Building your Own Agents with Copilot Studio

Duration

3,00 day(s)

Language(s) of service

EN FR

Next session

Who is organizing this training?

We enhance both individual development and efficiency by sharing the IT expertise and managerial experience of our instructors. We offer over 300 courses in French and English at our center in Capellen. These courses focus on infrastructure, development, project management, governance, and soft skills.

Goals

Microsoft Copilot Studio lets you create AI-powered agents through an intuitive no-code interface, without needing to be a developer or data scientist. In this course you will explore the Microsoft Copilot ecosystem and learn how to build, configure and publish your own AI agents that extend Microsoft 365 and the Power Platform. By the end of the course you will be ready to create intelligent agents connected to your organization’s data and automate business processes tailored to your needs.

The Microsoft Copilot Landscape

This module introduces the various Microsoft Copilot products available today and helps you understand where and how each one fits into the Microsoft 365 ecosystem. You will gain insights into licensing, extensibility and the Copilot Studio platform.

Microsoft Copilot for Personal Usage
Microsoft 365 Copilot for Business Users
Using Microsoft 365 Copilot in the Web and Teams
Understanding Agents
The Microsoft Agent Designer Tools
Declarative vs. Custom Agents
Copilot Studio Extensibility Options
Copilot Studio Licensing Options
Copilot Credit Consumption and Pricing Models

Creating Declarative Agents

Declarative agents enable you to extend Microsoft-provided Copilots such as Microsoft 365 Copilot and Copilot for Sales by providing custom instructions, knowledge, and tools. This module walks you through building, configuring, publishing, and using declarative agents via Copilot Studio and the Microsoft 365 Copilot environment.

What are Declarative Agents?
Extending Microsoft 365 Copilot with Declarative Agents
Configuring Agents with Knowledge and Tools
Publishing and Sharing Declarative Agents
Sharing Options and Permissions
Managing Agents in Microsoft 365 Copilot
Using Declarative Agents

Copilot Studio and the Power Platform

Microsoft Copilot Studio is a low-code tool within the Power Platform that allows you to create, customize and manage AI-powered agents. In this module, you will discover how Copilot Studio leverages Power Platform features such as environments and solutions to support enterprise-grade governance and lifecycle management.

Introduction to Microsoft Copilot Studio
How Copilot Studio Relates to the Power Platform
Understanding Environments in the Power Platform
Introduction to Dataverse
Solutions in the Power Platform
Packaging Agents for ALM
LAB: Prepare Your Environment for Agent Creation

Creating Your First Agent with Copilot Studio

Learn how to build your first custom agent using Microsoft Copilot Studio. This chapter introduces you to the core components of an agent Knowledge, Topics, and Tools and guides you through the process of creating, configuring and publishing your first agent.

Getting Started with Copilot Studio
Creating a New Agent
Setting Agent Name, Description and Settings
Configuring General vs Custom Knowledge
Understanding Topics and Their Purpose
Using Tools to Extend Agent Functionality
Understanding Generative vs Classic Orchestration
Publishing Your Agent to Channels (Teams, Microsoft 365 Copilot, Web, etc.)
LAB: Create Your First Agent

Adding Knowledge Sources to an Agent

To make your agent truly intelligent, you can connect it to various knowledge sources including websites, SharePoint, documents, and Dataverse. This chapter explains how to ground your agent in organizational data and configure secure access to enterprise knowledge.

Overview of Knowledge Sources
Adding Public Website Knowledge
Adding Document Knowledge
Adding Dataverse Knowledge
SharePoint and OneDrive Knowledge
Adding Knowledge via Copilot Connectors
Editing and Testing Knowledge
LAB: Adding Knowledge Sources to an Agent

Working with Topics

Topics define how your agent interacts with users. They represent structured conversations your agent can handle. In this chapter, you’ll learn how to create, configure, and manage topics, define triggers, and design engaging conversation flows.

What are Topics?
System Topics vs Custom Topics
Creating and Editing Topics
Configuring Topic Triggers
Sending Messages and Asking Questions in a Topic
Branching and Looping
Working with Variables
Working with Power FX and Adaptive Cards
Orchestrating Topics Using Generative AI
LAB: Working with Topics

Enhancing Agents with Tools

Tools enable your agents to interact with external systems, perform actions, and extend their functionality beyond simple conversations. This module explores how to define, configure, and use Tools in Microsoft Copilot Studio, including connectors, flows, and Model Context Protocol (MCP) servers.

What are Tools?
Creating Connector Tools
Customizing Responses using Adaptive Cards and Power FX
Invoking Tools in Generative Mode and from Topics
Creating and Using Power Automate Flow Tools
Creating Agent Flows in Copilot Studio
Integrating MCP Servers as Tools
LAB: Enhancing Agents with Tools

Building an Autonomous Agent

Autonomous agents are capable of executing actions automatically based on events or triggers, without human intervention. This module teaches how to configure agents that respond to real-world signals such as incoming emails, new data entries, or scheduled events.

Introduction to Autonomous Agents
Understanding Event Triggers
Adding Event Triggers in Copilot Studio
Event Triggers and Power Automate
Testing Event Triggers
Publishing Agents with Event Triggers
Licensing Considerations
Limitations of Knowledge Sources
LAB: Building an Autonomous Agent

Publishing and Monitoring an Agent

Once your agent is complete, you can publish it to multiple platforms and monitor its performance through detailed analytics. This chapter guides you through authentication, sharing, publishing, and analyzing your agents’ effectiveness.