Microsoft Copilot Studio Fundamentals

Module 1: Introduction to Microsoft Copilot Studio

• Understanding what Microsoft Copilot Studio is and where it fits within the Microsoft ecosystem
• Exploring common business use cases for AI powered agents
• Navigating the Copilot Studio interface and main areas
• Understanding environments, agents, connections, and basic maker terminology

Module 2: Creating and configuring a first agent

• Creating an agent from a description or a blank starting point
• Defining the agent name, purpose, description, and basic instructions
• Writing clear instructions that guide agent behavior and responses
• Reviewing basic settings and keeping the initial agent scope manageable

Module 3: Adding and managing knowledge

• Understanding how knowledge sources ground an agent in relevant information
• Adding suitable sources such as files, SharePoint content, or public websites
• Writing clear names and descriptions for knowledge sources
• Testing whether the agent retrieves and uses the intended information

Module 4: Building conversations with topics

• Understanding topics, triggers, messages, questions, and conversation paths
• Creating simple topics for common user questions and processes
• Adding conditions and basic branching to guide conversations
• Deciding when to use structured topics and when to rely on generative responses