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1 Module
1.1 Dev environment setup
| Optional
This guide walks you through the steps required to set up your developer environment for hands-on learning and experimentation as part of the Power Up Program.
1.2 Introduction to agents
In this chapter, you’ll build a strong foundation in conversational AI—exploring how large language models (LLMs) and Retrieval-Augmented Generation (RAG) power modern chat experiences. You’ll also understand the difference between conversational and autonomous agents and see how these concepts come together when building agents in Copilot Studio.
1.3 Copilot Studio fundamentals
This chapter introduces Copilot Studio and the fundamentals of building intelligent agents. You’ll learn when and why to use agents, explore the core building blocks—knowledge, tools, topics, and instructions—and understand how these components work together to create automated, conversational experiences.
1.4 Deploy a declarative agent for Microsoft 365 Copilot
This chapter introduces declarative agents and how they extend Microsoft 365 Copilot with custom, task-specific capabilities. You’ll compare Copilot Studio and Agent Builder, create a declarative agent using Copilot Studio, enhance it with AI prompts as tools, and publish and test your agent across Microsoft 365 Copilot and Microsoft Teams.
1.5 Creating a solution for your agent
This chapter introduces Power Platform solutions and their role in building and managing agents. You’ll learn why solutions are important for organizing and deploying agents, understand solution publishers and the solution lifecycle, and create a custom solution and publisher for an IT Helpdesk Agent.
1.6 Using a pre-built agent
This chapter introduces pre-built agents and how they accelerate agent development. You’ll deploy the Safe Travels agent template, customize its responses and content to fit your needs, and test and publish the agent for real-world use.
1.7 Create agent from conversation
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This chapter focuses on building conversational agents with Copilot Studio. You’ll create custom agents using natural language, ground conversations with enterprise knowledge, and use generative orchestration to deliver dynamic, multi-source responses. By the end, you’ll build and test a conversational IT helpdesk agent using your own data. ✨ Prerequisites
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Please create a new SharePoint site before starting Lab 06. Select the Resources link below to follow the instructions for creating a new SharePoint site. Please ignore the steps from 1-4 and start from Step 5: Create new SharePoint site
1.8 Add new topic with trigger and nodes
This chapter focuses on using topics and triggers to power conversational agent behavior in Copilot Studio. You’ll learn how agents recognize user intent, route conversations with logic, capture variables, and trigger flows to take action—turning conversations into intelligent, decision-driven experiences.
1.9 Add adaptive cards
This chapter introduces Adaptive Cards and how they are used in Copilot Studio. You’ll learn to build cards using JSON and Power Fx, explore the Adaptive Card Designer, create forms for data collection within agent topics, and apply best practices for designing responsive and user-friendly cards.
1.10 Add an agent flow
This chapter introduces agent flows and how they enable automation in Copilot Studio. You’ll learn how agent flows differ from Power Automate cloud flows, explore key features such as AI actions and natural language authoring, and use the agent flow designer to handle dynamic data. By the end, you’ll build a complete device request automation using SharePoint and email integration
1.11 Add event triggers
This chapter introduces event triggers and how they enable autonomous agent behavior in Copilot Studio. You’ll learn how event triggers differ from topic triggers, explore common event-driven scenarios, understand security and publishing considerations, and build an autonomous IT helpdesk agent that responds to SharePoint events and sends email acknowledgments.
1.12 Publish your agents
This chapter explains why publishing your agent is important and what happens during the publishing process. You’ll learn how to add channels such as Microsoft Teams and Microsoft 365 Copilot, install your agent in Teams, and make it available to users across your organization. Note: Adding channels such as Microsoft Teams to your agent will not work as demonstrated in this chapter due to limitations and administrative requirements in the Power Up developer environment. Please skip only this specific step while completing the lab exercise for this chapter.
1.13 Understanding licensing
This chapter explains how Copilot Studio licensing works using the Copilot Credits consumption model. You’ll learn how credits are acquired, how Microsoft 365 Copilot licensing fits in, how different agent scenarios impact usage, and how to plan, estimate, and monitor credit consumption when deploying agents at scale.
1.14 Final Mission: Securing Your Recruit Badge
Please complete this final mission to secure your Recruit badge, this mission verifies that:You completed the hands-on workYour solution runs in a real environmentYour badge is issued accurately and fairly
