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Training: Microsoft 365 Copilot Chat Interactive Experience for Executives (MS-4012)

Ref. MS-4012
Duration:
1
 demi-journée
Exam:
Non certifiant
Level:
Fondamental

Microsoft 365 Copilot Chat Interactive Experience for Executives (MS-4012) Training

Discover How to Leverage Microsoft 365 Copilot Chat

The world of work is evolving rapidly, and optimizing time is essential. The MS-4012, Copilot Chat training enables you to fully harness Microsoft 365 Copilot to enhance your productivity and that of your team.

In this course, you will learn how to design effective prompts and integrate Copilot into your daily Microsoft 365 tools, such as Word, PowerPoint, Teams, and Outlook. Through hands-on exercises, you will develop advanced skills to interact with Copilot and automate complex tasks.

A Program Designed for Executives and Managers

The MS-4012 program is specifically designed for executives and managers looking to optimize their workflow with Copilot. You will learn how to structure relevant queries, analyze information, and leverage the advanced features of Microsoft 365 Copilot Chat to accelerate decision-making.

Participant Profiles

  • Business executives and senior managers
  • Department heads and team managers
  • Productivity and innovation consultants
  • Professionals looking to optimize their workflow

Objectives

  • Design autonomous agent architectures for complex business scenarios
  • Configure event-driven triggers and automated orchestration workflows
  • Implement advanced conversation management with multi-turn context
  • Connect autonomous agents to enterprise data sources and APIs
  • Set up governance policies and security controls for autonomous agents
  • Monitor agent behavior, audit actions, and manage escalation paths
  • Administer agent deployments at enterprise scale

Prerequisites

  • Have basic experience with Microsoft 365 (Outlook, Word, PowerPoint, Teams)
  • Understand the principles of team management and productivity
  • Have an initial understanding of artificial intelligence tools (optional)

Course Content

Module 1: An executive’s guide to crafting effective prompts in Microsoft 365 Copilot

  • Master the art of crafting effective prompts for Microsoft 365 Copilot
  • Explore the art of the prompt
  • Explore Copilot Prompt Gallery
  • Catch up and prepare for the week with Microsoft 365 Copilot in Outlook
  • Draft emails, replies, and meeting agendas with Microsoft 365 Copilot in Outlook
  • Highlight key decisions and actions from Teams meetings

Module 2: Accelerate creativity with Microsoft 365 Copilot Chat

  • Boost your productivity and accelerate your workflow with Microsoft 365 Copilot Chat
  • Brainstorm your idea using Microsoft 365 Copilot Chat
  • Build a compelling brand using Microsoft 365 Copilot Chat
  • Analyze the competitive landscape using Microsoft 365 Copilot Chat

Module 3: Introduction to Microsoft 365 Copilot

  • What is Microsoft 365 Copilot?
  • Explore how Microsoft 365 Copilot works
  • Explore the core components of Microsoft 365 Copilot
  • Examine how Microsoft is committed to responsible AI

Documentation

  • Access to Microsoft Learn, Microsoft’s online learning platform, offering interactive resources and educational content to deepen your knowledge and develop your technical skills.

Lab / Exercises

  • This course provides you with exclusive access to the official Microsoft lab, enabling you to practice your skills in a professional environment.

Complementary Courses

Eligible Funding

ITTA is a partner of a continuing education fund dedicated to temporary workers. This fund can subsidize your training, provided that you are subject to the “Service Provision” collective labor agreement (CCT) and meet certain conditions, including having worked at least 88 hours in the past 12 months.

Additional Information

Advanced Autonomous Agents: Beyond Basic Chatbots

Autonomous agents represent the next evolution in AI-powered business automation. Unlike reactive chatbots that wait for user input, autonomous agents can proactively monitor conditions, trigger actions based on events, and execute multi-step workflows independently. The MS-4011 training at ITTA is an advanced course that teaches you to build and administer these sophisticated agents using Microsoft Copilot Studio. Our MCT-certified trainers at Geneva and Lausanne bring deep expertise in enterprise agent architecture.

This course assumes familiarity with Copilot Studio basics and focuses on advanced capabilities that enable true business process automation. You will learn to design agents that operate with minimal human intervention while maintaining appropriate oversight and governance controls essential for enterprise deployment. Swiss organizations in sectors like financial services, healthcare, and manufacturing are increasingly exploring autonomous agents to handle high-volume, time-sensitive processes where speed and consistency are critical.

