Duration
1 day
Course Overview
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.
Microsoft Copilot Studio is a graphical low-code tool for creating and maintaining copilots. A copilot is an AI-powered conversational interface based on large language models (LLMs) and additional sources of knowledge. It's a powerful AI companion that can handle a range of requests, from providing simple responses to common questions to resolving issues requiring complex conversations.
Copilots can engage with customers and employees in multiple languages across websites, mobile apps, Facebook, Microsoft Teams, or any channel supported by the Azure Bot Service.
Prerequisites
- Candidates for this credential should be familiar with data modeling concepts in Microsoft Dataverse and with Copilot Studio.
Module 1: Build an initial copilot with Microsoft Copilot Studio
This module describes how to create copilots by using Microsoft Copilot Studio.
Introduction
- Copilot creation
- Copilot creation using conversational builder
- Generative Answers
- Deploy copilots
Module 2: Manage topics in Microsoft Copilot Studio
Microsoft Copilot Studio uses topics, which are like small conversations related to a specific subject. A Microsoft Copilot Studio bot typically includes many topics. This module introduces you to the basic principles of topics such as trigger phrases and conversation paths and how to create them.
Introduction
- Work with bot topics
- Branch a topic
- Create topics for existing support content
- Work with system fallback topics
Module 3: Work with entities and variables in Microsoft Copilot Studio
Microsoft Copilot Studio allows organizations to quickly create copilots based on business scenarios their customers and employees can easily interact with as needed. Items like topics can be easily created by subject matter experts with no coding required, to create intelligent conversation paths to help guide individuals down as they interact with the copilots. The copilot authoring functionality provided by Microsoft Copilot Studio provides a great starting point for organizations to build intelligent copilots.
Introduction
- Work with entities
- Custom entities
- Use entities in conversations
- Work with variables
- Reuse variables across topics
Module 4: Enhance Microsoft Copilot Studio copilots
Many times, you might need to leverage or integrate other technologies for your copilot to provide the experience you want. This module examines some of the methods that you can use to enhance your Microsoft Copilot Studio copilots such as leveraging Power Automate flow to add actions, and transferring conversations from a copilot to Omnichannel for Customer Service.
Introduction
- 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
Module 5: Create a copilot with Microsoft Copilot Studio and Dataverse for Teams
Employees who have quick access to information make better decisions, reduce errors, and save money. Copilots create a personalized experience that simplifies how employees get information. Microsoft Copilot Studio and Dataverse for Teams create intelligent copilots to quickly respond to employee needs without building high-code solutions.
Introduction
- 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
Module 6: Guided Project - Create copilots with Microsoft Copilot Studio
This module describes how to create copilots by using Microsoft Copilot Studio. Copilot is a new feature that you can use to create copilots by using natural language. It uses the power of GPT-3 to generate topics, trigger phrases, and responses for your copilot. This module also briefly covers how to use the Conversation Booster feature to improve your copilot responses.
Introduction
- Prepare
- 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
Programme scope, delivery arrangements and suitability are confirmed during enquiry.