Course overview
Build useful agents without becoming a pro-code Azure AI developer. This Express course helps power users, business analysts, SharePoint owners, Microsoft 365 champions, and Power Platform makers identify agent opportunities, design safe agent experiences, connect knowledge sources, and know when to escalate to developer or admin teams.
A business-technologist and citizen-developer bridge from Copilot usage to practical agent planning and low-code agent creation, emphasizing agent concepts, Copilot Studio, SharePoint agents, light Microsoft 365 agent awareness, and governance-aware design without pushing learners into deep Azure AI development.
Who this is for
Technical knowledge workers, business analysts, power users, citizen developers, SharePoint owners, Microsoft 365 champions, Power Platform makers, and process owners.
Prerequisites
Comfort with Microsoft 365, SharePoint, Teams, and business-process analysis. Power Platform or Copilot Studio exposure is helpful but not required.
Recommended prior course or experience: AI Briefings / Skill Sprints, MS-4019-style business-process agent awareness, or hands-on Copilot usage.
Course outline
Agent foundations for business technologists
Agents, copilots, bots, automations, and workflows
Knowledge agents vs task agents vs process agents
Human oversight, escalation, and auditability
Common agent use cases across Microsoft 365
Microsoft agent ecosystem and builder paths
Copilot, Copilot Chat, SharePoint agents, Copilot Studio
When low-code is enough vs when pro-code is needed
Power Platform maker considerations
Escalation paths to Azure AI Developer Express
Agent opportunity and use-case planning
Problem, audience, outcome, owner, and boundaries
Identify data sources, systems, and action needs
Estimate value, risk, complexity, and support
Create an agent planning canvas
Designing safe conversations and responses
Topics, expected questions, and response patterns
Out-of-scope handling and escalation paths
Source grounding and citation expectations
Tone, format, channel, and UX constraints
Grounding with Microsoft 365 and SharePoint knowledge
SharePoint agents and site-scoped knowledge
Document quality, permissions, and ownership
Content lifecycle and update responsibilities
When Azure AI Search or developer help is needed
Building with Copilot Studio at the right depth
Basic agent configuration and topic design
Generative answers and knowledge sources
Actions through connectors where appropriate
Testing, publishing, and refinement basics
Governance-aware agent design
Owner, approver, support, and review cycle
Permissions, sensitive data, and data boundaries
Agent inventory, lifecycle, and retirement
When to involve admins, security, or compliance
Testing and handoff
Acceptance criteria, sample prompts, failure cases
User feedback and iteration loop
Documentation for support and administration
Pathway to Azure AI Developer Express
Portfolio bridge workshop
Turn a business prompt into an agent plan
Decide whether to build, defer, escalate, or route
Create a next-step roadmap for pilot users