Autonomous Agent Architecture and Design Patterns

Building effective autonomous agents requires a different mindset than designing conversational chatbots. This module covers architectural patterns for autonomous agents, including event-driven triggers, scheduled execution, and condition-based activation. You will learn to decompose complex business processes into agent-manageable tasks, design decision trees that handle exceptions gracefully, and create fallback mechanisms that ensure reliability.

The training presents proven design patterns from real-world enterprise deployments, showing you how to structure agents for scenarios like automated customer onboarding, proactive inventory management, intelligent ticket routing, and compliance monitoring. Each pattern includes best practices for handling failures, managing state across sessions, and ensuring consistent behavior at scale. Our trainers walk you through the design decision process, helping you evaluate when autonomous agents are the right solution versus simpler automation approaches.

Event Triggers and Orchestration Workflows

Autonomous agents derive their power from event-driven architecture. You will learn to configure agents that respond to triggers from Microsoft 365 events, Dataverse changes, Power Automate flows, and external webhooks. The training covers trigger configuration, event filtering, and priority management to ensure agents respond to the right events at the right time.

Orchestration workflows enable agents to coordinate multi-step processes that span multiple systems. You will build workflows that combine data retrieval, decision logic, API calls, and user notifications into coherent automated processes. The hands-on labs include building an end-to-end autonomous workflow that demonstrates the full power of event-driven agent orchestration.

Enterprise Data Integration and Advanced Capabilities

Enterprise autonomous agents need access to organizational data and systems to perform meaningful work. This module covers advanced integration patterns including Dataverse connectivity, custom connector development, API authentication flows, and batch data processing. You will learn to build agents that read from and write to enterprise systems reliably, handle data transformation, and maintain data consistency across transactions.

Advanced capabilities covered in this training include multi-turn context management for complex conversations, dynamic content generation using organizational data, and intelligent routing that directs tasks to the appropriate human agents when autonomous resolution is not possible. These capabilities transform basic agents into sophisticated business tools.

Governance, Security, and Enterprise Administration

Deploying autonomous agents in enterprise environments requires robust governance. This training dedicates significant time to security controls, including authentication and authorization for agent actions, data access policies, and audit logging. You will learn to configure role-based access for agent management, implement approval workflows for agent deployments, and establish monitoring dashboards that provide visibility into agent operations.

Enterprise administration covers managing agent fleets at scale, including version control, staged deployments, A/B testing, and performance optimization. The course addresses compliance requirements relevant to Swiss organizations, showing you how to ensure autonomous agents operate within regulatory boundaries while delivering maximum business value. Our trainers share governance frameworks proven effective in regulated industries across French-speaking Switzerland.

Frequently Asked Questions

What prerequisites are required for MS-4011?

You should have completed MS-4010 or have equivalent experience building agents in Copilot Studio. Understanding of Power Automate and basic API concepts is strongly recommended.

How do autonomous agents differ from standard Copilot Studio agents?

Standard agents respond to user messages in a conversation. Autonomous agents can initiate actions based on events, run on schedules, and execute multi-step workflows without continuous user interaction. They represent a more advanced level of automation.

What enterprise scenarios benefit most from autonomous agents?

Common high-value scenarios include automated customer communications, proactive IT monitoring and remediation, compliance checking, document processing workflows, and intelligent request routing. Any repetitive multi-step process is a candidate for autonomous agent automation.

How do you ensure autonomous agents do not take unintended actions?

The training covers guardrails including action approval workflows, scope limitations, audit logging, and human-in-the-loop escalation paths. Proper governance ensures agents operate safely within defined boundaries.

Can I attend if I have not taken MS-4010?

We strongly recommend MS-4010 as a prerequisite. If you have substantial experience with Copilot Studio from self-study or other sources, contact our team to discuss whether your background is sufficient for this advanced course.

Prix de l'inscription
CHF 850.-
Inclus dans ce cours
  • Training provided by a certified trainer
  • 180 days of access to Official Microsoft Labs
  • Official documentation in digital format
  • Official Microsoft achievement badge
Mois actuel

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Contact

ITTA
Route des jeunes 35
1227 Carouge, Suisse

Opening hours

Monday to Friday
8:30 AM to 6:00 PM
Tel. 058 307 73 00

Contact-us

ITTA
Route des jeunes 35
1227 Carouge, Suisse

Make a request

Contact

ITTA
Route des jeunes 35
1227 Carouge, Suisse

Opening hours

Monday to Friday, from 8:30 am to 06:00 pm.

Contact us

Your request