Model Online / On-Site
Duration
Modules 5 modules

Course Objective & Scope

Employees and customers expect instant answers and self-service execution for common tasks such as checking order status, logging support tickets or submitting HR requests. Microsoft Copilot Studio provides a visual authoring canvas to design, test and publish conversational assistants and agents.

In this foundational course, participants create a copilot from scratch, author structured dialog topics, extract structured inputs using entities and variables, trigger backend workflows via Power Automate, render rich Adaptive Cards and publish to Microsoft Teams and web channels.

Who Should Attend?

  • Business analysts and support leads building assistants for customer service, HR or IT helpdesks
  • Power Platform makers extending Microsoft 365 and Teams with interactive chat agents
  • Product and operations teams learning conversational UX design and agent governance
  • Prerequisite: basic familiarity with Microsoft 365; no programming background required

Key Takeaways

  • Author conversation topics with clear trigger phrases, conditions and branching logic
  • Capture and validate structured user inputs using prebuilt and custom entities and variables
  • Present interactive menus and structured responses with Adaptive Cards
  • Execute backend lookups and updates by calling Power Automate flows and connector actions
  • Publish agents to Microsoft Teams and websites, configure human handoff and review analytics

Curriculum

Copilot Studio Architecture and Agent Setup
  • Core components, environment selection, language configuration and workspace navigation
  • Understanding the lifecycle of built-in system topics versus custom topics
Dialog Design: Topics, Entities and Variables
  • Authoring trigger phrases, question nodes, slot filling and custom entities
  • Topic vs global variables, branching conditions and inline Power Fx expressions
Adaptive Cards and Backend Actions
  • Enhancing conversations with quick replies, rich media and interactive Adaptive Cards
  • Invoking Power Automate cloud flows and connectors to read and write business data
Knowledge Grounding, Fallback and Human Handoff
  • Adding public websites and SharePoint sites as foundational knowledge sources
  • Configuring graceful Fallback behavior and escalating complex chats to human agents
Authentication, Channel Publishing and Analytics
  • Testing conversations, configuring Entra ID SSO and publishing to Microsoft Teams and web
  • Monitoring resolution rates, CSAT drivers, session transcripts and solution packaging

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