Build Your First Microsoft 365 Copilot Agent (On-Demand - CPABC)
Former Title: Build Your First Microsoft Copilot Agent
Overview
Learn how to build, test, and refine your own Microsoft Copilot Agents step by step.
Access expires 180 days from purchase date |
Applicable for
This course requires a Microsoft 365 Copilot (premium) license.
Learning Objectives
- 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 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.
- Understand how to use Copilot Cowork, your new AI Coworker.
- Get practical ideas for new Agents you can create to make your day-to-day work as a CPA more efficient.
Content
Then, I'll guide you step by step through creating your own Microsoft Copilot Agent. You'll also discover a powerful tool that I created for you: the Agent Instructions Builder.
Finally, you'll get a short introduction to Copilot Cowork!
Please note that there is content overlap between this course and Microsoft Copilot Essentials: From AI Beginner to Proficient.
Course Content Created: November 2025
Course Content Updated: July 2026
The information is current as of the creation or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.Presenter
David Fortin, CPAAbout This Product
CPABC On-Demand Courses offer self-paced learning through recorded sessions from previously delivered live seminars. Where available, accompanying materials such as handouts or course notes are included. On-demand courses are eligible for verifiable CPD hours upon successful completion, and a certificate will be made available for download for your records.
Please note that not all on-demand courses include downloadable materials such as handouts, course notes or presentation slides.
How to get started
After completing your purchase, go to mylms.bccpa.ca. Log in using your CPABC Online Services credentials. Click Go to Your Courses and Materials to access your Learning Center. Select your course title to begin.
Course Dates & Registration
- 1
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 3
- Credits
Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.
Build Your First Microsoft 365 Copilot Agent (On-Demand - CPABC)
Former Title: Build Your First Microsoft Copilot Agent
- 1
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 3
- Credits
Overview
Learn how to build, test, and refine your own Microsoft Copilot Agents step by step.
Access expires 180 days from purchase date |
Applicable for
This course requires a Microsoft 365 Copilot (premium) license.
Learning Objectives
- 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 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.
- Understand how to use Copilot Cowork, your new AI Coworker.
- Get practical ideas for new Agents you can create to make your day-to-day work as a CPA more efficient.
Content
Then, I'll guide you step by step through creating your own Microsoft Copilot Agent. You'll also discover a powerful tool that I created for you: the Agent Instructions Builder.
Finally, you'll get a short introduction to Copilot Cowork!
Please note that there is content overlap between this course and Microsoft Copilot Essentials: From AI Beginner to Proficient.
Course Content Created: November 2025
Course Content Updated: July 2026
The information is current as of the creation or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.Presenter
David Fortin, CPAAbout This Product
CPABC On-Demand Courses offer self-paced learning through recorded sessions from previously delivered live seminars. Where available, accompanying materials such as handouts or course notes are included. On-demand courses are eligible for verifiable CPD hours upon successful completion, and a certificate will be made available for download for your records.
Please note that not all on-demand courses include downloadable materials such as handouts, course notes or presentation slides.
How to get started
After completing your purchase, go to mylms.bccpa.ca. Log in using your CPABC Online Services credentials. Click Go to Your Courses and Materials to access your Learning Center. Select your course title to begin.
Course Dates & Registration
Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.