Learn why and how to use it, how to access the agent, apply it through demonstrations, work with visuals, and use AI-assisted analysis to uncover insights and support better decisions.
In Copilot Agents: The Analyst Agent, Greg Trzeciak introduces how the Analyst agent can help users explore data, uncover insights, and work through analytical questions more efficiently. This course explains why the Analyst agent matters, how it fits into the Microsoft 365 Copilot experience, and what types of business analysis tasks it can support. The focus is helping learners understand how to use the agent as a practical analytical assistant while still reviewing and validating the results.
You’ll learn how to access the Analyst agent, understand the reasoning behind when and why to use it, and see demonstrations that show the agent applied to real analysis scenarios. Greg also covers how visuals can support the analytical process by making insights easier to interpret and communicate. By the end, you’ll understand how the Analyst agent can help accelerate analysis, support better questions, and create useful starting points for decision-making.
Course Outline ( Free Preview)
Module 01 - Introduction
Greg introduces the Analyst agent and explains what learners will cover throughout the course. You’ll get a high-level look at how the agent fits into Copilot agent experiences and why it matters for business analysis. This module sets expectations for using the Analyst agent as a support tool for exploring data and generating insights.
Module 02 - Why and How
Learn why the Analyst agent is useful and how it supports analytical work. Greg explains the types of questions, scenarios, and decision-making tasks where the agent can help users move faster. This module gives learners the foundation needed to understand when the Analyst agent is the right tool and how to approach it effectively.
Module 03 - Accessing the Agent3 min.
Explore how to access the Analyst agent and begin working with it. Greg walks through where the agent is available and how users can start an analysis session. This module helps learners become comfortable launching the experience before moving into demonstrations and deeper use cases.
Module 04 - Demonstrations13 min.
See the Analyst agent applied through guided demonstrations. Greg shows how to frame analysis requests, review the agent’s responses, and refine the interaction to get more useful results. This module helps learners connect the concepts to practical workflows they can apply in real business scenarios.
Module 05 - Visuals2 min.
Learn how visuals can support the analysis process and make results easier to understand. Greg explains how the Analyst agent can help surface patterns, communicate findings, and support more effective storytelling with data. This module helps learners use visuals as part of a broader analytical workflow, not just as final outputs.
Module 06 - Conclusion1 min.
Greg wraps up the course by reviewing the key takeaways for using the Analyst agent effectively. You’ll leave with a clearer understanding of why the agent matters, how to access it, how demonstrations translate to real work, and how visuals can strengthen analysis. This final module helps learners identify where the Analyst agent can support their own data-driven decisions.
Gregory Trzeciak holds a Master's Degree in Education from the University of Florida and brings over a decade of experience teaching at the high school, college, and professional development levels. Throughout his career, he has been recognized for his ability to make complex technical concepts accessible, engaging, and actionable for learners of all experience levels.
As a Senior Trainer at Pragmatic Works, Greg specializes in helping organizations adopt and get value from Microsoft Copilot and AI technologies. He works closely with executives, business users, and technical teams to transform AI from an interesting concept into a practical tool that saves time, improves decision-making, and increases productivity. In addition to his deep expertise in Microsoft Copilot, Greg is also an experienced instructor in Microsoft Fabric, Power BI, and the broader Microsoft data and analytics platform.
Known for his energetic teaching style and hands-on approach, Greg focuses on building confidence through real-world scenarios, personalized coaching, and practical application. His goal is to help every learner move beyond theory and successfully integrate AI and analytics into their daily work.
Outside of work, Greg enjoys fantasy football, walking his dog, and training for half-marathons.
