Course · AI Agents with Microsoft Copilot Studio

Microsoft Copilot Studio Training: Build AI Agents on Microsoft 365

Organisations on Microsoft 365 already have a tool for building agents. This course teaches the teams that run the systems, and business teams with a clear use case, to build agents that answer from the organisation's documents and take routine work off people's hands, within the permissions and oversight that IT sets.

Level
Intermediate
Length
1 day
Hours
09:00–16:00
Tools
Microsoft Copilot Studio and Teams
Format
Onsite or online, hands-on

This course runs in-house at your organisation, taught in English or Thai, with cases and exercises rebuilt from the work of the department taking it.

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What you will be able to do

  • Build an agent that answers questions from SharePoint and the organisation's documents, with citations
  • Design an agent that carries out multi-step work, such as taking a request, checking the conditions and then creating a record in the system
  • Set the permissions and the scope of data the agent can reach, in line with organisation policy
  • Publish the agent in Teams for the team to use, and measure from the usage logs whether it answers correctly
  • Know which work should be an agent and which should be an ordinary workflow

One-day schedule

09:00–16:00 · topics, cases and exercises can be adapted to your organisation’s work

  1. 09:00–10:30

    Copilot Studio within Microsoft 365

    • How Copilot Studio differs from the Copilot staff already use
    • Which work should be an agent, and which should be an ordinary workflow

    ActivityChoose one agent use case from the team's real work

  2. 10:30–10:45

    Break

  3. 10:45–12:00

    Agents that answer questions from documents

    • Data sources from SharePoint and the organisation's documents
    • Citations, and controlling the answers

    ActivityBuild an agent that answers from the team's documents, with citations

  4. 12:00–13:00

    Lunch

  5. 13:00–14:30

    Agents that do work for people, and permissions

    • Topics, conditions and connecting to Power Automate
    • Permissions, authentication and the data scope that IT can govern

    ActivityConnect the agent to a flow that takes a request, checks the conditions and then creates a record in the system

  6. 14:30–14:45

    Break

  7. 14:45–16:00

    Testing, publishing and measuring quality

    • Testing, refining and publishing in Teams
    • Measuring quality from conversation logs, and improving it every week

    ActivityWorkshop: an agent for one of the team's real use cases

Before the class

  • Access to Copilot Studio in your organisation's tenant, and a test environment that IT has set up

Frequently asked questions

What licence do we need?
Participants should have access to Copilot Studio in the organisation's tenant. We tell IT what needs to be enabled before the training day, and we always rehearse in a test environment first.
How is it different from the Power Automate course?
Power Automate focuses on workflows with fixed steps. This course focuses on agents that talk with people and decide based on context. Most organisations use the two together: the agent is the front door, and the workflow runs behind it.

Contact

Talk to us about training your team

Send a rough brief — how many people, which functions, and what they should be able to do afterwards — and we reply with a format and a quotation. We correspond in English or Thai; quotations and documents are issued by Trainiac Co., Ltd. for your procurement process.

Email
hello@trainiac.ai
Phone
061-894-0404
LINE Official Account
@trainiac
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