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M365 Copilot Agents

Go beyond built-in Copilot features and build custom AI agents that automate processes, answer questions and connect across your M365 environment.

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About M365 Copilot Agents

M365 Copilot Agents are custom AI assistants you build on top of Microsoft 365 Copilot to automate specific business processes, answer role-specific questions and connect to your organisation's own data. Unlike the default Copilot experience, agents can be scoped to a team, grounded in specific SharePoint content or line-of-business systems, and triggered inside the apps your people already use.

They're ideal for HR helpdesks, IT support triage, onboarding assistants, sales playbook bots, policy lookup tools and any repetitive knowledge-work where the answer "already exists somewhere but no one can find it". Best suited to IT, operations, HR, knowledge management and process owners who want to scale expertise without scaling headcount. Agents solve the classic M365 problem of valuable content being locked in fragmented sources — turning scattered documents into a single, conversational answer.

Training Session

A focused session designed to build real-world skills fast.

M365 Copilot Agents
  • What Copilot agents are and how they differ from standard Copilot chat
  • The agent ecosystem — Microsoft-built agents, organisational agents and user-created agents
  • Discovering agents — browsing and searching the Agent Store in the Copilot app
  • Installing, pinning and managing agents
  • Using Microsoft-built agents — Researcher, Analyst, Visual Creator, Writing Coach and others
  • Interacting with agents — using starter prompts and free-form queries
  • Using agents in Teams — adding agents to group chats and using the Facilitator agent in meetings
  • Using SharePoint agents — asking questions and getting answers scoped to a specific site's content
  • Creating a custom SharePoint agent — scoping it to specific sites, libraries and files
  • Building an agent with Agent Builder — name, instructions, starter prompts and knowledge sources
  • Adding knowledge sources — SharePoint sites, files, Teams chats and public website URLs
  • Testing and refining an agent before sharing
  • Publishing and sharing an agent with your team
  • Understanding agent permissions — agents only surface content you already have access to
  • Responsible use — verifying agent outputs and knowing when not to rely on AI

Ready to train your teams on M365 Copilot Agents?

Book a free 30-minute discovery call. No commitment, no pressure.

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