Microsoft 365 Agent Workshop

This focused workshop introduces your team to Microsoft 365 agents and teaches them how to use these AI tools in practical, everyday scenarios. Our team helps participants understand what each agent can do, how to trigger it effectively, and how to apply it to real business needs.

1. Introduction to Microsoft 365 Agents

Participants receive a clear overview of the Microsoft 365 agent ecosystem and how each agent supports real business tasks.

What we cover:

• How Microsoft 365 agents work inside Copilot experiences
• When to use agents versus traditional Microsoft 365 tools
• Examples of business outcomes supported by each agent

2. Agent Demonstrations and Hands On Scenarios

Participants explore real examples of Microsoft 365 agents in action and practice guided scenarios based on daily work.

Included agents:

• App Builder for turning an idea into a working app with natural language
• Workflows for creating automated flows without code
• SharePoint Page Agent for generating new SharePoint pages from a conversation
• People Agent for finding colleagues with the right skills
• Learning Agent for personalized skills development
• Workforce Insights for understanding people and organizational structure
• Surveys Agent for creating and distributing surveys automatically
• Skills Agent for identifying experts and growth areas
• Prompt Coach for improving prompts and communication clarity

3. Real Workplace Use Case Mapping

A working session where participants map agent capabilities to their team workflows.

What we create:

• A list of relevant daily tasks that agents can support
• Example prompts for each key workflow
• Opportunities for quick wins that require no configuration changes

4. Readiness and Safe Usage Guidance

Participants gain clarity on what is needed to use agents responsibly and effectively.

What we cover:

• Basic content organization practices that improve agent output
• Permission and access considerations
• Tips for verifying results and reducing errors
• Best practices for prompting and collaboration

5. Follow Up Recommendations

A simple plan for continuing adoption after the workshop ends.

What we provide:

• A short checklist based on your environment
• A recommended set of agents to start with
• Prompt templates to encourage everyday use