Explore role-based AI agent skills for business users
Microsoft Learn
Last updated March 26, 2026
A three-module path on using AI agents inside Microsoft 365 Copilot to support common professional tasks — research, analysis, and clear executive communication — organized by role. The modules cover marketing, sales, and finance, each with practical challenges: analyzing market trends and surfacing internal insights with the Researcher agent, refining prompts with the Prompt Coach agent, tailoring sales messaging and handling objections, and turning financial data into executive-ready insights. About one hour and forty minutes, self-paced.
What you'll learn
- Using AI agents in Microsoft 365 Copilot for research, analysis, and executive communication
- Analyzing market trends and internal insights with the Researcher agent
- Refining prompts with the Prompt Coach agent
- Improving sales workflows, messaging, and objection handling
- Turning financial data into executive-ready insights
Frequently asked questions about Explore role-based AI agent skills for business users
Who is Explore role-based AI agent skills for business users for?
Business users in marketing, sales, or finance who want practical, role-based experience with AI agents in Microsoft 365 Copilot.
Is Explore role-based AI agent skills for business users free?
Yes — Explore role-based AI agent skills for business users is completely free to take.
What are the prerequisites for Explore role-based AI agent skills for business users?
Access to Microsoft 365 Copilot, a OneDrive account, and an Exchange Online mailbox. No coding required.
Why we suggest this course
For business professionals who want to see what agents actually do for their function rather than learn the concept in the abstract, this path is built around concrete, role-based challenges in marketing, sales, and finance. It introduces specific agents — Researcher and Prompt Coach — in the flow of real tasks, which makes their purpose clear. One thing to know: the challenges require access to Microsoft 365 Copilot along with a OneDrive account and an Exchange Online mailbox, so you need a working Copilot setup to complete them.