Phase 4: Team Development

Track 1: Trainers (Sales & Account Managers)

• Master the AI transformation story and Copilot value proposition
• Learn to deliver Getting Started Workshops and QuickStart Offers
• Comfortable demoing Copilot Chat and M365 Copilot
• Can articulate Copilot Chat vs M365 Copilot vs Copilot Business pricing/positioning
• Certification: Level Up CSP Copilot Sales Badge

Track 2: Data Workers (IT Admins & Consultants)

• Security foundations: Conditional Access, MFA, device compliance (Intune)
• Data classification: Sensitivity Labels, search restrictions
• Data protection: DLP policies, oversharing remediation
• Governance: Purview audit, retention, eDiscovery, insider risk
• Agent governance: Studio access controls, publishing workflows, DLP for agents
• Certification: Level Up CSP Copilot Technical Badge (score 80%+ on assessment)

Track 3: Copilot Experts (All Staff)

• Daily Copilot Chat proficiency
• Prompt engineering and effective use patterns
• Copilot in M365 apps (Teams, Outlook, Word, Excel, PowerPoint)
• Can train customers on adoption best practices

Track 4: Agent Builders (Technical Staff)

• Copilot Studio mastery (UI, knowledge bases, topics, tools, orchestration)
• Power Platform integration (Power Apps, Power Automate, Dataverse)
• Advanced agent patterns: autonomous agents, MCP servers, multi-agent systems
• Agent cost management and consumption billing
• Agent security and governance implementation
• Lab Progression:
  • Lab 1: Build retrieval agent with Agent Builder
  • Lab 2: Build customer service agent with Copilot Studio (knowledge, topics, tools, Dataverse, adaptive cards)
  • Lab 3: Extend with autonomous capabilities, MCP connectivity, multi-agent config
  • Security Lab 1: Identity & data protection for Copilot
  • Security Lab 2: Oversharing, insider risk & lifecycle governance

For detailed training curriculum, see the Team Training section.