Role-Based Programme
RB0575

Microsoft Copilot Studio for Operations

AI Agents, Workflow Automation & Operational Process Optimisation

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

Programme Objectives

  • Develop functional proficiency in designing Copilot Studio agents for operational support, process execution, exception management, and employee self-service.
  • Build grounded agents that use approved SOPs, procedures, policies, and operational knowledge.
  • Integrate tools, connectors, and agent flows to automate repeatable operational activities across enterprise systems.
  • Design multistep and event-driven workflows with validation, human approval, escalation, and exception handling.
  • Test, monitor, troubleshoot, and optimise operational agents using measurable quality and performance evidence.

Tools covered

Microsoft Copilot StudioAI AgentsAgent InstructionsGenerative OrchestrationKnowledge SourcesTopicsTools & ConnectorsAgent FlowsHuman-in-the-Loop ApprovalsAutonomous TriggersTest ChatAgent EvaluationMonitor & Analytics

Who should attend

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

Prerequisites & Participant Readiness

  • Basic understanding of operational processes and workflows
  • Familiarity with SOPs, approvals, service requests, exceptions, and operational KPIs
  • Basic awareness of Microsoft 365, Power Platform, or enterprise business applications is helpful
  • No advanced programming expertise required
  • No previous Microsoft Copilot Studio experience required
  • Access to connectors, data, triggers, and automation capabilities may depend on organisational licensing and permissions

TOC Modules

Concepts
  • Understanding AI agents within operational and shared-services environments
  • Exploring instructions, knowledge, topics, tools, agent flows, triggers, testing, and analytics
  • Mapping Operational Need → Agent Capability → Process Action → Business Outcome
  • Differentiating knowledge assistants, transactional agents, and autonomous operational agents
Practical activities
  • Exploring the Copilot Studio authoring environment
  • Creating a basic operations-support agent
  • Defining its purpose, users, boundaries, and success measures

Scenarios

Operational Request to Automated Fulfilment

Employee / Business Request → Copilot Studio Agent → SOP Knowledge → Required Information → Connector / Agent Flow → Validation → Business Action → Confirmation → Exception Escalation

Participants build an agent-supported process that handles a repeatable operational request from initial intake through governed execution and confirmation.

Operational Event to Proactive Resolution

Business-System Event → Autonomous Trigger → Agent Interpretation → Data Retrieval → Operational Workflow → Approval if Required → Action → Notification → Performance Review

Participants design an event-driven agent that responds proactively to an operational condition while maintaining deterministic controls, human approval, and measurable process governance.

Related programmes

Continue with programmes from the same capability area.

Take the next step

Ready to make this programme work for your team?

Customise modules, duration and business scenarios for your team.

Instructor-ledVirtualHybrid

Designed around your roles, tools and real workflows.