After doing these courses, I feel confident creating professional visualizations and dashboards
Shoebur RahmanProcurement Specialist, Giz Bangladesh
Course Description
Every team answers the same questions over and over: how to claim an expense, where to park, what to do with an urgent ticket. Copilot Studio lets you build an agent once and have it handle those conversations for everyone, with no code.
By the end, you'll be ready to turn a question your team answers weekly into an agent that answers it for you.
Build Your First Copilot Studio Agent
Learn which tasks are worth automating and take the credit-free route to a Standard agent. You'll write instructions that keep it in scope, try it in the Test panel, and add topics by describing what each one does. The activity map shows which topic handled each question.Automate Work with Agent Flows
Next, you'll build flows that take an IT ticket, draft a reply with Run a prompt, and return it to the agent. Then add a variable, a condition for urgent tickets, an RSS-triggered blog review, and a human review step before anything is sent.Ground Answers in Organizational Knowledge
Read details from the company directory through a connector, attach an approved FAQ as a knowledge source with Web Search off, and check which answers it cites. Then build a Workplace Lookup assistant and an assistant that collects equipment loan requests.Publish, Troubleshoot, and Govern Agents
Publish your agent, find its channels, and check who can use it in the Share dialog. You'll read the Monitor dashboard, fix a broken flow with the Flow checker, and plan a safe handover to your team.By the end, you'll be ready to turn a question your team answers weekly into an agent that answers it for you.
Feels like what you want to learn?
Start Course for FreeWhat you'll learn
- Recognize how instructions and topic descriptions shape what a Standard agent answers, and how the activity map shows which topic handled each question.
- Determine when an agent flow fits a task better than a topic, and how inputs, Run a prompt, variables, conditions, and a human review step control what the flow does.
- Identify the role of connectors and uploaded knowledge sources in grounding an agent's answers, including why Web Search stays off and how citations show where an answer came from.
- Differentiate between publishing an agent, finding its channels, and sharing access to it, and know where the Monitor dashboard reports how the agent is used.
- Assess why a flow won't publish using the Flow checker, and which ownership practices let a team keep an agent running after handoff.
Prerequisites
There are no prerequisites for this course
Curriculum
Course outline
1
Getting Started with Copilot Studio and Agents
Find out what Copilot Studio is and which everyday questions are worth handing to an agent. You'll build an HR help agent the credit-free way, write instructions that keep it in its lane, and test it. Then add expense claim and bank details topics, and use the activity map to prove each question lands in the right place.
- What is Copilot Studio?50 XP
- Agent or one-time prompt?100 XP
- Take a tour of Copilot Studio100 XP
- Create your first agent50 XP
- Build an HR help agent100 XP
- Keep the agent in its lane100 XP
- Topics and routing50 XP
- Add an expense claim topic100 XP
- Add a bank details topic100 XP
- Prove each question reaches its topic100 XP
2
Building Agent Flows
Move your agent from answering to acting. You'll build a flow that turns an IT service desk ticket into a drafted reply, store an employee's name in a variable, and branch on urgent tickets. Then watch the Microsoft 365 blog's feed with an RSS trigger and add a human review step before anything reaches staff.
3
Connecting Agents to Organizational Knowledge
Give your agent answers it can back up. You'll read details from the company directory with a connector, attach Contoso's workplace FAQ with Web Search off, and check which answers it can cite. Then build a Workplace Lookup assistant that draws on the FAQ and a meeting rooms spreadsheet, and one that collects equipment loan requests.
4
Publish, Monitor, Troubleshoot, and Govern
Your HR agent is ready for a pilot. Publish it, find its channels, and check who can use it in the Share dialog. Learn where the Monitor dashboard reports usage, let the Flow checker pinpoint a broken step so you can fix and republish, and plan a handover that keeps the agent running without you.
Building Agents with Microsoft Copilot Studio
Course
Complete
