Course Name

Create agents in Microsoft Copilot Studio

  • Code: PL-7008
  • Duration: 1 Day(s)
  • Date: 24 Mar, 2026
  • Price: R3, 200.00 (excl. VAT)
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Course Introduction

In this course, you will learn how to create custom agents in Copilot Studio and practice your skills with a guided project.

Course Delivery Method

Our courses have flexible delivery options:

  • In-person classroom training at the Impactful training facilities
  • Virtual instructor-led training
  • Nationally: on-site at the client

Course Intended Audience

This course is for application builders who want to learn how to create custom agents in Copilot Studio with low code

Course Prerequisites

Participants need to be familiar with Copilot Studio

Course Objectives

By the end of this course, you will be able to:

  • Familiarise yourself with Microsoft Copilot Studio
  • Build an initial agent with Microsoft Copilot Studio
  • Manage topics in Microsoft Copilot Studio
  • Work with entities and variables in Microsoft Copilot Studio
  • Build effective agents with Microsoft Copilot Studio
  • Enhance Microsoft Copilot Studio agents
  • Create an agent with Microsoft Copilot Studio and Dataverse for Teams
  • Build an autonomous agent in Copilot Studio

Course Content

  • Module 1: Get started with Microsoft Copilot Studio
    • In this module, you’re introduced to key concepts for agents.
      • Get started working with environments
      • Create agents and work with the Microsoft Copilot Studio interface
      • Create topics
      • Enhancing productivity with Generative AI
      • Test your agents
      • Publish agents and analyse performance
  • Module 2: Build an initial agent with Microsoft Copilot Studio
    • This module describes how to create agents by using Microsoft Copilot Studio.
      • Agent creation
      • Agent creation using conversational builder
      • Generative Answers
      • Deploy agents
  • Module 3: Manage topics in Microsoft 365 Copilot Studio
    • This module introduces you to the basic principles of topics such as trigger phrases and conversation paths and how to create them.
      • Work with agent topics
      • Bot Framework Skills
      • Branch a topic
      • Create topics for existing support content
      • Work with system fallback topics
      • Manage topics
  • Module 4: Work with entities and variables in Microsoft Copilot Studio
    • The agent authoring functionality provided by Microsoft Copilot Studio provides a great starting point for organizations to build intelligent agents.
      • Work with entities
      • Custom entities
      • Use entities in conversations
      • Work with variables
      • Reuse variables across topics
  • Module 5: Build effective agents with Microsoft Copilot Studio
    • In this module, you’ll learn about some design principles and best practices that you can use when designing agents with Microsoft Copilot Studio.
      • Use cases
      • Plan for agents
      • Topics
      • Design your agent
      • Build solutions
      • Build a conversational agent
      • Validate and iterate on your design
  • Module 6: Enhance Microsoft Copilot Studio agents
    • This module examines some of the methods that you can use to enhance your Microsoft Copilot Studio agents such as leveraging Power Automate flow to add actions and transferring conversations from an agent to Omnichannel for Customer Service.
      • Use Power Automate to add actions
      • Agent actions
      • Transfer conversations to agents by using Omnichannel for Customer Service
      • Create topics for existing support content
      • Trigger types
      • Analyse agent performance
  • Module 7: Create an agent with Microsoft Copilot Studio and Dataverse for Teams
    • Microsoft Copilot Studio and Dataverse for Teams create intelligent agents to quickly respond to employee needs without building high-code solutions.
      • Create your first agent
      • Create and modify topics
      • Add inputs, variables, and conditions
      • Call an action to pull in Dataverse for Teams data
      • Publish and share your new agent
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Get in touch

Contact the Impactful team if you need any assistance.
Email: impactful@lrmg.co.za
Tel: +27 87 941 5764

Course Introduction

In this course, you will learn how to create custom agents in Copilot Studio and practice your skills with a guided project.

Course Delivery Method

Our courses have flexible delivery options:

  • In-person classroom training at the Impactful training facilities
  • Virtual instructor-led training
  • Nationally: on-site at the client

Course Intended Audience

This course is for application builders who want to learn how to create custom agents in Copilot Studio with low code

Course Prerequisites

Participants need to be familiar with Copilot Studio

Course Objectives

By the end of this course, you will be able to:

  • Familiarise yourself with Microsoft Copilot Studio
  • Build an initial agent with Microsoft Copilot Studio
  • Manage topics in Microsoft Copilot Studio
  • Work with entities and variables in Microsoft Copilot Studio
  • Build effective agents with Microsoft Copilot Studio
  • Enhance Microsoft Copilot Studio agents
  • Create an agent with Microsoft Copilot Studio and Dataverse for Teams
  • Build an autonomous agent in Copilot Studio

Course Content

  • Module 1: Get started with Microsoft Copilot Studio
    • In this module, you’re introduced to key concepts for agents.
      • Get started working with environments
      • Create agents and work with the Microsoft Copilot Studio interface
      • Create topics
      • Enhancing productivity with Generative AI
      • Test your agents
      • Publish agents and analyse performance
  • Module 2: Build an initial agent with Microsoft Copilot Studio
    • This module describes how to create agents by using Microsoft Copilot Studio.
      • Agent creation
      • Agent creation using conversational builder
      • Generative Answers
      • Deploy agents
  • Module 3: Manage topics in Microsoft 365 Copilot Studio
    • This module introduces you to the basic principles of topics such as trigger phrases and conversation paths and how to create them.
      • Work with agent topics
      • Bot Framework Skills
      • Branch a topic
      • Create topics for existing support content
      • Work with system fallback topics
      • Manage topics
  • Module 4: Work with entities and variables in Microsoft Copilot Studio
    • The agent authoring functionality provided by Microsoft Copilot Studio provides a great starting point for organizations to build intelligent agents.
      • Work with entities
      • Custom entities
      • Use entities in conversations
      • Work with variables
      • Reuse variables across topics
  • Module 5: Build effective agents with Microsoft Copilot Studio
    • In this module, you’ll learn about some design principles and best practices that you can use when designing agents with Microsoft Copilot Studio.
      • Use cases
      • Plan for agents
      • Topics
      • Design your agent
      • Build solutions
      • Build a conversational agent
      • Validate and iterate on your design
  • Module 6: Enhance Microsoft Copilot Studio agents
    • This module examines some of the methods that you can use to enhance your Microsoft Copilot Studio agents such as leveraging Power Automate flow to add actions and transferring conversations from an agent to Omnichannel for Customer Service.
      • Use Power Automate to add actions
      • Agent actions
      • Transfer conversations to agents by using Omnichannel for Customer Service
      • Create topics for existing support content
      • Trigger types
      • Analyse agent performance
  • Module 7: Create an agent with Microsoft Copilot Studio and Dataverse for Teams
    • Microsoft Copilot Studio and Dataverse for Teams create intelligent agents to quickly respond to employee needs without building high-code solutions.
      • Create your first agent
      • Create and modify topics
      • Add inputs, variables, and conditions
      • Call an action to pull in Dataverse for Teams data
      • Publish and share your new agent

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Tel: +27 87 941 5764

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