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MS-4019 Transform your everyday business processes with agents: agents in Microsoft 365 Copilot and SharePoint

Use prebuilt agents in Microsoft 365 Copilot Chat and create your own agents in Copilot Chat and SharePoint, without writing any code.

After the course you can make targeted use of prebuilt agents in Microsoft 365 Copilot Chat and create, test and share your own agents in Copilot Chat and SharePoint. You understand what knowledge an agent draws on and how permissions limit its answers. No programming skills are needed. The course is aimed at business users who work with Microsoft 365 every day and want to simplify recurring questions or tasks in their area with agents.

BeginnerDE / ENBusiness training · Live online

What you’ll take away.

  • Understand how agents in Copilot Chat and SharePoint draw on approved knowledge
  • Pick the right prebuilt agents for research, analysis, writing and ideation
  • Create, test and maintain your own agent with instructions and knowledge sources
  • Share agents with your team while respecting permissions and limits
Microsoft · MS-4019

Your training in detail

Who is it for?
Business users of Microsoft 365 who want to ease recurring tasks with agents without programming.
Prerequisites
You work confidently with Microsoft 365 and SharePoint and have some experience with Copilot Chat. For the exercises you need access to a suitably licensed environment.
Format & planning
Standard length: 1 training day. A different length can be arranged for companies.

Agenda: from understanding to application

Our independently developed agenda proposal. Focus areas, lab environment and scope are agreed before booking.

  1. Agents in Copilot Chat and SharePoint: how they work and their knowledge sources

  2. Prebuilt agents and when to use which one

  3. Creating your own agent: defining purpose, instructions and knowledge

  4. Testing, improving and managing agents

  5. Sharing and using agents while keeping access rights in view

PRACTICE & TRANSFER

You create an agent for a SharePoint site with project documents that answers questions about procedures and templates. You then test it with typical questions, refine the instructions and share it with a test group.

Exams, licences & credentials

There is no Microsoft exam for MS-4019, and the course does not lead to a certification. It is practical training on the topic. This is not an official Microsoft course unless the offer explicitly says so.

Vendor references & review date

Sources checked on 2026-11-10. These sources describe the technology or external exam requirements. They do not imply a partnership with NextNowa.

Your learning content

These objectives describe the training topic. The specific syllabus, dates and trainer are agreed before booking; the written offer is binding.

Individual offer: Availability and delivery are confirmed on enquiry.

Frequently asked questions

Do I need a Microsoft 365 Copilot licence?

Which features are available depends on your organisation's licences and settings. Before the course we agree which environment is used for the exercises.

Can an agent see documents I have no access to?

No. Agents in Microsoft 365 respect existing permissions. In the course you see what this means when you share agents.

Does MS-4019 Transform your everyday business processes with agents: agents in Microsoft 365 Copilot and SharePoint include a certificate?

There is no Microsoft exam for MS-4019, and the course does not lead to a certification. It is practical training on the topic. This is not an official Microsoft course unless the offer explicitly says so.

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