FRCMIC-14Microsoft

Create agents in Microsoft Copilot Studio (PL-7008)

Name: Create agents in Microsoft Copilot Studio (PL-7008)
Price: 650.00 USD
Availability: InStock

This course teaches participants how to create, configure, and deploy AI-powered agents using Microsoft Copilot Studio.

Duration · 1 dayVirtual + In-PersonInstructor-Led

$650

Course Description

This course teaches participants how to create, configure, and deploy AI-powered agents using Microsoft Copilot Studio. Students will learn how to build conversational agents that can answer questions, automate tasks, retrieve organizational knowledge, and support business processes.

Through hands-on exercises and real-world scenarios, participants will learn how to design effective agent experiences, integrate data sources, configure actions, and apply governance and responsible AI practices.

— Be First in Line —

Register Your Interest

We're finalizing the schedule for Create agents in Microsoft Copilot Studio (PL-7008). Add your details below and we'll notify you the moment a session opens for registration — no payment or commitment required.

Audience Profile

This course is intended for:

Business Users
Power Users
Citizen Developers
Business Analysts
Process Owners
Microsoft 365 Administrators
Power Platform Developers
Solution Builders

Prerequisites

Before enrolling, you should have:

Basic understanding of Microsoft 365 and Power Platform concepts
Familiarity with business processes and workflows
No traditional programming experience required
Basic understanding of Generative AI concepts is helpful

— What You'll Learn —

Learning Objectives

In this course, you will learn to:

1Understand Microsoft Copilot Studio capabilities and architecture
2Design effective AI agent solutions
3Create conversational agents using Copilot Studio
4Configure topics, instructions, and generative AI features
5Connect agents to business data and knowledge sources
6Integrate actions and workflows
7Test, deploy, and manage agents
8Apply governance, security, and responsible AI principles

— Day-by-Day —

Course Outline

Module 1

Introduction to Microsoft Copilot Studio

Introduction to Generative AI
What is Microsoft Copilot Studio?
AI Agents and Conversational Experiences
Business Benefits of AI Agents
Copilot Studio Components
Agent Lifecycle Overview
Common Business Scenarios
Platform Architecture Overview
Demonstration: Exploring Microsoft Copilot Studio

Module 2

Planning and Designing Agents

Agent Design Fundamentals
Business Process Analysis
Defining Agent Purpose
User Personas and Requirements
Conversation Design Principles
Designing User Experiences
Success Metrics and KPIs
Agent Planning Best Practices
Workshop
Designing an Agent Solution

Module 3

Creating Your First Agent

Creating an Agent
Agent Configuration Settings
Defining Instructions
Agent Personality and Tone
Conversation Flow Design
Testing User Interactions
Troubleshooting Common Issues
Iterative Improvement Techniques
Hands-On Lab: Create and Configure a Business Agent

Module 4

Working with Topics and Generative AI

Understanding Topics
Creating and Managing Topics
Trigger Phrases
Topic Design Strategies
Generative Answers
Conversational Flexibility
Improving Response Quality
Topic Testing and Optimization
Hands-On Lab: Building Topic-Based Conversations

Module 5

Connecting Agents to Data and Knowledge Sources

Knowledge Source Fundamentals
SharePoint Integration Concepts
Websites and Document Sources
Organizational Content Access
Knowledge Grounding Strategies
Data Quality Considerations
Managing Content Sources
Knowledge Maintenance Best Practices
Hands-On Lab: Connecting an Agent to Knowledge Sources

Module 6

Extending Agents with Actions and Automation

Introduction to Actions
Power Automate Integration
Workflow Automation Concepts
Connecting Business Processes
User Input Collection
Triggering Automated Activities
Common Business Automation Scenarios
Managing Agent Actions
Hands-On Lab: Adding Automated Actions to an Agent

Module 7

Testing, Publishing, and Managing Agents

Testing Agent Performance
User Acceptance Testing
Publishing Agents
Deployment Options
Monitoring Agent Usage
Version Management
User Feedback Collection
Continuous Improvement Strategies
Hands-On Lab: Publish and Manage an Agent

Module 8

Security, Governance, and Responsible AI

Responsible AI Principles
Human Oversight Requirements
Security and Access Controls
Data Privacy Considerations
Compliance Requirements
Governance Frameworks
Agent Usage Policies
Organizational Best Practices
Discussion: Responsible AI and Governance Scenarios
Capstone Exercise: Build a Business Process Agent
Capstone Exercise: Participants will design, build, and deploy a Copilot Studio agent that supports a real-world business process.
Activity: Define business requirements
Activity: Design conversation flows
Activity: Configure topics and instructions
Activity: Connect knowledge sources
Activity: Add automated actions
Activity: Test and optimize responses
Activity: Publish and present the solution

— The Big Picture —

Key Takeaways

Microsoft Copilot Studio fundamentals
AI agent design and planning
Topic and conversation development
Knowledge source integration
Workflow automation and actions
Agent deployment and management
Responsible AI and governance

— What You'll Walk Away With —

Skills Gained

AI agent creation
Conversation design
Knowledge grounding
Workflow automation
Agent deployment and management
Governance and compliance implementation
Business process transformation

— Next Steps —

Recommended Follow-On Courses

Continue your learning path with courses that build on what you just covered.

Note: Course outlines are provided as a general guide. Content, pacing, labs, and instructional emphasis may vary based on instructor expertise, student experience levels, and customer-specific learning objectives.

— Keep Exploring —

Need a different angle?

Browse the full Microsoft catalog or chat with an advisor about a custom training plan for your team.