Role-Based Programme
RB0589

Microsoft Copilot Studio for Strategy & Business Management

Explore AI Agents for Strategic Insight, Decision Support & Business Workflows

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Duration
4 Hours
Level
Awareness
Delivery
Instructor-Led
Format
Awareness Session

Programme Objectives

  • Understand how Microsoft Copilot Studio agents can support strategic planning, business analysis, management information, and decision-support workflows.
  • Explore how instructions, enterprise knowledge, generative orchestration, and tools shape an agent's behaviour.
  • Recognise suitable business use cases for knowledge assistants, management-support agents, and action-oriented workflows.
  • Experience designing and testing a simple agent around a realistic strategy or business-management requirement.
  • Identify governance, security, accuracy, measurement, and human-oversight requirements for enterprise AI agents.

Tools covered

Microsoft Copilot StudioAI AgentsAgent InstructionsGenerative OrchestrationKnowledge SourcesTopicsTools & ConnectorsAgent FlowsAgent EvaluationAnalytics

Who should attend

  • Strategy Managers
  • Corporate Strategy Professionals
  • Business Managers
  • Business Planning Professionals
  • Business Transformation Professionals
  • Business Operations Managers
  • Management Consultants
  • Business Analysts
  • Business Unit Managers
  • Chief of Staff Professionals
  • Strategy & Transformation Leads
  • Strategy & Business Management Team Leads

Prerequisites & Participant Readiness

  • Basic understanding of strategy, business planning, or management processes
  • Familiarity with business objectives, KPIs, initiatives, and stakeholder requirements
  • Basic awareness of Microsoft 365 or enterprise applications is helpful
  • No programming expertise required
  • No previous Microsoft Copilot Studio experience required
  • Access to specific features may depend on organisational licensing and administrator permissions

TOC Modules

Concepts
  • Understanding AI agents and how they differ from conventional chatbots
  • Exploring instructions, knowledge, topics, tools, workflows, and orchestration
  • Mapping agents across Analyse → Inform → Recommend → Act
  • Identifying strategy and business-management scenarios suited to agent support
Practical activities
  • Exploring the Copilot Studio authoring environment
  • Creating a simple strategy-support agent concept
  • Defining the agent's audience, purpose, scope, and expected business outcome

Scenarios

Strategic Knowledge to Management Decision Support

Strategic Plans / Policies / Business Reports → Copilot Studio Knowledge → Leadership Question → Grounded Response → Management Interpretation → Decision Support

Participants design an agent concept that helps managers retrieve and synthesise approved strategic information while retaining human ownership of interpretation and final decisions.

Business Priority to Action-Oriented Agent

Business Priority → Management Request → Agent Interpretation → Knowledge + Tool Selection → Structured Action → Confirmation → KPI / Outcome Review

Participants explore how an agent could move beyond answering questions to support a governed business workflow aligned with a defined strategic objective.

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