Artificial Intelligence and Machine Learning Courses

Copilot Studio: Building AI Agents

Length 1 day

Course overview

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Why study this course

Microsoft Copilot Studio is a powerful tool within Microsoft 365 that allows organisations to create custom Copilot agents for specific business needs. This Copilot Studio course provides hands-on Copilot Studio training for beginners who want to learn Copilot Studio and understand how to use Copilot Studio in real-world scenarios.

In this one-day Copilot Studio training course, you will learn what Microsoft Copilot Studio is and how it differs from Microsoft Copilot. By the end of the day, you will be able to confidently design, build, train and share Copilot agents for teams across HR, IT, Sales and Operations. If you are new to Copilot, we recommend starting with Copilot for Microsoft 365, or explore all Microsoft Copilot courses.

Please note: Agent capabilities can vary by licensing. We’ll help you confirm prerequisites before the course.

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Nexacu is part of the Lumify Group, offering you the largest public schedule of end user applications and professional development training in Australia, New Zealand, and the Philippines. You can now access the schedule of courses and book, by clicking on the button below.

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What you’ll learn

Understand Copilot Studio and Copilot agents
Confirm licensing and access requirements
Build, train and test a basic agent
Connect SharePoint and OneDrive knowledge

Microsoft Apps at Lumify Work

As part of Lumify Group, Lumify Work has skilled more people in Microsoft technologies than any other organisation in Australia and New Zealand. We have a campus in the Philippines, too. We offer the broadest range of instructor-led training courses, from end user to architect level. We are proud to be the winner of the Microsoft MCT Superstars Award for FY24, which formally recognises us as having the highest quality Microsoft Certified Trainers in ANZ.

View all Microsoft Apps at Lumify Work courses

Who is the course for?

This course will benefit:

Business users and power users
HR, IT, Sales and Operations teams
L&D and adoption leaders
Teams implementing Copilot Studio

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)

Prerequisites

A valid Microsoft 365 + Copilot licence, required IT permissions, and internet access with SharePoint/OneDrive available.

M365 Adoption and Training Plans

Our aim is to help educate and enable your organisation to get the best return on your Microsoft 365 investment.

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Terms & Conditions

The supply of this course by Lumify Work is governed by the booking terms and conditions. Please read the terms and conditions carefully before enrolling in this course, as enrolment in the course is conditional on acceptance of these terms and conditions.