Microsoft Copilot Training Overview
In this official Microsoft course, Create and Extend Custom Copilots in Microsoft Copilot Studio (PL-7008), attendees build custom copilots with Copilot Studio and apply their skills in a guided project. Along the way, attendees create engaging conversations, manage topics and entities, and integrate powerful tools like Power Automate and Dataverse for Teams. The end result is intelligent copilots that deliver exceptional user experiences.
Location and Pricing
Accelebrate offers instructor-led enterprise training for groups of 3 or more online or at your site. Most Accelebrate classes can be flexibly scheduled for your group, including delivery in half-day segments across a week or set of weeks. To receive a customized proposal and price quote for private corporate training on-site or online, please contact us.
In addition, some courses are available as live, instructor-led training from one of our partners.
Objectives
- Create basic copilots in Microsoft Copilot Studio
- Enhance copilots with Power Automate, external services, and trigger types
- Build copilots that leverage data from sources like Dataverse for Teams
- Integrate AI features, such as Generative AI, into copilot conversations
- Complete hands-on projects to practice the entire copilot development process
Prerequisites
All students must be familiar with data modeling concepts in Microsoft Dataverse and Copilot Studio.
Outline
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Build an Initial Copilot with Microsoft Copilot Studio
- Overview
- Introduction
- Copilot creation
- Copilot creation using the conversational builder
- Generative Answers
- Deploy copilots
- Check your knowledge
- Summary
Manage Topics in Microsoft Copilot Studio
- Overview
- Introduction
- Work with bot topics
- Branch a topic
- Create topics for existing support content
- Work with system fallback topics
- Manage topics
- Check your knowledge
- Summary
Work with Entities and Variables in Microsoft Copilot Studio
- Overview
- Introduction
- Work with entities
- Custom entities
- Use entities in conversations
- Work with variables
- Reuse variables across topics
- Check your knowledge
- Summary
Enhance Microsoft Copilot Studio Copilots
- Overview
- Introduction
- Use Power Automate to add actions
- Copilot actions
- Transfer conversations to agents by using Omnichannel for Customer Service
- Create topics for existing support content
- Trigger types
- Analyze copilot performance
- Check your knowledge
- Summary
Create a Copilot with Microsoft Copilot Studio and Dataverse for Teams
- Overview
- Introduction
- Create your first copilot
- Create and modify topics
- Add inputs, variables, and conditions
- Call an action to pull in Dataverse for Teams data
- Publish and share your new copilot
Guided Project - Create Copilots with Microsoft Copilot Studio
- Exercise - Create custom tables
- Exercise - Build a bot in Microsoft Copilot Studio with the new AI capabilities
- Exercise - Create and manage topics
- Exercise - Set up Generative AI
Training Materials
All Microsoft 365 training students receive Microsoft official courseware. An exam voucher is included for each participant for all Microsoft Official Courses taught in their entirety that have a corresponding certification exam.
Software Requirements
Attendees will not need to install any software on their computers for this class. The class will be conducted in a remote environment that Accelebrate will provide; students will only need a local computer with a web browser and a stable Internet connection. Any recent version of Microsoft Edge, Mozilla Firefox, or Google Chrome will work well.
