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Agent builder essentials

Build Intelligent Agents with Copilot Studio
Overview
Curriculum
Free
Course Deadline Alarm2 days left
Course Duration ClockCourse duration
4 weeks
Course Level BarCourse level
Intermediate

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Description
Build a strong foundation for intelligent automation by mastering the essentials of Copilot Studio’s agent capabilities. This course dives deep into conversational and autonomous agent design, guiding you through configuration, deployment, and best practices for real-world scenarios. You’ll also tackle a hands-on challenge with autonomous agents to showcase your skills and demonstrate readiness for advanced learning.
What you will learn in this course
  1. Build conversational agents for natural, human-like interactions.

  2. Create autonomous agents that plan, adapt, and execute tasks independently.

  3. Combine both agent types for end-to-end automation and engagement solutions.

  4. Test, monitor, and optimize agents for performance and scalability.

Who this course is for:
  1. Those who have completed Intro to Agents course in Power Up or have foundational knowledge of Copilot Studio.

  2. Professionals driving automation and AI adoption in their organizations.

  3. Teams looking to scale intelligent agent solutions for complex workflows.

Curriculum
Modules 13 Modules
Video duration Total video:
Lab Effort ~ labs
Module
Introduction to Microsoft Copilot Experiences
Learn about the many Copilot experiences across the Microsoft 365 Cloud as we investigate their differences, the value they add to worldwide customers, and when you might choose one over the other
preview Preview available
video lab
1.1 Course Orientation
Introduction to the conversational agent course
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lab
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1.2 Introduction to Microsoft Copilots and Copilot Studio
Explores Microsoft Cloud Copilot Offerings. Note: Please ensure that you select the correct developer environment after signing in to Copilot Studio using your learner account. By default, the environment will be set to the default environment, not your developer environment. Always verify that you have selected your developer environment before beginning any exercises.
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1.3 The Business Value of AI-powered Agents
Discover why traditional chatbot scenarios fall short, and how agents are changing the game!
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1.4 Product Tour
Tour of the product to level set the critical parts of the User Experience.
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1.5 Grounding Agents in Relevant Information (Part 1 SharePoint)
Highlights Knowledge Sources for Grounding Agents in SharePoint
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1.6 Grounding Agents in Relevant Information (Part 2 Dataverse)
Overview of special Dataverse Table Features for Generative AI
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1.7 Intro for Dialog Management
Highlights the purpose of Topics
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1.8 Exploring Topic Creation
Exploring the Topic Canvas and Nodes
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1.9 Understanding Formulas and Variables
Learning about formulas and variables in topics and actions.
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1.10 Demystifying Instructions
Breaks down opportunities and best practices for Agent instructions.
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1.11 Adding Agents
Introduces the concepts of the Agent Tab
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1.12 Understanding Orchestration
Introduction to how Orchestration works in MCS
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1.13 BONUS Special Generative Orchestration Tips
This learning objective focuses on the hidden trigger actions such as On Plan Complete and On Response Generated for manipulating AI answers and on features specific to generative orchestration.
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Module
Fundamentals of Impactful Conversational Experiences for your Website
Traditional chatbot experiences lack the intelligence needed to respond to a diverse set of customer and employee demands. Let’s take a look at the critical components within Microsoft Copilot Studio which change the game and make intelligent agent experiences powerful in our model workforce.
preview Preview available
video lab
2.1 Content Readiness
Learn how to plan agents in support of websites
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2.2 Using Bing Custom Search to Target Pages
Explores reasons and usage of Bing Custom Search (Targeting specific pages on a website.
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Module
Boosting Agent Experience with Tools
Up to this point we have been showcasing the value of Generative Answers in Copilot experiences. In this module however, we will boost our agents with Tools. Tools empower your end users to truly get stuff done, and not just query information!
preview Preview available
video lab
3.1 Understanding Tool Scopes
Boosting Agent Experience with Tools Module (used to say actions). This chapter focused on Tool scopes.
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3.2 Leveraging Agent Flows
Explores whys and how's to leverage Agent Flows within Agents
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3.3 Custom AI Prompts for your Agents
Explores the usage of AI Prompts for Conversational Agents
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Module
You can't improve what you can't measure!
In this module we’ll address tools built-in and offered by Microsoft Solution Architects, to help you measure the results of your agents and prove to your leadership that this was a great investment!
preview Preview available
video lab
4.1 Measuring Value through Analytics Monitoring
Product Analytics
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Module
Closing Comments & Suggested Next Steps
Perfection is only in the imagination of fools, so mistakes will be made, and bugs will be found. Let’s spend some time focusing on top tips for helping you to identify root causes and troubleshoot the issues you will face.
preview Preview available
video lab
5.1 Conversational Agents - Summary
Audrie Gordon summarizes key learnings from this series of videos, and highlights recommended next step to continue your personal growth.
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Module
Introduction to Microsoft Copilot Autonomous Agents
