Role-Based Programme
RB0567

Microsoft Copilot Studio for Project & Program Management

AI Agents for Project Coordination, Status Support & Workflow Assistance

IMAGE REQUIRED
Duration
4 Hours
Level
Awareness
Delivery
Instructor-Led
Format
Awareness Session

Programme Objectives

  • Understand how Copilot Studio agents can support project coordination, PMO knowledge, stakeholder enquiries, and programme-management workflows.
  • Explore instructions, knowledge sources, topics, generative orchestration, and tools for building project-support agents.
  • Experience converting project information, procedures, and common requests into structured agent experiences.
  • Discover how tools and agent flows can support actions such as project intake, status retrieval, notifications, and workflow routing.
  • Recognise requirements for project-data accuracy, permissions, governance, human approval, and quality validation.

Tools covered

Microsoft Copilot StudioAI AgentsAgent InstructionsKnowledge SourcesGenerative OrchestrationTopicsTools & ConnectorsAgent FlowsTest ChatAgent Evaluation

Who should attend

  • Project Managers
  • Programme Managers
  • PMO Professionals
  • Project Coordinators
  • Programme Coordinators
  • Delivery Managers
  • Implementation Managers
  • Transformation Project Managers
  • Technology Project Managers
  • Business Project Managers
  • Agile Delivery Professionals
  • Project / Programme Team Leads

Prerequisites & Participant Readiness

  • Basic understanding of project or programme-management activities
  • Familiarity with project plans, milestones, risks, issues, dependencies, and status reporting
  • Basic awareness of Microsoft 365 or enterprise project applications is helpful
  • No programming expertise required
  • No previous Microsoft Copilot Studio experience required

TOC Modules

Concepts
  • Understanding AI agents and their role in project and programme environments
  • Exploring instructions, knowledge, topics, tools, workflows, and testing
  • Mapping Project Need → Agent Assistance → Action → Outcome
  • Identifying suitable use cases across PMO support, status enquiries, project guidance, and coordination
Practical activities
  • Exploring the Copilot Studio authoring environment
  • Creating a basic project-support agent
  • Defining its purpose, users, scope, and boundaries

Scenarios

Project Status Request to Stakeholder Response

Stakeholder Question → Copilot Studio Agent → Approved Project Knowledge → Status / Governance Information → Project Manager Validation → Stakeholder Response

Participants design an agent that helps stakeholders access approved project information while ensuring uncertain or decision-sensitive questions are routed to the responsible project manager.

Project Issue to Structured Action

Project Issue → Agent Intake → Required Details → Classification → Agent Flow / Tool → Owner Assignment → Escalation if Required → Confirmation

Participants create a basic agent-assisted workflow that captures a project issue, validates essential information, routes it to the appropriate owner, and maintains human oversight for significant project decisions.

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