Create AI Agents in Copilot Studio training course

Gain knowledge and skills to design, build, and govern production-ready AI agents. A blend of concept sessions and hands-on labs you will move you from first principles through to advanced orchestration and enterprise governance. By the end of the course, you will be equipped to deliver real business value with agents that are accurate, reliable, and responsibly deployed.

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

14/09/26 - 2 days
£2000 +VAT
Enrol 
26/10/26 - 2 days
£2000 +VAT
Enrol 
07/12/26 - 2 days
£2000 +VAT
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Customised Courses

* Train a team
* Tailor content
* Flex dates
From £1200 / day
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JBI training course London UK
  • Build and configure AI agents in Copilot Studio from the ground up
  • Ground agents in enterprise data — SharePoint, Dataverse, files, and websites — for accurate, context-aware responses
  • Connect agents to business systems via Power Automate, platform connectors, and REST APIs
  • Design multi-turn conversations with branching logic, entity extraction, and error handling
  • Apply generative orchestration and know when to use it over traditional topic flows
  • Create autonomous, goal-driven agents capable of multi-step reasoning and task completion
  • Evaluate agent performance using test datasets, automated testing, and conversation analytics
  • Apply responsible AI principles and governance controls including Microsoft Agent 365 and Entra Agent ID
  • Plan for licensing, capacity, and organisational readiness for successful agent adoption

Course Details

Session 1 — Getting Started with Copilot Studio

  • Platform overview: the modern agent model and where Copilot Studio fits
  • Copilot Studio interface walkthrough
  • Creating your first agent — structure and workflow
  • Core concepts: topics, triggers, entities, and variables
  • Model selection: GPT-5, third-party models, and when to use each
  • Authentication patterns: Azure AD, custom auth, and anonymous access

 

Session 2 — Generative AI & Grounding

  • Generative answers and the Knowledge concept (modern capability)
  • Grounding with enterprise data: SharePoint, files, websites, Dataverse
  • Deep reasoning in declarative agents — applying it to organisation-specific data

 

Session 3 — Integration, Connectors

  • Power Automate integration: triggering flows and passing data to/from agents
  • Connectors: Dataverse, SharePoint, SQL, and REST APIs
  • Reading and writing external data safely — permissions and data handling

 

Session 4 — Advanced Conversation Design

  • Multi-turn conversation design principles
  • Branching, conditions, and variable management
  • Entity extraction and structured data capture
  • Error handling and fallback strategies
  • When to use topic flows vs. generative responses

 

Session 5 — Orchestration, Autonomous Agents & Computer Use

  • Generative orchestration deep dive: how agents plan and select actions
  • Topic flows vs. orchestration — choosing the right approach
  • Autonomous agent behaviours and goal-driven execution
  • Multi-step reasoning and long-horizon task completion
  • Multi-agent orchestration: Connected Agents and delegation patterns
  • Agentic workflows: the new Workflows experience in Copilot Studio
  • Generative orchestration deep dive
  • How copilots plan and choose actions
  • When to use orchestration vs. topic flows
  • Autonomous agent behaviours

 

 

Session 6 — Evaluation, Testing & Analytics

  • Agent evaluation framework: what to measure and why
  • Creating evaluation datasets from real conversation data
  • Running automated tests and interpreting results
  • Improving accuracy, reliability, and grounding quality
  • Analytics dashboards and conversation transcript analysis
  • Escalation tracking and continuous improvement cycles

 

Session 7 — Governance, Security & Responsible AI

  • Responsible AI principles and guardrails for predictable behaviour
  • Microsoft Agent 365: centralised control plane for managing agents across environments
  • Microsoft Entra Agent ID: identity and access management for agents
  • Admin controls: visibility, oversight, and environment-level policies
  • Licensing and capacity planning for enterprise deployments

 

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

Certification


Every delegate will be entitled to a certificate of achievement on completion of the course.

If you are missing your certificate - please use the link below to apply - you can also use this link to sign up for the JBI Training newsletter to receive technology tips directly from our instructors - Analytics, AI, ML, DevOps, Web, Backend and Security.
 



More about this course

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.

