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Overview

2.0 Credits

The newest evolution of AI technology is Agentic AI. This technology enables you to deploy AI agents to take action on your behalf and execute tasks. Agentic AI is the key enabler to using AI technology to automate your workflows. Learning how to take advantage of AI agents provides a substantial competitive advantage. This course will teach you the fundamentals of Agentic AI and how you can put them to work in your firm or business.

Objectives

  • Identify opportunities to deploy AI agents in your firm or business 
  • Distinguish between generative AI and agentic AI 
  • Apply agentic AI to automate your workflows 

Major Topics

  • Introduction to Agentic AI concepts and terminology 
  • Case studies for using AI agents in accounting, finance and tax services 
  • Step by step demonstration of creating and deploying an AI agent 
  • Introduction to Microsoft Copilot Studio agent builder 
  • Developing your AI agent deployment strategy

Designed For

Anyone who wants to understand the fundamentals of agentic AI and how to apply it to automate your workflows

Prerequisite

None

Advanced Preparation

None
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