Copilot Agents: Getting More from Microsoft 365 Copilot

Fay Bordbar

Teaching AI, one skill at a time

Learn what types of Agentic AI Copilot has to offer.

With Copilot Agents, you can delegate recurring work to specialised AI teammates that research, analyse, organise information, and complete multi-step tasks with far less manual input.

This live cohort shows you how.

Across four practical sessions, you'll learn how to use Microsoft's built-in agents, understand where each one adds the most value, and build your own no-code Copilot Agent around work you do every week.

By the end of the course, you'll move beyond asking Copilot individual questions and start using AI as an active teammate that helps you get more done.

This course is designed for people who have:

· Completed Part 1: How to Actually Use Microsoft Copilot, or

· Equivalent experience using Microsoft 365 Copilot confidently for everyday tasks.

You'll also need:

· A Microsoft 365 Copilot licence

If you're still building your confidence with Copilot, start with Part 1 and come back to this when you are ready.

What you’ll learn

Go from prompting Copilot for small tasks to running a team of agents that handle your heavy lifting with less input.

  • Learn the difference between automation, AI, and agentic AI

  • Understand the three levels of Copilot and know where each type of agent sits

  • Use agentic features already built into Word, Excel, and PowerPoint

  • Researcher: Conduct deep, source-cited research on real topics

  • Analyst: Explore data without writing a formula

  • Surveys: Automatically draft targeted questions, generate forms, and analyse responses

  • Configure a specialised agent around a real recurring task in Agent Builder

  • Ground it in your own files so it only draws on what you intend

  • Test, refine, and share it with colleagues when it's ready

  • Spot when an agent gets it wrong and know how to verify its work

  • Understand where each agent is reliable and where you still need to step in

  • Build review habits that keep you accountable without slowing you down

Learn directly from Fay

Fay Bordbar

Fay Bordbar

Host of The Global Excel Summit, Founder @ Excellence AI, Excel and AI Trainer

See all products from Fay

Who this course is for

  • Capable Copilot Users

    You're past the basics. Now you want Copilot doing real work, not just tidying up your emails.

  • Time-Poor Professionals

    You're still doing everything yourself. You know AI should be taking more off your plate. This is how.

  • Team Leads
    Your team is already exploring AI. You want the practical knowledge to use it well and help others do the same.

Prerequisites

  • Confidence using Microsoft Copilot

    This course is for people who are already confident using Copilot for everyday tasks and want to use agents to help them do more.

  • M365 Copilot Licence

    You'll need an M365 Copilot Licence with access to Microsoft Agents to be able to follow along with everything we cover.

  • Not sure if you have everything you need?

    Use the "Contact Fay" link in the popup to reach out to me directly and we can talk it through.

What's included

Fay Bordbar

Live sessions

Learn directly from Fay Bordbar in a real-time, interactive format.

Lifetime access

Go back to course content and recordings whenever you need to.

Community of peers

Stay accountable and share insights with like-minded professionals.

Certificate of completion

Share your new skills with your employer or on LinkedIn.

Maven Guarantee

Your purchase is backed by the Maven Guarantee.

Course syllabus

5 live sessions • 24 lessons

Week 1

Jul 20—Jul 26

    Understanding the Agent Landscape

    • Jul

      20

      Understanding the Full Agent Landscape: Copilot as a Teammate Session 1

      Mon 7/204:30 PM—5:45 PM (UTC)
    7 more items

    Course Resources

    1 item

Week 2

Jul 27—Aug 2

    Built-in and Pre-Built Agents

    • Jul

      27

      Built-in and Pre-Built Agents: Copilot as a Teammate Session 2

      Mon 7/274:30 PM—5:45 PM (UTC)
    • Jul

      27

      Optional: Copilot as a Teammate: Office Hours

      Mon 7/275:45 PM—6:45 PM (UTC)
      Optional
    7 more items

Schedule

Live sessions

1 hr / week

One focussed, 75 minute session per week. These are supplemented with optional Office Hours to best support your work.

    • Mon, Jul 20

      4:30 PM—5:45 PM (UTC)

    • Mon, Jul 27

      4:30 PM—5:45 PM (UTC)

    • Mon, Jul 27

      5:45 PM—6:45 PM (UTC)

Projects

1 hr / week

Small homework tasks between sessions to help you develop your understanding faster.

Frequently asked questions

Maven for Teams

Reimbursement

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Everything L&D needs: email template, receipts, and certificate of completion.

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Private cohort

Run a cohort for your org

A dedicated cohort with a custom schedule and curriculum, tailored to your team.

Book a private cohort