Role-Based Programme
RB0568

Microsoft Copilot Studio for Project & Program Management

Build AI Agents for Project Coordination, Reporting & Delivery Workflows

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Duration
8 Hours
Level
Basic
Delivery
Instructor-Led
Format
Workshop

Programme Objectives

  • Build foundational capability in using Microsoft Copilot Studio to support project planning, coordination, reporting, and governance activities.
  • Create source-grounded agents that help teams access project information, standards, procedures, and approved documentation.
  • Design agent workflows for project intake, task coordination, RAID management, status reporting, approvals, and escalations.
  • Connect agents with enterprise tools to retrieve project information and trigger controlled project-management actions.
  • Apply data accuracy, permissions, confidentiality, human review, and governance before using agents in live project environments.

Tools covered

Microsoft Copilot StudioAI AgentsAgent InstructionsKnowledge SourcesGenerative AnswersTopicsVariablesAgent Tools & ActionsAgent FlowsPower Platform ConnectorsSharePointDataverseMicrosoft TeamsAuthenticationTesting & Analytics

Who should attend

  • Project Managers
  • Program Managers
  • PMO Professionals
  • Project Coordinators
  • Program Coordinators
  • Delivery Managers
  • Transformation Managers
  • Implementation Managers
  • Project Analysts
  • Portfolio Management Professionals
  • Workstream Leads
  • Project Management Office Leads
  • Cross-Functional Project Leads

Prerequisites & Participant Readiness

  • Basic understanding of project or program-management activities
  • Familiarity with milestones, tasks, risks, issues, dependencies, and project reporting
  • Basic awareness of Microsoft 365 or Power Platform is helpful
  • Familiarity with project documentation or collaboration platforms is beneficial
  • No programming expertise required
  • No previous Copilot Studio experience required

TOC Modules

Concepts
  • Understanding agents, instructions, knowledge, topics, actions, and workflow concepts
  • Identifying applications across planning, coordination, reporting, governance, and delivery support
  • Differentiating AI assistance, workflow automation, and accountable project-management decisions
  • Recognising where project-manager and sponsor judgement remains essential
Practical activities
  • Exploring a sample project-focused Copilot Studio agent
  • Mapping common project activities to potential agent use cases
  • Defining agent scope, users, boundaries, and desired project outcomes

Scenarios

Project Request to Delivery Coordination

Business Request → Copilot Studio Agent → Scope & Priority Capture → PMO Review → Workstream Assignment → Milestone Tracking → Status Updates → Escalation → Governance Review

Participants build an agent-assisted project workflow that improves intake, coordination, and follow-through while preserving formal project governance and human decision ownership.

Program Status to Executive Review

Multi-Workstream Updates → Copilot Studio Agent → Consolidated Status → RAID Summary → Critical Dependencies → Decisions Required → Program Manager Validation → Leadership Review

Participants create a program-support agent that consolidates validated project information into a management-ready view while ensuring critical status, risk, and decision information remains under program-manager control.

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