IA110
Artificial Intelligence

Copilot Studio: creating customized chatbots

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.

Objectives

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.

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.

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.

Your benefits

  • 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
  • Content

    Copilot Studio Training - Creating Intelligent Agents

    Module 1: Introduction and Configuration

    Laying a solid foundation before tackling projects.

    • Introduction to Copilot Studio
    • Initial configuration of the environment
    • Basic agent concepts
    See more + / -

    Module 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

    Module 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

    Module 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

    Module 5: Testing and Debugging

    Securing agents before they go live

    • Integrated debugging tools
    • Evaluating response quality
    • User scenario testing

    Module 6: Deployment and distribution

    Making your agents accessible to end users.

    • Publishing to Microsoft Teams
    • Integration with Microsoft 365 Copilot

    Module 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

    💡 Useful information

    Our training sessions are offered in Montreal or Quebec City, in person or in virtual format. Dates and locations are provided when you select your session below. If you have any questions regarding registration, schedules, the language of instruction, or cancellation policies, please consult our FAQ .

    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
    Private or personalized training

    Do you have several employees interested in the same training course? Whether in person at your offices or remotely in virtual mode, we offer private training courses tailored to your team's needs. Group rates are available. Contact us for more details or request a quote online.

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    Request in-company training

    Do you have several employees interested in the same training course? Whether in person at your offices or remotely in virtual mode, we offer private training courses tailored to your team's needs. Group rates are available. Contact us for more details or request a quote online.

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