Foundation
- Onboarding & work rules — introduction to the
course environment and rules of collaboration.
- Formats: JSON, MD, YAML —
literacy in formats used across the course (configuration, documentation,
Skills).
- SharePoint technology introduction — architecture of SharePoint
Online as a platform for content and AI.
- AI landscape and positioning of
Copilot — history of AI/LLM, principles of responsible AI, web-grounded vs.
tenant-grounded, where Copilot in SharePoint fits in.
- Licensing models and
cost management — Copilot's license tiers, two PAYG models, license principle
vs. permissions.
- Optionally according to group time: SharePoint Online
Information Architecture.
Prompting, scripting &
configuration
- Prompting basics and agent anatomy — prompt
structure, Orchestrator role, Prompt/Context/custom instructions/Memory/Agent
Instructions.
- SharePoint PowerShell (SPO module) — installation and
connection of SPO Management Shell, reading tenant status, reporting
scripts.
- Step-by-step configuration — Copilot in SharePoint activation
sequence (PAYG billing › activation › scope › verification),
`KnowledgeAgentScope`.
- Document processing for Microsoft 365 (basics) —
service family (OCR, autofill columns, image tagging, etc.) and their PAYG
licensing; live configuration and demo.
Content Services, Governance
& Automation
- eSignature Scenarios — SharePoint eSignature in
the Document processing family, eIDAS signature levels, approval flow.
-
SharePoint Advanced Management (SAM) — three pillars of SAM, governance policy
selection, licensing as tenant preparation for Copilot.
- Power Automate —
incoming invoices — end-to-end flow (receipt › extraction › approval › storage),
three extraction paths incl. Azure AI Document Intelligence.
- Pro-code vs.
low-code agents and extension patterns — choice of extension layer (connector /
Power Automate / SPFx / Graph), current dev tools.
Data protection
& agent creation
- Microsoft 365 Backup — scope (SharePoint,
OneDrive, Exchange), RPO/RTO, recovery plan.
- Microsoft 365 Archive — cold
data strategy, interaction with retention, eDiscovery and Copilot.
- Agents —
creation roadmap — overview of all agent creation paths, declarative agent,
design with evaluation plan.
- Agent Builder — lightweight creation of a
declarative agent directly in the M365 Copilot application (hands-on).
-
SharePoint agents — agent built by the content owner directly on the site,
inherits its permissions and lifecycle.
- Microsoft 365 Agents Toolkit —
agent as a managed configuration, repo-as-code (manifest, versioning,
provisioning).
Management, build & rollout
- Tools for
managing Copilot and agents — Copilot Control System, Agents section in M365
admin center, Agent 365.
- Operational monitoring and compliance — audit
trail in Purview, operational signal sources, incident runbook.
- Skills —
Copilot in SharePoint extension — `SKILL.md` anatomy, Skill design and review,
governance without admin switch.
- Copilot Studio — build on top of
SharePoint — agent with SharePoint knowledge, generative vs. classic
orchestration, DLP.
- Final project and next steps — rollout blueprint:
design document for Copilot and content services deployment, adoption
roadmap.
- Optionally according to group time: Orchestration — third-party
governance and provisioning.
