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Copilot in SharePoint training for staff

Most Copilot answers come from SharePoint. Staff learn where their files live, how permissions decide what Copilot can see, and how to get answers from a site with SharePoint agents.

All staffHalf day, 3.5 hoursUp to 15 peopleFrom $2,500

Course in brief

Copilot in SharePoint is a half-day hands-on course for all staff, run in your own Microsoft 365 tenant. It has a fixed price from $2,500 per session for up to 15 people, delivered remotely or on-site.

What your people leave able to do.

Everyone with a Copilot license, or about to get one.

  • Find and organize work in SharePoint and OneDrive with confidence
  • Explain why Copilot can or cannot see a given file
  • Ask a SharePoint agent questions about a site and its documents
  • Create a simple agent scoped to a team site
  • Share files without oversharing them

Agenda

Half day, 3.5 hours. Timings flex around your group.

  1. 0:00

    SharePoint for people who avoid it

    Sites, libraries, OneDrive, and Teams files, and how they connect.

  2. 0:45

    What Copilot can see

    Permissions, sharing links, and why the same question gives two people different answers.

  3. 1:30

    SharePoint agents

    Using a site agent, then creating one for a team and its documents.

  4. 2:30

    Habits that improve answers

    Sharing, versions, and naming habits that make Copilot answers more accurate.

Before the session

Attendees need access to at least one SharePoint site with real team content. Licensed Copilot users get the full lab; others use SharePoint agents where your admins have enabled them.

Commercial, GCC, and GCC High

Delivered for commercial, GCC, and GCC High tenants. Copilot in SharePoint and SharePoint agents are not yet available in GCC High, so GCC High sessions focus on permissions, sharing, and how Copilot answers from SharePoint content.

What teams build after this course.

Most groups find sites shared far wider than anyone intended. Architecture and governance work fixes permissions, labels, and sharing across the tenant, in priority order.

Questions about this course

Why train staff on SharePoint for a Copilot course?

Copilot answers from the files a person can reach, and most of those live in SharePoint and OneDrive. Staff who understand sharing and permissions get better answers and leak less.

Do SharePoint agents cost extra?

Licensed Microsoft Copilot users can use SharePoint agents. In commercial tenants, users without a Copilot license can use them when an admin turns on pay-as-you-go billing. Microsoft documents that option for commercial tenants; government tenants should confirm what their cloud supports before planning around it.

Can this run together with Copilot Essentials?

Yes. Many organizations run Copilot Essentials in the morning and Copilot in SharePoint in the afternoon as one full-day session for the same group.

Other courses

  • Microsoft Copilot Essentials

    All staff, half day

    Your staff learn to use Microsoft Copilot, formerly Microsoft 365 Copilot, on their own mail, meetings, documents, and data. Every exercise runs in your tenant on their real work.

    $2,500from, per session

  • AI Skills and Agent Instructions

    Power users, 1 day

    For the people everyone already asks for help. Write instructions once and reuse them: Copilot agents, Claude skills, and SharePoint agents built over your own content.

    $4,500from, per session

  • Copilot Studio for Admins and Builders

    Admins and IT, 2 days

    Build, govern, and budget for Copilot Studio agents with your eyes open. Two days of labs in your own environments, ending with a working agent and a credit forecast.

    $8,500from, per session

  • Power Automate: Workflows and Agent Tools

    Admins and IT, 1 day

    Automate the approvals, intake, and reporting that eat staff hours, then turn those flows into tools your agents can call.

    $4,500from, per session

  • Microsoft 365 AI Governance and Tenant Audit

    Admins and IT, 1 day

    Find out what Copilot and your agents can reach before your staff do. Admins audit oversharing, labels, data loss prevention, agents, and Copilot settings in their own tenant.

    $4,500from, per session

  • Microsoft Foundry Foundations

    Admins and IT, 1 day

    The step after Copilot Studio. Technical admins and developers learn how Microsoft Foundry projects, models, agents, and guardrails fit together, and when Foundry is worth it.

    $4,500from, per session

  • Executive AI Briefing

    Leaders, half day

    A plain-language briefing for the people who approve AI spend: what you already own, what it costs, what your staff can do with it, and what to fund next.

    $2,500from, per session

Book this course for your team.

Tell us how many people and which cloud, and get a fixed written quote. Or book 20 minutes and talk it through.