Building Agents with Microsoft Copilot Studio

Build working agents on the Microsoft stack, from a simple declarative agent in Copilot Chat through to orchestrated multi-agent solutions in Copilot Studio. Covers knowledge grounding, tools, agent flows, autonomous triggers, enterprise integration and the lifecycle discipline that keeps agents maintainable.

microsoft-copilot-studio-training

Intermediate

Artificial Intelligence

3 Days

Artificial Intelligence

artificial-intelligence

Online
On-site
Hybrid

Building Agents with Microsoft Copilot Studio

Build working agents on the Microsoft stack, from a simple declarative agent in Copilot Chat through to orchestrated multi-agent solutions in Copilot Studio. Covers knowledge grounding, tools, agent flows, autonomous triggers, enterprise integration and the lifecycle discipline that keeps agents maintainable.

Duration:
3 Days
Rating:
4.8/5.0
Level:
Intermediate
1500+ users onboarded

Who will Benefit from this Training?

Training Objectives

Build a high-performing, job-ready tech team.

Personalise your team’s upskilling roadmap and design a befitting, hands-on training program with Uptut

Key training modules

Comprehensive, hands-on modules designed to take you from basics to advanced concepts
Download Curriculum
  • The Microsoft Agent Landscape
    1. Declarative agents, custom engine agents and autonomous agents compared
    2. Where Copilot Chat, Copilot Studio and the wider platform each fit
    3. Choosing the lightest option that solves the problem
    4. Licensing, capacity and consumption basics before you start building
    5. Hands-on: build a declarative agent in Copilot Chat in under an hour
  • First Agent: Topics, Nodes and Variables
    1. Creating an agent from natural language description or from scratch
    2. Topics as units of conversation, and how the system routes between them
    3. Message and question nodes, conditions and branching
    4. Entities for extracting structured information from user input
    5. Variables for capturing and carrying state through a conversation
    6. Hands-on: build and test a working support agent
  • Grounding Agents in Knowledge
    1. Knowledge sources: SharePoint, Dataverse, public websites and uploaded files
    2. How grounding changes answer quality, and where it still fails
    3. Respecting existing permissions so agents cannot overshare
    4. Tuning retrieval and diagnosing wrong or incomplete answers
    5. Hands-on: ground an agent in real organisational content
  • Tools, Connectors and Agent Flows
    1. Tools and the difference between the available tool types
    2. Connectors for line-of-business systems and third-party services
    3. Custom prompts as reusable reasoning steps
    4. Agent flows for deterministic, auditable automation
    5. Passing data between Copilot Studio and Power Automate
    6. Hands-on: execute a real transaction through an agent flow
  • Generative Orchestration and Autonomous Triggers
    1. How generative orchestration selects tools and plans a response
    2. When to use orchestration and when deterministic topics are safer
    3. Autonomous triggers: agents that act on events rather than prompts
    4. Approval steps, human-in-the-loop and stop conditions
    5. Hands-on: configure an autonomous agent with appropriate guardrails
  • Multi-Agent Solutions and Enterprise Integration
    1. Decomposing a business process across multiple specialised agents
    2. Agent-to-agent handoff and shared context
    3. Integrating with Dataverse, Microsoft Foundry and external APIs
    4. Escalation to human channels and service desk handover
    5. Designing for failure: what happens when a downstream system is unavailable
  • Testing, Deployment and Lifecycle Management
    1. Test sessions, tracing and diagnosing agent behaviour
    2. Environments, solutions and moving agents between them
    3. Application lifecycle management practice for agents
    4. Monitoring, analytics and identifying degradation over time
    5. Versioning, change control and safely retiring an agent
  • Security, Governance and Responsible Design
    1. Authentication options and what the agent can act on behalf of
    2. Data loss prevention policies and environment-level controls
    3. Preventing prompt injection and unintended data disclosure
    4. Responsible AI practice: transparency, disclosure and scope limits
    5. Preparing agents for organisation-wide governance and review

Hands-on Experience with Tools

Training Delivery Format

Flexible, comprehensive training designed to fit your schedule and learning preferences
Opt-in Certifications
AWS, Scrum.org, DASA & more
100% Live
on-site/online training
Hands-on
Labs and capstone projects
Lifetime Access
to training material and sessions

How Does Personalised Training Work?

Skill-Gap Assessment

Analysing skill gap and assessing business requirements to craft a unique program

1

Personalisation

Customising curriculum and projects to prepare your team for challenges within your industry

2

Implementation

Supplementing training with consulting support to ensure implementation in real projects

3

Why this course

  • Low-code, real outcomes: Business builders and developers work in the same platform on genuinely useful automation.
  • Grounded in your data: Connect agents to SharePoint, Dataverse and line-of-business systems, not generic answers.
  • Beyond the demo agent: Covers testing, deployment and lifecycle so agents survive past the pilot.
  • Governed by design: Security, permissions and responsible design built in from the first agent, not retrofitted.

Training objectives

  • Distinguish declarative agents, custom engine agents and autonomous agents, and choose between them
  • Build a conversational agent using topics, nodes, entities and variables
  • Ground agents in enterprise knowledge sources and control answer quality
  • Extend agents with tools, connectors, custom prompts and agent flows
  • Configure generative orchestration and autonomous triggers safely
  • Design multi-agent solutions that span systems and hand off cleanly
  • Test, deploy and manage agents across environments using ALM practice
  • Apply security, permissions and responsible AI practice to agent design

Who will benefit

  • Power Platform makers and citizen developers
  • Professional developers extending Microsoft 365
  • Solution architects and business analysts
  • IT teams supporting agent build requests from the business

Lead the Digital Landscape with Cutting-Edge Tech and In-House " Techsperts "

Discover the power of digital transformation with train-to-deliver programs from Uptut's experts. Backed by 70,000+ professionals across the world's leading tech innovators.

Frequently Asked Questions

1. What are the pre-requisites for this training?
Faq PlusFaq Minus

The training does not require you to have prior skills or experience. The curriculum covers basics and progresses towards advanced topics.

2. Will my team get any practical experience with this training?
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With our focus on experiential learning, we have made the training as hands-on as possible with assignments, quizzes and capstone projects, and a lab where trainees will learn by doing tasks live.

3. What is your mode of delivery - online or on-site?
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We conduct both online and on-site training sessions. You can choose any according to the convenience of your team.

4. Will trainees get certified?
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Yes, all trainees will get certificates issued by Uptut under the guidance of industry experts.

5. What do we do if we need further support after the training?
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We have an incredible team of mentors that are available for consultations in case your team needs further assistance. Our experienced team of mentors is ready to guide your team and resolve their queries to utilize the training in the best possible way. Just book a consultation to get support.

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