Creating Agents and Custom Copilots in SharePoint (No Code Required)
59mIntermediate2025-01-22
Authors
Gini von Courter
Teaching computer classes on Microsoft Office for 20+ years
Course details
Unlock the potential of SharePoint to streamline your workflow in this comprehensive course on building Copilot agents. Instructor Gini von Courter shows you how to enable, customize, and create powerful Copilots using SharePoint. From answering questions and managing permissions to advanced customizations, you’ll master the skills you need to optimize the SharePoint experience for you and your colleagues.
Learning objectives
Describe the key features and benefits that Copilot brings to SharePoint and how it enhances site functionality.
Identify the prerequisites and steps necessary to enable Copilot for SharePoint sites.
Use a built-in SharePoint agent.
Create and customize a basic Copilot agent in SharePoint.
Modify agent scope and permissions.
Test and publish a Copilot agent, ensuring its functionality and sharing it effectively with
Learning objectives
Describe the key features and benefits that Copilot brings to SharePoint and how it enhances site functionality.
Identify the prerequisites and steps necessary to enable Copilot for SharePoint sites.
Use a built-in SharePoint agent.
Create and customize a basic Copilot agent in SharePoint.
Modify agent scope and permissions.
Test and publish a Copilot agent, ensuring its functionality and sharing it effectively with
Skills covered
SharePointMicrosoft CopilotContent Management Systems (CMS)AI Productivity ToolsArtificial Intelligence for BusinessCloud ServicesWeb DevelopmentCloud ComputingBusiness Analysis and StrategyBusiness Software and ToolsMicrosoftOne-Off
Concepts
Introduction
- The power of Copilot in SharePoint
- What you will need
Using a Built-In Copilot Agent
- What the Copilot system brings to SharePoint
- Interact with an agent
- Agent specifications
- Select files and manage history
- Use the prompt guide and agent options
Create a Custom Agent for SharePoint
- How this agent helps save the business
- Create a custom agent
- Locate and manage agent files
- Edit agent description
- Edit agent SharePoint sources
- Edit and test agent behavior
- Approve an agent or set the default agent
- Share your agent
- Leverage your agent for efficiency
Conclusion
- Learning more about SharePoint and Copilot