Role-Based Programme
RB0590

Microsoft Copilot Studio for Strategy & Business Management

Build AI Agents for Strategic Insight, Decision Support & Business Execution

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Duration
8 Hours
Level
Basic
Delivery
Instructor-Led
Format
Workshop

Programme Objectives

  • Build foundational capability in using Microsoft Copilot Studio to create AI agents for strategic research, management information, business planning, and execution support.
  • Translate strategic questions, business processes, management requirements, and decision workflows into structured agent experiences.
  • Ground agents in approved organizational knowledge, reports, policies, plans, and business information.
  • Connect agents with enterprise systems and workflows to support information retrieval, task coordination, and controlled business actions.
  • Apply source validation, confidentiality, permissions, governance, and human judgement when using AI for management decision support.

Tools covered

Microsoft Copilot StudioAI AgentsAgent InstructionsKnowledge SourcesGenerative AnswersTopicsAgent Tools & ActionsAgent FlowsPower Platform ConnectorsDataverseSharePoint KnowledgeAuthenticationTestingAnalytics & Governance

Who should attend

  • Strategy Managers
  • Corporate Strategy Professionals
  • Business Managers
  • Business Planning Professionals
  • Strategy & Operations Professionals
  • Business Transformation Managers
  • Management Consultants
  • Business Excellence Professionals
  • Strategic Planning Managers
  • Chief of Staff Professionals
  • Business Analysts
  • PMO / Transformation Office Professionals
  • Business Unit Leaders
  • Functional Managers

Prerequisites & Participant Readiness

  • Basic understanding of strategy, business planning, or management activities
  • Familiarity with business reports, KPIs, strategic initiatives, or management reviews
  • Basic awareness of Microsoft 365 or Power Platform is helpful
  • Familiarity with organizational policies and business information sources is beneficial
  • No programming expertise required
  • No previous Microsoft Copilot Studio experience required

TOC Modules

Concepts
  • Understanding Copilot Studio agents, instructions, knowledge, topics, tools, and workflows
  • Identifying applications across strategic research, business planning, management reporting, and execution
  • Understanding the difference between information assistance, workflow execution, and management decision-making
  • Recognising where leadership judgement and subject-matter expertise remain essential
Practical activities
  • Exploring a sample strategy-focused Copilot Studio agent
  • Mapping common management activities to potential agent use cases
  • Defining a basic agent purpose, audience, scope, and expected outcome

Scenarios

Business Performance Review to Management Action

Validated KPI & Business Information → Copilot Studio Agent → Performance Summary → Variance & Driver Questions → Management Review → Decision → Approved Action Workflow

Participants create an agent that helps managers navigate business-performance information, surface important questions, and convert approved decisions into controlled follow-up actions.

Strategic Issue to Decision-Support Brief

Strategic Issue → Approved Internal Knowledge → Agent Analysis → Options & Trade-Offs → Evidence Review → Management Brief → Leadership Decision

Participants build a source-grounded strategic assistant that organizes relevant evidence and potential options while keeping final recommendations and strategic decisions under human leadership.

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