Description:

Microsoft Copilot Studio enables organizations to build custom AI copilots and intelligent agents with low or no code that automate workflows, retrieve knowledge, and interact with users through natural language.

In this course, participants will learn how to design, build, test, and deploy AI-powered copilots using Microsoft Copilot Studio. Through demonstrations and hands-on exercises, learners will create conversational agents, connect them to data sources, automate tasks, and deploy copilots across Microsoft Teams, websites, and other channels.

By the end of the course, participants will understand how Copilot Studio fits into the Microsoft AI ecosystem and how to implement AI assistants for business scenarios.

Duration:

1 Day

Course Code: BDT 544

Learning Objectives:

After completing this course, participants will be able to:

1. Understand the role of Copilot Studio within the Microsoft AI and Power Platform ecosystem
2. Create and configure a custom Copilot agent
3. Design conversational topics and responses
4. Connect copilots to knowledge sources
5. Use generative AI capabilities to enhance conversations
6. Test, deploy, and monitor copilots across channels
7. Apply best practices for AI copilots

1. Basic familiarity with Microsoft 365
2. Basic understanding of Power Platform concepts (helpful but not required)
3. Experience using chatbots or conversational interfaces is beneficial

Course Outline:

1. Introduction to Microsoft Copilot Studio

Topics Covered:

1. Overview of Microsoft Copilot ecosystem
2. What is Copilot Studio?
3. Core components of Copilot Studio
4. Use cases for enterprise copilots

Demonstration:

1. Tour of the Copilot Studio interface

2. Understanding Copilot Architecture

Topics Covered:

1. Copilot components
2. Topics and conversation flows
3. Knowledge sources
4. Plugins and actions
5. Integration with Power Platform

Key Concepts:

1. AI orchestration
2. Generative answers
3. Data grounding

3. Creating Your First Copilot

Topics Covered:

1. Creating a new copilot
2. Configuring agent settings
3. Defining system prompts and behavior
4. Creating basic conversation topics

Hands-On Lab:

1. Build a simple copilot

4. Designing Conversational Experiences

Topics Covered:

1. Topic triggers and intents
2. Authoring conversation flows
3. Using variables and conditions
4. Managing fallback responses

Hands-On Lab:

1. Build multi-step conversations

5. Using Knowledge Sources and Generative AI

Topics Covered:

1. Adding knowledge sources
2. Generative answers
3. Connecting to websites and documents
4. Improving response accuracy

Hands-On Lab:

1. Connect copilot to a knowledge base

6. Automating Actions

Topics Covered:

1. Calling workflows from Copilot
2. Creating plugins and actions
3. Triggering flows
4. Automating business processes

Hands-On Lab:

1. Create a workflow triggered by Copilot

7. Testing and Deploying Copilots

Topics Covered:

1. Testing conversations
2. Debugging and improving responses
3. Publishing copilots
4. Deployment channels

Channels:

1. Microsoft Teams
2. Websites
3. Custom apps

Training material provided: Yes (Digital format)