How to Create and Use AI Agents with Microsoft Copilot
More and more organisations are adopting AI agents to automate tasks, reduce costs and improve efficiency. With Microsoft Copilot Studio, these agents can be created quickly and without the need for coding. In this guide, you will learn how to plan, develop and deploy AI agents across your business.
1. What Are AI Agents and How Do They Work?
AI agents are intelligent systems capable of carrying out tasks automatically, analysing data and making decisions with minimal human intervention. Think of them as applications built for the AI era. Operating within Microsoft 365 Copilot, they can interact using natural language and support a wide range of business processes.
2. Identify the Right Use Cases
Before creating your agent, identify which processes could be optimised:
- Customer service with automated responses
- Generation of weekly reports
- Sales lead prioritisation
- Automated actions in Dynamics 365, such as pipeline updates
3. Structure an Effective Prompt
A well-designed prompt is essential. It should include:
- Detailed context about the agent’s role
- The persona it should adopt
- Clear objectives
- Examples of expected inputs and outputs
4. Creating an Agent in Copilot Studio
A simple step-by-step process:
- Access Microsoft 365 Copilot and select Create Agent
- Choose between the Describe option (using natural language) or Configure (manual setup)
- Configure the agent name, prompt, data sources, and access to SharePoint or Dataverse
- Test the agent in real time through the chat interface and refine it as required
- Finally, select Create to activate your agent
5. Publishing and Integration
Once created, you can:
- Publish agents to Microsoft Teams, SharePoint or Microsoft 365 Copilot chat
- Integrate with Dynamics 365 or Power Platform to automate critical workflows
These agents can be simple (responding to prompts) or autonomous, capable of orchestrating entire business processes without human intervention.
6. Proven Benefits
Organisations such as McKinsey and Pets at Home have achieved significant results:
- A 90% reduction in customer onboarding time
- Potential savings of millions of dollars per year
In addition, 90% of Fortune 500 companies use Copilot Studio, creating business value through tailored automation solutions.
Creating AI agents with Microsoft Copilot Studio is a strategic step towards making your organisation more agile, efficient and competitive. Within minutes, you can structure prompts, connect data sources and launch intelligent agents that streamline repetitive tasks and improve decision-making.
About Nexer and Its Partnership with Microsoft
Nexer is a global Microsoft partner with extensive experience in delivering solutions such as Microsoft 365 Copilot, Dynamics 365 and Business Central.
Why Choose Nexer to Implement AI Agents and Copilot?
Certified Expertise: A “Ready Tier” partner within the Copilot Jumpstart programme, supported by qualified and certified specialists.
Strategic Approach: From assessment and planning through to development and ongoing support, ensuring Copilot delivers measurable business value.
Security and Governance: Adherence to Zero Trust principles, data protection requirements and compliance best practices when integrating AI with corporate data.
Practical Results: Proven client engagements delivering improvements in productivity, efficiency and cost reduction.
With Nexer, your organisation does not simply begin using AI agents. It adopts them in a structured, secure and strategic way, supported by Microsoft expertise at every stage of the journey.