Microsoft Copilot Studio
This job-oriented course covers Copilot Studio from Power Platform fundamentals through production agent design. Learn to create agents, design topics, ground responses with enterprise knowledge, call actions and flows, integrate Dataverse and Microsoft 365, apply security and governance, manage ALM, monitor quality, and build enterprise-scale solutions.
Curriculum Areas
- Module 1 - Introduction to Copilot Studio
- Module 2 - Microsoft Power Platform Fundamentals
- Module 3 - Copilot Studio Environment Setup
- Module 4 - Creating AI Agents
- Module 5 - Topics & Conversation Design
- Module 6 - Generative AI
- Module 7 - Knowledge Sources
- Module 8 - Actions & Tools
- Module 9 - Power Automate + Copilot Studio
- Module 10 - Dataverse Integration
- Module 11 - Microsoft 365 Integration
- Module 12 - Connectors & API Integration
- Module 13 - Copilot Studio Agent Flows
- Module 14 - Security & Governance
- Module 15 - ALM & Deployment
- Module 16 - Testing & Troubleshooting
- Module 17 - Analytics & Monitoring
- Module 18 - Advanced Copilot Studio
- Hands-On Projects
- Interview Preparation
Copilot Studio Curriculum
- What is Microsoft Copilot Studio?
- Copilot Studio vs traditional chatbots
- Generative AI and AI agents
- Copilot Studio architecture
- Microsoft 365 Copilot vs Copilot Studio
- Use cases and real-world scenarios
- Copilot Studio licensing concepts
- Power Platform overview
- Power Apps
- Power Automate
- Dataverse
- Power Pages
- Connectors
- Environments
- Solutions
- Microsoft 365 integration
- Creating a Copilot Studio environment
- Environment configuration
- Creating your first agent
- Agent settings
- Authentication
- User access
- Environment and solution management
- Creating an agent from scratch
- Agent instructions
- Agent description and purpose
- Generative AI capabilities
- Agent behavior
- Conversation starters
- Agent testing
- Publishing an agent
- What are Topics?
- System topics
- Custom topics
- Trigger phrases
- Conversation nodes
- Conditions
- Variables
- Branching
- Message nodes
- Redirecting between topics
- Error handling
- Generative AI fundamentals
- Generative answers
- Natural-language interaction
- AI-generated responses
- Grounding
- Improving response quality
- Managing hallucinations
- Generative orchestration
- Adding knowledge to an agent
- SharePoint
- Websites
- Dataverse
- Uploaded documents
- Microsoft Graph-connected data scenarios
- Enterprise knowledge
- Knowledge grounding
- Managing and testing knowledge sources
- What are Actions?
- Calling Power Automate flows
- Connectors
- Custom connectors
- APIs
- Dataverse actions
- HTTP/API integrations
- Passing inputs and outputs
- Authentication
- Error handling
- Power Automate fundamentals
- Creating flows for agents
- Triggering flows from Copilot Studio
- Passing variables
- Returning results to the agent
- Approval workflows
- Email automation
- Teams automation
- Business process automation
- Dataverse fundamentals
- Tables
- Columns
- Relationships
- Creating records
- Updating records
- Searching Dataverse
- Agent + Dataverse integration
- Security and permissions
- Microsoft Teams
- SharePoint
- Outlook
- OneDrive
- Microsoft 365 users and groups
- Enterprise knowledge
- Internal employee assistants
- Productivity use cases
- Standard connectors
- Premium connectors
- Custom connectors
- REST APIs
- Authentication methods
- API requests
- External application integration
- Real-world integration scenarios
- Agent flows
- Flow triggers
- Flow actions
- Variables
- Conditions
- Loops
- AI-assisted flow creation
- Calling flows from agents
- Automating complex business processes
- Microsoft Entra ID
- Authentication
- Authorization
- Environment security
- Data Loss Prevention (DLP)
- Power Platform governance
- Permissions
- Data security
- Responsible AI
- Enterprise governance
- Development environments
- Test environments
- Production environments
- Solutions
- Environment variables
- Connection references
- Solution import/export
- Application Lifecycle Management
- Deployment best practices
- Testing agents
- Conversation testing
- Test cases
- Trace/debug tools
- Topic failures
- Flow failures
- Connector errors
- Authentication problems
- Improving agent responses
- Copilot Studio analytics
- Conversation analytics
- Session analysis
- User engagement
- Failed conversations
- Performance monitoring
- Improving agent quality
- Usage and adoption metrics
- Multi-agent concepts
- Agent-to-agent communication
- Complex orchestration
- Advanced knowledge retrieval
- Custom APIs
- Advanced Power Automate integration
- Human handoff
- Enterprise-scale architecture
Project 1 - HR Employee Agent
- Answers HR policy questions
- Searches SharePoint documents
- Handles employee queries
- Creates HR requests
- Sends notifications through Teams/Outlook
Project 2 - IT Helpdesk Agent
- Troubleshoots common issues
- Searches knowledge articles
- Creates support tickets
- Retrieves ticket status
- Escalates to a human agent
Project 3 - Customer Service Agent
- Customer FAQ
- Knowledge integration
- Customer information retrieval
- Case creation
- Automated email responses
- Human escalation
Project 4 - Sales Agent
- Product information
- Lead qualification
- Customer lookup
- Dataverse integration
- Follow-up automation
- Outlook integration
Project 5 - Enterprise AI Agent
- User -> Copilot Studio -> Knowledge -> AI Orchestration -> Power Automate -> Dataverse/API -> Microsoft 365 -> Response
- Copilot Studio interview questions
- AI Agent interview questions
- Power Automate integration questions
- Dataverse questions
- Generative AI questions
- Microsoft 365 integration scenarios
- Entra ID and security questions
- DLP and governance scenarios
- ALM/deployment questions
- Real-world troubleshooting scenarios