Create Agents in Microsoft Copilot Studio (PL-7008)

Course 8728 Advantage Plan Course

  • Duration: 1 day
  • Language: English
  • Level: Intermediate

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) Delivery Methods

  • In-Person

  • Online

  • Upskill your whole team by bringing Private Team Training to your facility.

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

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

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

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

No coding experience is required. The course focuses on building copilots using the no-code features of Microsoft Copilot Studio.

The Microsoft learning path is put together into a 1-day instructor-led training course with hands-on aspects of the course.

Familiarity with data modeling concepts in Microsoft Dataverse and Microsoft Copilot Studio is recommended.

Upon completing the course, you'll earn a credential showcasing your expertise in building custom copilots.