Role-Based Programme
RB0569

Microsoft Copilot Studio for Project & Program Management

AI Agents for Project Coordination, Governance & Workflow Automation

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Duration
16 Hours
Level
Intermediate
Delivery
Instructor-Led
Format
Capability Training

Programme Objectives

  • Develop functional proficiency in designing Copilot Studio agents for project coordination, programme governance, stakeholder support, and delivery workflows.
  • Ground agents in approved project plans, procedures, governance documents, and programme knowledge.
  • Build reusable workflows for status enquiries, project intake, action tracking, approvals, escalation, and cross-functional coordination.
  • Integrate tools, connectors, agent flows, and triggers to support repeatable project-management processes.
  • Test, evaluate, monitor, and optimise agents while maintaining project controls, permissions, human oversight, and governance.

Tools covered

Microsoft Copilot StudioAI AgentsAgent InstructionsGenerative OrchestrationKnowledge SourcesTopicsTools & ConnectorsAgent FlowsScheduled & Event TriggersHuman-in-the-Loop ActionsTest ChatAgent EvaluationMonitoring & Analytics

Who should attend

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

Prerequisites & Participant Readiness

  • Basic understanding of project or programme-management practices
  • Familiarity with milestones, deliverables, risks, issues, dependencies, actions, and governance
  • Basic awareness of Microsoft 365, Power Platform, or enterprise project systems is helpful
  • No advanced programming expertise required
  • No previous Microsoft Copilot Studio experience required
  • Access to connectors, environments, and business systems may depend on organisational licensing and administrator permissions

TOC Modules

Concepts
  • Understanding agents, instructions, knowledge, topics, tools, flows, and orchestration
  • Mapping Copilot Studio across Initiate → Plan → Coordinate → Monitor → Govern
  • Identifying suitable project and programme-management agent use cases
  • Differentiating an AI collaboration layer from authoritative project-management systems
Practical activities
  • Exploring the Copilot Studio authoring environment
  • Creating a basic project-support agent
  • Defining users, scope, boundaries, and expected project outcomes

Scenarios

Programme Status to Management Action

Project / Programme Information → Copilot Studio Agent → Knowledge & Connected Data → Status Request → Risk / Dependency Identification → Required Action → Project Manager Review → Stakeholder Response

Participants build an agent that helps project stakeholders obtain governed programme information while routing exceptions and management decisions to the appropriate project owner.

Project Issue to Governed Resolution Workflow

Project Issue → Agent Intake → Severity & Impact → Required Information → Agent Flow → Owner / Approval → Escalation → Action → Status Confirmation → Monitoring

Participants develop an end-to-end workflow that captures a project issue, validates required information, routes it appropriately, manages escalation, and provides controlled status communication.

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