Tool or Technology
TT0077

Microsoft Copilot Studio Unlocked

Build Intelligent AI Agents for Business

Microsoft Copilot Studio
Duration
4 Hours
Level
Awareness
Delivery
Instructor-Led
Format
Awareness Session

Programme Objectives

  • Understand Microsoft Copilot Studio and how AI agents can support common business and employee workflows.
  • Explore the core building blocks of an agent, including instructions, knowledge, topics, tools, and generative orchestration.
  • Develop awareness of how enterprise information can be used to ground agent responses.
  • Experience practical creation, configuration, testing, and refinement of a simple business agent.
  • Recognise responsible practices related to permissions, data access, human oversight, security, and agent governance.

Technology covered

Microsoft Copilot StudioAI AgentsGenerative OrchestrationKnowledge SourcesTopicsToolsPower Platform ConnectorsAgent Testing & Publishing

Who should attend

  • Business Analysts & Functional Consultants
  • Power Platform Professionals
  • Automation & Process Improvement Professionals
  • Digital Transformation Teams
  • IT & Application Professionals
  • Solution Architects & Solution Consultants
  • Human Resources & Employee Experience Teams
  • Customer Service & Support Professionals
  • Operations Professionals
  • Sales Operations Professionals
  • Product Owners & Process Owners
  • AI & Innovation Teams

Prerequisites & Participant Readiness

  • Basic computer and internet proficiency
  • Basic understanding of business processes and workflow concepts is helpful
  • Familiarity with Microsoft 365 or Power Platform is beneficial but not mandatory
  • No programming expertise required for this Awareness programme
  • No previous Microsoft Copilot Studio experience required
  • Access to some capabilities may depend on organisational licensing, permissions, and administrator configuration

TOC Modules

Concepts
  • Understanding Generative AI, copilots, and AI agents at a business-user level
  • Understanding Microsoft Copilot Studio as a platform for creating and managing agents
  • Differentiating conversational assistants, workflow automation, and agentic AI
  • Exploring common employee, customer, and operational agent use cases
  • Understanding the role of human oversight in AI-agent workflows
Practical activities
  • Exploring the Copilot Studio authoring environment
  • Reviewing a simple business-agent example and identifying its purpose and capabilities

Scenarios

Employee Policy & Support Agent

Employee Question → Copilot Studio Agent → Organisational Knowledge → Grounded Answer → Relevant Action / Escalation

Participants create a basic employee-support agent that answers common questions using approved organisational information and directs requests to an appropriate action or escalation path, improving information-access efficiency.

Customer Request to Business Action

Customer Request → Agent Intent → Knowledge Check → Tool / Connector → Business Action → Response

Participants configure a simple service agent that understands a customer request, retrieves relevant information, and uses an approved tool or connector to perform a defined business action while maintaining human oversight.

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Instructor-ledVirtualHybrid

Designed around your roles, tools and real workflows.