Technical Training

Generative AI

Microsoft Copilot Studio & AI Agents Learning Path

Learn to design, build, publish, and optimize enterprise AI agents using Microsoft Copilot Studio, generative AI, solutions, topics, actions, and responsible AI practices.

15 Hours AI agents Enterprise-ready
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Course Overview

Build enterprise-grade AI agents from fundamentals to production-ready delivery.

This 15-hour learning path is structured to take learners from the basics of AI agents and generative AI into declarative agents, solution management, topics, variables, actions, analytics, and advanced agentic AI concepts. The final capstone focuses on building a production-ready Microsoft Copilot Studio AI agent for real-world business scenarios.

Duration 15 Hours
Primary Focus AI Agents
Delivery Style Hands-on Labs
Outcome Production AI Agent
Module Outline

Course Syllabus: Step-by-Step Modules

The curriculum moves from AI agent basics into Copilot Studio fundamentals, topic management, entities, variables, enhancement patterns, and advanced AI concepts.

01

Introduction to AI Agents

  • What are Agents?
  • How Agents Help You Do More
  • Agent Framework Overview
  • Agent Lifecycle
  • Retrieval Augmented Generation (RAG)
  • How RAG Works
  • Generative AI in Copilot Studio
  • Building Agents in Copilot Studio
02

Copilot Studio Fundamentals

  • Understanding Declarative Agents
  • Declarative vs Custom Agents
  • Microsoft 365 Copilot Integration
  • Create a Declarative Agent
  • Configure Agent Settings
  • Test Agent Functionality
  • Create and Add Prompts
  • Prompt Design Best Practices
  • Prompt Testing and Optimization
03

Agent Instructions and Publishing

  • Update Agent Instructions
  • Testing and Validation
  • Response Optimization
  • Publish to Microsoft 365 Copilot
  • Publish to Microsoft Teams
  • Share and Manage Access
04

Solution Management

  • Solution Concepts
  • Solution-Aware Development
  • Application Lifecycle Management (ALM)
  • Create a Solution Publisher
  • Publisher Configuration
  • Create a New Solution
  • Manage Solution Components
  • Export and Import Solutions
05

Getting Started with Copilot Studio

  • Copilot Studio Overview
  • Work with Environments
  • Security and Permissions
  • Creating Agents
  • Agent Configuration
  • Create and Configure Declarative Agents in Microsoft 365 Copilot
  • Create and Configure Agents in Microsoft Copilot Studio
  • Understanding Topics
  • Topic Design Principles
  • Enhancing Productivity with Generative AI
  • Generative Responses
  • Test Your Agents
  • Publish Agents
  • Analyze Performance
  • Create an Agent with Microsoft Copilot Studio
06

Building Your First Agent

  • Manual Agent Creation
  • Configuration Options
  • Create Agents Using Conversational Builder
  • AI-Assisted Agent Creation
  • Understanding Generative Answers
  • Knowledge Sources
  • Response Generation
  • Deploy Agents
  • Validation and Testing
07

Topic Management

  • Topic Architecture
  • Topic Design
  • Create Topics
  • Modify Topics
  • Organize Topics
  • Topic Branching
  • Decision-Based Conversations
  • Create Topics from Existing Content
  • Knowledge Base Integration
  • Fallback Topics
  • Escalation Scenarios
  • Introduction to Skills
  • Skill Integration
  • Manage Topics
  • Topic Lifecycle Management
08

Entities and Variables

  • Understanding Entities
  • Standard Entities
  • Entity Recognition
  • Create Custom Entities
  • Entity Configuration
  • Capture User Inputs
  • Use Entities in Conversations
  • Understanding Variables
  • Variable Types
  • Create and Use Variables
  • Store Conversation Data
  • Reuse Variables Across Topics
  • Best Practices
09

Agent Enhancements and Design

  • Add Actions Using Power Automate
  • Workflow Integration
  • Create Agent Actions
  • Execute Business Processes
  • Transfer Conversations to Human Agents
  • Omnichannel for Customer Service
  • Event-Based Triggers
  • User-Initiated Triggers
  • Create Topics from Existing Support Content
  • Dynamic Knowledge Retrieval
  • Analyze Agent Performance
  • Usage and Adoption Metrics
  • Business Use Cases
  • Industry Scenarios
  • Requirement Gathering
  • Defining Scope
  • Conversation Design
  • User Experience Design
  • Building Enterprise Solutions
  • Scalability Considerations
  • Build a Conversational Agent
  • End-to-End Implementation
  • Testing Strategies
  • Continuous Improvement
  • Agentic AI Concepts
  • Enterprise Agent Development
10

Advanced AI Concepts

  • Effective Prompt Design
  • System Prompts
  • Context Management
  • RAG Architecture
  • Knowledge Retrieval
  • Grounding Responses
  • Understanding LLMs
  • Copilot Capabilities
  • Model Limitations
  • Autonomous Agents
  • Multi-Agent Systems
  • Agent Orchestration
  • Responsible AI Principles
  • Security and Compliance
  • Governance
  • Performance Monitoring
  • Continuous Improvement
  • Adoption Metrics
Capstone Project

Build an enterprise AI agent

The capstone brings together solution management, agent configuration, topics, entities, Power Automate, generative answers, knowledge sources, publishing, and performance optimization.

Solution Setup Create a solution and organize all agent components for enterprise delivery.
Agent Build Configure the agent, design topics, and implement entities and variables.
Integration and Publish Integrate Power Automate, connect knowledge sources, publish to Teams, and optimize performance.
Outcome

A production-ready Microsoft Copilot Studio AI Agent capable of handling real-world business scenarios.