Autonomous Agents: Dive into the world of autonomous agents, where you'll explore the capabilities of AI to perform tasks independently. This module focuses on enhancing agents with actions, customizing their behavior, and integrating them with Power Platform and other Microsoft services. You'll learn how to create agents that can make decisions, execute workflows, and provide valuable insights without human intervention.
preview Preview available
video lab
6.1 Building Autonomous Agents with Copilot Studio Course Overview
April Dunnam introduces the topics that will be covered in the Building Autonomous Agents with Copilot Studio course
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6.2 What are autonomous agents and when to use them?
This module explores what autonomous agents are, their capabilities, and when to use them. It covers how agents optimize business processes, enhance productivity, and operate within predefined rules to achieve specific objectives
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Module
Fundamentals of Autonomous Agents
Autonomous agents are AI systems that operate independently, making decisions and taking actions to achieve specific goals without constant human intervention.
preview Preview available
video lab
7.1 Working with Triggers
This chapter covers the fundamental components of an autonomous agent, including triggers, knowledge, actions, and reasoning. It explains how agents process events, access information, and execute workflows to automate tasks effectively. Note: Please refer the video guide here for the step-by-step instructions for accessing Power Apps Dev Environment & Copilot Studio
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7.2 Adding Knowledge
This chapter covers how autonomous agents in Copilot Studio connect to data sources, generate real-time responses, and ensure secure access to information for better decision-making
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7.3 Using Actions
This chapter covers how actions enable autonomous agents to perform tasks beyond answering questions. Learn how to retrieve data, update records, trigger workflows, and integrate with external systems to enhance your agent’s capabilities.The current curriculum user interface still displays “Actions”, but you should follow the instructions for “Tools”. The functionality remains the same—only the name has changed.We are actively working on updating the UI to reflect Tools in the next release.What to do now:When you see Actions in the UI, treat it as Tools.Complete the steps as described in the course; the process is unchanged.
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7.4 Power Automate Integration
This chapter covers how actions enable autonomous agents to perform tasks beyond answering questions. Learn how to retrieve data, update records, trigger workflows, and integrate with external systems to enhance your agent’s capabilities
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Module
Designing Instructions
Designing Instructions for Copilot Autonomous Agents
preview Preview available
video lab
8.1 Crafting agent instructions
This chapter covers how to write clear and effective instructions for autonomous agents. Learn how to define the agent’s role, scope, tone, and behavior to ensure it understands its purpose, responds accurately, and executes tasks correctly.
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8.2 Dynamically filling inputs
This chapter covers how to dynamically fill inputs in actions to ensure your autonomous agent provides accurate responses.
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Module
Testing and Monitoring
Testing and Monitoring Copilot Autonomous Agents
preview Preview available
video lab
9.1 Testing your trigger
This chapter explores how to test and monitor your autonomous agent to ensure accuracy and improve the user experience
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9.2 Autonomous Agents - Summary
April Dunnam summarizes key learnings from the intro to autonomous agent's course
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Module
Autonomous Agents Course- Challenge
The final challege for the Autonomous Agent's course.
preview Preview available
video lab
10.1 Final Challenge Requirements
The final challenge requirements for Autonomous agents.
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Module
Optimizing Generation AI Orchestration - Optional Module
Assistance in recognizing the advantage of Generative Orchestration
preview Preview available
video lab
11.1 Generative Orchestration Introduction | Optional
Introduction comments with assistance in recognizing the advantage of Generative Orchestration  
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11.2 User Experience Demo | Optional
UX Tour of feature variance when using Generative Orchestration.
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11.3 Instructions & Actions that empower your agent | Optional
A discussion and demonstration of where instructions and actions can be used to empower agents (includes overview tab, topics, and trigger instructions.
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11.4 Capturing Gen AI Responses | Optional
Explores new topic triggers : Plan complete and AI response generated.
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11.5 Closing Comments | Optional
Closing comments and resource links.
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Module
Knowledge Fundamentals - Optional Module
Knowledge Fundamentals
preview Preview available
video lab
12.1 Introduction into Knowledge Fundamentals | Optional
Introduction to using Knowledge Sources for Grounding Agents. Seeks to help new users understand the term 'grounding' and the success factors.
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12.2 Pre-grounded with knowledge scenarios | Optional
A close-up look at built in knowledge sources (M365 and Copilot Studio)
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12.3 Index Methodologies | Optional
Understanding Semantic and Lexical Search differences
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12.4 Mapping Intent to Public Knowledge Sources | Optional
Learning more about content AI Readiness and how to vet knowledge sources to unique intents.
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12.5 Tips for Dataverse (Files/Tables) | Optional
Tips for adding files and/or Dataverse Tables
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12.6 Bonus Video: Specialized M365 Agent | Optional
Quick specialized agent with knowledge
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12.7 Tips for SharePoint (Sites/Lists/Libraries) | Optional
Optimizing Generative AI for SharePoint Lists
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Module
Cost Planning - Optional Module
This module discusses how to estimate the cost of using Copilot agents in your organization.
preview Preview available
video lab
13.1 MCS estimator tool | Optional
Microsoft Copilot Studio usage estimator tool
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