Training plan
Module 1: Build an initial copilot with Microsoft Copilot Studio
- Copilot creation
- Copilot creation using conversational builder
- Generative Answers
- Deploy copilots
Module 2: Manage topics in Microsoft Copilot Studio
- Work with bot topics
- Branch a topic
- Create topics for existing support content
- Work with system fallback topics
- Manage topics
Module 3: Work with entities and variables in Microsoft Copilot Studio
- Work with entities
- Custom entities
- Use entities in conversations
- Work with variables
- Reuse variables across topics
Module 4: Enhance Microsoft Copilot Studio copilots
- 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
Module 5: Create a copilot with Microsoft Copilot Studio and Dataverse for Teams
- 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
Module 6: Guided Project - Create copilots with Microsoft Copilot Studio
- 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
Eccentrix Corner article/publication
Create and Extend Custom Copilots in Microsoft Copilot Studio (PL-7008)
The Create and Extend Custom Copilots in Microsoft Copilot Studio (PL-7008) 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.
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)
What topics are covered in this training?
Copilot customization, data integration, and business process automation.
Is prior experience required?
A basic understanding of Microsoft tools and data integration principles is recommended.
What tools are used during the training?
Participants will work with Microsoft Copilot Studio, Power Platform, and data integration tools.
Does the training include hands-on exercises?
Yes, real-world scenarios and interactive exercises are included to enhance learning.
Are the concepts taught applicable to specific industries?
No, they are designed to be applicable across various industries and organizational contexts.
How will this training benefit my organization?
It enables the development of custom copilots that automate tasks, improve business processes, and boost productivity.
