You will explore some of the functionality of Microsoft 365 Copilot and then expand on that by looking at different use cases and how Copilot might assist in specific roles. This course has been created by Microsoft as a "Bring Your Own Environment" course, allowing individuals to use their personal devices and settings. If a student wants to complete the hands-on activities, the individual must bring their own CoPilot environment. Otherwise, demonstrations and lectures will be conducted by the instructor.
This course is targeted towards business users who want to enhance their Copilot for Microsoft 365 skills to solve business-related use case scenarios.
By actively participating in this course, you will learn how to:
What Copilot for Microsoft 365 is
How to use some of Copilot’s more commonly used features
How they might use Copilot in specific job roles
It would be beneficial to be familiar with Microsoft Copilot Studio. For our Virtual Classroom training you will need a laptop or PC with a working microphone. A webcam is also recommended for the best experience!
Module 1: Build an initial agent with Microsoft Copilot Studio
This module describes how to create agents by using Microsoft Copilot Studio.
Introduction
Agent creation
Agent creation using conversational builder
Generative Answers
Deploy agents
Check your knowledge
Summary
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 agent 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.
Introduction
Work with agent topics
Branch a topic
Create topics for existing support content
Work with system fallback topics
Manage topics
Check your knowledge
Module 3: Work with entities and variables in Microsoft Copilot Studio
Microsoft Copilot Studio allows organizations to quickly create agents 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 agents. The agent authoring functionality provided by Microsoft Copilot Studio provides a great starting point for organizations to build intelligent agents.
Introduction
Work with entities
Custom entities
Use entities in conversations
Work with variables
Reuse variables across topics
Check your knowledge
Many times, you might need to leverage or integrate other technologies for your agent to provide the experience you want. This module examines some of the methods that you can use to enhance your Microsoft Copilot Studio agents such as leveraging Power Automate flow to add actions, and transferring conversations from an agent to Omnichannel for Customer Service.
Introduction
Use Power Automate to add actions
Agent actions
Transfer conversations to agents by using Omnichannel for Customer Service
Create topics for existing support content
Trigger types
Analyse agent performance
Check your knowledge
Module 5: Create an agent with Microsoft Copilot Studio and Dataverse for Teams
Employees who have quick access to information make better decisions, reduce errors, and save money. Agents create a personalized experience that simplifies how employees get information. Microsoft Copilot Studio and Dataverse for Teams create intelligent agents to quickly respond to employee needs without building high-code solutions.
Introduction
Create your first agent
Create and modify topics
Add inputs, variables, and conditions
Call an action to pull in Dataverse for Teams data
Publish and share your new agent
Check your knowledge
Module 6: Guided Project - Create agents with Microsoft Copilot Studio
This module describes how to create agents by using Microsoft Copilot Studio. Microsoft Copilot Studio is a new feature that you can use to create agents by using natural language. It uses the power of GPT-3 to generate topics, trigger phrases, and responses for your agent. This module also briefly covers how to use the Conversation Booster feature to improve your agent responses.
Introduction
Prepare
Exercise - Create custom tables
Exercise - Build an agent in Microsoft Copilot Studio with the new AI capabilities
Exercise - Create and manage topics
Exercise - Set up Generative AI
Check your knowledge
The PL-7008 applied skills assessment is available separately