Model Online / On-Site
Duration
Modules 5 modules

Course Objective & Scope

Building internal assistants that both answer from corporate knowledge bases and execute HR, IT service desk or customer transactions requires strict access control, source grounding and safe action design. This training covers developing both conversational copilots and event-triggered autonomous agents in Microsoft Copilot Studio.

Configuring RAG over knowledge sources (SharePoint, Dataverse, enterprise APIs), balancing generative orchestration with deterministic topics, wiring Power Automate and connector actions, configuring Entra ID authentication, and publishing to Microsoft Teams and M365 Copilot are practised hands-on. Participants build a working organisation-specific agent prototype.

Who Should Attend?

  • Business analysts, digital workplace and M365 specialists
  • IT service desk, HR and customer experience process owners
  • Low-code developers and Power Platform specialists
  • Prerequisite: familiarity with the Microsoft 365 ecosystem; no coding required

Key Takeaways

  • Connect corporate documents and databases to an agent while preserving user permissions
  • Combine deterministic conversation topics with generative orchestration
  • Define safe system actions (tools) via Power Automate and REST connectors
  • Build event-triggered autonomous agent workflows that run in the background
  • Test for hallucinations, content moderation and unauthorized access before publishing

Curriculum

Copilot Studio Architecture: Assistants and Autonomous Agents
  • Conversational assistants, M365 Copilot extensions and event-triggered autonomous agents
  • Writing agent instructions, system behaviour and scope boundaries
Enterprise Knowledge Sources and Grounding
  • Connecting SharePoint, OneDrive, Dataverse and documents; content preparation
  • Preventing hallucinations, enforcing citations and setting moderation levels
Topics, Variables and Generative Orchestration
  • Combining generative orchestration with deterministic topics
  • Entity extraction, slot filling and user interaction via Adaptive Cards
Actions, Connectors and Human Approval
  • Adding Power Automate flows and enterprise APIs as agent tools
  • User confirmation and manager sign-off gates for sensitive actions
Authentication, Analytics and Publishing
  • Entra ID (SSO) setup, DLP policies and user-scoped data access
  • Publishing to Teams and M365 Copilot, conversation analytics and security checklist

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