Copilot Studio: Creating an Agent
This hands-on course introduces learners to Microsoft Copilot Studio and the process of creating intelligent, task-driven agents.Participants will explore how to design, build, and deploy Copilot-powered agents that streamline workflows, enhance productivity, and integrate seamlessly with Microsoft 365 and external data sources.
What We'll Explore
By the end of this course, participants will be able to:
- Understand the role and value of Copilot Studio in building AI-powered agents.
- Navigate the Copilot Studio interface and configure agent settings.
- Create conversational flows and integrate them with Microsoft 365 applications.
- Leverage generative AI features for natural, adaptive interactions.
Course Outline: Building Intelligent Agents with Copilot Studio
- What is Copilot?
- Overview of Copilot Studio
- Lite vs. Full Copilot Studio
- Signing into Microsoft 365
- Creating a Quick Agent
- Creating a New Agent in the Studio
- Adding Instructions & Attaching Knowledge
- Taking Action with Tools
- Automation with Triggers
- Agents as Helping Hands
- Adding Topics
- Activity vs. Analytics
- Channels for Agents
- Integrating with Teams
- Integrating with SharePoint
- Exercise: Build Your Own Agent
- Q & A
Who Should Attend:
- Business Users seeking to automate repetitive tasks and improve efficiency with AI-powered solutions.
- IT Professionals and Admins responsible for supporting and deploying Microsoft 365 applications and AI tools.
- Learning & Development Leaders interested in enabling employees with Copilot-driven capabilities.
- Project Managers and Analysts looking to create intelligent assistants that gather insights, summarize data, and support decision-making.
*Please Note: Participants of this course must have the paid version of the Copilot program installed before attending. This is essential for full participation and benefit from the training.