This course introduces you to Copilot Studio, Microsoft's specialized agent creation platform.
You will learn how to design AI-based agents (chatbots), integrate data sources (e.g., SharePoint, Dataverse, websites, etc.), configure automation flows, orchestrate multiple agents, and deploy agents in Microsoft Teams.
The workshop includes demonstrations, hands-on exercises, and tips for maximizing the impact of your copilots in your professional environment.
Duration
1 day
Schedule
See training dates for details
Regular fee
$625
Preferential fee
A preferential rate is offered to public institutions, to members of certain professional organizations as well as to companies that do a certain amount of business with Technologia. To know more, please read the "Registration and rates" section on our FAQ page. Please note that preferential rates are not available for online training courses. Discounts cannot be combined with other offers.
$560
Objectives of the training
Empower professionals with the skills they need to create and deploy agents with Copilot Studio, in order to automate processes, improve the user experience, and increase operational efficiency.Targeted audience
Professionals who want to automate business tasks or processes. Power Platform or Microsoft 365 users. Business managers, analysts, citizen developers. Anyone curious to explore the possibilities of conversational AI without advanced technical expertise.Prerequisite
• Access to Copilot Studio (via appropriate Microsoft license—free trial version available).• Familiarity with M365 tools and the Microsoft environment.
• Basic knowledge of Power Automate is an asset.
Trainers
Benefits for Participants
Understanding Copilot Studio, its capabilities, and how it works.
Practical skills for designing and publishing agents.
- Ability to integrate data and automate processes.
Course architecture
- Introduction and overview of Copilot Studio
Welcome participants, present the training schedule and objectives. Overview of Copilot Studio: context, uses, use cases, and positioning within the Microsoft ecosystem.
- Copilot Studio Pricing
Detailed overview of pricing plans, licenses, and options available for Copilot Studio. Discussion of cost structure, tiers, and the impact of pricing on enterprise deployments.
- Demonstration of the final project of the day
Dynamic presentation of what learners will achieve during the training: building and orchestrating several agents for a concrete customer service scenario. Highlighting key features and expected results.
- Workshop 1: Getting started with Copilot Studio in Agent Builder (Copilot Chat version)
Discover the Agent Builder interface. Learn the basics of creating a conversational agent, initial configuration, and explore the features of Copilot Chat and its deployment to a target user population.
- Workshop 2: Copilot Studio — Standard Interface
Transition to the classic Copilot Studio interface. Overview of available tools and navigation within the work environment for the remainder of the day.
- Workshop 3: Creating a general agent
Designing an initial “general” agent with the aim of getting to grips with the interface, adding knowledge sources, configuring and deploying an agent on Copilot Chat and Teams from Copilot Studio. Raising awareness of knowledge management and the parameters essential to an agent's effectiveness (access management and security, analytics, etc.).
- Workshop 4: Creating a specialized child agent (managing newsletter subscriptions)
Design a second agent dedicated to managing newsletter subscriptions. This second agent will introduce the basics of orchestration and create an initial flow with Power Automate, as well as add it to the agent's capabilities to automate the newsletter subscription process.
- Workshop 5: Creating an agent specialized in negotiation and multi-agent integration
Developing an agent specialized in negotiation and customer offer management. Learning multi-agent integration methods to orchestrate advanced scenarios and optimize user experiences.
- Workshop 6: Developing a fault reporting agent (advanced examples using Power Automate and Dataverse)
Building an agent for fault management, illustrating advanced integration with Power Automate and Dataverse (database). Implementing a complete automated customer service journey.
- Final orchestration and unified testing
Implementation of a seamless user experience by orchestrating and testing all agents created. Validation of their interconnection and the consistency of the customer journey, identification of areas for improvement and optimization.
- Creating and using solutions for moving agents between environments
Introduction to creating solutions in Copilot Studio, enabling participants to package, export, and import their agents from one environment to another. Awareness of best practices for agent lifecycle management.
Conclusion and outlook
Summary of what has been learned, discussion of feedback, and ideas for taking Copilot Studio further. Distribution of additional resources and introduction to the community and professional development opportunities.
Pedagogical details
Type of training
Skill development
Skill development and knowledge integration
Decision support
Basic knowledge
Private or personalized training
If you have more than 8 people to sign up for a particular course, it can be delivered as a private session right at your offices. Contact us for more details.
Request a quoteDuration
1 day
Schedule
See training dates for details
Regular fee
$625
Preferential fee
A preferential rate is offered to public institutions, to members of certain professional organizations as well as to companies that do a certain amount of business with Technologia. To know more, please read the "Registration and rates" section on our FAQ page. Please note that preferential rates are not available for online training courses. Discounts cannot be combined with other offers.
$560
Private or personalized training
If you have more than 8 people to sign up for a particular course, it can be delivered as a private session right at your offices. Contact us for more details.
Request a quote