Microsoft Copilot Studio training: build your own AI agent for your organisation
Practical in-company training in Microsoft Copilot Studio: the low-code platform that lets you build conversational AI agents that answer questions, trigger processes and support employees and customers 24/7. Tailored to your organisation.
AI agents that relieve your organisation immediately
Organisations using Copilot Studio agents see an immediate drop in routine queries at IT, HR and customer service. Without extra staff, without programming.
Choose the training that fits your team
Copilot Studio offers two variants: the Introduction (half day) for those who want to discover what Copilot Studio is and what it can mean for their organisation, and the Hands-on day for those who want to start building themselves. In a preliminary conversation we determine together which variant fits your team and objectives best.
Copilot Studio Introduction · ½ day
What is Microsoft Copilot Studio?
A clear introduction to the platform and what sets it apart from regular chatbots and other Microsoft tools.
- From Power Virtual Agents to Copilot Studio: what changed?
- What are AI agents and how do they differ from regular chatbots?
- Position in the Microsoft ecosystem: Power Platform and Microsoft 365
- Conversational agents vs. autonomous agents: two worlds
- Live demo: seeing an existing agent in action
What can you build? Use cases and architecture
Discover the most impactful applications for your organisation and understand how the platform is technically structured.
- Top-5 use cases: IT helpdesk, HR FAQ, customer service, knowledge management, workflow triggers
- When to choose Copilot Studio and when Power Automate or Azure AI?
- Architecture: knowledge sources, topics, actions and channels
- Demo: an agent answering SharePoint documents without manually writing a single topic
- Real-world examples: what are organisations doing with it?
How does it work? Core concepts
The building blocks you need to understand before getting started with Copilot Studio.
- Topics: conversation routes the agent follows
- Triggers: how a user starts a conversation
- Entities and slot filling: how the agent recognises and remembers information
- Knowledge sources: SharePoint, websites and OneDrive as a knowledge base
- Channels: Teams, SharePoint, website, WhatsApp
- Licences and Copilot Credits: what does your organisation need?
Your first agent: hands-on exercise
Getting started: you build a simple agent yourself and publish it to Teams.
- Create an agent with name, persona and instructions
- Connect one knowledge source (SharePoint or website)
- Test the agent in the test panel
- Publish to Teams: live demo
- Personal action plan: three concrete steps for your organisation
Introduction or Hands-on day?
The Introduction is ideal for decision-makers, IT managers and business analysts who want to understand what Copilot Studio is and whether it is relevant for their organisation. The Hands-on day is for those who want to start building themselves and leave with a working agent at the end of the day.
Want agents built instead of learning to build yourself? See our Copilot Studio agent building and coaching.
Related trainings
Copilot Studio works closely with other Microsoft tools. Combine this training with:
- Power Automate, for powerful agent flows and integrations
- SharePoint, as a knowledge base for your agent
- Microsoft 365 Copilot, for AI in your daily apps
Morning: Building with Copilot Studio
Orientation and interface
Getting to know the platform and setting up your first agent.
- Walk through the interface and authoring canvas
- Create an agent from a description (natural language creation)
- Set the persona: name, tone and instructions
- Understand system topics: Conversation Start, Fallback, Escalate, End of Conversation
- Test the agent in the test panel
Building topics
The core of Copilot Studio: designing conversation routes the agent follows.
- Writing trigger phrases for recognising user intent
- Conversation nodes: Message, Question, Condition and Redirect
- Generative AI vs. classic topics: when to use which?
- Testing and iterating the conversation flow in the test panel
Entities, variables and slot filling
Making your agent smarter: recognising, remembering and intelligently asking for information.
- Using entities for smart recognition of dates, names and choices
- Slot filling: automatically extracting information from user input
- Topic-level variables: retaining information during a conversation
- Global variables: sharing information between topics
- Building conditions on variables
Knowledge sources
Let your agent answer questions based on existing documents and websites.
- Generative answers without manually writing topics
- Connect a SharePoint site as knowledge base
- Add public websites and FAQ pages
- Test and fine-tune answer quality
- Combining knowledge sources and classic topics
Afternoon: Publishing, managing and beyond
Actions and Power Automate
Let your agent take actions: retrieve data, create records and start workflows.
- What are actions? Prompts, agent flows, connectors and HTTP calls
- Creating an agent flow from within Copilot Studio
- Retrieving data (e.g. from a SharePoint list or Dataverse) and returning it
- Prebuilt connectors: which are available and how do you use them?
- Using flow outputs as variables in the agent
Channels and publishing
Making your agent live on the channels where your users are.
- Available channels: Teams, SharePoint, website (embed), WhatsApp
- Publication workflow: from test environment to production
- Configure authentication: anonymous or signed in with Entra ID
- Handoff to a live agent (Escalate topic)
- Publish agent to Teams and live test
Monitoring, governance and management
Keeping your agent running, improving it and managing it properly.
