Building agents in Copilot Studio

Save time by automating tasks with AI agents

1 day

What does the training include?

In this one-day training, you will learn how to build powerful AI agents using Microsoft Copilot Studio without needing extensive programming experience. You will discover how to design agents that automate tasks, answer questions, and work seamlessly with Microsoft 365 tools like Teams, Outlook, and SharePoint. Through hands-on exercises, you will connect agents to external data sources and APIs, publish them within your organization, and learn how to monitor and optimize their performance.

What you will learn

  • The capabilities of Microsoft Copilot Studio and how it fits within the Power Platform and Microsoft 365.
  • Building AI agents using a low-code approach without extensive programming knowledge.
  • Integrating agents with Microsoft 365: Teams, Outlook, SharePoint, and other tools.
  • Connecting agents to external data sources, APIs, and business systems.
  • Publishing, managing, and deploying agents within an organization.
  • Testing, monitoring, and optimizing agents based on usage data and performance.
  • Designing conversation flows and topics for effective agent interactions.

Content (program overview)

Part 1 – Introduction to Copilot Studio

• Capabilities and positioning within Microsoft 365 and the Power Platform.

Part 2 – Building your first agent

• Designing topics, conversation flows, and responses using a low-code approach.

Part 3 – Integration with Microsoft 365

• Connecting agents to Teams, Outlook, SharePoint, and other Microsoft tools.

Part 4 – External data and APIs

• Adding data sources, connectors, and API integrations for richer agent responses.

Part 5 – Publishing and management

• Deploying agents within your organization, setting permissions, and configuring management.

Part 6 – Testing, monitoring, and optimization

• Measuring performance, analyzing usage data, and continuously improving agents.

Part 7 – Best practices & Q&A

• Real-world examples, common pitfalls, and next steps for your organization.

For whom?

  • Power users and IT professionals who want to build AI agents within Microsoft 365.
  • Developers who want to quickly set up agents using a low-code platform.
  • Professionals who want to leverage Copilot Studio for automation and AI-driven workflows.

Prerequisites

  • Basic experience with Microsoft 365 is recommended.
  • Some familiarity with Power Platform or Copilot is a plus, but not required.
  • No extensive programming experience needed.

What will you learn?

  • Independently build and publish AI agents in Microsoft Copilot Studio.
  • Integrate agents into the Microsoft 365 environment your organization already uses.
  • Connect external data and APIs to your agents for richer, more accurate responses.
  • Manage, monitor, and continuously improve agents based on performance.
  • Apply AI automation to concrete work processes within your organization.

The Trainer

D-Man

Interested in this training?

Feel free to contact us, we'll be happy to tell you more about the options.

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