Microsoft 365 Copilot Agent in a Day

In this Copilot course, participants gain hands-on experience building and customizing intelligent agents using Microsoft 365 Copilot Chat and Microsoft Copilot Studio. The workshop introduces core...

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Duration 1 day
Course Code WA3940
Available Formats Classroom

Overview

Course Description

In this Copilot course, participants gain hands-on experience building and customizing intelligent agents using Microsoft 365 Copilot Chat and Microsoft Copilot Studio. The workshop introduces core concepts of agent development, starting with declarative agents in Copilot Chat and progressing to more advanced, custom agents in Copilot Studio.
Participants will build a customer service-style agent, configure knowledge sources, extend agent capabilities using tools and agent flows, and implement autonomous behaviors. The course emphasizes practical learning, enabling attendees to design agents that can interact with real-world data, execute tasks, and operate independently.
By the end of the workshop, participants will understand how to create, customize, and manage agents that enhance productivity and automate business processes.

Skills Gained

  • Build declarative agents using Microsoft 365 Copilot Chat
  • Create and customize agents in Microsoft Copilot Studio
  • Configure agent knowledge sources for grounded responses
  • Extend agents using tools and agent flows
  • Enable autonomous behavior using triggers and conditions
  • Test, monitor, and publish agents effectively

Who Can Benefit

This workshop is designed for app makers, business users, and functional consultants who want to build and customize AI-powered agents using Microsoft Copilot technologies.

Prerequisites

An environment with a licensed user is required to complete the exercises.

Software Requirements

  • A browser with an internet connection
  • Access to Microsoft 365 Copilot Chat
  • Access to Microsoft Copilot Studio environment

Course Duration Options

Available as a 0.5-day workshop with lecture and labs, based on the standard Microsoft “in-a-Day” format. A 1-day option is also available, which includes a capstone project or bring-your-own-project (BYOP) experience as an extended, differentiated offering. See the outline below for details.

Course Details

Course Details

Chapter 1: Build Agents in Copilot Chat

  • Introduction
  • Copilot chat
  • Use agent templates in Agent Builder
  • Build custom agents in Agent Builder
  • Check your knowledge

Chapter 2: Build a Conversational Agent in Copilot Studio

  • Introduction
  • Set up environment
  • Build an agent in Copilot Studio
  • Tour your agent in Copilot Studio
  • Add agent knowledge sources
  • Check your knowledge

Chapter 3: Use Tools in Copilot Studio

  • Introduction
  • Overview of tools
  • Build a custom prompt tool
  • Build an agent flow
  • Check your knowledge

Chapter 4: Make Your Agent Autonomous in Copilot Studio

  • Introduction
  • Autonomous triggers in Copilot Studio
  • Make your agent autonomous
  • Check your knowledge

Optional: Capstone Project or Bring-your-own-project

  • You can bring your custom use cases and they can be developed as agents using Agent Builder and / or Copilot Studio.

Schedule

FAQ

Does the course schedule include a Lunchbreak?

Classes typically include a 1-hour lunch break around midday. However, the exact break times and duration can vary depending on the specific class. Your instructor will provide detailed information at the start of the course.

What languages are used to deliver training?

Most courses are conducted in English, unless otherwise specified. Some courses will have the word "FRENCH" marked in red beside the scheduled date(s) indicating the language of instruction.

What does GTR stand for?

GTR stands for Guaranteed to Run; if you see a course with this status, it means this event is confirmed to run. View our GTR page to see our full list of Guaranteed to Run courses.

Does Ascendient Learning deliver group training?

Yes, we provide training for groups, individuals and private on sites. View our group training page for more information.

What does vendor-authorized training mean?

As a vendor-authorized training partner, we offer a curriculum that our partners have vetted. We use the same course materials and facilitate the same labs as our vendor-delivered training. These courses are considered the gold standard and, as such, are priced accordingly.

Is the training too basic, or will you go deep into technology?

It depends on your requirements, your role in your company, and your depth of knowledge. The good news about many of our learning paths, you can start from the fundamentals to highly specialized training.

How up-to-date are your courses and support materials?

We continuously work with our vendors to evaluate and refresh course material to reflect the latest training courses and best practices.

Are your instructors seasoned trainers who have deep knowledge of the training topic?

Ascendient Learning instructors have an average of 27 years of practical IT experience and have also served as consultants for an average of 15 years. To stay current, instructors spend at least 25 percent of their time learning new, emerging technologies and courses.

Do you provide hands-on training and exercises in an actual lab environment?

Lab access is dependent on the vendor and the type of training you sign up for. However, many of our top vendors will provide lab access to students to test and practice. The course description will specify lab access.

Will you customize the training for our company’s specific needs and goals?

We will work with you to identify training needs and areas of growth.  We offer a variety of training methods, such as private group training, on-site of your choice, and virtually. We provide courses and certifications that are aligned with your business goals.

How do I get started with certification?

Getting started on a certification pathway depends on your goals and the vendor you choose to get certified in. Many vendors offer entry-level IT certification to advanced IT certification that can boost your career. To get access to certification vouchers and discounts, please contact info@ascendientlearning.com.

Will I get access to content after I complete a course?

You will get access to the PDF of course books and guides, but access to the recording and slides will depend on the vendor and type of training you receive.

How do I request a W9 for Ascendient Learning?

View our filing status and how to request a W9.

Reviews

Great class I learned a great deal from the material. There would seem to a large amount that I need to learn about.

It is very good and very simple instructions. almost to much hand holding.

Good training material and good instruction. More time needs to be provided for the lab work.

ExitCertified gave a great course on AWS that covered all of the basics in depth with good lab materials.

Overall it was a good bootcamp. A lot to cover so it is understandable that the pace had to be a little fast.