- Analytics: interpreting conversation outcomes, topic success rates and escalations
- Governance: who can build agents? DLP policies and environment management
- Licences and Copilot Credits: how does consumption work?
- ALM: solutions, environments and import/export for management
- Best practices for maintenance: monthly review routine
Wrap-up and own projects
Closing the day with a concrete agent and an action plan for your organisation.
- Each participant briefly presents the agent they built
- Joint Q&A and problem-solving
- Next steps: what does your organisation need to go live?
- Personal action plan: get started tomorrow
- Resources and community: Microsoft Learn, Power CAT and adoption materials
Preparation for the Hands-on day
Participants receive a short setup guide in advance for setting up a Copilot Studio trial account. An active Microsoft 365 account is required. Basic Power Automate knowledge is an advantage but not mandatory, we cover everything needed in the training itself.
Want agents built or guidance while building rather than learning to build yourself? See our Copilot Studio agent building and coaching.
Why choose this Copilot Studio training?
No abstract theory, but hands-on building with use cases from your own organisation.
Immediately applicable
You practise with use cases from your own organisation. By the end of the day you have a working agent that you can improve or roll out tomorrow.
100% tailored
In a preliminary conversation we map your industry, work processes and knowledge level. The training and use cases are adapted accordingly, so every exercise feels familiar.
Experienced Microsoft trainer
Over 15 years of experience with the Microsoft ecosystem. Up to date with the latest Copilot Studio features and rapid Power Platform developments.
No programming knowledge needed
Copilot Studio is designed for business professionals. You learn to build using the platform's visual interface, without writing a single line of code.
Small group, personal attention
With a maximum of 12 participants there is room for questions, discussion and personal guidance. You work on your own use case, not a generic example.
Two formats, one choice
Choose the half-day if you want to explore what Copilot Studio can mean for your organisation, or the full day if you want to start building straight away. We help you choose during the intake call.
Copilot Studio for every department
AI agents add value in almost every business process. Select your department below and discover the concrete scenarios we cover in the training.
IT helpdesk deflection
Handle routine queries automatically so your service desk focuses on complex issues.
- Password reset agent: step-by-step guidance for end users
- Handle software requests via an agent flow
- Answer frequent IT questions from your knowledge base
- 30–50% ticket reduction with well-implemented agents
Knowledge management and documentation
Making internal IT knowledge accessible to employees via an agent.
- Making handbooks and procedures searchable via an agent
- Connecting a SharePoint knowledge base as an intelligent FAQ
- Summarising incident logs and signalling trends
- Supporting onboarding of new employees
Incident management
Faster response to reports through smart routing and escalation.
- Structure and categorise incident reports via an agent
- Automatically create a ticket in your ticketing system (e.g. ServiceNow or Dataverse)
- Keep the user informed of status
- Escalate to a live agent for complex cases
HR FAQ and self-service
Answer frequent HR questions without employees having to call an HR colleague every time.
- Explain leave policy and employment conditions via an agent
- Make policy documents searchable for employees
- Guide employees through forms and procedures step by step
- 4–6 hours saved per new employee during onboarding
Onboarding assistant
Helping new employees find their way with a personal onboarding agent.
- Work through onboarding checklist via an agent
- Answer practical questions in the first weeks
- Refer to the right person or department
- Guide introduction to tools and systems
Learning and development
Making learning offerings accessible and helping employees find the right training.
- Search training catalogue via an agent
- Learning recommendation based on role and objective
- Integrate knowledge quizzes and exercises in a conversation flow
- Track progress and certifications
FAQ and routine queries
The majority of your customer queries consist of repetitive questions that an agent can answer flawlessly.
- Automatically answer opening hours, delivery times and return policies
- Look up product information and prices via the agent
- Direct the customer to the right department or employee
- 60–70% of routine queries handled without human intervention
Order and status tracking
Keep customers informed of their order or request without manual lookup work.
- Retrieve order status via a connection to your system
- Proactively inform customers of delays or changes
- Structure returns and complaints via a conversation flow
- Measure customer satisfaction at the end of the conversation
Escalation and handoff
Smartly switching to a human agent when the AI cannot answer the question.
- Configure the Escalate topic for smooth handover
- Pass conversation summary to the agent
- Integration with Omnichannel for Customer Service
- Reduce wait times and service desk load
Knowledge management for employees
Procedures, manuals and work instructions always available quickly for the shop floor.
- Make technical documentation searchable via an agent
- Request step-by-step work instructions while performing a task
- Guide inspection checklists and safety procedures
- Support onboarding of operational staff
Process automation
Automatically process recurring requests and notifications without manual intervention.
- Structure and forward purchase requests via an agent flow
- Initiate approval workflows from a conversation
- Query inventory information from your system
- Compile reporting data on request
Autonomous agents
Agents that respond to events and act without human initiation.
- Agent that responds to a new row in a database or spreadsheet
- Automatic notifications at thresholds or deviations
- Schedule and execute periodic tasks via a time trigger
- Multi-agent orchestration for complex processes
Finance FAQ and self-service
Quickly answer frequent financial questions from employees and managers.
