Microsoft Copilot Studio Beginner
Build your first Copilot agent using Agent Builder in Microsoft 365 Copilot
Build your first Copilot agent using Agent Builder in Microsoft 365 Copilot
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Microsoft Copilot Studio is a powerful tool within Microsoft 365 that allows organisations to create custom Copilot agents for specific business needs. This Copilot Studio course provides hands-on Copilot Studio training for beginners who want to learn Copilot Studio and understand how to use Copilot Studio in real-world scenarios.
In this one-day Copilot Studio training course, you will learn what Microsoft Copilot Studio is and how it differs from Microsoft Copilot. By the end of the day, you will be able to confidently design, build, train and share Copilot agents for teams across HR, IT, Sales and Operations. If you are new to Copilot, we recommend starting with Copilot for Microsoft 365, or explore all Microsoft Copilot courses.
Note: Agent capabilities can vary by licensing. We’ll help you confirm prerequisites before the course.
A valid Microsoft 365 + Copilot licence, required IT permissions, and internet access with SharePoint/OneDrive available.
We currently have no public courses scheduled. Please contact us to register your interest.
We currently have no public courses scheduled. Please contact us to register your interest.
We currently have no public courses scheduled. Please contact us to register your interest.
We currently have no public courses scheduled. Please contact us to register your interest.
We currently have no public courses scheduled. Please contact us to register your interest.
We currently have no public courses scheduled. Please contact us to register your interest.
We currently have no public courses scheduled. Please contact us to register your interest.
We currently have no public courses scheduled. Please contact us to register your interest.
Copilot for M365 Learn how to use Copilot across Word, Excel, Outlook and more. Get hands-on with AI-powered tools to boost productivity and streamline everyday tasks.
Copilot for ExcelUse Copilot to analyse data, write formulas, build dashboards and automate reporting. Make Excel smarter, faster and easier.
Copilot for Outlook and TeamsWork smarter in Outlook and Teams. Learn how Copilot helps you manage emails, plan meetings and collaborate more efficiently.
Copilot for PowerPointTurn ideas into polished presentations with AI. Learn how to draft slides, enhance visuals and create content using natural language.
Copilot for WordWrite, edit and summarise documents faster with Copilot. Save time and improve quality using AI in Microsoft Word.
Module 1: Introduction to Copilot and Declarative Agents
What is Microsoft 365 Copilot?
What is a Declarative Agent?
Real-world examples (HR, IT, Sales, Operations, Customer Service)
Declarative Agents vs Copilot Studio agents
Select your scenario (HR, IT, Sales, Operations, Customer Service)
Exercise: Scenario selection and planning
Knowledge check quiz
Module 2: Accessing Agent Builder
Navigating to Agent Builder in Microsoft 365 Copilot
Agent Builder interface overview (Describe, Configure, Try It)
Create your first agent (name, description)
Save and access your agent
Exercise: Create your first agent
Knowledge check quiz
Module 3: Connecting Knowledge Sources
What is a knowledge source?
Prepare your knowledge base (SharePoint, Word, Excel, PDF)
Connect SharePoint to your agent
Verify the connection
Best practice content structure (headings, lists, tables, keywords)
Knowledge check quiz
Module 4: Training the Agent
Write agent instructions (tone, behaviour, constraints)
Define topics (prompts, questions, expected responses)
Set tone and behaviour
Test responses using “Try It”
Edit and refine your agent
Exercise: Train and test your agent
Knowledge check quiz
Module 5: Sharing and Using the Agent
Publish your agent in Microsoft 365 Copilot
Test in Teams, Outlook, or Word
Share internally with others
Monitor usage (analytics not available in this version)
Knowledge check quiz
Module 6: Final Project and Presentation
Prepare your presentation (scenario, users, knowledge, topics, demo)
Presentation format (5–7 minutes, live demo, reflection)
Peer feedback (clarity, functionality, user-friendliness)
Self-reflection quiz
Course summary and next steps (advanced course options)
What is Microsoft Copilot Studio?
Microsoft Copilot Studio is a tool that enables organisations to build, customise and manage Copilot agents using their own Microsoft 365 data. It allows users to control agent behaviour, connect knowledge sources such as SharePoint, Word, Excel and PDF files, and deliver accurate, context-aware responses.
What is the difference between Copilot and Copilot Studio?
Microsoft Copilot is the AI assistant built into Microsoft 365 apps such as Teams, Outlook, Word and Excel. Microsoft Copilot Studio is used to create and customise Copilot agents, allowing organisations to define behaviour, connect internal knowledge sources and design agents for specific business use cases.
What will I learn in a Copilot Studio course?
In this Copilot Studio course, you will learn how to design and implement a basic Copilot agent, connect organisational knowledge sources, train the agent using instructions and topics, test responses and publish the agent for use within Microsoft 365.
How do I learn Copilot Studio?
The best way to learn Copilot Studio is through structured, hands-on Copilot Studio training. This beginner course guides you step by step through building and training a Copilot agent using practical business scenarios.
How do I use Copilot Studio in my organisation?
Copilot Studio is used to create Copilot agents that support employees by answering questions, surfacing internal knowledge and assisting with common tasks. In this course, you will learn how to use Copilot Studio to design agents that work securely with your organisation’s Microsoft 365 data.
Is Copilot Studio easy to use for beginners?
Yes. Copilot Studio is designed to be accessible for beginners and business users. This course assumes no prior development experience and focuses on practical, guided learning.
Is Copilot Studio included with Microsoft Copilot?
Copilot Studio requires specific Microsoft licensing and permissions. This course explains the licensing requirements and access setup needed to use Copilot Studio.
Who is Copilot Studio training for?
Copilot Studio training is suitable for business users, IT professionals, developers and teams who want to create custom Copilot agents. The course is relevant for Copilot Studio for developers as well as Copilot Studio for teams across multiple departments.
Why would I need Copilot Studio?
Organisations use Copilot Studio to create tailored Copilot agents that provide consistent answers, reduce time spent searching for information and support teams across HR, IT, Sales and Operations.
How is this Copilot Studio training course delivered?
This Copilot Studio training course is delivered as a one-day, instructor-led session with hands-on exercises, knowledge checks and a practical final project.
Microsoft Copilot Training in Remote Online
View Dates Copilot for M365 Learn how to use Copilot across Word, Excel, Outlook and more. Get hands-on with AI-powered tools to boost productivity and streamline everyday tasks.
Copilot for ExcelUse Copilot to analyse data, write formulas, build dashboards and automate reporting. Make Excel smarter, faster and easier.
Copilot for Outlook and TeamsWork smarter in Outlook and Teams. Learn how Copilot helps you manage emails, plan meetings and collaborate more efficiently.
Copilot for PowerPointTurn ideas into polished presentations with AI. Learn how to draft slides, enhance visuals and create content using natural language.
Copilot for WordWrite, edit and summarise documents faster with Copilot. Save time and improve quality using AI in Microsoft Word.
Microsoft Copilot Training in Remote Online
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