Microsoft Copilot Studio: build your first business agent training

Design an agent to answer internal questions, route a request or guide a procedure, with a defined scope and sources.

On request

One day (7 hours)

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Formats that work for your teams

A half-day to explore

Explore a use case, practise on a concrete task and leave with a reusable method.

A day to practise

Explore a tool or workflow through guided exercises, verification and a practical output.

Support to implement

Scope your project, prepare a pilot and organise knowledge transfer. Deployment and follow-up are agreed as a separate scope.

Group training, preferably in person or delivered remotely. Programme, tool access and arrangements agreed in advance. Pricing on request.

Qualiopi certification. Funding may be available depending on your circumstances, the applicable scheme and approval by the funding body.

Discuss your training needs

About this training

Design an agent to answer internal questions, route a request or guide a procedure, with a defined scope and sources. Group workshop, preferably in person or delivered remotely. The programme is adapted to participants’ experience and available tools. The session prepares a pilot; production integration requires a separate engagement.

Your practical output

An agent prototype tested on a clearly scoped business use case.

Learning objectives

  • Define a business agent’s scope
  • Configure its sources and actions
  • Test responses and approval points

Training program

Scope and prepare

Duration: 2 hours

  • Frame the need and the agent’s limits
  • Prepare the environment and sources

Practise on a concrete case

Duration: 3 hours

  • Write instructions and configure actions
  • Plan approvals and human escalation

Verify and transfer

Duration: 2 hours

  • Test representative cases
  • Choose a suitable delivery channel

Prerequisites

  • Copilot Studio environment and permissions prepared in advance
  • A business use case and shareable sources
Request a quote for this course
Microsoft Copilot Studio: build your first business agent training | LevelUp Academy