ACE Training

MS-4019: Transform your everyday business processes with agents

Microsoft 365TechnicalMS4019
In-class & Virtual
Auckland, Wellington, Virtual Training
$From $525 + GST
4 upcoming dates

Overview

This course examines how business users can create, publish, manage, and use no-code Copilot agents for Microsoft 365 SharePoint.

Who should attend

This course is targeted to Microsoft 365 SharePoint business users.

Prerequisites

  • Students should have basic functional experience with Microsoft 365 services
  • Students must have a proficient understanding of general IT practices

What you'll learn

After completing this course, students will be able to:

  • Describe the components of no-code agents in SharePoint
  • Identify who can create and use no-code agents in SharePoint
  • Describe the benefits of using no-code agents in SharePoint
  • Explain how no-code agents in SharePoint can enhance collaboration
  • Understand IT governance controls for no-code agents in SharePoint
  • Create no-code agents in SharePoint
  • Test and edit no-code agents in SharePoint
  • Manage no-code agents in SharePoint
  • Share no-code agents in SharePoint
  • Engage with agents on SharePoint sites, pages, and document libraries
  • Select no-code agents in SharePoint, use the agents, and manage chat history
  • Identify the types of files that can be referenced when interacting with no-code agents in SharePoint
  • Describe how no-code Power Automate flows can integrate with no-code SharePoint agents

Course content

Get started with agents
  • Describe the components of SharePoint agents and Microsoft Copilot Chat agents.
  • Identify who can create and use these agents.
  • Describe the benefits of using agents.
  • Explain how agents in SharePoint and Microsoft Copilot Chat can enhance collaboration.
  • Understand IT governance controls for agents.
Explore prebuilt Microsoft 365 Copilot agents
  • Interact with the prebuilt agents in Microsoft 365 Copilot Chat.
  • Describe what each of the prebuilt agents do.
  • Provide practical examples of how each prebuilt agent can help in your day-to-day work.
  • Describe the limitations of each prebuilt agent.
  • Lab: Use an agent of your choice.
Build and manage an agent
  • Identify the differences in the tools used by everyday business users to create agents in SharePoint and Microsoft 365 Copilot Chat.
  • Identify the components that make up agents in SharePoint and Microsoft 365 Copilot Chat.
  • Create agents in Copilot Chat and SharePoint.
  • Create clear, concise, and effective Instructions and Starter Prompts when creating agents.
  • Test and edit agents in Copilot Chat and SharePoint.
  • Manage agents in Copilot Chat and SharePoint.
  • Lab: Create an agent in SharePoint.
Share and use agents
  • Share agents with other users.
  • Share agents in Microsoft Teams.
  • Select agents in SharePoint and Microsoft 365 Copilot chat, use the agents, and manage chat history.

Common questions

When does MS-4019: Transform your everyday business processes with agents next run?

The next date is Thu, 3 Sept 2026, and there are 3 further dates scheduled. Delivered ACE Training Auckland, ACE Training Wellington, live online. Every date and its format is listed on this page.

How much does MS-4019: Transform your everyday business processes with agents cost?

From $525 + GST per person. Pricing can differ by date and location, so check the option you want before booking.

Do I need any prior experience?

Students should have basic functional experience with Microsoft 365 services Students must have a proficient understanding of general IT practices

Can I attend online, or does it have to be in a classroom?

Both. Some dates run live online and others in-class — each date on this page shows its format, so pick whichever suits.

Can you run this course for my team?

Yes. Any ACE course can be delivered in-house at your workplace and tailored to your team's tools and goals — quote course code MS4019 when you enquire.