Course Objective & Scope
Traditional chatbots require hand-crafted decision trees for every scenario. With Generative AI capabilities in Copilot Studio, agents can dynamically chain tools and knowledge sources through generative orchestration, execute custom prompts and even run autonomously in response to business events.
Participants configure generative orchestration, ground responses in SharePoint, Dataverse and Azure AI Search, design tool metadata for generative actions, build custom AI Builder prompts, configure event-triggered autonomous agents and publish extensions for Microsoft 365 Copilot.
Who Should Attend?
- Copilot Studio makers moving from scripted dialog trees to generative and autonomous agents
- Solution architects extending
Microsoft 365 Copilotwith enterprise knowledge and line-of-business APIs - AI and governance teams establishing safety, grounding and evaluation standards for enterprise agents
- Prerequisite: foundational experience with
Copilot Studioor the Power Platform
Key Takeaways
- Configure
generative orchestrationso the agent dynamically selects topics, knowledge and actions - Ground answers on SharePoint,
Dataverseand Azure AI Search with user-level security trimming - Write effective model-facing descriptions and input contracts for
generative actionsand connectors - Build event-driven autonomous agents that react to emails, records or webhooks without user prompts
- Apply custom
AI Builderprompts, content moderation settings, DLP controls and activity map auditing
Curriculum
From Scripted Dialogs to Generative Orchestration
- Comparing classic intent matching against dynamic
generative orchestrationplanning - Writing clear agent instructions and inspecting reasoning steps in the
Activity Map
Enterprise Knowledge Grounding and RAG
- Connecting SharePoint,
Dataverse, uploaded files andAzure AI Searchvector indexes - Preserving user-level security trimming, citations and strict grounding controls
Generative Actions, Plugins and AI Builder Prompts
- Exposing connectors,
Power Automateflows and custom APIs as agent tools - Crafting model-friendly tool descriptions, input schemas and reusable
AI Builderprompts
Autonomous Agents and Microsoft 365 Copilot Extensions
- Designing event-triggered autonomous agents that process background business events
- Publishing declarative and custom engine extensions into
Microsoft 365 Copilot
Responsible AI, Governance and Capacity Management
- Content moderation levels, prompt shield guardrails, connector
DLPpolicies and human approvals - Monitoring message consumption, evaluating response quality and managing solution ALM
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