Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
In this introductory session 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 the agent builder and then using the Configure tab, explore built-in Microsoft Copilot Agents, and finish by witnessing practical Agents for real business tasks like summarizing meeting minutes and invoice classification.
Prerequisite: This course requires a Microsoft 365 Copilot (paid) license.
Note: Registration for this seminar closes on November 5, 2026 at 3:00 p.m. (EDT).
Key Takeaways
- Learn 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 Analyst Agent
- By the end of this course, you’ll be able to 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
How to Access the Course
This course is delivered as a live webinar. To receive verifiable CPD hours, you must attend the session live. We recommend joining at least 5 minutes before the scheduled start time. For the best interactive experience, please use a computer equipped with a camera and microphone.
A reminder email with the Zoom link and course details will be sent two business days before the session. If you do not receive it, please check your spam or junk folder.
The same information, including any available materials, will also be posted in advance on our Blackboard LMS.
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.