Eccentrix - Trainings catalog - Microsoft - Microsoft 365 - Create agents in Microsoft Copilot Studio (PL-7008)

Create agents in Microsoft Copilot Studio (PL-7008)

This comprehensive training enables developers and IT professionals to master the creation and extension of custom copilots with Microsoft Copilot Studio. Participants will learn to design, develop, and deploy conversational AI solutions tailored to their organization’s specific needs. The course covers language model customization, external data source integration, and best practices for creating effective and relevant AI interactions.

Related trainings

Exclusives

  • Technical lab: Available for 180 days of online access
  • Class material: Complete and up to date with Microsoft Learn
  • Proof of attendance: Digital badge for completing the official Microsoft course
  • Fast and guaranteed private class delivery: Maximum wait of 4 to 6 weeks after registration, guaranteed date

Private class

Reserve this training exclusively for your organization with pricing adapted to the number of participants. Our pricing for private classes varies according to the size of your group, with a guaranteed minimum threshold to maintain pedagogical quality.

  • Volume-based pricing discount according to the number of participants
  • Training delivered in an environment dedicated to your team
  • Scheduling flexibility according to your availability
  • Enhanced interaction among colleagues from the same organization
  • Same exclusive benefits as our public training sessions

How to get a proposal?

Use the request form by specifying the number of participants. We will quickly send you a complete proposal with the exact pricing, available dates, and details of all the benefits included in your private training.

Build Agents in Microsoft Copilot Studio PL-7008 Training Plan: Detailed Modules

  • Copilot creation
  • Copilot creation using conversational builder
  • Generative Answers
  • Deploy copilots
  • Work with bot topics
  • Branch a topic
  • Create topics for existing support content
  • Work with system fallback topics
  • Manage topics
  • Work with entities
  • Custom entities
  • Use entities in conversations
  • Work with variables
  • Reuse variables across topics
  • Use Power Automate to add actions
  • Copilot actions
  • Transfer conversations to agents by using Omnichannel for Customer Service
  • Create topics for existing support content
  • Trigger types
  • Analyze copilot performance
  • Create your first copilot
  • Create and modify topics
  • Add inputs, variables, and conditions
  • Call an action to pull in Dataverse for Teams data
  • Publish and share your new copilot
  • Exercise – Create custom tables
  • Exercise – Build a copilot in Microsoft Copilot Studio with the new AI capabilities
  • Exercise – Create and manage topics
  • Exercise – Set up Generative AI

Recommended prerequisite knowledge

  • Experience with Microsoft Copilot and its ecosystem 
  • Knowledge of conversational AI principles
  • Understanding of low-code development concepts 
  • Familiarity with Power Platform
  • Experience in data integration 
  • Knowledge of APIs and connectors
  • Understanding of automated workflows
  • Experience in user interaction design
  • Familiarity with NLP principles
  • Basic knowledge of Microsoft 365 services

Credentials and certification

Features

  • Preparatory training for obtaining a Microsoft Applied Skills credential.
  • Performance is assessed through an interactive remote lab.
  • Duration: 120 minutes
  • Cost: $0

Assessment’s technical tasks

  • Build an initial agent
  • Manage topics and trigger phrases
  • Configure nodes
  • Manage variables and entities
  • Configure generative AI
  • Retrieve data from Dataverse
  • Deploy the agent

View all assessment details on Microsoft Learn >>

Your Copilot Training Pathway

Eccentrix offers several specialized Copilot training courses to meet different AI agent development and creation needs. Here’s how PL-7008 positions relative to other available courses and how to build your complete training pathway.

Which Copilot training should you choose?

Course Main focus Target audience Duration

MS-4014

AI Agent Foundations

Developers, solution architects, AI agent creators

1 day

MS-4010

Declarative Agents

Advanced developers, Copilot architects

1 day

PL-7008

Copilot Studio Agents

Developers, AI agent creators, automation specialists

1 day

MS-4019

Transform Business Processes

Developers, business analysts

1 day

GH-300

GitHub Copilot

Developers, software engineers, DevOps teams

1 day

PL-7008 is ideal if you need to:

  • Create interactive conversational agents in Copilot Studio
  • Develop personalized user experiences with intelligent dialogues
  • Integrate connectors, plugins, and external data sources
  • Automate complex workflows with AI agents
  • Deploy agents to production in Microsoft Teams and other channels

Complementary training for successful Copilot deployment

Create AI Agent Foundations with Copilot (MS-4014)

Establish essential foundations before creating agents in Copilot Studio. Understand AI agent architecture, fundamental concepts, and practical use cases. Recommended prerequisite before PL-7008 to ensure you master the basics before developing sophisticated conversational agents in Studio.

Extend Microsoft 365 Copilot with Declarative Agents (MS-4010)

Learn to create advanced declarative agents with custom instructions and specific data sources. Ideal complement to PL-7008 to combine declarative agents and conversational Studio agents, creating a complete and integrated AI agent architecture.

Transform your everyday business processes with agents (MS-4019)

Apply your agent creation skills to concretely transform business processes. Connect agents to enterprise data, automate complex workflows, and deploy solutions that generate measurable ROI.

GitHub Copilot for Development Acceleration (GH-300)

Integrate GitHub Copilot into your development workflow to accelerate AI agent and code creation. Use generative AI to write, test, and debug faster. Ideal complement for developers building agents in Copilot Studio who want to increase development productivity.

Recommended AI Agent Development Pathway

Ready to Progress?

Eccentrix Corner Articles: Build Agents in Microsoft Copilot Studio PL-7008 Resources

Explore our technical articles on Build Agents in Microsoft Copilot Studio PL-7008 published on Eccentrix Corner. These resources dive deeper into key concepts, share best practices, and provide practical guides to maximize your learning and success. Our experts share real-world insights to help you master building agents in Microsoft Copilot Studio.

