Microsoft 365 Copilot Advanced: Agents, Research, and Automation
Overview
Microsoft 365 Copilot is evolving beyond basic productivity assistance into more advanced capabilities involving agents, research, document synthesis, and workflow automation.
This course helps participants move beyond app-level prompting and explore how Copilot can support multi-step business tasks, large-document workflows, research, analysis, and departmental automation use cases.
Who Should Take This Course
Audience
Power users, analysts, operations teams, project managers, IT-adjacent business users, innovation teams, and professionals who want to move beyond basic app-level Copilot usage.
Why You Should Take This Course
In the duration of this course, students will:
- Understand the difference between Copilot as an assistant and Copilot as part of an agentic workflow.
- Explore how Copilot can support research, analysis, document review, and multi-step business tasks.
- Learn how to use Copilot for processing and synthesizing large numbers of documents.
- Understand the role of Researcher, Analyst, agents, and Copilot Studio.
- Explore how Copilot can support automation and repeatable business processes.
- Learn where human review, governance, and security controls are especially important.
- Design practical Copilot-powered workflows for real organizational use cases.
Course Outline
Microsoft 365 Copilot Advanced: Agents, Research, and Automation
Module 1: From Copilot Assistance to Agentic Workflows
How Copilot is evolving from simple app assistance to multi-step reasoning, research, and task support.
Module 2: Understanding AI Agents in the Microsoft 365 Ecosystem
What agents are, how they differ from chatbots and copilots, and where they fit in business workflows.
Module 3: Researcher and Analyst Capabilities
Using Copilot to support research, briefing preparation, data interpretation, project analysis, and decision support.
Module 4: Processing Large Numbers of Documents
Summarizing folders, comparing documents, extracting key facts, identifying themes, and generating cross-document summaries.
Module 5: Advanced Copilot Workflows Across Microsoft 365 Apps
Combining Word, Excel, PowerPoint, Outlook, Teams, OneDrive, SharePoint, and Copilot Chat in multi-step business scenarios.
Module 6: Introduction to Copilot Studio
Understanding when and why organizations may build custom agents, connect knowledge sources, and create guided workflows.
Module 7: Automation and Business Process Use Cases
Examples of Copilot-supported workflows for project management, operations, HR, finance, compliance, training, and customer support.
Module 8: Anthropic Models and Multi-Model AI in Microsoft 365
Understanding the significance of model choice, the addition of Anthropic models, and how multi-model AI may affect enterprise AI workflows.
Module 9: Governance, Risk, and Responsible Use
Permissions, data security, oversharing, sensitive information, human review, agent governance, and safe deployment practices.
Module 10: Capstone Activity: Design a Copilot Agent or Advanced Workflow
Participants design a practical workflow or agent concept for a department or business process.
Q&A and Wrap-Up