Create Agents in Microsoft Copilot Studio (PL-7008)

This learning path teaches how to design, build, enhance, and publish custom agents using Microsoft Copilot Studio. Learners gain hands-on experience creating conversational agents that support business scenarios, automate tasks, integrate with other Microsoft services, and deliver intelligent, scalable user experiences—without requiring high-code development.

Create Agents in Microsoft Copilot Studio (PL-7008) Benefits

• Gain practical skills to build powerful conversational agents with Microsoft Copilot Studio. This intermediate-level course focuses on designing and deploying custom solutions that address real-world business needs. You will move beyond basic concepts to master the creation of intelligent agents that automate complex workflows.

  • Develop custom agents that support specific business scenarios without high-code requirements.
  • Gain hands-on experience designing, testing, and publishing intelligent conversation paths.
  • Integrate agents seamlessly with other Microsoft services, including Power Automate and Dataverse for Teams.
  • Create scalable user experiences that automate routine tasks and improve productivity.

• Prerequisites

  • Familiarity with Microsoft Copilot Studio
  • Basic understanding of conversational AI concepts

• Exam Information

  None.

Create Agents in Microsoft Copilot Studio (PL-7008) Course Outline

Learning Objectives

1. Get Started with Microsoft Copilot Studio

• Copilot Studio concepts and capabilities
• Working with environments
• Creating agents and navigating the interface
• Creating and managing topics
• Using generative AI to enhance productivity
• Testing, publishing, and analyzing agents
• Hands-on: Create and publish an agent

2. Manage Topics in Microsoft Copilot Studio

• Understanding topics and trigger phrases
• Designing conversation paths
• Branching topics
• Creating topics from existing support content
• Using system fallback topics
• Managing and maintaining topics

3. Work with Entities and Variables

• Using built-in and custom entities
• Applying entities in conversations
• Creating and managing variables
• Reusing variables across topics
• Designing intelligent conversation flows

4. Enhance Microsoft Copilot Studio Agents

• Adding actions using Power Automate
• Using agent actions
• Transferring conversations to Omnichannel for Customer Service
• Trigger types and event handling
• Monitoring and analyzing agent performance

5. Create an Agent with Copilot Studio and Dataverse for Teams

• Creating agents in Dataverse for Teams
• Designing and modifying topics
• Adding inputs, variables, and conditions
• Calling actions to retrieve Dataverse data
• Publishing and sharing agents within Teams