Role-Based Programme
RB0600

Microsoft Copilot Studio for Senior Leadership

Lead AI Agent Strategy, Governance & Business Value

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

Programme Objectives

  • Understand how Microsoft Copilot Studio enables organisations to create AI agents and automated business workflows.
  • Recognise high-value opportunities where agents can improve productivity, decision support, service delivery, and process execution.
  • Explore how agents connect organisational knowledge, applications, workflows, and human approvals.
  • Understand business-value, ROI, adoption, governance, security, and operating-model considerations for enterprise AI agents.
  • Experience a leadership-level Agent Opportunity → Value → Risk → Governance → Scale decision framework.

Tools covered

Microsoft Copilot StudioAI AgentsGenerative OrchestrationAgent FlowsMicrosoft 365 & Business ConnectorsHuman-in-the-Loop ApprovalsCopilot Studio AnalyticsSecurity & Governance Controls

Who should attend

  • Chief Executive Officers
  • Chief Operating Officers
  • Chief Financial Officers
  • Chief Human Resources Officers
  • Chief Information Officers
  • Chief Technology Officers
  • Business Unit Heads
  • Functional Heads
  • Senior Vice Presidents
  • Vice Presidents
  • General Managers
  • Transformation Leaders
  • Strategy Leaders
  • Digital Transformation Leaders
  • Senior Leadership Team Members

Prerequisites & Participant Readiness

  • Basic understanding of organisational processes and business priorities
  • Familiarity with digital transformation or enterprise AI initiatives is helpful
  • Basic awareness of Microsoft 365 or business applications is beneficial
  • No programming or AI-development expertise required
  • No previous Microsoft Copilot Studio experience required

TOC Modules

Concepts
  • Understanding Copilot Studio as Microsoft's low-code environment for building and managing AI agents and workflows
  • Understanding the difference between assistants, agents, workflows, and traditional automation
  • Understanding how agents can reason, use organisational knowledge, invoke tools, and complete business tasks
  • Identifying leadership opportunities across knowledge access, employee productivity, service delivery, and process execution
Practical activities
  • Exploring a representative Copilot Studio agent from a business-user perspective
  • Mapping Business Challenge → Agent Opportunity → Expected Business Outcome

Scenarios

Executive Knowledge Agent for Faster Business Decisions

Leadership Question → Copilot Studio Agent → Approved Organisational Knowledge → Relevant Systems / Connectors → Synthesised Response → Human Executive Review → Decision

Participants evaluate how a governed executive agent could bring together approved organisational information to reduce information-gathering effort while maintaining leadership accountability for interpretation and final decisions.

Business Request to Controlled Agentic Execution

Business Request → AI Agent → Intent & Context Analysis → Agent Flow → Enterprise System Action → Human Approval for Sensitive Step → Completion → Analytics & Outcome Review

Participants design a leadership-level agentic process and decide which activities can be automated, which should follow deterministic rules, and where human intervention remains mandatory.

## Current Capability Reference

Microsoft currently describes **Copilot Studio** as a graphical, low-code environment for building and managing AI-powered **agents and workflows**, connecting them with organisational data and systems, and publishing them into channels where users work.

Current **Agent Flows** provide deterministic, rule-based automation that can run manually, on schedules, from events, or through agents. They support AI actions, human-in-the-loop steps, control logic, Microsoft and third-party connectors, and end-to-end workflow monitoring.

Microsoft's current executive guidance recommends defining agent value **before building**, establishing baseline measures, collecting telemetry from the beginning, and evaluating adoption, quality, outcomes, and business impact before scaling.

Copilot Studio currently includes enterprise governance capabilities such as **data-loss-prevention policies, access and sharing controls, publishing controls, data-residency controls, Customer Lockbox, and Microsoft Entra network controls** for governed agent deployment.

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