Design, deploy, and manage intelligent agents with Microsoft tools
This hands-on training course on Microsoft Copilot Studio will guide you through the process of designing intelligent agents to automate business tasks, connect your internal systems, and improve operational efficiency.
Through three practical projects:
- an HR agent connected to SharePoint to answer employee questions,
- an IT support agent capable of creating tickets and sending automatic notifications,
- an orchestrator agent that intelligently coordinates the first two.
You will learn how to design comprehensive solutions including SharePoint integration, Power Automate flows, and advanced conversation management.
The training also covers the essential aspects of debugging, deployment on Teams and Microsoft 365, ROI analysis to justify an automation project, and performance monitoring to ensure the success of your implementations.
Is it for you ?
Professionals who want to automate business tasks or processes. Power Platform or Microsoft 365 users. Business managers, analysts, citizen developers.
Power Platform or Microsoft 365 users.
Business managers, analysts, citizen developers.
Anyone curious to explore the possibilities of conversational AI without advanced technical expertise.
Prerequisites
• 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.
What You'll Walk Away With
- ✓ Design conversational agents for HR and IT support use cases
- ✓ Integrate knowledge sources through SharePoint for contextual responses
- ✓ Automate actions such as ticket creation and notifications using Power Automate
- ✓ Orchestrate multiple agents to coordinate services and workflows
- ✓ Deploy, test, and monitor agent performance in Microsoft Teams and Microsoft 365
Training content
1 Copilot Studio Training - Creating Intelligent Agents
Introduction and Configuration
Laying a solid foundation before tackling projects.
- Introduction to Copilot Studio
- Initial configuration of the environment
- Basic agent concepts
2 Designing a Human Resources Agent connected to SharePoint
An agent capable of answering frequently asked questions from employees.
- Creating the conversational agent (typical HR scenarios)
- Conversation tree
- Integration with SharePoint as a knowledge base
3 Creating an IT Support Agent
An agent capable of performing concrete actions, not just answering questions
- Building the technical agent
- Automating ticket creation in SharePoint via connectors
- Setting up Power Automate flows for email notifications
4 Orchestrator Agent: Coordinating Multiple Assistants
How to build a system of agents rather than silos
- Principles of multi-agent orchestration
- Coordination between HR and IT agents
5 Testing and Debugging
Securing agents before they go live
- Integrated debugging tools
- Evaluating response quality
- User scenario testing
6 Deployment and distribution
Making your agents accessible to end users.
- Publishing to Microsoft Teams
- Integration with Microsoft 365 Copilot
7 Monitoring and analysis
Tools to demonstrate the value of your agents and improve them over time.
- Viewing interaction history
- ROI analysis and usage metrics
- Exploring advanced settings
📌 Practical information
Our training sessions are offered in Montreal or Quebec City, in person or in a virtual classroom. Dates and locations are specified when you select your session below. If you have any questions, check out our FAQ.