FAQs

Yes. Copilot Studio is an actively evolving platform and this course is continuously updated to reflect the latest Microsoft releases, including updates to generative orchestration, AI Builder integration, autonomous agent behaviours, new connector capabilities, and the deepening relationship between Copilot Studio and the broader Microsoft Power Platform and Microsoft 365 ecosystem. Delegates learn skills that reflect how Copilot Studio is being used in organisations right now.
This is a two-day, instructor-led training course that teaches participants how to design, build, and deploy intelligent AI agents using Microsoft Copilot Studio. Over two days, participants build real agents from the ground up — starting with conversational design fundamentals and progressing through generative AI grounding, Power Automate integration, orchestration, evaluation, and governance. The course is hands-on throughout, with lab exercises that produce working agents by the end of each day.
Microsoft Copilot Studio is a low-code development platform from Microsoft that enables organisations to build custom AI agents, conversational assistants, and automated workflows. It allows business users and developers to create agents grounded in enterprise data — from SharePoint documents and Dataverse records to SQL databases and external APIs — and deploy them across Microsoft Teams, websites, and other channels. It is part of the Microsoft Power Platform and integrates closely with Power Automate, Microsoft 365, and Azure AI services.
Microsoft Copilot is an AI productivity assistant built into Microsoft 365 applications such as Word, Excel, Teams, and Outlook. It helps individual users work more efficiently within those tools. Microsoft Copilot Studio is a development platform used to build custom AI agents tailored to specific organisational needs — for example, a HR policy assistant, a service request agent, or a knowledge base chatbot grounded in internal documents. Copilot Studio gives organisations control over the agent's behaviour, data sources, conversation design, and deployment channels.
Day 1 covers the core foundations of Copilot Studio. Participants learn the platform interface, create their first agent, and work through the key building blocks: topics, triggers, entities, and variables. The day covers multi-turn conversation design, how to ground an agent in enterprise data using SharePoint, files, websites, and Dataverse, and introduces generative orchestration — how Copilot Studio plans and executes tasks autonomously. Hands-on labs include building a FAQ agent grounded in internal documents and designing and testing a complete conversation flow.
Day 2 focuses on integrations, advanced logic, orchestration, and evaluation. Participants learn how to connect agents to real data sources — including Power Automate flows, SharePoint lists, SQL databases, and external APIs — and how to implement branching logic, conditions, entity extraction, and error handling. The day covers generative orchestration in depth, including autonomous agent behaviours and goal-driven multi-step reasoning. Delegates also learn how to evaluate agent performance using test datasets and conversation analytics, and how to apply governance and responsible AI guardrails before deployment.
Generative orchestration is Copilot Studio's capability to allow an AI agent to plan and sequence actions autonomously in order to complete a goal, rather than following a fixed, pre-scripted conversation path. Instead of the agent always following a rigid topic flow, generative orchestration enables the agent to reason about what the user needs, decide which topics or actions to invoke, and complete multi-step tasks without requiring a developer to hard-code every possible path. This makes agents more flexible and capable of handling complex, open-ended queries across enterprise scenarios.
The course is suitable for business analysts and process owners who want to build intelligent agents to automate workflows and answer organisational queries; developers and technical users who need to integrate agents with APIs, databases, and enterprise systems; Power Platform users who want to extend their Copilot and Power Automate skills; solution architects designing scalable AI-driven solutions; and teams responsible for deploying, evaluating, and governing conversational AI systems within a Microsoft environment.
No. Copilot Studio is a low-code platform and this course does not require software development experience. The course is designed to be accessible to business analysts, process owners, and Power Platform users as well as developers. Some technical topics on Day 2 — such as connecting to APIs and SQL data sources — benefit from a general understanding of how APIs and databases work, but hands-on coding is not required.
Yes. The course can be delivered as a customised closed-group programme for corporate teams, onsite at your organisation's premises or online. Content and lab exercises can be tailored to your organisation's Microsoft 365 environment, existing data sources, specific use cases, and the types of agents your team wants to build. JBI has delivered Microsoft AI and Power Platform training for corporate clients including the NHS, BBC, RBS, Sky, and Capita.
Microsoft Copilot Studio requires a Copilot Studio licence, which is available as a standalone subscription or as part of certain Microsoft 365 and Power Platform plans. Some features — such as generative AI with Bing grounding and certain connectors — may require additional licence entitlements. JBI recommends delegates confirm their organisation's current Microsoft licensing before attending, and the course covers the deployment and licensing considerations relevant to each capability taught.

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