FRCMIC-10Microsoft

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

Name: Transform your everyday business processes with agents (MS-4019)
Price: 650.00 USD
Availability: InStock

This course introduces participants to the power of AI agents and how they can be used to automate, streamline, and enhance everyday business processes.

Duration · 1 dayVirtual + In-PersonInstructor-Led

$650

Course Description

This course introduces participants to the power of AI agents and how they can be used to automate, streamline, and enhance everyday business processes. Students will learn how agents can assist with repetitive tasks, information gathering, decision support, workflow automation, and collaboration across Microsoft 365 and business applications.

Participants will explore practical use cases, learn how to identify automation opportunities, and gain hands-on experience creating and managing business-focused agents that improve productivity and operational efficiency.

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Audience Profile

This course is intended for:

Business Professionals
Process Owners
Department Managers
Team Leads
Business Analysts
Power Users
Microsoft 365 Copilot Users
Digital Transformation Leaders

Prerequisites

Before enrolling, you should have:

Basic familiarity with Microsoft 365 applications
Understanding of common business processes
Experience using Microsoft 365 Copilot is helpful but not required
No programming experience required

— What You'll Learn —

Learning Objectives

In this course, you will learn to:

1Understand AI agent concepts and business applications
2Identify processes that can benefit from AI agents
3Use Microsoft tools to create and manage business agents
4Automate routine tasks and workflows
5Improve information access and decision-making
6Integrate agents into everyday business operations
7Apply governance and responsible AI principles
8Develop a roadmap for agent adoption within their organization

— Day-by-Day —

Course Outline

Module 1

Introduction to AI Agents and Business Transformation

Introduction to AI Agents
How Agents Work
Agents vs. Chatbots
Generative AI and Business Automation
Agent Capabilities and Limitations
Business Benefits of Agent Adoption
Common Organizational Use Cases
Microsoft Agent Ecosystem Overview
Demonstration: AI Agents Supporting Everyday Work

Module 2

Identifying Business Processes for Agent Automation

Characteristics of Good Agent Use Cases
Process Mapping Fundamentals
Repetitive Task Identification
Information-Intensive Workflows
Decision Support Opportunities
Employee Productivity Scenarios
Department-Specific Examples
Measuring Business Impact
Workshop
Process Identification and Opportunity Assessment

Module 3

Creating Business Agents

Introduction to Agent Creation Tools
Defining Agent Purpose and Scope
Configuring Instructions and Behaviors
Creating Conversational Experiences
Defining Business Rules
Testing Agent Responses
Improving Agent Performance
Agent Lifecycle Considerations
Hands-On Lab: Creating a Business Productivity Agent

Module 4

Automating Everyday Workflows

Workflow Automation Fundamentals
Information Collection and Processing
Task Management and Follow-Up
Document and Content Assistance
Meeting Preparation and Summaries
Customer Service and Support Scenarios
Project Coordination Activities
Business Process Optimization
Hands-On Lab: Automating a Common Business Process

Module 5

Agents for Collaboration and Decision Support

Knowledge Discovery and Retrieval
Meeting Assistance
Project Collaboration Support
Action Item Tracking
Decision Support Workflows
Business Research Assistance
Information Summarization
Cross-Team Communication Scenarios
Hands-On Lab: Building a Decision Support Agent

Module 6

Integrating Agents with Business Data and Microsoft 365

Understanding Organizational Data Sources
Microsoft 365 Integration Opportunities
Working with Documents and Knowledge Bases
Agent Access to Business Information
Data Security Considerations
Improving Context and Responses
Information Governance
Data Quality Best Practices
Demonstration: Agents Accessing Business Information

Module 7

Responsible AI and Agent Governance

Responsible AI Principles
Human Oversight and Accountability
Data Privacy and Protection
Security Considerations
Reviewing Agent Outputs
Ethical AI Practices
Governance Policies
Organizational Standards
Group Discussion: Responsible Agent Deployment Scenarios

Module 8

Developing an Agent Adoption Strategy

Building an Agent Adoption Roadmap
Stakeholder Engagement
User Training and Enablement
Change Management Considerations
Measuring Success and ROI
Adoption Metrics and KPIs
Continuous Improvement Strategies
Future Trends in AI Agents
Workshop
Creating an Agent Adoption Plan
Capstone Exercise: Transform a Business Process with an AI Agent
Capstone Exercise: Participants will analyze a real-world business process and design an agent solution to improve efficiency and outcomes.
Activity: Identify a business challenge
Activity: Map the current process
Activity: Design an agent solution
Activity: Define agent responsibilities
Activity: Identify automation opportunities
Activity: Address governance and security requirements
Activity: Present recommendations and expected business benefits

— The Big Picture —

Key Takeaways

Understanding AI agents and their business value
Identifying automation opportunities
Creating and managing business agents
Improving collaboration and decision-making
Integrating agents into Microsoft 365 workflows
Applying responsible AI practices
Planning for organizational adoption

— What You'll Walk Away With —

Skills Gained

Business process analysis
AI agent design and implementation
Workflow automation planning
Productivity improvement strategies
Organizational adoption planning
Responsible AI governance
Business transformation through AI

— Next Steps —

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Note: Course outlines are provided as a general guide. Content, pacing, labs, and instructional emphasis may vary based on instructor expertise, student experience levels, and customer-specific learning objectives.

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