Create & Extend Customer CoPilots in Microsoft CoPilot Studio (PL-7008)

In this learning path, you will learn how to create custom copilots with Copilot Studio and will get the opportunity to practice your skills in a guided project. 


Course Information

Price: $695.00
Duration: 1 day
Certification: 
Exam: 
Learning Credits:
Course Delivery Options

Check out our full list of training locations and learning formats. Please note that the location you choose may be an Established HD-ILT location with a virtual live instructor.

Train face-to-face with the live instructor.

Access to on-demand training content anytime, anywhere.

Attend the live class from the comfort of your home or office.

Interact with a live, remote instructor from a specialized, HD-equipped classroom near you. An SLI sales rep will confirm location availability prior to registration confirmation.

All Sunset Learning dates are guaranteed to run!

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Prerequisites:

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

 

Target Audience:

 

Course Objectives:

Student will learn:

  • Build an Initial CoPilot with Microsoft CoPilot Studio
  • Manage Topics in Microsoft CoPilot Studio
  • Work with Entities and Variables in Microsoft CoPilot Studio
  • Enhance Microsoft CoPilot Studio CoPilots
  • Create a CoPilot with Microsoft CoPilot Studio & Dataverse for Teams
  • Guided Project – Create CoPilots with Microsoft CoPilot Studio


 

Course Outline:

Build an Initial CoPilot with Microsoft CoPilot Studio:

  • Copilot creation
  • Copilot creation using conversational builder
  • Generative Answers
  • Deploy copilots

Manage Topics in Microsoft CoPilot Studio:

  • Work with bot topics
  • Branch a topic
  • Create topics for existing support content
  • Work with system fallback topics
  • Manage topics

Work with Entities and Variables in Microsoft CoPilot Studio:

  • Work with entities
  • Custom entities
  • Use entities in conversations
  • Work with variables
  • Reuse variables across topics

Enhance Microsoft CoPilot Studio CoPilots:

  • Use Power Automate to add actions
  • Copilot actions
  • Transfer conversations to agents by using Omnichannel for Customer Service
  • Create topics for existing support content
  • Trigger types
  • Analyze copilot performance

Create a CoPilot with Microsoft CoPilot Studio & Dataverse for Teams:

  • Create your first copilot
  • Create and modify topics
  • Add inputs, variables, and conditions
  • Call an action to pull in Dataverse for Teams data
  • Publish and share your new copilot

Guided Project – Create CoPilots with Microsoft CoPilot Studio:

  • Exercise – Create custom tables
  • Exercise – Build a bot in Microsoft Copilot Studio with the new AI capabilities
  • Exercise – Create and manage topics
  • Exercise – Set up Generative AI