Copilot Studio: Building AI Agents

Course subjects

Module 1: Introduction to Copilot and Declarative Agents

• What is Microsoft 365 Copilot?

• What is a Declarative Agent?

• Real-world examples (HR, IT, Sales, Operations, Customer Service)

• Declarative Agents vs Copilot Studio agents

• Select your scenario (HR, IT, Sales, Operations, Customer Service)

• Exercise: Scenario selection and planning

• Knowledge check quiz

Module 2: Accessing Agent Builder

• Navigating to Agent Builder in Microsoft 365 Copilot

• Agent Builder interface overview (Describe, Configure, Try It)

• Create your first agent (name, description)

• Save and access your agent

• Exercise: Create your first agent

• Knowledge check quiz

Module 3: Connecting Knowledge Sources

• What is a knowledge source?

• Prepare your knowledge base (SharePoint, Word, Excel, PDF)

• Connect SharePoint to your agent

• Verify the connection

• Best practice content structure (headings, lists, tables, keywords)

• Knowledge check quiz

Module 4: Training the Agent

• Write agent instructions (tone, behaviour, constraints)

• Define topics (prompts, questions, expected responses)

• Set tone and behaviour

• Test responses using “Try It”

• Edit and refine your agent

• Exercise: Train and test your agent

• Knowledge check quiz

Module 5: Sharing and Using the Agent

• Publish your agent in Microsoft 365 Copilot

• Test in Teams, Outlook, or Word

• Share internally with others

• Monitor usage (analytics not available in this version)

• Knowledge check quiz

Module 6: Final Project and Presentation

• Prepare your presentation (scenario, users, knowledge, topics, demo)

• Presentation format (5–7 minutes, live demo, reflection)

• Peer feedback (clarity, functionality, user-friendliness)

• Self-reflection quiz

• Course summary and next steps (advanced course options)