Role-Based Programme
RB0593

Microsoft Copilot Studio for Administration & Facilities

Build AI Agents for Workplace Services, Requests & Facility Support

IMAGE REQUIRED
Duration
8 Hours
Level
Basic
Delivery
Instructor-Led
Format
Workshop

Programme Objectives

  • Build foundational capability to create Copilot Studio agents for administration and workplace-service requirements.
  • Convert facility policies, FAQs, service procedures, and employee requests into structured agent experiences.
  • Configure knowledge, instructions, topics, connectors, and workflows for information and request-based scenarios.
  • Test agent responses, escalation paths, business actions, and exception handling before deployment.
  • Apply access, privacy, approval, governance, and continuous-improvement practices to workplace-service agents.

Tools covered

Microsoft Copilot StudioAgentsAgent InstructionsGenerative OrchestrationKnowledge SourcesTopicsTools & ConnectorsAgent FlowsPreview & TestingAgent EvaluationAnalyticsPublishing & Channels

Who should attend

  • Administration Managers
  • Facilities Managers
  • Workplace Services Managers
  • Office Managers
  • Facilities Executives
  • Administration Executives
  • Workplace Experience Professionals
  • Corporate Services Professionals
  • Front Office Managers
  • Facilities Coordinators
  • Office Operations Professionals
  • Administration & Facilities Team Leads

Prerequisites & Participant Readiness

  • Basic understanding of administration and facilities-management processes
  • Familiarity with workplace requests, facilities policies, service procedures, or employee support
  • Basic awareness of Microsoft 365 or enterprise business applications is helpful
  • No programming expertise required
  • No previous Microsoft Copilot Studio experience required
  • Access to features and connectors may depend on organisational licensing, environment, and administrator permissions

TOC Modules

Concepts
  • Understanding AI agents and their role in workplace-service delivery
  • Exploring instructions, knowledge, topics, tools, workflows, testing, and publishing
  • Mapping Employee Need → Agent Support → Service Action → Outcome
  • Identifying suitable use cases such as workplace FAQs, service requests, visitor guidance, and facility support
Practical activities
  • Exploring the Copilot Studio authoring environment
  • Creating a basic workplace-services agent
  • Defining its users, responsibilities, boundaries, and expected outcomes

Scenarios

Employee Facilities Request to Service Action

Employee Request → Copilot Studio Agent → Request Classification → Required Details → Connector / Workflow → Facilities Team → Confirmation → Status Follow-Up

Participants design an agent-supported workflow that captures a workplace maintenance or facility-service request, validates the required information, routes it appropriately, and confirms the next steps to the employee.

Workplace Policy Question to Guided Resolution

Employee Question → Approved Facilities Knowledge → Grounded Agent Response → Related Procedure → Required Action → Human Escalation When Needed

Participants build a workplace-support experience that answers common administration and facilities questions using governed knowledge while escalating cases requiring judgement, approval, security review, or specialist support.

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.