- Explain expense policy and budget guidelines via an agent
- Clarify procurement processes and approval thresholds
- Look up VAT rules and cost categories
- Guide employees to the right form or system
Process support
Execute recurring finance processes faster and more accurately.
- Create a purchase order via a structured conversation flow
- Retrieve invoice status from your ERP or Dataverse
- Initiate approval workflow from the agent
- Work through compliance checklist for expenses
Reporting and insights
Making financial data available faster to the right person.
- Query budget status per department
- Compile variance reporting on request
- Support periodic close with a checklist agent
- Combine and present data from multiple sources
Make-or-buy decision
Understanding when building yourself with Copilot Studio is the right choice and when it is not.
- ROI analysis: when does an agent pay for itself?
- Copilot Studio vs. custom Azure AI solutions: pros and cons
- Typical lead time and investment for a simple agent
- Organisational prerequisites for successful implementation
Governance and control
Deploying agents responsibly with the right rules and management structure.
- Who can build agents? Roles and responsibilities
- Data Loss Prevention (DLP) policies for agents
- Environment strategy: development, test and production
- Licences and Copilot Credits: manage and monitor costs
Adoption and change management
Ensuring the agent is actually used and valued.
- Introducing employees to a new agent
- Using analytics to measure and improve adoption
- Promoting agents via internal communication
- Growth scenarios: from one agent to an agent ecosystem
Everything you need to know
Approach
The training combines short theory moments with extensive hands-on exercises. We use use cases and scenarios from your own organisation or industry, so you can immediately translate what you have learned to your own situation.
Prior knowledge
Basic knowledge of Microsoft 365 is desirable. Programming experience is not required: Copilot Studio is designed for business professionals. For the Hands-on day, some knowledge of Power Automate is an advantage, but we cover the essentials in the training itself. In the preliminary conversation we align the level with the participants.
Licences
Hands-on exercises require access to Copilot Studio. A free trial account is sufficient for the training. Participants receive a setup guide in advance. We are happy to advise on licence options for production use after the training.
Materials & follow-up
After the training each participant receives a comprehensive summary, the practice agents built and a reference card with the key concepts. Feel free to get in touch with questions after the training.
Customisation & combinations
Want to combine this training with Power Automate, SharePoint or a deep-dive on a specific use case (e.g. IT helpdesk automation)? We are happy to put together a custom programme.
From request to result
Every Copilot Studio training is carefully prepared and tailored to your organisation.
Getting acquainted
A short conversation to understand your wishes, target group, industry and existing Microsoft environment. No obligation.
Tailoring the programme
We design a programme with use cases and exercises from your own organisation and industry. Including a licence setup guide sent in advance.
Delivering the training
Interactive, practical and hands-on. Online or on-site. Participants leave with a working agent.
Follow-up
Summary, practice agents and the option of follow-up support. So what was learned sticks and your agent goes live.
What participants say
"A very educational training delivered with great enthusiasm. Interactive, room for our own cases and lots of practical tips and tricks I can use straight away."
"Learned a lot about smarter ways to achieve the same results. The skill level in our team varied a lot, but the trainer was able to handle this flexibly."
"I finally understand how to deploy AI agents for our processes. The practical exercises were an eye-opener. By the end of the day I had a working helpdesk agent ready."
Everything about the Copilot Studio training
The training is suitable for IT professionals, business analysts, process owners, Power Platform makers and anyone who wants to build AI agents for their organisation. No programming experience required. In the preliminary conversation we align the level with the participants.
Basic knowledge of Microsoft 365 is desirable. Experience with Power Automate is an advantage for the Hands-on day, but not mandatory. Programming experience is not required for either variant.
Hands-on exercises require access to Copilot Studio. A free trial account is sufficient for the training. Participants receive a setup guide in advance. We are happy to advise on licence options for production use after the training.
Microsoft Copilot Studio is the successor to Power Virtual Agents, rebranded in November 2023. The platform has since been fundamentally expanded: from a chatbot builder to a full agentic AI platform that integrates seamlessly with Microsoft 365 Copilot and supports autonomous agents. If your organisation has experience with Power Virtual Agents, the transition is straightforward. We cover the differences explicitly in the training.
Power Automate automates processes and workflows triggered by an event (an email, a new file, a schedule). Copilot Studio builds conversational agents that respond to user questions via chat. The two tools complement each other: from within Copilot Studio you can trigger Power Automate flows as an action, so an agent not only answers but also does something.
Yes, all our trainings are available in-company, at your location or online. We fully tailor the content, use cases and exercises to your organisation, industry and role group.
Yes. In addition to the training we also offer Copilot Studio agent building and coaching. We build agents for you, guide your team while building and publishing, or work in co-creation so your own people gain knowledge transfer at the same time. Get in touch for a no-obligation conversation about the possibilities.
Book the Copilot Studio training for your team
Fill in the form on our contact page or call us directly. We will get back to you within two working days to discuss your wishes. No obligation.