent using instructions and knowledge sources.
  • Extend and automate an agent using tools, connectors, flows and event triggers.
  • Plan responsible workplace use by considering security, governance, licensing and suitable processes.

Course Reviews

Excel Intermediate

Course was one of the best I have ever attended in professional development and will make me more efficient

Anon
Asmodee UK
June 15, 2026

Excel Intermediate

I was amazed by Tony's knowledge and his ability to convey things concisely and clearly. I really enjoyed the course and am confident in my ability to apply some of the knowledge to my day to day work which is what I wanted to get out of it.

Anon
Crown Agents Bank
June 11, 2026

Excel Introduction

Excel - Gary help me loads with a spreadsheet I had! I’ll book onto the intermediate

Anon
Wessex Water
June 2, 2026

Excel

Gary made the information very attainable, it was good we could do the work alongside him.

Anon
Welwyn Hatfield Borough Council
June 2, 2026

Excel Advanced

Tony Barrett is highly knowledgeable in Excel and was able to explain each concept in a way that made it easy for me to understand how to apply it directly to my role.

Anon
CWG
June 16, 2026

PowerPoint

Great course, Louise, great to learn small everyday skills to help speed up

Anon
Stellantis
June 16, 2026

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What types of training courses do you offer?

We offer a wide range of bespoke corporate training solutions across key areas such as leadership, management development, digital skills, workplace communication, customer experience, sales performance, project delivery, team development and professional skills. Each programme can be tailored to your organisation’s objectives, your people and the practical challenges they face at work.

Do you offer public courses?

No. Elliott Training does not currently offer public scheduled courses for individual delegates. We specialise in private corporate training courses delivered exclusively for organisations, teams and groups who require tailored training aligned to their business needs.

Are your courses bespoke?

Yes. Our courses can be tailored to your organisation, team and objectives. We can adapt the course content, examples, exercises, case studies and delivery style to reflect your sector, systems, processes and workplace priorities.

Can you create a bespoke course from scratch?

Yes. If you require a course that is not listed on our website, we can design a bespoke training programme around your specific requirements. This is ideal for internal projects, new systems, company initiatives, role-specific development or specialist skills training.

How long are your training courses?

Course length depends on the subject, objectives and level of detail required. We can deliver bite-size sessions, half-day workshops, full-day courses, multi-day programmes or larger training projects across multiple cohorts.

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