Role-Based Programme
RB0574

Microsoft Copilot Studio for Operations

Build AI Agents for Workflow Automation, Process Support & Operational Coordination

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Duration
8 Hours
Level
Basic
Delivery
Instructor-Led
Format
Workshop

Programme Objectives

  • Build foundational capability in using Microsoft Copilot Studio for day-to-day operational workflows and process support.
  • Create knowledge-grounded agents that provide SOP, policy, procedure, and operational guidance.
  • Configure Agent Flows for request handling, routing, notifications, approvals, exception management, and recurring operational activities.
  • Connect agents with approved enterprise applications and real-time operational data.
  • Build governed Request → Validate → Route → Act → Escalate → Monitor workflows while maintaining human accountability.

Tools covered

Microsoft Copilot StudioAI AgentsGenerative OrchestrationKnowledge SourcesCopilot ConnectorsPower Platform ConnectorsAgent FlowsHuman-in-the-LoopScheduled & Event-Based TriggersTest AgentAnalytics & Governance Controls

Who should attend

  • Operations Managers
  • Operations Executives
  • Business Operations Professionals
  • Process Managers
  • Operations Analysts
  • Service Operations Professionals
  • Operational Excellence Professionals
  • Process Improvement Professionals
  • Shared Services Professionals
  • Operations Coordinators
  • Business Process Professionals
  • Operations Team Leads

Prerequisites & Participant Readiness

  • Basic understanding of operational or business-process workflows
  • Familiarity with SOPs, requests, approvals, exceptions, and operational reporting
  • Basic awareness of Microsoft 365 or enterprise applications is helpful
  • General understanding of AI or workflow automation is beneficial
  • No programming expertise required
  • No previous Microsoft Copilot Studio experience required

TOC Modules

Concepts
  • Understanding Copilot Studio as a low-code environment for building AI-powered agents and workflows
  • Understanding agents, knowledge, tools, connectors, workflows, and generative orchestration
  • Identifying operational opportunities across requests, information access, coordination, and repetitive processes
Practical activities
  • Exploring a representative operations agent and its available capabilities
  • Mapping Operational Need → Agent Capability → Workflow → Business Outcome

Scenarios

Operational Request to Automated Resolution

Employee / Business Request → Copilot Studio Agent → Information Validation → Request Classification → Agent Flow → Enterprise System Action → Status Notification → Closure

Participants build an agent-assisted operational process that captures a request, validates required information, routes it through a predictable workflow, and communicates the final status.

Operational Exception to Controlled Human Decision

Process Exception → Agent Detection / Interpretation → Relevant SOP & System Information → Human-in-the-Loop Review → Approved Action → System Update → Outcome Tracking

Participants configure an exception-management workflow in which Copilot Studio gathers the relevant context and coordinates the process while an authorised person retains responsibility for the final high-impact decision.

## Current Capability Reference

Microsoft currently positions Copilot Studio as a **graphical, low-code environment for building and managing AI-powered agents and workflows**, connecting them with organisational data and systems.

Current **Agent Flows** are deterministic and can run manually, from agents, from events, or on schedules. They support AI actions, branching and looping controls, data operations, connectors, and **human-in-the-loop** activities, making them suitable for repeatable operational processes.

Copilot Studio agents can use enterprise **knowledge sources** and Copilot connectors to ground responses in organisational information while respecting underlying source permissions. Tools and connectors can additionally retrieve real-time data, update systems, invoke APIs, and run automated workflows.

For enterprise deployment, current Copilot Studio governance includes **Power Platform data policies, publishing controls, security monitoring, Microsoft Entra-based controls, and centralised agent governance capabilities**, which should be incorporated into production operations-agent design.

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