Microsoft Copilot Studio Training

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Microsoft Copilot Studio Training

Microsoft Copilot Studio Training

This Microsoft Copilot Studio training will help you practice building custom copilots using Microsoft Copilot Studio.Microsoft Copilot Studio is a graphical low-code tool for creating and maintaining copilots. Microsoft Copilot Studio allows organizations to quickly create copilots based on business scenarios their customers and employees can easily interact with as needed. In this module, you're introduced to key concepts for copilots. A copilot is an AI-powered conversational interface based on large language models (LLMs) and additional sources of knowledge. It's a powerful AI companion that can handle a range of requests, from providing simple responses to common questions to resolving issues requiring complex conversation.

   

By the end of this course, learners will be able to:

   
  • Set up Power Platform foundations.
  • Model and secure business data in Dataverse.
  • Automate business processes with Power Automate.
  • Build and publish production-ready Copilot Studio agents.
  • Deploy and govern copilots using ALM best practices.
Advance Your Skills with Flexmind (Microsoft Partner)

Who should attend Microsoft Copilot Studio Training?

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For Professionals

The course is ideal for Administrators, Functional Consultants, Solution Architects, and Technology Managers.

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For Businesses

This course is ideal for organizations to offer to their employees, equipping them with the essential skills to create agents with Microsoft Copilot Studio.

Prerequisites for the “Microsoft Copilot Studio Training” Course

Before attending this course, students should have:

 
  • Familiarity with Microsoft Power Platform
  • Knowledge of core Microsoft 365 services
  • Basic proficiency in using Power Automate
  • Basic understanding of Microsoft Azure
  • A personal growth mindset and are comfortable using technology to solve business problems.
  • An understanding of the operational need and have a vision of the desired outcome. They approach problems with phased and iterative strategies.

Key Features of Flexmind's Microsoft Copilot Studio Training

We are an authorized Microsoft Training Services Partner delivering Classroom and Virtual Instructor-Led training for Microsoft Copilot Studio Advanced Training course. We provide a dynamic learning environment designed to foster problem-solving through real-time, interactive use cases. As a Microsoft Training Services Partner, we provide a syllabus designed to meet the latest industry requirements and best practices.

3 Days · 24 Hours
Microsoft Certified Trainer
Hands-on Labs
Cloud Lab Access

Course Duration

The duration of the entire course is 3-Days (24-Hours).

Instructor-Led Training

Our facilitators are Microsoft Certified Trainers (MCTs) with extensive experience and deep subject knowledge. They actively encourage questions and promote brainstorming during classes.

Microsoft Official Courseware

Microsoft-approved content with exercises and real-world examples.

Cloud Lab Access

A real-time cloud practice environment is provided to learners, enabling hands-on experience. It helps enhance practical skills and reinforce learning.

Course Completion Certificate


Flexmind provides learners with a course completion certificate upon successful completion of the program.
This certificate adds value to your resume and enhances your professional profile.

Course Outline - Microsoft Copilot Studio Training

Module 1: Introduction to Microsoft Power Platform

  • Describe the business value of the Microsoft Power Platform
  • Get started working with environments
  • Get started working with Solutions
  • Introduction to Power Platform
  • Introduction to AI capabilities in Power Platform
  • Introduction to Power Platform Admin Center
  • Lab – Create a new tenant
  • Lab – Create new environments
  • Lab – Create new solutions

Module 2: Work with Microsoft Dataverse

  • What is a relational database?
  • Introduction to Microsoft Dataverse
  • Manage environments
  • Manage customizations with solutions
  • Create and manage tables in Microsoft Dataverse
  • Standard vs custom tables
  • Dataverse security model
  • Create and manage columns in Microsoft Dataverse
  • Create relationships between tables in Microsoft Dataverse
  • Create and define calculated and rollup columns in Microsoft Dataverse
  • Lab - Validate lab environment
  • Lab - Create environments
  • Lab - Publisher and Solution
  • Lab - Import solution
  • Lab - Tables
  • Lab – Columns and Relationships

Module 3: Build automation with Power Automate

  • Introduction to Power Automate
  • Create Power Automate cloud flows
  • Use triggers and actions in Power Automate cloud flows
  • Introduction to expressions in Power Automate
  • Test and troubleshoot Power Automate cloud flows
  • Administer Power Automate cloud flows
  • Desktop flow
  • Lab – Cloud flows

Module 4: Build an agent with Microsoft Copilot Studio

  • Create an agent in Copilot Studio
  • Create topics in Microsoft Copilot Studio
  • Agent creation using conversational builder
  • Configure nodes
  • Add New Topic with Trigger
  • Add Adaptive Cards
  • Add an Agent Flow
  • Add Event Triggers
  • Work with entities and variables in Microsoft Copilot Studio
  • Working with entities and variables
  • Lab – Create an IT Help desk agent
  • Lab - Create a custom agent using natural language with Copilot and grounding it with your data
  • Lab – Add new topic with triggers and nodes
  • Lab – Add Adaptive cards
  • Lab – Add an agent flow
  • Lab – Add Event Triggers
  • Lab – Publish Agents

Module 5: Application Lifecycle Management

  • Introduction to solutions for Microsoft Power Platform
  • Solution concepts
  • Import and export solutions
  • Solution-aware flows
  • Environment strategy (Dev/Test/Prod)
  • Deployment basics
  • DLP policies
  • Governance best practices for agents and flows
  • Lab - Deploy Agent

