PL-7008: Create agents in Microsoft Copilot Studio

PL-7008: Create Agents in Microsoft Copilot Studio is an immersive, instructor-led course designed to help developers, business users, and IT professionals build intelligent AI-powered agents using Microsoft Copilot Studio. This course focuses on designing, developing, and managing AI agents that enhance user productivity, automate complex workflows, and integrate seamlessly within the Microsoft 365 ecosystem.

Participants will gain practical skills to create conversational agents, configure AI capabilities, and extend Microsoft Copilot functionalities to deliver personalized, interactive experiences. The course emphasizes best practices for agent development, deployment, and lifecycle management within Copilot Studio.

Audience Profile

This course is ideal for:

  • Developers and citizen developers focused on AI-driven automation and agent creation

  • Power Platform professionals seeking to extend Microsoft Copilot capabilities

  • IT architects and consultants designing intelligent solutions within Microsoft 365

  • Business analysts interested in leveraging AI agents to streamline operations

Familiarity with Microsoft Power Platform, AI concepts, and Microsoft 365 is beneficial.

Course Outline

Module 1: Introduction to Microsoft Copilot Studio

  • Overview of Microsoft Copilot and AI agent capabilities

  • Navigating the Copilot Studio environment

  • Understanding the role of AI agents in business automation

Module 2: Designing AI Agents

  • Planning agent functionality and user interactions

  • Defining intents, triggers, and conversational flows

  • Integrating natural language understanding (NLU) and AI models

Module 3: Building and Customizing Agents

  • Creating agents using Copilot Studio tools and templates

  • Configuring dialogs, responses, and user inputs

  • Extending agents with Power Platform connectors and APIs

Module 4: Integrating Agents with Microsoft 365

  • Embedding agents within Teams, Outlook, and other Microsoft 365 apps

  • Automating workflows with Power Automate integration

  • Leveraging Dataverse for data-driven agent responses

Module 5: Testing, Deploying, and Managing Agents

  • Testing agent functionality and user experience

  • Publishing agents to production environments

  • Monitoring performance and applying updates

Hands-On Experience

This course is 40% to 50% hands-on, offering practical exercises to design, build, and deploy AI-powered agents using Microsoft Copilot Studio, empowering participants to create intelligent automation solutions.

Category: AI and Machine Learning
Level: Intermediate
Course Code: PL-7008
Duration: 10h 0m
Price: $99.99 for 6 months
Tokens Required: 1
Access Duration: 6 months
Lab Environment: ✓ Included
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Course Curriculum

Create agents in Microsoft Copilot Studio

The PL-7008: Create Agents in Microsoft Copilot Studio course equips learners with the foundational knowledge and hands-on skills needed to design, build, and deploy intelligent virtual agents using Microsoft Copilot Studio. Formerly known as Power Virtual Agents, Copilot Studio empowers users to create conversational AI solutions without writing code, enabling better customer service, streamlined business processes, and personalized user interactions.

Participants will explore the full lifecycle of agent creation—from initial setup and topic creation to testing, publishing, and integrating agents with other Microsoft Power Platform services and external systems.

Estimated Duration: 10 h 0 m

Hands-On Exercises

Exercise 1: Create an agent with Copilot Studio
In this exercise, you’ll use Copilot Studio to create a simple agent that answers employee questions about expense policies in a fictional corporation.
Estimated Time: 30 minutes
Exercise 2: Import Dataverse solution
In this exercise, you'll import a Dataverse solution to use in the following labs.
Estimated Time: 10 minutes
Exercise 3: Build an initial agent
In this exercise, you will: - Create and name an agent - Add description for what the agent should do - Configure Generative AI answers
Estimated Time: 15 minutes
Exercise 4: Manage topics
In this exercise, you will: - Manage existing topics - Create and edit topics by using natural language - Create a topic manually by using trigger phrases
Estimated Time: 30 minutes
Exercise 5: Manage nodes
In this exercise, you will: - Author the conversational flow - Manage variables
Estimated Time: 30 minutes
Exercise 6: Work with entities
In this exercise, you will create and use entities.
Estimated Time: 15 minutes
Exercise 7: Create agent flows
In this exercise, you will create an agent flow.
Estimated Time: 30 minutes
Exercise 8: Use Generative AI in Microsoft Copilot Studio
In this exercise, you will use knowledge and Generative AI in your agent.
Estimated Time: 30 minutes