Model Online / On-Site
Duration
Modules 5 modules

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 Copilot with 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 Studio or the Power Platform

Key Takeaways

  • Configure generative orchestration so the agent dynamically selects topics, knowledge and actions
  • Ground answers on SharePoint, Dataverse and Azure AI Search with user-level security trimming
  • Write effective model-facing descriptions and input contracts for generative actions and connectors
  • Build event-driven autonomous agents that react to emails, records or webhooks without user prompts
  • Apply custom AI Builder prompts, content moderation settings, DLP controls and activity map auditing

Curriculum

From Scripted Dialogs to Generative Orchestration
  • Comparing classic intent matching against dynamic generative orchestration planning
  • Writing clear agent instructions and inspecting reasoning steps in the Activity Map
Enterprise Knowledge Grounding and RAG
  • Connecting SharePoint, Dataverse, uploaded files and Azure AI Search vector indexes
  • Preserving user-level security trimming, citations and strict grounding controls
Generative Actions, Plugins and AI Builder Prompts
  • Exposing connectors, Power Automate flows and custom APIs as agent tools
  • Crafting model-friendly tool descriptions, input schemas and reusable AI Builder prompts
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 DLP policies and human approvals
  • Monitoring message consumption, evaluating response quality and managing solution ALM

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