Copilot Agents: Leveraging Customized AI Assistants in Copilot and Teams Training

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  • Instructor-led Online Training
  • Project Based Learning
  • Certified & Experienced Trainers
  • Course Completion Certificate
  • Lifetime e-Learning Access
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Copilot Agents: Leveraging Customized AI Assistants in Copilot and Teams Training Course Overview

The Copilot Agents: Leveraging Customized AI Assistants in Copilot and Teams training by Multisoft Systems is designed to equip professionals with the skills needed to build, deploy, and manage AI-powered assistants within the Microsoft 365 ecosystem. With the integration of generative AI into business productivity tools, Microsoft Copilot and Copilot Studio now enable users to create intelligent, task-specific assistants—known as Copilot Agents—that seamlessly interact with Microsoft Teams and other 365 apps. This course provides a comprehensive understanding of Copilot architecture, prompt design, natural language interaction, data integration, and automation workflows. Participants will explore the Copilot Studio platform to design custom agents, integrate external data sources like SharePoint and Dataverse, and automate tasks using Power Automate and Microsoft Graph. The training also covers publishing agents in Microsoft Teams, implementing security and compliance protocols, and aligning solutions with enterprise governance standards.

Through real-world examples and hands-on projects, learners will gain practical expertise in creating customized AI assistants for HR support, helpdesks, project tracking, and more. Whether you are a developer, IT administrator, or digital transformation leader, this course empowers you to unlock the full potential of AI within Microsoft 365, improving productivity, collaboration, and automation across your organization.

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Copilot Agents: Leveraging Customized AI Assistants in Copilot and Teams Training Course curriculum

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The Copilot Agents: Leveraging Customized AI Assistants in Copilot and Teams training by Multisoft Systems is designed to equip professionals with the skills needed to build, deploy, and manage AI-powered assistants within the Microsoft 365 ecosystem. With the integration of generative AI into business productivity tools, Microsoft Copilot and Copilot Studio now enable users to create intelligent, task-specific assistants—known as Copilot Agents—that seamlessly interact with Microsoft Teams and other 365 apps. This course provides a comprehensive understanding of Copilot architecture, prompt design, natural language interaction, data integration, and automation workflows. Participants will explore the Copilot Studio platform to design custom agents, integrate external data sources like SharePoint and Dataverse, and automate tasks using Power Automate and Microsoft Graph. The training also covers publishing agents in Microsoft Teams, implementing security and compliance protocols, and aligning solutions with enterprise governance standards.

Through real-world examples and hands-on projects, learners will gain practical expertise in creating customized AI assistants for HR support, helpdesks, project tracking, and more. Whether you are a developer, IT administrator, or digital transformation leader, this course empowers you to unlock the full potential of AI within Microsoft 365, improving productivity, collaboration, and automation across your organization.

  • Understand the fundamentals of Microsoft Copilot and Copilot Agents.
  • Explore the architecture and AI capabilities of Microsoft 365 Copilot.
  • Build and customize Copilot Agents using Copilot Studio.
  • Design effective prompts and conversation flows for AI assistants.
  • Integrate Copilot Agents with Microsoft Teams channels and chats.
  • Connect AI assistants to external data sources like SharePoint, Excel, and Dataverse.
  • Automate business processes using Power Automate and Microsoft Graph.
  • Monitor agent performance and user interactions with analytics tools.
  • Implement enterprise-level security, compliance, and governance for Copilot Agents.

Course Prerequisite

  • Basic understanding of Microsoft 365 services (especially Microsoft Teams and SharePoint)
  • Familiarity with Power Platform tools (Power Automate or Power Apps is a plus)
  • General knowledge of cloud computing and SaaS platforms

Course Target Audience

  • Microsoft 365 Administrators
  • Power Platform Developers
  • Teams App Developers
  • AI and Automation Specialists
  • IT Professionals
  • Digital Transformation Consultants
  • Business Analysts
  • Technical Project Managers
  • Workflow Automation Engineers
  • Product Owners focused on AI Integration

Course Content

  • What is Microsoft Copilot?
  • Understanding Copilot Agents and their Role in Microsoft 365
  • Use Cases for AI Assistants in Teams and Microsoft Apps
  • Overview of Copilot Studio and its Capabilities

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  • Core AI Capabilities of Microsoft Copilot
  • Data Security, Governance, and Compliance
  • Microsoft Graph and Its Role
  • Integration with Azure OpenAI and LLMs

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  • Introduction to Copilot Studio (formerly Power Virtual Agents)
  • Navigating the Interface and Bot Setup
  • Understanding Topics, Triggers, and Intents
  • Introduction to Prebuilt Copilot Skills

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  • Creating New Copilot Agents in Studio
  • Defining User Scenarios and Workflows
  • Prompt Engineering for Better Responses
  • Context Handling and Session Management

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  • Publishing and Deploying Copilot Agents in Teams
  • Enabling Conversations within Channels and Chats
  • Permissions, Roles, and Identity Handling
  • Integrating with Adaptive Cards and Teams Apps

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  • Using Power Automate for Workflow Triggers
  • Connecting to SharePoint, Excel, and Dataverse
  • Calling APIs and External Services from Copilot Agents
  • Secure Data Access through Microsoft Graph

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  • Debugging and Testing Agents
  • Conversation History and Transcript Analysis
  • Analyzing KPIs and User Feedback
  • Optimizing Agent Performance

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  • Extending Capabilities with Code (using Azure Functions or Bot Framework)
  • Managing Custom Code Components
  • Integration with Azure OpenAI for Custom LLM Scenarios
  • Building Industry-Specific Use Cases (e.g., HR, Finance, Support)

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  • Managing Access Control and Policies
  • Data Retention and Security in Copilot Agents
  • Responsible AI Practices in Microsoft 365
  • Admin Center Controls for Copilot Agents

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Copilot Agents: Leveraging Customized AI Assistants in Copilot and Teams Training (MCQ) Assessment

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Copilot Agents: Leveraging Customized AI Assistants in Copilot and Teams Training FAQ's

A Copilot Agent is a custom AI assistant built using Microsoft Copilot Studio that can interact with users in Microsoft Teams and automate business workflows using natural language.

No. While coding experience helps, the course is designed for both technical and non-technical users. Knowledge of Microsoft 365 and basic automation concepts is sufficient.

You will work with Microsoft Copilot Studio, Power Automate, Microsoft Graph, Microsoft Teams, and integration tools such as SharePoint and Dataverse.

Yes. The course teaches how to integrate Copilot Agents with external APIs, Microsoft Graph, and enterprise data sources for seamless automation.

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