Copilot Studio Training

Build and manage Copilot Studio agents independently. Half-day training that takes your team from the basics through to connectors, integrations and governance, so you own your AI capability long-term.

Copilot Studio Fundamentals

What Copilot Studio is, how it differs from the no-code agent builder inside Microsoft 365 Copilot and when to use each. Your team will understand exactly where Copilot Studio fits and why it gives you more control over how agents behave, connect and respond.

Topics and Conversation Design

Building structured conversation flows using topics, trigger phrases, question nodes and conditional branching. Your team will learn to design agents that handle real conversations rather than just answering single questions. This is where agents go from simple Q&A bots to genuinely useful assistants.

Working with Entities and Variables

Using entities to recognise and extract information from user input, and variables to store and pass data through conversations. Your team will understand how to build agents that remember context and make decisions based on what users tell them.

Connecting Knowledge Sources

Adding and managing knowledge sources including SharePoint sites, public websites, uploaded documents and Dataverse tables. Your team will learn how to give agents the right information and keep that information current as your content changes.

Custom Connectors and Integrations

Connecting agents to external systems and APIs using Power Automate cloud flows and custom connectors. This is where agents move beyond answering questions to actually doing things: creating records, updating systems, triggering processes and pulling live data.

Generative AI Features

Configuring generative answers, generative orchestration and how to control the balance between scripted and AI-generated responses. Your team will learn when to let AI handle responses and when to keep things tightly scripted for accuracy and compliance.

Authentication and Security

Setting up authentication so agents can identify users, respect permissions and access secured resources. Essential for any agent that handles sensitive information or connects to internal systems.

Testing, Publishing and Analytics

Using the test canvas effectively, publishing to Teams, websites and other channels, and using built-in analytics to track how agents perform and where they fail. Your team will learn the full lifecycle from build to deployment to continuous improvement.

Agent Management and Governance

Managing agents across your organisation, including environment strategy, role-based access, version control and establishing standards for how agents are built and maintained. This is the foundation for scaling AI agents without creating chaos.

Advanced Agent Design

Multi-topic agents, fallback handling, escalation to human agents, multilingual support and complex branching logic. For teams who want to build agents that handle sophisticated real-world scenarios reliably.

Before the Session

We identify two or three real agent projects within your organisation that your team will build during the course. These should be agents you actually intend to deploy, not throwaway exercises. We also confirm Copilot Studio access and licensing so there are no blockers on the day.

Session Format

This is a building course, not a lecture. Your team builds real agents from session one, adding complexity as they progress through topics, connectors and integrations. Every concept is taught by doing, not by watching.

Typical Structure (3 Hours)

Copilot Studio overview and how it differs from no-code agents (20 mins)
Topics, conversation design and entities (40 mins)
Break
Knowledge sources and generative AI configuration (30 mins)
Connectors and Power Automate integration (45 mins)
Testing, publishing, governance and Q&A (30 mins)

Prerequisites

Attendees need access to Copilot Studio (included with most Microsoft 365 Copilot licences or available standalone). We strongly recommend completing Copilot Agents first so your team already understands no-code agent building. Copilot Studio builds on that foundation with significantly more control and capability.

Delivery Options

Virtual sessions: Screen sharing with everyone building in their own Copilot Studio environment
In-person workshops: Better for collaborative design and troubleshooting complex integrations
Extended programmes: Additional sessions for teams who want to cover advanced topics like authentication and complex integrations in depth

After the Session

Your team has working agents they built themselves, plus the skills and documentation to build more independently. We provide reference materials covering topic design patterns, connector setup and governance templates. Follow-up support is available for questions that come up once your team starts building in production.

What Comes Next

This is the final training stage in the client journey. From here, your team is self-sufficient. If you want ongoing support as AI capabilities evolve, our AI Implementation Partnership provides regular check-ins, guidance on new features and priority support.

This Course Is For

Teams who have completed Copilot Agents training and want to go further
IT teams responsible for building and maintaining AI agents across the organisation
Power users and citizen developers who want full control over agent behaviour
Organisations that want in-house capability rather than relying on external consultants for every agent build

Common Situations

No-code agents are useful but limited for your needs
You need agents that connect to external systems or APIs
You want tighter control over conversation flows and responses
Your organisation plans to build multiple agents across departments
You need agents that authenticate users and handle sensitive data

What Your Team Will Walk Away With

Working agents built in Copilot Studio that they can deploy immediately
The skills to design, build and publish new agents independently
Understanding of connectors, integrations and how to extend agents beyond Q&A
Governance knowledge to manage agents at scale without creating sprawl

Why Self-Sufficiency Matters

Every time you need an external consultant to build or modify an agent, you are paying for something your team could do. Copilot Studio Training gives your people the skills to build, iterate and maintain agents on their own timeline, at their own pace, without waiting for anyone else. That is the difference between having AI tools and owning your AI capability.

This course is particularly valuable for organisations in accountancy, legal and finance where agents handling policy, compliance and client-facing queries need precise control over responses and data access. It is equally relevant for HR teams building employee self-service agents and sales teams creating client-facing knowledge assistants.