Getting Started with Copilot Studio
What You'll Learn in Getting Started with Copilot Studio
Course Length
Learning Objectives
- Create and configure a basic copilot using Copilot Studio
- Build conversational topics using triggers, questions, and conditions
- Integrate knowledge sources to provide accurate and relevant responses
- Extend Copilot functionality using Power Automate and connectors
- Test, publish, and manage copilots using recommended governance and security practices
Target Student
This course is designed for IT professionals, business analysts, solution designers, and advanced Microsoft Copilot users who want to build and deploy custom copilots using Microsoft Copilot Studio.
Prerequisite
Participants must fulfill all the mandatory requirements here. Additionally, participants should either complete the Mastering Copilot and AI in the Modern Workplace course to gain the required foundational knowledge prior to taking this course or ensure they have the equivalent knowledge and experience.
Software Requirements:
Participants must fulfill all of the mandatory software requirements as outlined below.
- A Power Platform environment with Dataverse as a data store: Microsoft Dataverse stores the Copilot Agent Kit configuration and test table data.
- System administrator security role in the environment to install Copilot Agent Kit.
- Power Apps code component framework for canvas apps. System administrator privileges are required to enable the feature in the environment.
- Power Apps Code Apps are enabled in the environment. System administrator privileges are required.
- Adequate licensing to run a Power Apps model-driven app.
- Adequate licensing to run Power Automate cloud flows with Premium connectors.
Course Outline
This hands-on course introduces Microsoft Copilot Studio and empowers participants to design, build, and deploy their own intelligent Copilot agents. Participants will explore how to create conversational experiences using both rule-based topics and generative AI, integrate organizational knowledge sources, and extend functionality with automation.
The course focuses on practical skills, including building a working copilot, configuring conversational flows, and publishing solutions to platforms like Microsoft Teams. Learners will also explore best practices for managing responses, improving accuracy, and ensuring a secure and scalable deployment.
By the end of the course, participants will have built their own functional copilot and gained the confidence to expand it for real-world business scenarios.
Section 1: Introduction to Copilot Studio
What Is Copilot Studio?
Copilot for M365 vs. Copilot Studio
Internal Assistants
Customer Bots
Process Automation
Section 2: Navigating the Interface
Overview of the Environment
Home Dashboard
Topics
Plugins
Knowledge Sources
Key Terminology: Topics, Triggers, Generative AI, Orchestration
Section 3: Creating Your First Copilot
Creating a New Copilot
Naming and Configuring Environment
Setting Tone and Instructions
Defining Initial System Prompt
Testing Basic Responses
Section 4: Building Topics (Rule-Based Conversations)
What Are Topics?
Trigger Phrases
Designing Conversation Flows
Questions, Conditions, Variables
Testing Topic Interactions
Section 5: Generative AI & Natural Language Responses
Generative Answers vs. Scripted Topics
When to Use Each
Prompt Engineering Basics
Managing Hallucination Risk
Tone and Consistency Control
Section 6: Integrating Knowledge Sources
Adding Content Sources: SharePoint, Websites, Documents
How Copilot Retrieves and Grounds Responses
Best Practices for Content Structuring
Section 7: Extending Copilot with Actions & Integrations
Introduction to Plugins/Connectors
Using Power Automate Flows
Triggering Business Processes (Requests and Approvals)
Section 8: Testing, Publishing, and Deployment
Testing Tools and Debugging
Publishing the Copilot
Channels: Teams, Web
Managing Versions
Section 9: Governance & Best Practices
Security Considerations
Data Access Control
Lifecycle Management
Monitoring Usage and Performance
Getting Started with Copilot Studio
Upcoming Classes
All Public classes are held onlinewith a live instructor
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All of our courses include
PDF Reference Guide
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After-Training Support
Get 30 days of after-training support via email to apply what you've learned
Certificate of Completion
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Extended After-Training Support
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Can I customize my course?
OF COURSE!
Customized to meet your unique needs
We can customize your training to fit your exact needs, whether it's making small adjustments or creating entirely new courses. From setting specific objectives and including your own files to addressing unique challenges, we're here to help. We can even tailor the training to align more closely with how you work and to fit perfectly into your schedule. Our goal is to provide training that's as unique as your goals.
Use your own files instead of our exercise files
You can opt to use your working files in your private training sessions (instead of our standard exercise files). This allows you to see how the lessons apply directly to your day-to-day role and get work done while you train—a true win-win!
Access to your recorded session for 60 days
You can request your private session be recorded. You can have access for 60 days to revisit what you’ve learned.