Overview

Create and extend custom copilots in Microsoft Copilot Studio

Microsoft Copilot Studio is a graphical low-code tool for creating and maintaining copilots.

A copilot is an AI-powered conversational interface based on large language models (LLMs) and additional sources of knowledge. It’s a powerful AI companion that can handle a range of requests, from providing simple responses to common questions to resolving issues requiring complex conversations.

Copilots can engage with customers and employees in multiple languages across websites, mobile apps, Facebook, Microsoft Teams, or any channel supported by the Azure Bot Service.

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Why Choose KORNERSTONE

  • Accredited, practitioner-led, expert certificate trainers to provide high quality training
  • Official training material included
  • Practical, scenario-based learning – focus on application, not just theory
  • Excellent Passing Rate

Skills Covered

  • Build an initial copilot with Microsoft Copilot Studio
  • Manage topics in Microsoft Copilot Studio
  • Work with entities and variables in Microsoft Copilot Studio
  • Enhance Microsoft Copilot Studio copilots
  • Create a copilot with Microsoft Copilot Studio and Dataverse for Teams
  • Guided Project – Create copilots with Microsoft Copilot Studio

Prerequisites

  • Candidates for this credential should be familiar with data modeling concepts in Microsoft Dataverse and with Copilot Studio.

Target Audience

Anyone who are interested in AI with Microsoft.

Course Curriculum

Module 1: Get started with Microsoft Copilot Studio

Microsoft Copilot Studio allows organizations to quickly create agents based on business scenarios their customers and employees can easily interact with as needed. In this module, you’re introduced to key concepts for agents.

  • Introduction
  • Get started working with environments
  • Create agents and work with the Microsoft Copilot Studio interface
  • Create topics
  • Enhancing productivity with Generative AI
  • Test your agents
  • Publish agents and analyze performance
  • Exercise – Create an agent with Microsoft Copilot Studio
  • Check your knowledge
  • Summary


Module 2: Build an initial agent with Microsoft Copilot Studio

  • This module describes how to create agents by using Microsoft Copilot Studio.
  • Introduction
  • Agent creation
  • Agent creation using conversational builder
  • Generative Answers
  • Deploy agents
  • Check your knowledge
  • Summary

 

Module 3: Manage topics in Microsoft Copilot Studio

Microsoft Copilot Studio uses topics, which are like small conversations related to a specific subject. A Microsoft Copilot Studio agent typically includes many topics. This module introduces you to the basic principles of topics such as trigger phrases and conversation paths and how to create them.

  • Introduction
  • Work with agent topics
  • Bot Framework Skills
  • Branch a topic
  • Create topics for existing support content
  • Work with system fallback topics
  • Manage topics
  • Check your knowledge
  • Summary

Module 4: Work with entities and variables in Microsoft Copilot Studio

Microsoft Copilot Studio allows organizations to quickly create agents based on business scenarios their customers and employees can easily interact with as needed. Items like topics can be easily created by subject matter experts with no coding required, to create intelligent conversation paths to help guide individuals down as they interact with the agents. The agent authoring functionality provided by Microsoft Copilot Studio provides a great starting point for organizations to build intelligent agents.

  • Introduction
  • Work with entities
  • Custom entities
  • Use entities in conversations
  • Work with variables
  • Reuse variables across topics
  • Check your knowledge
  • Summary
Module 5: Build effective agents with Microsoft Copilot Studio

In this module, you’ll learn about some design principles and best practices that you can use when designing agents with Microsoft Copilot Studio.

  • Introduction
  • Use cases
  • Plan for agents
  • Topics
  • Design your agent
  • Build solutions
  • Build a conversational agent
  • Validate and iterate on your design
  • Check your knowledge
  • Summary

 

Module 6: Enhance Microsoft Copilot Studio agents

Many times, you might need to leverage or integrate other technologies for your agent to provide the experience you want. This module examines some of the methods that you can use to enhance your Microsoft Copilot Studio agents such as leveraging Power Automate flow to add actions, and transferring conversations from an agent to Omnichannel for Customer Service.

  • Introduction
  • Use Power Automate to add actions
  • Agent actions
  • Transfer conversations to agents by using Omnichannel for Customer Service
  • Create topics for existing support content
  • Trigger types
  • Analyze agent performance
  • Check your knowledge
  • Summary


Module 7: Create an agent with Microsoft Copilot Studio and Dataverse for Teams

Employees who have quick access to information make better decisions, reduce errors, and save money. Agents create a personalized experience that simplifies how employees get information. Microsoft Copilot Studio and Dataverse for Teams create intelligent agents to quickly respond to employee needs without building high-code solutions.

  • Introduction
  • Create your first agent
  • Create and modify topics
  • Add inputs, variables, and conditions
  • Call an action to pull in Dataverse for Teams data
  • Publish and share your new agent
  • Check your knowledge
  • Summary


Module 8: Build an autonomous agent in Copilot Studio

Discover how to build an autonomous agent by using Microsoft Copilot Studio to transform routine tasks into intelligent, automated workflows. This module introduces the fundamental concepts of autonomous agent capabilities, explores real-world applications, and provides exercises to help you practice building and deploying an agent effectively. Designed for learners with beginner to intermediate experience, this module offers a step-by-step approach to creating an autonomous agent. Throughout this module, you explore the core components of Copilot Studio, gain practical experience in building a no-code autonomous agent, and learn how to deploy and manage it in a live environment.

  • Introduction
  • Bring autonomous agents into the enterprise
  • Exercise – Create your first autonomous agent
  • Test and refine the autonomous agent
  • Exercise – Deploy an agent in a live environment
  • Check your knowledge
  • Summary


Module 9: Guided Project – Create agents with Microsoft Copilot Studio

This module describes how to create agents by using Microsoft Copilot Studio. Microsoft Copilot Studio allows you to create agents by using natural language. It uses the power of Microsoft 365 Copilot to generate topics, trigger phrases, and responses for your agent. This module also briefly covers how to use the Generative Answers feature to improve your agent responses.

  • Introduction
  • Prepare
  • Exercise – Create custom tables
  • Exercise – Build an agent in Microsoft Copilot Studio with the new AI capabilities
  • Exercise – Create and manage topics
  • Exercise – Set up Generative AI
  • Check your knowledge
  • Summary

 

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Exam & Certification

To earn this Microsoft Applied Skills credential, learners demonstrate the ability to create custom agents with Microsoft Copilot Studio.

Candidates for this credential should have experience with Copilot Studio, Microsoft Teams, and Microsoft Power Platform.

Evaluated in this assessment:

  • Build an initial agent
  • Manage topics and trigger phrases
  • Configure nodes
  • Manage variables and entities
  • Configure generative AI
  • Retrieve data from Dataverse
  • Deploy the agent

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