Microsoft Copilot Studio: Beginner
Build your first Copilot agent using Agent Builder in Microsoft 365 Copilot
Build your first Copilot agent using Agent Builder in Microsoft 365 Copilot
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Microsoft Copilot Studio is a tool within Microsoft 365 that allows organisations to create custom Copilot agents for everyday business use. This course is designed for beginners who want to learn how to build simple Copilot agents using Microsoft tools no coding or advanced development required.
This is not an advanced AI agent development course. Instead, it focuses on practical, entry-level skills to help you understand how Copilot Studio works and how to apply it in real-world scenarios.
In this one-day Copilot Studio training course, you will learn what Copilot Studio is and how it differs from Microsoft Copilot. By the end of the day, you will be able to confidently build, test and share a basic Copilot agent, and connect simple knowledge sources like SharePoint and OneDrive. If you are new to Copilot, we recommend starting with Copilot for Microsoft 365, or explore all Microsoft Copilot courses.
Important: This is a beginner-level course focused on building simple Copilot agents using Microsoft tools. It does not cover advanced AI development, coding, APIs, or custom integrations.
Note: Agent capabilities can vary by licensing. We’ll help you confirm prerequisites before the course.
A valid Microsoft 365 + Copilot licence, required IT permissions, and internet access with SharePoint/OneDrive available.
Copilot for ExcelUse Copilot to analyse data, write formulas, build dashboards and automate reporting. Make Excel smarter, faster and easier.
Copilot for Outlook and TeamsWork smarter in Outlook and Teams. Learn how Copilot helps you manage emails, plan meetings and collaborate more efficiently.
Copilot for PowerPointTurn ideas into polished presentations with AI. Learn how to draft slides, enhance visuals and create content using natural language.
Copilot for WordWrite, edit and summarise documents faster with Copilot. Save time and improve quality using AI in Microsoft Word.
Microsoft Copilot Studio: Building AI AgentsIn this intermediate Power Apps training course, you’ll work with canvas components, collections, and Power Automate integrations.
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)
What is Microsoft Copilot Studio?
Microsoft Copilot Studio is a tool within Microsoft 365 that allows organisations to create and customise simple Copilot agents using their own data. It is designed for business users to build agents that can answer questions, surface information, and support everyday tasks — without requiring coding or advanced development.
What is the difference between Copilot and Copilot Studio?
Microsoft Copilot is the AI assistant built into apps like Teams, Outlook, Word and Excel. Copilot Studio is used to create and customise basic Copilot agents, allowing organisations to define behaviour and connect internal knowledge sources for specific use cases.
What will I learn in a Copilot Studio course?
In this beginner-level Copilot Studio course, you will learn how to build, test and share a basic Copilot agent, connect simple knowledge sources, and understand how agents work within Microsoft 365. This course focuses on practical skills rather than advanced development.
Is this course for building advanced AI agents?
No. This course focuses on building simple Copilot agents using Microsoft tools. It does not cover advanced AI agent development, coding, APIs, or custom integrations. It is designed as an entry point for business users.
How do I learn Copilot Studio?
The best way to learn Copilot Studio is through structured, hands-on training. This course guides you step by step through building a basic agent using real-world business scenarios, making it ideal for beginners.
How do I use Copilot Studio in my organisation?
Copilot Studio can be used to create agents that help employees find information, answer common questions, and support internal workflows. In this course, you will learn how to build simple agents that work securely with your organisation’s Microsoft 365 data.
Is Copilot Studio easy to use for beginners?
Yes. Copilot Studio is designed to be accessible for business users with no development background. This course assumes no coding experience and focuses on guided, practical learning.
Is Copilot Studio included with Microsoft Copilot?
Copilot Studio requires specific Microsoft licensing and permissions. This course will help you understand the requirements and how to get access.
Who is Copilot Studio training for?
This course is designed for business users, teams, and organisations exploring Copilot Studio for the first time. It is ideal for HR, IT, Sales, Operations and L&D teams looking for a practical introduction — not developer-level training.
Why would I need Copilot Studio?
Organisations use Copilot Studio to create simple, tailored agents that provide consistent answers, reduce time spent searching for information, and support everyday business processes.
How is this Copilot Studio training course delivered?
This is a one-day, instructor-led course delivered face-to-face or live online. It includes hands-on exercises, guided learning, and a practical project focused on building a basic Copilot agent.
Microsoft Copilot Training in Remote Online
View Dates Copilot for ExcelUse Copilot to analyse data, write formulas, build dashboards and automate reporting. Make Excel smarter, faster and easier.
Copilot for Outlook and TeamsWork smarter in Outlook and Teams. Learn how Copilot helps you manage emails, plan meetings and collaborate more efficiently.
Copilot for PowerPointTurn ideas into polished presentations with AI. Learn how to draft slides, enhance visuals and create content using natural language.
Copilot for WordWrite, edit and summarise documents faster with Copilot. Save time and improve quality using AI in Microsoft Word.
Microsoft Copilot Studio: Building AI AgentsIn this intermediate Power Apps training course, you’ll work with canvas components, collections, and Power Automate integrations.
Microsoft Copilot Training in Remote Online
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