Are you using Copilot Chat but limiting yourself to simple questions without leveraging the available agents and actions? The MS-4023 training teaches you in one day how to interact with ready-to-use agents, trigger automated actions directly from the conversation and design your own custom agents tailored to your team’s needs. You will move from a basic Copilot Chat experience to an advanced use that multiplies your daily efficiency by centralizing access to your data and workflows in a single conversational interface. That is precisely the purpose of this Copilot Chat actions and agents training.
Led by an MCT-certified trainer at ITTA in Geneva or Lausanne, this MS-4023 training is based on official Microsoft content and includes hands-on exercises in a cloud environment. You will learn to navigate the ecosystem of available agents, configure data sources for your custom agents and chain actions and conversations to create smooth workflows. Security and governance aspects are also covered to ensure a deployment that complies with your organization’s policies.
Module 1: Get started with Microsoft 365 Copilot Chat
Module 2: Write effective prompts to achieve optimal results
Module 3: Work smarter with Microsoft 365 Copilot Chat
Copilot Chat is the unified entry point for artificial intelligence in Microsoft 365. Beyond standard question-and-answer interactions, it lets you invoke specialized agents and trigger actions that interact with your data and applications. The MS-4023 training reveals the full depth of this tool and teaches you to use it as a true command center for your professional activities.
The agents available in Copilot Chat cover a wide range of domains. Some are provided by Microsoft; others can be created by your organization. The training teaches you to navigate this ecosystem, identify agents relevant to your role, and use them effectively in your daily conversations. You will understand how Copilot Chat centralizes access to all your Microsoft 365 resources in a single, intuitive interface.
Actions in Copilot Chat allow you to trigger concrete operations without leaving the conversational interface. Sending an email, creating a task in Planner, searching for a document in SharePoint, or updating a record in Dataverse are all actions you can execute directly from Copilot Chat. The MS-4023 training shows you how to discover, use, and chain these actions to create smooth conversational workflows.
You will learn to combine multiple actions within a single conversation to accomplish complex tasks in just a few exchanges. For example, you can search for the latest sales figures in an Excel file, summarize them in an email, and schedule a follow-up meeting — all without leaving Copilot Chat. This orchestration capability fundamentally transforms the way you interact with Microsoft 365 tools.
The training devotes significant time to creating custom agents. You will learn to define the scope of your agent, configure its knowledge sources, customize its responses, and share it with your team. The ITTA MCT instructor guides you through each step in Microsoft’s cloud labs so you leave with a functional agent ready to be deployed in your organization.
The custom agents you create can answer frequently asked questions from your colleagues based on your internal documents, guide new employees through their first weeks, or provide up-to-date information on ongoing projects. The instructor will show you how to test your agents, gather user feedback, and progressively improve them to ensure their relevance and adoption.
Creating agents requires managing data access and complying with your organization’s compliance policies. The training covers permission mechanisms, controlling the data sources accessible to each agent, and best practices for ensuring your agents respect the governance rules in place. These skills are essential for a confident deployment in a professional environment.
You will discover how to limit each agent’s scope to only the data relevant to its purpose. The training also covers managing authorized users, logging interactions, and periodic review mechanisms to keep your agents compliant as your organization’s security policies evolve.
For professionals in French-speaking Switzerland, Copilot Chat represents an opportunity to centralize access to information and accelerate decision-making processes. In a single interface, you access your data, trigger actions, and engage specialized agents without navigating between multiple applications. The MS-4023 training at ITTA, a Microsoft Learning Partner in Geneva and Lausanne, positions you among the early adopters of this technology and gives you the skills to extend its benefits to your entire team.
What is the difference between Copilot Chat and Copilot in Microsoft 365 applications?
Copilot in applications (Word, Excel, etc.) is contextual to each application. Copilot Chat is a cross-application conversational interface that lets you access agents, trigger actions, and query your Microsoft 365 data from a single point.
Do you need technical skills to create agents in Copilot Chat?
No, creating agents in Copilot Chat is accessible without programming skills. The MS-4023 training guides you step by step through the creation process.
What is the difference between MS-4022 and MS-4023?
MS-4022 uses Copilot Studio to build advanced conversational agents with a dedicated platform. MS-4023 focuses on creating and using agents directly in the Copilot Chat interface, with a more end-user oriented approach.
What actions can be triggered from Copilot Chat?
You can send emails, create tasks, search for documents, schedule meetings, query databases, and much more through the available Microsoft connectors.
Does this training prepare for a Microsoft Applied Skill?
Yes, the MS-4023 training prepares for the corresponding Microsoft Applied Skill, an official practical competency validation.
Where and how can I take the MS-4023 training?
ITTA offers this training in Geneva and Lausanne, in-person or in a virtual classroom, with a certified MCT instructor and Microsoft cloud labs.
Does Copilot Chat work with data stored outside Microsoft 365?
Copilot Chat primarily accesses data from your Microsoft 365 tenant via Microsoft Graph. For external data, you can create custom agents connected to additional sources via the available connectors.
Monday to Friday
8:30 AM to 6:00 PM
Tel. 058 307 73 00
ITTA
Route des jeunes 35
1227 Carouge, Suisse
Monday to Friday, from 8:30 am to 06:00 pm.
