Role-Based Programme
RB0576

Microsoft Copilot Studio for Operations

Architect Intelligent Agents, Automated Workflows & Scalable Operational Systems

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Duration
32 Hours
Level
Advanced
Delivery
Instructor-Led
Format
Capability Development

Programme Objectives

  • Develop advanced expertise in architecting Copilot Studio agents for complex operational processes, service requests, exception management, coordination, and decision support.
  • Integrate enterprise knowledge, structured operational data, business systems, APIs, workflows, and AI agents into scalable operational solutions.
  • Design reusable agent patterns for process execution, approvals, scheduling, escalations, reporting, and continuous improvement.
  • Build resilient human-in-the-loop workflows that balance agent autonomy with operational controls and accountability.
  • Establish enterprise testing, security, governance, analytics, lifecycle management, and optimization practices for production-grade operational agents.

Tools covered

Microsoft Copilot StudioAI AgentsAgent InstructionsGenerative OrchestrationKnowledge SourcesGenerative AnswersTopicsVariables & EntitiesAgent Tools & ActionsAgent FlowsPower Platform ConnectorsDataverseSharePointMicrosoft TeamsAuthenticationHuman-in-the-Loop ControlsTestingAnalyticsEnvironmentsPublishing & Governance

Who should attend

  • Operations Managers
  • Operations Excellence Managers
  • Business Operations Professionals
  • Process Excellence Professionals
  • Operational Transformation Managers
  • Shared Services Managers
  • Service Delivery Managers
  • Business Process Managers
  • Operations Analysts
  • Process Improvement Professionals
  • Automation Leads
  • Digital Transformation Professionals
  • Operational Excellence Leads
  • Business Process Owners
  • Operations Team Leads

Prerequisites & Participant Readiness

  • Working knowledge of operational processes, workflows, service delivery, or process improvement
  • Familiarity with approvals, escalations, SLAs, KPIs, and exception-management processes
  • Basic understanding of Microsoft 365, Power Platform, or enterprise applications is recommended
  • Familiarity with APIs, connectors, databases, or workflow automation is helpful
  • Basic understanding of AI agents and generative AI concepts is beneficial
  • No advanced programming expertise required
  • No previous Copilot Studio course is required

TOC Modules

Concepts
  • Understanding agents, instructions, knowledge, topics, tools, actions, flows, integrations, and analytics
  • Understanding generative, deterministic, and hybrid automation patterns
  • Mapping operational processes to appropriate agent capabilities
  • Defining boundaries between AI reasoning, workflow automation, systems of record, and human responsibility
Practical activities
  • Assessing an existing operational process for agent opportunities
  • Mapping Operational Need → Agent → Workflow → System → Human → Outcome
  • Designing a high-level operational-agent architecture
  • Defining measurable process and service outcomes

Scenarios

Operational Request to Controlled End-to-End Fulfilment

Operational Request → Copilot Studio Agent → Request Validation → Classification & Priority → Agent Flow → Enterprise System Actions → Approval if Required → Fulfilment → Confirmation → SLA Analytics

Participants architect an operational agent that coordinates a complete service process across knowledge, systems, workflows, and human approvals while maintaining traceability and exception handling.

Operational Exception to Management Action

Operational Signal → Exception Detection → Agent Context Collection → Impact Assessment Support → Escalation → Manager Review → Corrective Action → Workflow Execution → Resolution Verification → Continuous Improvement

Participants build an exception-management solution that detects and structures operational issues, coordinates responsible teams, supports management decisions, and converts validated outcomes into measurable process improvements.

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