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Create Agents in Copilot Studio training course

Learn how to build and deploy intelligent agents using Copilot Studio, combining conversational design with generative AI and real enterprise data.

JBI training course London UK

"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

Public Courses

11/05/26 - 2 days
£2000 +VAT
22/06/26 - 2 days
£2000 +VAT
03/08/26 - 2 days
£2000 +VAT

Customised Courses

* Train a team
* Tailor content
* Flex dates
From £1200 / day
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JBI training course London UK

 

  • Build and deploy agents using Copilot Studio
  • Design effective multi-turn conversations with topics, triggers, and variables
  • Use generative AI with grounded enterprise data
  • Integrate with Power Automate and external data sources (SharePoint, APIs, SQL)
  • Apply orchestration for multi-step and goal-driven tasks
  • Implement logic, conditions, and error handling
  • Evaluate, test, and improve agent performance
  • Apply governance, guardrails, and responsible AI practices

Core Copilot Studio Foundations

Build and deploy agents using Copilot Studio

  • Copilot Studio interface walkthrough
  • Creating your first agent
  • Understanding structure and workflow

Design effective multi-turn conversations with topics, triggers, and variables

  • Core concepts: topics, triggers, entities, variables
  • Multi-turn conversation design principles

Use generative AI with grounded enterprise data

  • Generative answers (modern capability)
  • Grounding with enterprise data (SharePoint, files, websites, Dataverse, etc.)

Apply orchestration for multi-step and goal-driven tasks

  • Introduction to generative orchestration (how copilots plan tasks)

Evaluate, test, and improve agent performance

  • Basic testing & debugging

 

 

 

Apply governance, guardrails, and responsible AI practices

  • Data governance & responsible AI considerations

Hands-On Labs

  • Build a simple “Ask the Organisation” FAQ agent
  • Add grounded generative answers using internal documents
  • Create topics, add triggers, test and refine the conversation flow

Integrations, Logic, Orchestration & Evaluation

Integrate with Power Automate and external data sources (SharePoint, APIs, SQL)

  • Power Automate integration (triggering flows, passing data)
  • Using connectors (Dataverse, SharePoint, SQL, APIs, etc.)
  • Reading/writing external data safely

Implement logic, conditions, and error handling

  • Advanced conversation design (branching, conditions, variables)
  • Entity extraction & data capture
  • Error handling & fallback strategies

Apply orchestration for multi-step and goal-driven tasks

  • Generative orchestration deep dive
  • How copilots plan and choose actions
  • When to use orchestration vs. topic flows
  • Autonomous agent behaviours
  • Goal-driven execution
  • Multi-step reasoning

Evaluate, test, and improve agent performance

  • Agent evaluation
  • Creating evaluation datasets
  • Running automated tests
  • Improving accuracy and reliability
  • Analytics & conversation transcripts

Apply governance, guardrails, and responsible AI practices

  • Guardrails and predictable behaviour

Build and deploy agents using Copilot Studio

  • Deployment options (Teams, web, channels) & adoption considerations

Hands-On Labs

  • Build a scenario-based agent (service request, knowledge assistant, status lookup)
  • Connect to a data source and return real values
  • Add orchestration to complete a multi-step task
  • Run an evaluation and improve the agent
  • Test, debug, refine

 

 

JBI training course London UK

  • Business analysts and process owners looking to automate workflows with intelligent agents
  • Developers and technical users integrating agents with APIs, data sources, and enterprise systems
  • Power Platform users wanting to extend Copilot and Power Automate capabilities
  • Solution architects designing scalable, AI-driven business solutions
  • Teams responsible for deploying, testing, and improving conversational or agent-based systems

5 star

4.8 out of 5 average

"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

 

 

JBI training course London UK

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Day 2 focuses on integrating agents with real systems and making them truly useful in practical environments. You’ll learn how to connect to data sources, automate workflows, and design conversations with logic, conditions, and branching.

The course dives into orchestration and autonomous agent behaviour, helping you build agents that can plan and execute multi-step tasks. You’ll also explore evaluation techniques to test, improve, and ensure reliability.

Through hands-on labs, you’ll build and refine a fully functional, data-connected agent ready for real-world use.

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.

CONTACT
+44 (0)20 8446 7555

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