Implementing & Maintaining M365 Agents using Copilot Studio
Embark on a transformative four-day, hands-on journey into low-code agent development with Copilot Studio, designed for Software Engineers, Solution Architects, and Power Platform Makers ready to deliver intelligent automation within Microsoft 365. You’ll progress from foundational AI concepts through advanced orchestration and enterprise governance, gaining practical skills to build agents that solve real business challenges.
Your learning adventure begins with the essentials of agents and copilots in the Microsoft 365 ecosystem. You’ll explore key components like knowledge and tools while mastering foundational concepts like prompt engineering, semantic indexing, Retrieval Augmented Generation (RAG), and the Model Context Protocol (MCP). Environment configuration and planning ensure you’re ready to envision and design agent scenarios that drive business value.
Next, you’ll discover the Microsoft Frontier ecosystem and productivity-first approaches to agent development. Copilot Chat, Copilot Tasks, and Microsoft 365 Copilot App Builder provide rapid-development options, while Copilot Workflow, memory management, and Agent Builder (Copilot Studio Light) empower both makers and developers.
Module 1: Introduction to Microsoft Copilot & AI Agents
- Copilot & Agents Overview
- Introduction to Agents and Copilots for Microsoft 365
- The Microsoft 365 platform & Copilot for Microsoft 365 Ecosystem
- Copilot & Copilot Studio Licensing Options
- What is Agentic AI?
- Key Components of an Agent: Knowledge & Tools
- Prompt Engineering, Semantic Index & RAG
- Tools & Model Context Protocol (MCP)
Module 2: Microsoft Frontier, Copilot Chat & Productivity Agents
- Microsoft Frontier Program Overview
- Introduction to Copilot Chat
- Copilot Tasks
- Build Apps with Microsoft 365 Copilot App Builder
- Implement Workflow using Copilot Workflow
- Memory & Schedules Prompts
- Productivity Agents
- Copilot Studio Light (Agent Builder) for No-Code Agents
- SharePoint Agents
Module 3: Copilot Studio Basics
- Overview Copilot Studio Agents in Copilot Studio
- Creating & Configuring Copilot Studio Agents
- Mastering Knowledge & Starter Prompts
- Topics, Entities and Variables
- Conversation Design Best Practices
- Collecting Information using Adaptive Cards
- Understanding & Using Power Fx
- Publish Agents to Channels (Teams, Charts)
Module 4: Extending Copilot Studio Agents Tools
- Prompt Actions & Prompt Library
- Using Code Interpreter in Prompts
- Integrating Dataverse Tables
- Consuming REST Api’s & Enterprise Data
- Model Context Protocol (MCP) & WorkIQ
- Automating Visual Tasks using Computer Use
- Managed Agents: Document Processor
- Organizing tools using Component Collections
Module 5: Advanced Copilot Studio Agents
- Autonomous Agents & Triggers
- Multi-Agent Orchestration: Focused- & Connected Agents
- Implementing Routing Patterns
- Use Deep Reasoning models for complex tasks
- Agent Flows and deterministic Task Automation
- Use AI Builder in Flows
- Testing Agents using evaluations
- Adding Voice Support to Agents
- Integrating Pro-Code Agents
Module 6: Designing & Implementing Business Processes
- Defining Scenarios & Envisioning
- Mapping Scenarios to Capabilities
- Designing Conversation Flows
- Human in the Loop
- Evaluate Agents & Processes
- Analytics And Application Insights
- Troubleshooting and Analyzing Conversations
Module 7: Publishing & Maintaining Copilot Studio Agents
- PowerPlatform Admin Center & Architecture
- Introduction to Power Platform Environments & Solutions
- Publishing and Deploying Copilot Studio Agents
- Using Advanced Channels
- Application Lifecycle Management for Copilot Studio Agents
- Exporting & Importing Agents between Environments
- Deployment Pipelines & Source Control integration
- Copilot Studio Compliance & Security
- Introduction to Microsoft Purview
- Preventing Agent Sprawl