Overview This course teaches you how to design, build, deploy, and refine custom copilots using Microsoft Copilot Studio.
Description
Overview
This course teaches you how to design, build, deploy, and refine custom copilots using Microsoft Copilot Studio. You’ll start by creating an initial copilot, then learn to organize conversations with topics, capture information with entities and variables, and enhance your solutions with Microsoft Power Platform integrations.
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By the end, you will have practiced the full lifecycle—building, testing, publishing, and iterating—culminating in a guided project that connects your copilot to Dataverse for Teams and real business scenarios.
Who Should Attend
Power Platform app makers, developers, consultants, IT pros, and business analysts who want to add conversational intelligence to solutions using Microsoft Copilot Studio.
Prerequisites
Basic familiarity with Microsoft Dataverse data modeling and Copilot Studio. Experience with the Power Platform (Power Apps, Power Automate) is helpful but not required.
COURSE OUTLINE
Build an Initial Copilot with Microsoft Copilot Studio
Copilot Studio overview and Generative AI features
Create a new copilot with the conversational builder
Configure conversation behavior and settings
Publish and deploy a copilot to a target environment
Manage Topics in Microsoft Copilot Studio
Use topics to design and manage conversation paths
Work with topic triggers and conversation nodes
Add branching to control dialogue flow
Create topics from existing support content
Set up fallback topics for unrecognized input
Work with Entities and Variables in Microsoft Copilot Studio
Understand built-in and custom entities
Capture and use entities in conversations
Define variables and maintain state across topics
Reuse variables to personalize and streamline interactions
Enhance Microsoft Copilot Studio Copilots
Initiate Power Automate flows from within topics
Hand off conversations to Omnichannel for Customer Service
Import or extract content to generate usable topics
Tune Generative AI responses and trigger behavior
Review analytics to monitor and improve performance
Create a Copilot with Microsoft Copilot Studio and Dataverse for Teams
Build a copilot in a Teams environment
Modify topics and add inputs, variables, and conditions
Call actions to read and write Dataverse for Teams data
Publish and share the copilot with a team or the organization
Create Copilots with Microsoft Copilot Studio (Guided Project)
Prepare the environment and prerequisites
Create custom tables as needed for the scenario
Build a bot using the latest AI capabilities
Create and manage topics for end-to-end flows
Set up and validate Generative AI features