ACE Training

Turn a Business Need into an AI Assistant Plan

Microsoft 365Technicalplan-ai-agents
Virtual
Virtual Training
$From $325 + GST
1 upcoming date

Overview

Learn what AI agents are, when they are useful, and how to choose the right Microsoft tools to build them. By the end, you'll be understand how to plan an AI agent that can help people answer questions, automate work, or connect to business data before you start developing it.

Who should attend

People who want to learn more about making their own AI assistants and need help choosing the right Microsoft tools before beginning development. It suits both technically confident business solution builders and professional developers.

Prerequisites

There are no prerequisites for this course, however, the following would be advantageous

  • Basic familiarity with Microsoft 365.
  • General interest in AI or business automation.
  • No programming knowledge is required to understand the concepts, although developers and low-code makers will benefit.

What you'll learn

You will learn how to:

  • Explain what AI agents are and where they can provide business value.
  • Recognise the main parts of an agent solution.
  • Compare Copilot Studio, Microsoft Foundry and the Microsoft 365 Agents Toolkit.
  • Choose suitable data sources, connections and development approaches.
  • Decide where and how users should interact with an agent.
  • Plan security, governance and responsible AI requirements.
  • Turn a business problem into a complete agent design and development plan

Course content

  1. Introduction to developing AI agents – Learn what agents are, how their main components work and where they can support useful business scenarios.
  2. Choose tools and services for your agent on Microsoft’s agent platform – Compare Microsoft’s available tools and services so you can select the best approach for your agent.
  3. Plan an AI agent solution – Define the desired outcome, information sources, workflows, user experience, security controls and measures of success for a complete agent solution.

Please note: Some of the features demonstrated in this course require a Microsoft 365 Copilot premium licence. You can still learn the concepts without one, but if you want to build and use these AI agents during or after the course, you or your organisation will need the appropriate licence.

Common questions

When does Turn a Business Need into an AI Assistant Plan next run?

The next date is Fri, 27 Nov 2026. Delivered live online. Every date and its format is listed on this page.

How much does Turn a Business Need into an AI Assistant Plan cost?

From $325 + GST per person. Pricing can differ by date and location, so check the option you want before booking.

Do I need any prior experience?

There are no prerequisites for this course, however, the following would be advantageous Basic familiarity with Microsoft 365. General interest in AI or business automation. No programming knowledge is required to understand the concepts, although developers and low-code makers will benefit.

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

This course runs live online, so you can join from anywhere in New Zealand.

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 plan-ai-agents when you enquire.