*We customize the course outline and content to your specific needs and relevant use cases.
Module 1: Designing scalable Copilot Studio agents
- Moving from simple agents to structured business solutions
- Defining agent responsibilities, boundaries, use cases, and escalation paths
- Organizing instructions, knowledge, topics, and tools around clear responsibilities
- Deciding when to separate capabilities into multiple agents or reusable components
Module 2: Generative orchestration and agent instructions
- Understanding how generative orchestration selects knowledge, topics, and tools
- Writing precise instructions and descriptions that improve orchestration decisions
- Designing tool and topic inputs and outputs for predictable execution
- Balancing generative behavior with deterministic conversation logic
Module 3: Advanced topics, variables, and conversation logic
- Structuring reusable topics with inputs, outputs, conditions, and branching
- Working with global, topic, system, and user variables
- Using Power Fx expressions for validation, transformation, and conditional logic
- Managing conversation state without creating unnecessary complexity
Module 4: Knowledge architecture and grounding
- Designing knowledge sources for different business domains and audiences
- Combining SharePoint, Dataverse, files, websites, and other supported knowledge sources
- Improving retrieval through clear source structure, scope, and descriptions
- Separating knowledge retrieval from transactional tools and business actions
Module 5: Connectors and tools for business integration
- Adding Power Platform connectors as agent tools
- Configuring tool inputs, outputs, descriptions, and execution behavior
- Choosing between explicit topic calls and dynamic tool selection
- Managing connections and understanding end user versus maker provided credentials
Module 6: Agent flows and process automation
- Creating agent flows for deterministic multistep business processes
- Combining branching, data operations, connectors, and approvals
- Passing structured inputs from agents into flows and returning usable outputs
- Designing flows for reliability, error handling, and maintainability
Module 7: APIs, custom connectors, and MCP integration
- Understanding when standard connectors, custom connectors, REST APIs, or MCP are appropriate
- Connecting agents to internal and external business services
- Defining clear interfaces, parameters, outputs, and error conditions
- Designing integrations that remain understandable and supportable as solutions grow
Module 8: Authentication, permissions, and data protection
- Configuring Microsoft authentication and understanding manual authentication scenarios
- Managing user context, connections, and access to protected resources
- Applying least privilege principles to agent tools and data access
- Considering Data Loss Prevention policies, sensitive information, and environment governance
Module 9: Environments, solutions, and application lifecycle management
- Separating development, test, and production environments
- Packaging agents, flows, connections, and supporting components in Power Platform solutions
- Managing environment specific configuration and connection references
- Moving solutions between environments using controlled deployment practices
Module 10: Testing, debugging, and evaluation
- Testing orchestration, topics, knowledge retrieval, tools, and end to end scenarios
- Diagnosing unexpected routing, missing inputs, failed actions, and authentication issues
- Building structured test cases for expected, ambiguous, and failure scenarios
- Using repeated evaluation to improve reliability without overfitting agent behavior
Module 11: Publishing, channels, and operational monitoring
- Publishing agents and managing access across supported channels
- Considering Teams, Microsoft 365, web, and other deployment contexts
- Reviewing usage, conversation outcomes, errors, and operational feedback
- Using analytics and user feedback to prioritize improvements after release
Module 12: Production architecture and sustainable operation
- Reviewing architecture, integrations, permissions, and ownership before production rollout
- Managing changes to instructions, knowledge, tools, and workflows safely
- Establishing development, review, release, and support responsibilities
- Building a practical production readiness checklist for future Copilot Studio implementations
