Course Objective & Scope
For organizations invested in the Microsoft 365 ecosystem, Copilot Studio provides a powerful platform to build custom agents that go beyond simple Q&A—grounding responses in enterprise knowledge and triggering real business transactions through Power Platform connectors. In this intensive 1-2 day hands-on workshop, participants build, test, and publish a production-ready Copilot Studio agent from scratch.
Participants gain practical experience configuring knowledge sources across SharePoint and Dataverse, blending deterministic conversation topics with generative AI orchestration, wiring up Power Automate actions and REST APIs, enforcing Entra ID authentication, and deploying agents into Microsoft Teams and Microsoft 365 Copilot.
Who Should Attend?
- Low-code developers, Power Platform makers, and solution architects building enterprise assistants
- Business analysts and product owners creating specialized agents for HR, IT service desk, finance, or sales
- IT and governance professionals responsible for Microsoft 365 Copilot extensibility and lifecycle management
Key Takeaways
- Configure a custom Copilot Studio agent with clear instructions, persona boundaries, and generative orchestration
- Connect and tune enterprise knowledge sources (SharePoint, Dataverse, uploaded files) for accurate, cited grounding
- Design structured conversational flows using deterministic Topics, variables, entities, and Adaptive Cards
- Extend agent capabilities with custom Actions, Power Automate flows, and enterprise connectors
- Implement authentication, DLP governance checks, conversation analytics, and multi-channel publishing to Teams and M365 Copilot
Curriculum
Copilot Studio Architecture and Agent Foundations
- Positioning Microsoft 365 Copilot, Declarative Agents, and custom Copilot Studio agents
- Decision framework: when to configure vs. when to build a custom studio agent
- Setting up agent identity, system instructions, and generative orchestration mode
Enterprise Knowledge Sources and Grounding
- Connecting SharePoint document libraries, Dataverse tables, public URLs, and curated file uploads
- Optimizing retrieval accuracy, respecting user access permissions, and tuning content moderation levels
- Configuring strict grounding rules and graceful fallback behavior for out-of-scope queries
Deterministic Topics, Entities, and Adaptive Cards
- Building structured Topics with trigger descriptions, branching logic, and variable management
- Extracting structured entities and guiding multi-turn slot filling
- Designing interactive Adaptive Cards for structured data presentation and user confirmations
Agent Actions, Power Automate, and Enterprise Connectors
- Equipping agents with actions via Power Automate flows, prebuilt connectors, and REST APIs
- Writing clear action and parameter descriptions so the orchestrator invokes tools reliably
- Enforcing user confirmation prompts before executing write or transactional operations
Authentication, Governance, Publishing, and Analytics
- Configuring Microsoft Entra ID authentication and user-delegated data access
- Applying environment lifecycle (ALM) practices, DLP policies, and pre-launch testing
- Publishing to Microsoft Teams and M365 Copilot, and monitoring session analytics and deflection rates
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