AI and agents at work · Microsoft 365
You’ll finish knowing how to use Copilot every day, redesign a real process, create an agent in Copilot Studio, build an approval flow in Power Automate, and measure the results with metrics—without writing a single line of code.
start now →9 lessons · 20 to 24 min each · no video · works on mobile and desktop
The path
AI user
Augmented professional
Workflow Designer
Agent builder
Process automation tool
What you'll know how to do
Turn a meeting into action — decisions, owners, and deadlines with Copilot, plus a search that cross-references emails, files, and meetings without opening ten folders.
Make the data explain itself — ask a spreadsheet “what changed and why” in Excel, Analyst, and Researcher, then verify before sharing.
Design a process on a canvas — inputs, decisions, approvers, what gets automated, and how to measure it in your actual area.
Create your first agent — in Copilot Studio, with your instructions and the area’s documents, tested before anyone sees it.
Build the execution layer — an approval flow in Power Automate, with logging and failure notifications, connected to the agent.
Access any system — choose between a service door, a flow, screen automation, and Computer Use, with human approval where it matters.
Measure with metrics — target, variance, explanation, and action in Power BI, with Copilot explaining why a number got worse.
Put it into production with governance — seven checks, a complete canvas, and a three-phase plan for your real-world case.
Tools
Microsoft 365 CopilotCopilot ChatAnalystResearcherCopilot StudioPower AutomatePower Automate DesktopComputer UseSharePointDataversePower BITeams
Who it's for
is for you if you
this isn't for you if
Learning path
Leave knowing which of the five levels you’re at and which three of your tasks should move up first.
Leave with one of your meetings turned into decisions, owners, and deadlines.
Leave knowing how to ask a spreadsheet “what changed and why” and verify the answer.
Leave with a real process from your area mapped on a one-page canvas.
Leave with a draft agent that answers questions using your area’s documents, tested by you.
Leave with one of your approval workflows working in a test, with a record.
Leave knowing how to choose the entry point for automation in each system—and how to justify your choice.
Leave with three indicators, each with a target and an owner, and the prompt that gets Copilot to explain a variance.
Leave with the completed canvas for your project, governance checked, and a three-phase plan.