PL-7008: Create and extend custom Copilots in Microsoft Copilot Studio

About this Course

In this course you will learn how to create custom copilots with Copilot Studio. You will learn how to integrate your Copilots with the Dataverse and Power Automate. You will also learn how to deploy the Copilots to a sample web site and Microsoft Teams.

Audience Profile

Candidates for this credential should be familiar with Microsoft Power Platform and Microsoft Copilot Studio.

At Course Completion

Outline

Module 1: Build an initial copilot with Microsoft Copilot Studio

This module describes how to create copilots by using Microsoft Copilot Studio.

Lessons

Creating a Copilot with Copilot Studio
Creating a Copilot with Natural Language Understanding
Configuring Generative AI Instructions
Deploying Copilots

Exercise

Build an Initial Copilot with Copilot Studio

Module 2: Manage topics in Microsoft Copilot Studio

Microsoft Copilot Studio uses topics, which are like small conversations related to a specific subject. A Microsoft Copilot Studio bot typically includes many topics. This module introduces you to the basic principles of topics such as trigger phrases and conversation paths and how to create them. This module will also teach how to add additional Nodes that are the flow actions within Topics.

Lessons

Creating Topics in Copilot Studio
Working with Trigger Phrases
Managing Topics
Configuring Nodes

Exercise

Importing a Solution
Creating Initial Copilot
Managing Topics in Copilot Studio
Managing Nodes in Copilot Studio

Module 3: Work with entities and variables in Microsoft Copilot Studio

Microsoft Copilot Studio allows organizations to quickly create copilots based on business scenarios their customers and employees can easily interact with as needed. Items like topics can be easily created by subject matter experts with no coding required, to create intelligent conversation paths to help guide individuals down as they interact with the copilots. The copilot authoring functionality provided by Microsoft Copilot Studio provides a great starting point for organizations to build intelligent copilots.

Lessons

Working with entities
Creating custom entities
Working with variables

Exercise

Managing Entities in Copilot Studio

Module 4: Enhance Microsoft Copilot Studio copilots

Many times, you might need to leverage or integrate other technologies for your copilot to provide the experience you want. This module examines some of the methods that you can use to enhance your Microsoft Copilot Studio copilots such as leveraging Power Automate flow to add actions and using Generative AI to enhance conversations.

Lessons

Use Power Automate to add actions
Creating Copilot Actions
Generative Answers

Exercise

Managing Actions with Copilot Studio and Power Automate
Using Generative AI in Copilot Studio

Module 5: Create a copilot with Microsoft Copilot Studio and Dataverse for Teams

Employees who have quick access to information make better decisions, reduce errors, and save money. Copilots create a personalized experience that simplifies how employees get information. Microsoft Copilot Studio and Dataverse for Teams create intelligent copilots to quickly respond to employee needs without building high-code solutions.

Lessons

Create a copilot with Microsoft Copilot Studio for Teams app
Deploy a copilot to a Teams channel

Exercise

Deploy Copilot to Microsoft Teams

Prerequisites

Before attending this course, students must have:

Basic data modeling, user experience design, requirements analysis, and process analysis skills.
A personal growth mindset and are comfortable using technology to solve business problems.
An understanding of the operational need and have a vision of the desired outcome. They approach problems with phased and iterative strategies