Copilot Studio Agents Training

This Copilot Studio Agents training is designed for IT professionals, developers, and consultants looking to master Microsoft Copilot Studio to create and customize copilots tailored to their organization’s needs. This hands-on course explores configuring copilots, integrating them with specific data sources, and enhancing business processes through personalized solutions.

Participants will gain the skills needed to fully leverage the advanced features of Microsoft Copilot Studio and transform operations within their organizations.

Why Take This Training?

Microsoft Copilot Studio is revolutionizing how businesses automate and optimize processes using artificial intelligence. This training provides in-depth knowledge of the tools needed to design custom copilots, enabling increased productivity, improved workflows, and tailored solutions to address unique business challenges.

By completing this course, you will be equipped to harness the power of Microsoft Copilot to deliver tangible business outcomes.

Skills Developed During the Training

  • Designing and Customizing Copilots
    Learn to configure and tailor copilots to meet specific organizational needs.

  • Integrating with Data Sources
    Connect copilots to internal databases and systems for efficient information management.

  • Automating Business Processes
    Use copilots to simplify and automate complex tasks, enhancing operational efficiency.

  • Creating Scalable Solutions
    Develop copilots capable of addressing growing and diverse business requirements.

  • Mastering Microsoft Copilot Studio Tools
    Gain proficiency in the tools provided by Microsoft Copilot Studio for configuring, testing, and deploying copilots.

  • Optimizing Copilot Performance
    Monitor and fine-tune copilot performance to ensure long-term effectiveness.

How PL-7008 transforms your ability to create conversational agents

The skills acquired in PL-7008 produce measurable results in varied organizational contexts. Here are concrete examples of application.

Scenario 1: Conversational Agent for Multichannel IT Support

Your IT service receives support requests via Teams, email, web portal, and phone, creating a fragmented experience and inconsistent response times. After PL-7008, you create a Copilot Studio conversational agent deployed across all channels that understands natural language queries, guides users through interactive troubleshooting, executes automated actions (password reset, status check), and intelligently escalates to technicians with complete context. Result: 65% reduction in level 1 tickets, average resolution time reduced from 4 hours to 15 minutes, and unified user experience across all channels with 24/7 availability.

Scenario 2: Conversational Agent for Interactive Training and Onboarding

Your HR department spends significant resources training new employees with repetitive sessions and static documents that don’t adapt to individual needs. With PL-7008, you develop an onboarding conversational agent that engages new employees in personalized dialogues, answers questions in real-time, adapts the training path based on role and department, administers interactive quizzes, and tracks progression. The agent integrates with your LMS and HRIS. Impact: 70% reduction in HR time spent on onboarding, training completion rate increased from 45% to 92%, and new employee satisfaction improved by 40%.

Scenario 3: Conversational Agent for Lead Qualification and Nurturing

Your marketing team generates leads but lacks resources to qualify and nurture them effectively, resulting in lost opportunities and low marketing ROI. After PL-7008, you create a conversational agent that engages prospects on your website, asks intelligent qualification questions, provides personalized product information, recommends relevant resources, and schedules demos with appropriate representatives. The agent captures all interactions in your CRM with automatic scoring. Benefits: 5x increase in qualified leads, web conversion rate increased from 3% to 12%, and nurturing cycle reduced from 6 weeks to 2 weeks through immediate, personalized engagement.

Scenario 4: Conversational Agent for Customer Claims Management

Your customer service processes hundreds of claims weekly with manual processes, inconsistent follow-ups, and frustrated customers due to lack of transparency. With PL-7008, you develop a conversational agent that collects claim details via natural dialogue, automatically verifies warranty and return policies, initiates approval workflows, keeps customers informed of status in real-time, and handles simple cases end-to-end. The agent integrates with your claims management system and ERP. Results: 55% reduction in claim processing time, 30% increase in customer satisfaction, and 80% of simple claims resolved without human intervention.

Scenario 5: Conversational Agent for HR Employee Assistance

Your employees constantly bombard the HR department with questions about leave, benefits, policies, and procedures, diverting HR from strategic initiatives. After PL-7008, you create an HR conversational agent available in Teams that instantly answers common questions, guides employees through processes (leave requests, benefit changes, profile updates), accesses each employee’s personalized data, and escalates complex cases to appropriate HR advisors. Impact: 75% reduction in level 1 HR requests, response time reduced from 48 hours to instant, and HR team freed to focus on talent development and strategic initiatives.

Practical, Expert-Led Training

This training is delivered by certified instructors who combine theoretical knowledge with hands-on exercises. Participants will work on real-world scenarios to learn how to create and customize copilots while exploring best practices to maximize their impact.

Who Should Attend?

  • Developers looking to create custom copilots
  • IT consultants aiming to deliver solutions based on Microsoft Copilot
  • System administrators responsible for integrating Copilot tools
  • Professionals seeking to automate complex processes within their organizations

Revolutionize Your Processes with Microsoft Copilot Studio

The Create and Extend Custom Copilots in Microsoft Copilot Studio (PL-7008) training equips you with the skills to design innovative copilots tailored to your organization’s unique needs. Enroll today to master Microsoft Copilot Studio and transform your business processes.

Frequently asked questions - Microsoft Copilot Studio training (FAQ)

Copilot customization, data integration, and business process automation.

A basic understanding of Microsoft tools and data integration principles is recommended.

Participants will work with Microsoft Copilot Studio, Power Platform, and data integration tools.

Yes, real-world scenarios and interactive exercises are included to enhance learning.

No, they are designed to be applicable across various industries and organizational contexts.

It enables the development of custom copilots that automate tasks, improve business processes, and boost productivity.

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