Tool or Technology
TT0079

Microsoft Copilot Studio in Action

Build, Connect & Orchestrate Intelligent AI Agents

Microsoft Copilot Studio
Duration
16 Hours
Level
Intermediate
Delivery
Instructor-Led
Format
Capability Training

Programme Objectives

  • Develop functional proficiency in designing, configuring, testing, and publishing business-focused AI agents using Microsoft Copilot Studio.
  • Build grounded agents that combine enterprise knowledge, structured topics, instructions, and generative answers to deliver reliable responses.
  • Connect agents with business applications, APIs, connectors, and Agent Flows to retrieve information and perform controlled actions.
  • Apply generative orchestration to create intelligent multi-step agent experiences that dynamically use knowledge, tools, topics, and workflows.
  • Implement appropriate testing, permissions, security, governance, monitoring, and human-approval controls for enterprise agent deployments.

Technology covered

Microsoft Copilot StudioGenerative OrchestrationKnowledge SourcesTopicsGenerative AnswersTools & ConnectorsAgent FlowsPower AutomatePower FxDataverseMicrosoft 365 CopilotMicrosoft Teams

Who should attend

  • Business Analysts & Functional Consultants
  • Power Platform Developers & Makers
  • Automation & Process Improvement Professionals
  • Microsoft 365 & Power Platform Professionals
  • Digital Transformation Teams
  • Application Developers
  • Solution Architects
  • IT & Enterprise Application Teams
  • Customer Service & Employee Experience Teams
  • Process Owners
  • Technical Leads
  • AI & Innovation Teams

Prerequisites & Participant Readiness

  • Basic understanding of Generative AI and conversational AI concepts
  • Familiarity with Microsoft 365 or Power Platform is beneficial
  • Basic understanding of business processes, workflows, and application integrations
  • Familiarity with APIs, connectors, or Power Automate is helpful but not mandatory
  • Basic understanding of structured data and variables is beneficial
  • No advanced programming knowledge required
  • Access to Copilot Studio and required organisational data sources should be available for hands-on exercises
  • Completion of shorter Copilot Studio programmes is not required

TOC Modules

Concepts
  • Understanding AI agents and their role in enterprise productivity and process automation
  • Understanding Microsoft Copilot Studio within the Microsoft Power Platform ecosystem
  • Differentiating conversational assistants, workflow automation, and agentic AI
  • Understanding knowledge, instructions, topics, tools, actions, and orchestration
  • Identifying suitable business processes for agent-based solutions
Practical activities
  • Navigating the Copilot Studio authoring environment
  • Creating a basic agent from a natural-language business requirement
  • Configuring the agent name, description, purpose, and initial behaviour
  • Testing the initial agent experience

Scenarios

Employee Service & Policy Agent

Employee Question → Copilot Studio Agent → Enterprise Knowledge → Policy Retrieval → Generative Answer → Structured Topic → HR / IT Tool → Human Approval → Resolution

Participants build an employee-service agent that answers policy and process questions from approved organisational knowledge and executes controlled service workflows when action is required.

Customer Request to Automated Resolution

Customer Request → Intent Understanding → Generative Orchestration → Knowledge Search → Business-System Lookup → Agent Flow → Action / Escalation → Confirmed Response

Participants create an intelligent service agent that combines grounded knowledge, connected business information, deterministic workflows, and human escalation to improve response efficiency and service consistency.

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