Course Details
Course Description:
Overview
- Build and deploy copilots using Microsoft Copilot Studio
- Design conversational flows with topics, branching, and fallbacks
- Manage entities and variables for personalized interactions
- Enhance agents via Power Automate and Omnichannel integration
- Integrate Dataverse for Teams data into copilot conversations
- Implement generative answers and AI-driven responses
- Analyze performance metrics to refine agent behavior
Objectives
- Create initial copilots and deploy them in Copilot Studio
- Develop and manage topics, including branching and fallback logic
- Define and use custom entities and variables across topics
- Leverage Power Automate and Omnichannel for extended capabilities
- Integrate Dataverse for Teams data and implement generative AI features
- Measure and optimize copilot performance
Audience Profile
- App makers, developers, and IT professionals
- Those building AI-powered conversational interfaces with Copilot Studio
Prerequisites
- Basic understanding of Microsoft Dataverse data modeling
- Familiarity with Copilot Studio
- Some experience with Power Platform is beneficial
Build an Initial Copilot with Microsoft Copilot Studio
- Copilot creation process
- Using the conversational builder
- Implementing generative answers
- Deploying copilots
Manage Topics in Microsoft Copilot Studio
- Working with bot topics
- Branching topics
- Creating topics for existing support content
- Managing system fallback topics
- Topic management best practices
Work with Entities and Variables
- Understanding entities and their types
- Creating and using custom entities
- Implementing entities in conversations
- Working with variables
- Reusing variables across topics
Enhance Microsoft Copilot Studio Copilots
- Leveraging Power Automate for additional actions
- Implementing copilot actions
- Transferring conversations to Omnichannel for Customer Service
- Understanding trigger types
- Analyzing copilot performance
Create a Copilot with Dataverse for Teams
- Creating your first copilot
- Modifying topics
- Adding inputs, variables, and conditions
- Calling actions to pull Dataverse for Teams data
- Publishing and sharing your copilot
Advanced Copilot Studio Techniques
- Preparing the environment
- Creating custom tables
- Building a bot with new AI capabilities
- Creating and managing topics
- Setting up generative AI
Participants should have a basic understanding of data modeling concepts in Microsoft Dataverse and familiarity with Copilot Studio. Some experience with Microsoft Power Platform is beneficial but not required.
We offer live-instructor group training classes for your team.
Upskill your team from the comfort of your office or online.
Benefits of Group Training Include:
- Experienced Professional Instructor Trains Your Team
- Content Focused On Your Team's Needs
- Convenient Scheduling and Class Setup
- Significant Per/Student Cost Savings
- Online, On-Site and Blended Options Available
Virtual Live Instructor
Financing Available
Free Repeat
Testimonials
This was the class I needed.
The instructor Jeff took his time and made sure we understood each topic before moving to the next. He answered all of our questions, and I don't know about the rest of the students, but was very pleased with this experience.
I finally understand how to use Excel.
-Amanda T (Yale New Haven Hospital).
Great class!
We were able to cover a lot of information in one day without getting overwhelmed.
-Maria R (Microsoft).
We offer private Copilot group training services for organizations looking to upskill their team members with a live-instructor.
Training options include:
Learn more about how Copilot Private Group Training from Business Computer Skills can help your team.
