This course is best for: Business professionals, power users and citizen developers who want to build AI agents for their organisation. No coding experience is required.

Copilot Studio Overview & Architecture

• What is Microsoft Copilot Studio?
• Agents, flows and business use cases
• Microsoft 365 and Power Platform integration
• Copilot Studio architecture
• Licensing and Copilot Credits
• Environment strategy and governance

Agent Design & Use Case Planning

• Identifying business scenarios
• Defining agent purpose and scope
• Agent instructions and guardrails
• Retrieval, task-based and autonomous agents
• Selecting the right agent harness
• Designing for trust and accuracy

Building Your First Agent

• Creating an agent in Copilot Studio
• Agent configuration and settings
• Writing effective instructions
• Selecting AI models
• Building a retrieval agent
• Testing and refining responses

Grounding Agents with Organisational Data

• Connecting SharePoint knowledge sources
• Adding and managing knowledge
• Knowledge source descriptions
• Security trimming and permissions
• Improving response grounding
• Knowledge source best practices

Extending Agents with Actions & Power Platform

• Understanding tools and connectors
• Building topics and guided conversations
• Working with variables and conditions
• Creating actions with SharePoint
• Triggering workflows from agents
• Error handling and user feedback

Security, Governance & Compliance

• Agent access control and sharing
• Environment strategy (Dev/Test/Prod)
• Data Loss Prevention (DLP)
• Responsible AI principles
• Managing connections and credentials
• Governance best practices

Publishing, Deployment & Management

• Testing agents and evaluations
• Activity tracking and troubleshooting
• Publishing agents
• Deploying to Teams and Microsoft 365 Copilot
• Monitoring and analytics
• Versioning and lifecycle management