Module 13
Researcher, Analyst, and Microsoft-Built Agents
Learn when to use Copilot Chat, Researcher, Analyst, app-specific Copilot, installed agents, Agent Builder, and Copilot Studio.
Start module Course hubFeature reminder: Agents, Researcher, Analyst, Agent Store, and Agent Builder vary by license, admin controls, tenant settings, platform, language, and rollout status.
Module Outcomes
Agent Literacy
Understand built-in, installed, user-built, and studio-built agents without overpromising availability.
Tool Routing
Choose the simplest safe Copilot experience for chat, research, data analysis, app work, or repeatable workflows.
Review Discipline
Check citations, data quality, assumptions, permissions, and human decision points.
Lessons
- Lesson 13.1: What Are Microsoft 365 Copilot Agents?Understand what agents are, where they appear, and why they should be chosen by task, source, and risk.
- Lesson 13.2: When to Use Chat vs an AgentChoose between ordinary Copilot Chat and an agent based on complexity, repeatability, sources, and output requirements.
- Lesson 13.3: Getting Started with ResearcherUse Researcher for deeper, multi-step, source-cited research while preserving source review and decision judgment.
- Lesson 13.4: Getting Started with AnalystUse Analyst for data-analysis reports while keeping file selection, assumptions, calculations, and human review visible.
- Lesson 13.5: Word, Excel, PowerPoint, and Other Microsoft-Built AgentsDecide when to use app-specific Copilot experiences, built-in agents, installed agents, or a custom-built agent.
- Lesson 13.6: Agent Capstone: Choose the Right Agent for the JobBuild a complete agent-selection playbook for research, analysis, app work, installed agents, Agent Builder, and Copilot Studio.
Module Capstone
Create an agent-selection playbook that maps business requests to the right Copilot experience with risk and review criteria.
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