"Our tailored course provided a well rounded introduction and also covered some intermediate level topics that we needed to know. Mariella gave us some best practice ideas and tips to take away. Brian Leek, Data Analyst, May 2024
• Build an initial agent with Microsoft Copilot Studio
• Work with entities and variables in Microsoft Copilot Studio
• Create actions to call Power Automate flows
• Use connectors to access data sources such as Dataverse and SharePoint Lists
• Deploy and use agents with Teams
Learn how to create your first agent using Microsoft Copilot Studio
Explore the agent creation workflow and interface
Understand core agent concepts and capabilities
Define entities and variables to store and manage data
Use them to drive agent behaviour and responses
Apply best practices for structured and reusable data
Build actions to trigger Power Automate flows
Automate tasks and workflows directly from the agent
Integrate Copilot Studio agents with business processes
Connect agents to data sources such as Dataverse and SharePoint Lists
Read, update, and interact with external data safely
Explore common use cases for data-driven agents
Deploy agents to Microsoft Teams for end-user interaction
Test and monitor agent behaviour in a live environment
Learn practical tips for adoption and management
A course for Everyone:
Pre-requisites:
All attendees MUST have an Office365 licensed copy of CoPilot, must have access to OneDrive. Should be able to download files (otherwise we can send files in advance)
"Our tailored course provided a well rounded introduction and also covered some intermediate level topics that we needed to know. Mariella gave us some best practice ideas and tips to take away. Brian Leek, Data Analyst, May 2024
“JBI did a great job of customizing their syllabus to suit our business needs and also bringing our team up to speed on the current best practices. Mariella was excellent & contents were very impressive” Brian F, Team Lead, RBS, Data Analysis , 20 April 2024
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This course is focused on a low-code approach to creating AI agents. Therefore, it is designed not only for IT professionals, but for the same type of power users / citizen developers as for the other Power Platform tools
Pre-requisites:
While no formal prerequisites are required, a basic understanding of the Power Platform and some familiarity with other Power Platform tools can be an advantage.
Course Overview:
Copilot Studio extends the low-code approach of the Power Platform to developing AI agents. This course covers how to define the scope and purpose of an agent and how to define topics and tools for the integration with Power Automate flows and various data sources, including the Dataverse and SharePoint lists.
1. What is Microsoft Copilot 365?
Microsoft Copilot 365 is an AI-powered tool integrated into Microsoft 365 apps like Word, Excel, and Outlook, designed to enhance productivity by automating tasks and providing real-time insights.
2. Who should take this course?
This course is ideal for professionals looking to leverage AI to streamline their daily tasks and improve efficiency within Microsoft 365 applications.
3. Do I need any prior knowledge before taking this course?
Basic familiarity with Microsoft 365 apps is recommended, but no advanced knowledge is required as the course will cover all necessary aspects of using Copilot 365.
4. What will I learn in this course?
You will learn how to use Microsoft Copilot 365's AI features to automate tasks, generate content, and gain real-time insights, enhancing your productivity across various Microsoft 365 apps.
5. How is the course delivered?
This instructor-led course includes hands-on exercises, and practical applications to ensure comprehensive learning and skill development.
6. Can I access course materials after completion?
Yes, you will have access to all course materials for future reference and continued learning.
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