Dates and location
Hours
Dates and location
Hours
Description
Learn how to build, test, and refine your own Microsoft Copilot Agents step by step. You’ll start by understanding what Agents are, then create your own using Describe and Configure tabs, explore built-in Microsoft Copilot Agents, and finish by witnessing practical Agents for real business tasks like summarizing meeting minutes and invoice classification.
Note: This course requires a Microsoft 365 Copilot (paid) license.
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Key Takeaways
By the end of this course, you’ll be able to:
- Understand what an AI Agent is and how to get started with Microsoft Copilot Agents.
- Discover how to use Microsoft’s built-in Copilot Agents, such as the Researcher and Analyst Agents.
- Create your own Agent to make repetitive tasks easier and faster.
- Understand how Microsoft Copilot Agents behave, how to build them, what to include as instructions and knowledge, and how they differ from the regular Copilot Chat experience.
- Get practical ideas for new Agents you can create to make your day-to-day work as a CPA more efficient.
Who Will Benefit
This course is designed for CPAs, finance professionals, and business users with basic Microsoft 365 Copilot knowledge who want to automate repetitive tasks and build their own Copilot Agents without coding.
How to Access the Course
New mobile learning! Download Blackboard Learn from your app store (iOS or Android). Learn more.
To access the course on your computer please visit our BlackBoard site, and log-in using the same login and password used for the Registration Portal.
Please allow up to 15 minutes after registration for the course to appear on your BlackBoard page.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.
Speaker(s)
David Fortin is a Chartered Professional Accountant (CPA), a Microsoft MVP, and a LinkedIn Learning instructor. He shares practical insights on Microsoft Copilot on his YouTube channel, which has been viewed more than 4,000,000 times. With a background in Financial Planning & Analysis (FP&A) for a SaaS startup, David was instrumental in raising $30 million in venture capital funding and played a key role in the company’s successful exit, valued at hundreds of millions. Known for his dynamic and energetic personality, David is passionate about helping people through his online courses on Microsoft Copilot. What sets him apart is his ability to make learning fun and engaging, bringing a unique energy to his videos that truly resonates with his audience.