From Strategy to Reality: Building Copilot Agents in Microsoft 365

Date: Thursday 16th July 2026

Time: 4:00 PM BST / 11:00 AM EDT / 10:00 AM CDT / 9:00 AM MDT / 8:00 AM PDT

Description:

Understanding Copilot Agents is one thing – building them is where transformation happens. In this practical session, we’ll demonstrate how to design, build, and deploy Copilot agents within Microsoft 365. Based on our CP201-3 Level 2 Intermediate course, this session provides a structured approach to creating agents that are scalable, secure, and aligned to business needs.

Agenda:

• Recap: Where agents fit within your Copilot strategy
• Designing effective agents (purpose, data, and outcomes)
• Creating and configuring a Copilot agent in SharePoint
• Exploring customisation options and data sources
• Building and refining agents in M365 Copilot Chat
• Using the agent builder to create and modify agents
• Managing agent updates and sharing across the organisation
• Key considerations for scaling agent development