Scope a useful agent
Define one user, one workflow, the agent’s responsibilities, and the decisions that stay with a person.
Copilot Studio / Low-code agent building
Microsoft Copilot Studio Training for Teams
Give your business and technical teams a shared foundation for building useful AI agents in Microsoft Copilot Studio. Start with a focused job, connect approved knowledge, test behavior, and define the human oversight needed for a responsible pilot.
Learning outcomes
What your teamwill practice.
Ground the answers
Choose approved knowledge sources and test whether responses reflect the information the agent should use.
Connect to the workflow
Explore tools, actions, connectors, permissions, and human handoffs appropriate to the agreed use case.
Test before rollout
Create evaluation scenarios, check failure behavior, and document what must be resolved before a pilot.
Sample agenda / Adapted to your team
From a real taskto a repeatable workflow.
Discover and scope
Map a business task, identify users and information boundaries, and write a focused agent brief.
Build the first version
Configure instructions and approved knowledge in Copilot Studio, then test initial conversations.
Explore actions and safeguards
Understand connector choices, access permissions, escalation, and human review around proposed actions.
Evaluate and plan the pilot
Run test scenarios, record findings, assign ownership, and create a readiness checklist.
Illustrative hands-on exercise
Make somethingyour team can review.
Build a prototype assistant for an internal knowledge or operational task using approved sample documents. Test expected questions, missing information, and a request the agent should escalate.
Example work products
- A focused agent brief and workflow map
- A Copilot Studio prototype appropriate to your environment
- A test scorecard and pilot-readiness checklist
The final exercise and work products are confirmed in your training plan.
Planning and prerequisites
Set the team upto participate.
Hands-on builders need access to an appropriate Copilot Studio environment, the permissions required by the agreed labs, and approved knowledge sources. Connector and licensing requirements depend on the selected use case and are confirmed before delivery.
Bring a laptop, an approved account, and a workflow your team wants to improve. Use approved sample information for the hands-on work. We align exercises with your organization’s policies and data boundaries.
Hands-on cohort size and instructor support are agreed during scoping. Pricing depends on participant count, delivery format, customization, and follow-up requirements.
Build a broader pathway
Connect practical toolsto deeper capability.
See applied AI learning examples ↗Build your team’s training plan.
Tell us your roles, current tools, priority workflows, and preferred timing. We’ll recommend the right scope and delivery plan.