Module 6: Capstone Project

You will build an internal IT Help Desk Copilot that assists employees by answering IT FAQs, submitting support tickets, checking ticket status, and providing device level details using official organizational data. Data Sources to be used:

   
  • SharePoint - Knowledge Base (KB) for Generative Answers
  • Dataverse - Ticket Management Backend
  • Excel (OneDrive/SharePoint) - Device Inventory
Class Schedule

Instructor‑Led Training

  • 24 Hours of Instructor‑Led Training
  • One‑to‑one doubt‑resolution sessions
  • Microsoft Official Lab Access

Learning Objectives - Microsoft Copilot Studio Training

By the end of this advanced program, learners will be able to:

  • Create custom copilots
  • Understand Azure OpenAI Service
  • Add generative AI capabilities to the custom copilots
  • Deploy copilots to different channels
  • Monitor copilot performance
Reviews

Dipak Agarwal - Business Analyst at Genpact

(5/5)
Excellent professional & comfortable environment to learn

The training was good, I would like to go through some more training.

Gurpreet Marwaha - IAM Analyst at National Australia Bank, Australia

(5/5)
I learned a lot

Excellent Office 365 training provided by Flexmind

Kiranmai Yachareni - Web Developer at Total Quality Logistics, USA

(5/5)
Excellent ability to clarify all the queries I raised

Thank You! I would definitely recommend it to others. The training session was very informative and interactive. Very useful and definitely thought-provoking. All the module sessions were clear and interactive, great, and friendly. Catered to all levels, which was good for those just starting out and those with more experience. I really appreciate the recorded videos and training material, which would be definitely helpful for later references.

Praveen S (Associate at Grant Thornton LLP)

(5/5)
Excellent knowledge of the trainer on the Subject

I attended PowerApps/Flow training from Flexmind. The topics of the course were well organized & knowledge of the trainer on the subject was excellent. It was very helpful and I will apply in my day to day task at the office. I will definitely recommend a friend or colleague to attend courses from Flexmind.

FAQ's About Microsoft Copilot Studio Training Course

This 3‑day training program provides a complete introduction to Microsoft Copilot Studio, equipping learners with the ability to design, build, and deploy copilots using natural language, topics, nodes, triggers, and structured data. The course takes you from the fundamentals of Copilot Studio understanding how agents work, how conversations are structured, and how generative AI helps automate tasks to intermediate skills such as working with entities, variables, Power Automate integration, and grounding copilots using your organizational data. The training follows Microsoft Copilot Studio’s recommended learning structure and prepares learners to create copilots that enhance productivity and streamline business workflows.

This course is ideal for professionals who want to build useful AI‑powered copilots without needing deep development experience. It is designed for functional consultants, business analysts, Power Platform users, citizen developers, and IT professionals interested in building conversational AI experiences. Anyone who wants to automate business processes, provide self‑service support to internal teams or customers, or explore generative AI‑based agent creation will benefit from this program. No coding background is required.

By completing this course, you will understand how Copilot Studio works and how to use it to build functional copilots for real business needs. You will learn how to create topics, define trigger phrases, configure conversation nodes, and design multi‑step dialogs. You will gain the ability to work with entities and variables to capture and manipulate user inputs. You will learn how to add adaptive cards to enhance your copilot’s responses and how to integrate with Power Automate to execute actions or fetch data. You will also learn how to ground copilots using data from Dataverse and SharePoint, publish your copilots in your environment, and monitor and refine their performance. The training ensures you have both conceptual understanding and practical implementation experience.

There are no strict prerequisites. A general understanding of Microsoft 365 or Power Platform is useful, and familiarity with business processes or workflow design will make the learning curve easier. You do not need to know coding, AI engineering, or cloud architecture to follow the course. Everything is taught from the fundamentals upward, and intermediate concepts are introduced gradually.

The program runs for 3 days, taught live by a Microsoft Certified Trainer (MCT). Each day includes theory, demonstrations, hands‑on exercises, and guided lab scenarios built around Microsoft Copilot Studio’s recommended learning paths. The sessions are structured to gradually progress from basic to intermediate concepts.

Yes. Each module includes guided hands‑on labs that help you practically apply what you learn. You will create a basic copilot, design topics with branching logic, add adaptive cards, build entity‑driven dialogs, integrate with Power Automate, and connect your copilot to real data sources. You also learn how to publish and test agents in your environment, ensuring you leave with experience building real working copilots.

The course is delivered by a Microsoft Certified Trainer (MCT) experienced in Microsoft Copilot Studio, Power Platform, and AI‑driven automation. This ensures you are learning directly from a certified expert who has hands‑on industry experience in building custom copilots across various business functions.

After completing the course, you will be able to create copilots that help automate common business workflows such as IT helpdesk triage, HR support agents, internal FAQ assistants, customer‑facing bots, and process automation copilots that trigger Power Automate flows. You will have the skills to build agents that read and write data to Dataverse, display interactive cards, respond with generative AI, and provide reliable, data‑driven answers grounded in your organization’s information.

While there is currently no dedicated Copilot Studio certification, the skills learned in this course support your preparation for Power Platform certifications, especially PL‑200 (Functional Consultant). You will gain practical experience working with automation, Dataverse, and AI‑driven agent development, all of which map closely to Microsoft’s certification pathways.
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