ACE Training

MS-4019: Transform your everyday business processes with agents

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

Upcoming dates

Click a date to book online.

Scheduled Fully booked
Course dates by location and month. Choose a date to book.
LocationOct 26Nov 26
Auckland
Wellington
Virtual

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 Wed, 14 Oct 2026, and there are 2 further dates scheduled. Delivered ACE Training Wellington, live online, ACE Training Auckland. 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.

Can we pay by invoice instead of by card?

Yes. Choose 'Pay by invoice' when you book and we'll hold your place and send the invoice to your accounts address, with a purchase order number on it if you need one. You can also pay by card at the time of booking if that's easier.

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.