Microsoft Office
Microsoft Copilot Studio and Business Agents
This in-depth course develops directly applicable capability in Microsoft Copilot Studio and Business Agents. It connects Copilot Studio Architecture, Topics, Instructions, and Knowledge, and Actions and Business Integration to the decisions, controls, and activities participants need to perform in their workplace.
Overview
Practical learning for workplace transfer.
This in-depth course develops directly applicable capability in Microsoft Copilot Studio and Business Agents. It connects Copilot Studio Architecture, Topics, Instructions, and Knowledge, and Actions and Business Integration to the decisions, controls, and activities participants need to perform in their workplace. The five-module curriculum progresses toward Configured Agent Workshop, using evidence, scenarios, and work products appropriate to the subject.
Objectives
- Analyze copilot studio architecture, including agents, environments, solutions, channels, generative orchestration, and knowledge.
- Configure or structure topics, instructions, and knowledge, including agent instructions, topics, triggers, variables, entities, and conditions.
- Evaluate actions and business integration, including power automate flows, connectors, prompts, apis, and agent actions.
- Manage testing, publishing, and analytics, including test pane, activity map, evaluation cases, and conversation transcripts.
- Apply configured agent workshop, including build an agent grounded in controlled business knowledge.
Target audience
- Professionals responsible for this subject area
- Managers, supervisors, and team leaders
- Analysts, specialists, engineers, or coordinators working with the relevant processes
- Project, implementation, assurance, or improvement team members
- Professionals preparing for broader responsibilities in this field
Program outline
A clear structure for the learning journey.
Program outline
Outline points are grouped in one designed block instead of being treated as separate module cards.
Module 1: Copilot Studio Architecture
Agents, environments, solutions, channels, generative orchestration, and knowledge
Authentication, user context, and Microsoft 365 integration
Licensing concepts and environment governance
Module 2: Topics, Instructions, and Knowledge
Agent instructions, topics, triggers, variables, entities, and conditions
Add SharePoint, websites, files, and Dataverse knowledge
Grounding, citations, fallback, and content moderation
Module 3: Actions and Business Integration
Power Automate flows, connectors, prompts, APIs, and agent actions
Inputs, outputs, confirmation, error handling, and least privilege
Human handoff and approval for consequential actions
Module 4: Testing, Publishing, and Analytics
Test pane, activity map, evaluation cases, and conversation transcripts
Publish to Teams, Microsoft 365, and supported channels
Analytics, failed conversations, versioning, and managed deployment
Module 5: Configured Agent Workshop
Build an agent grounded in controlled business knowledge
Add an approved action with validation and failure handling
Test, publish, and document governance controls
Materials provided
- ○ Course-specific presentation slides
- ○ Guided exercises, scenarios, or configured-environment activities appropriate to the subject
- ○ Course-specific worksheets, checklists, or calculation templates
- ○ Applied workplace case materials
- ○ 4D Certificate of Completion issued by 4D Training & Consultancy
- ○ Post-course support for implementation questions
Training Options
Programs can be delivered in-house, online, or in a blended format depending on your team's schedule, location, and learning objectives. When an external certificate or exam is included, certification rules and fees remain under the relevant awarding body's policies, while 4D provides the training and preparation support.
Why choose 4D
4D Training & Consultancy adapts the program to the client’s operating environment. Delivery combines structured explanation with subject-specific analysis, exercises, and implementation decisions so participants can transfer the learning to real responsibilities without implying vendor authorization.
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