Role-Based Programme
RB0588

Microsoft Copilot Studio for Quality Management

Build AI Agents for Quality Systems, CAPA, Audits & Continuous Improvement

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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 quality-management processes and controlled quality information.
  • Build source-grounded agents for SOPs, policies, quality standards, work instructions, audit guidance, and quality records.
  • Create reusable workflows for nonconformance management, CAPA, audits, inspections, corrective actions, and quality follow-through.
  • Integrate agents with structured quality data and enterprise systems for controlled retrieval, routing, updating, and escalation.
  • Apply testing, traceability, permissions, governance, human approval, and continuous-improvement practices before deploying quality agents.

Tools covered

Microsoft Copilot StudioAI AgentsAgent InstructionsGenerative OrchestrationKnowledge SourcesGenerative AnswersTopicsAgent Tools & ActionsAgent FlowsPower Platform ConnectorsCopilot ConnectorsDataverseSharePointAuthenticationTesting & Analytics

Who should attend

  • Quality Managers
  • Quality Assurance Managers
  • Quality Management System Professionals
  • Quality Analysts
  • Quality Engineers
  • Quality Control Professionals
  • CAPA Coordinators
  • Internal Quality Auditors
  • Process Excellence Professionals
  • Continuous Improvement Professionals
  • Supplier Quality Professionals
  • Compliance & Quality Professionals
  • Quality Operations Professionals
  • Quality Team Leads

Prerequisites & Participant Readiness

  • Working knowledge of quality-management activities
  • Familiarity with SOPs, nonconformances, CAPA, audits, inspections, and corrective actions
  • Basic understanding of workflow, approvals, and business-process concepts
  • Familiarity with Microsoft 365 or Power Platform is beneficial
  • No advanced programming expertise required
  • No previous Copilot Studio course required

TOC Modules

Concepts
  • Understanding Copilot Studio agents, instructions, knowledge, topics, tools, actions, and workflows
  • Understanding the difference between knowledge assistance, workflow automation, and formal quality decisions
  • Identifying relevant applications across QMS support, audits, CAPA, inspections, and continuous improvement
  • Recognising where qualified quality professionals must retain decision authority
Practical activities
  • Exploring a sample quality-management agent
  • Mapping quality activities to appropriate Copilot Studio capabilities
  • Defining agent purpose, users, scope, boundaries, and success measures
  • Creating an initial quality-agent specification

Scenarios

Nonconformance to Verified CAPA Closure

Quality Issue → Copilot Studio Intake → Nonconformance Record → Initial Review → CAPA Assignment → Corrective Action → Evidence Submission → Quality Verification → Human Closure Decision

Participants create an integrated agent-assisted workflow that accelerates nonconformance capture and CAPA follow-through while keeping root-cause approval, effectiveness verification, and final closure under qualified quality personnel.

Audit Finding to Corrective-Action Follow-Through

Audit Finding → Approved Evidence → Copilot Studio Agent → Responsible Owner → Action Plan → Reminder & Escalation → Evidence of Completion → Auditor / Quality Review → Verified Status

Participants build an audit-support workflow that improves coordination, traceability, and action follow-up while preserving independent human judgement for evidence adequacy and final audit conclusions.

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