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Training: Transform your everyday business processes with agents (MS-4019)

Ref. MS-4019
Duration:
1
 demi-journée
Exam:
Non certifiant
Level:
Fondamental

Transform your everyday business processes with agents Training (MS-4019)

Do your business processes still rely on repetitive manual steps and back-and-forth between multiple tools? The MS-4019 training course teaches you in one day how to design and deploy Copilot agents that automate your workflows directly within the Microsoft 365 environment. You will discover how to orchestrate actions across SharePoint, Teams and other suite services to streamline your daily operations, from document approvals to automated information gathering from your team. That is precisely the purpose of this Copilot business process agents training.

Delivered by an MCT-certified trainer at ITTA in Geneva or Lausanne, this MS-4019 training is based on official Microsoft content and includes practical cloud labs. You will learn how to identify processes suitable for automation, configure agents tailored to your organization’s specific needs and deploy them in compliance with current governance policies. No advanced development skills are required. This practical approach enables you to transform your business processes using the artificial intelligence built into Microsoft 365.

Participant Profiles

  • System and network administrator
  • Advanced Office 365 user
  • Business solutions developer
  • IT project manager
  • Student in IT or digital technologies

Objectives

  • Identify business processes suitable for AI agent automation
  • Design multi-step workflow agents using Copilot and Power Platform
  • Configure data connections and system integrations for process agents
  • Implement decision logic and exception handling in automated workflows
  • Test and optimize business process agents for reliability and performance
  • Deploy and monitor process agents across the organization

Prerequisites

  • Have practical experience with Microsoft 365 services
  • Understand the fundamentals of knowledge management

Course Content

Module 1: Get started with agents

  • What are agents?
  • Agents and Access in Microsoft 365 Copilot
  • Explore the benefits of using agents
  • Enhance collaboration using agents
  • Examine IT governance controls for agents

Module 2: Explore prebuilt Microsoft 365 Copilot agents

  • Examine the Analyst agent
  • Examine the Researcher agent
  • Examine the Prompt Coach agent
  • Examine the Idea Coach agent
  • Examine the Writing Coach agent

Module 3: Build and manage an agent

  • Examine the tools used to create agents
  • Explore the components of an agent
  • Create an agent in Copilot Chat – Part 1
  • Create an agent in Copilot Chat – Part 2
  • Create an agent in SharePoint
  • Test and edit your agents
  • Manage your agents

Module 4: Share and use agents

  • Share an agent with other users
  • Share an agent in Microsoft Teams
  • Interact with agents

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

Copilot Business Process Agents Training: Copilot Agents — A New Approach to Business Automation

Business process agents in Microsoft 365 go beyond simple conversational assistance. They execute automated sequences of actions in response to specific events or requests. The MS-4019 training teaches you how to design these agents to handle complex tasks such as document approval, gathering information from multiple sources, or automatically notifying stakeholders.

These agents integrate natively into the Microsoft 365 ecosystem. They leverage Microsoft Graph data and available connectors to interact with SharePoint, Teams, Outlook, and other services. You do not need to leave your usual work environment to benefit from this automation. Everything operates within the permissions and security policies already configured in your Microsoft tenant.

Automate Without Coding with Copilot

One of the key advantages of Copilot agents is their accessibility. Unlike traditional automation solutions that require development skills, business process agents are configured through a guided interface. The MS-4019 training shows you how to define workflows in natural language and let Copilot translate your intentions into concrete actions. This approach democratizes automation and allows business teams to create their own solutions without depending on development teams.

You will learn to break a business process down into logical steps, identify the appropriate triggers, and define the conditions that guide the agent’s behavior. The MCT instructor will show you how to progress from a simple workflow to a sophisticated chain of actions, testing each step in Microsoft’s cloud labs.

Concrete Scenarios for Your Organization

During the training, you will work on use cases representative of enterprise needs. Leave request management, supplier request processing, document approval tracking, and automatic incident escalation are all scenarios you will learn to automate. ITTA’s MCT instructor guides you step by step through building these agents in Microsoft’s cloud labs.

Each scenario is designed to illustrate reusable automation patterns. You will not simply reproduce an example — you will understand the underlying logic that allows you to adapt these models to your own processes when you return to your organization. This practice-first approach ensures an immediate and lasting transfer of skills.

Governance and Security of Deployed Agents

Deploying automated agents in an enterprise environment requires mastering governance and security aspects. The training covers access control mechanisms, compliance policies applicable to agents, and best practices for monitoring their activity. You will learn to configure precise action scopes so each agent only accesses data strictly necessary for its purpose.

Traceability of actions executed by agents is a fundamental aspect covered by the training. You will discover how to consult activity logs, identify failed executions, and set up alerts in case of unexpected behavior. These skills are essential to maintaining stakeholder trust and meeting your organization’s compliance requirements.

Copilot Agents and Digital Transformation in Switzerland

Swiss organizations face a dual challenge: accelerating their digital transformation while maintaining high standards of quality and compliance. Copilot business process agents meet this requirement by offering intelligent automation that adapts to the context of each interaction. The MS-4019 training at ITTA positions you among the first professionals in French-speaking Switzerland to master this emerging technology and implement it in your organization.

FAQ

Do I need to know how to code to create business process agents with Copilot?

No, the MS-4019 training is designed for professionals without development skills. Agents are configured through a guided interface and natural language instructions.

What types of processes can be automated with Copilot agents?

You can automate approval processes, information gathering, notifications, task tracking, and document management within the Microsoft 365 ecosystem.

Is a Copilot license required to attend this training?

ITTA provides a lab environment with the necessary licenses for the practical exercises. For an enterprise deployment, a Copilot for Microsoft 365 license is required.

Does this training prepare for a Microsoft certification?

The MS-4019 training prepares for a Microsoft Applied Skill, a targeted practical competency validation recognized by Microsoft.

Where can I take the MS-4019 training in Switzerland?

ITTA delivers this training in Geneva and Lausanne, in-person or in a virtual classroom.

What is the difference between a Copilot agent and a Power Automate workflow?

Copilot agents use artificial intelligence to interpret natural language instructions and adapt to context, while Power Automate executes predefined action sequences. Both approaches are complementary.

Can business process agents be combined with Copilot Studio?

Yes, business process agents created in Microsoft 365 can be enhanced and extended in Copilot Studio for more advanced scenarios. The MS-4022 training specifically covers Copilot Studio.

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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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

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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