Customizing Copilot AI Assistants for Use in Your Organization (PL-7008)
Course 8728
2 DAY COURSE

In this 2-Day Applied Skills course, you will learn how to create intelligent, custom copilots using Microsoft Copilot Studio. This hands-on course covers essential concepts, including managing topics, working with entities and variables, and enhancing copilots by integrating additional technologies like Power Automate and Dataverse for Teams. You'll also practice these skills in guided exercises, building a strong foundation to deploy copilots that streamline decision-making and reduce the need for high-code solutions.

Customizing Copilot AI Assistants for Use in Your Organization (PL-7008) Benefits

• Course Benefits

  • Develop Custom Copilots: Learn to build and deploy intelligent copilots tailored to business needs using Microsoft Copilot Studio.
  • No-Code Solutions: Create conversation paths, manage topics, and reuse entities without coding expertise.
  • Enhance with Power Automate: Explore how to use Power Automate to add actions and improve copilot functionality.
  • Seamless Integration: Learn to connect Microsoft Copilot with Dataverse for Teams to simplify employee access to information.
  • Hands-On Learning: Gain practical experience by building a copilot through guided projects, ready to implement in real-world scenarios.

• Prerequisites

  • Candidates for this credential should be familiar with data modeling concepts in Microsoft Dataverse and with Copilot Studio.

• Exam Information

  None.

Customizing Copilot AI Assistants for Use in Your Organization Course Outline

Learning Objectives

Module 1: Build an Initial Copilot with Microsoft Copilot Studio

• Introduction to copilot creation
• Build a copilot using the conversational builder
• Deploy copilots

Module 2: Manage Topics in Microsoft Copilot Studio

• Work with bot topics
• Create topics for support content
• Manage fallback topics

Module 3: Work with Entities and Variables

• Create and use custom entities
• Reuse variables across topics

Module 4: Enhance Copilots

• Add actions with Power Automate
• Transfer conversations to customer service agents
• Analyze copilot performance

Module 5: Create a Copilot with Dataverse for Teams

• Create and modify topics
• Call actions using Dataverse data
• Publish and share your copilot

Module 6: Guided Project - Build Copilots with Microsoft Copilot Studio

• Create custom tables
• Build a bot using AI capabilities
• Set up Generative AI for copilot responses