Building Intelligent Copilots with Microsoft
Copilot Studio
Introduction to Microsoft Copilot Studio
- Overview
of Microsoft Copilot Studio
- Evolution
from Power Virtual Agents
- AI
copilots and business automation
- Copilot
Studio architecture
- Common
enterprise automation scenarios
Getting Started with Copilot Studio
- Accessing
the Copilot Studio trial environment
- Understanding
environments and tenants
- Creating
a new copilot
- Exploring
the Copilot Studio interface
- Roles
and permissions overview
Designing Your First Copilot
- Creating
conversational topics
- Working
with trigger phrases
- Designing
conversation flows
- Using
message nodes and questions
- Testing
conversations using the built-in test chat
Advanced Conversation Design
- Multi-turn
conversations
- Variables
and memory
- Conditional
branching
- Conversation
redirection
- Managing
fallback scenarios
- Improving
user experience
Knowledge Sources & Generative AI
- Connecting
SharePoint as a knowledge source
- Adding
public websites for knowledge grounding
- Configuring
generative answers
- Improving
answer quality
- Knowledge
management best practices
Hands-on Exercises
Automating Business Processes with Copilot
Studio
Workflow Automation with Power Automate
- Introduction
to Power Automate integration
- Creating
cloud flows
- Triggering
flows from Copilot Studio
- Passing
variables between Copilot and flows
- Automating
common business processes
Working with Microsoft 365 Services
- Integrating
with Outlook
- Working
with SharePoint lists and documents
- Introduction
to Dataverse
- Using
standard Power Platform connectors
- Connector
best practices
Extending Copilot Capabilities
- Creating
custom actions
- Working
with standard connectors
- Calling
REST APIs (Introduction & Demonstration)
- Building
reusable automation patterns
- Error
handling and validation
Monitoring & Optimization
- Testing
and debugging copilots
- Conversation
analytics overview
- Monitoring
conversation performance
- Improving
user experience
- Optimizing
conversational design
Security, Governance & Best Practices
- Security
fundamentals
- Data
protection considerations
- Role-based
access concepts
- Governance
best practices
- Responsible
AI considerations
- Planning
enterprise deployment
Publishing Concepts & Lifecycle Management
- Publishing
overview
- Version
management concepts
- Managing
updates
- Deployment
best practices
- Scaling
copilots across business functions
Hands-on Exercises
Summary & Q&A
- Review
of key concepts
- Best
practices
- Real-world
implementation guidance
- Open
discussion and next steps
