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Create agents in Microsoft Copilot Studio PL-7008

Create agents in Microsoft Copilot Studio PL-7008 Certification
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.

Create agents in Microsoft Copilot Studio PL-7008 Prerequisites

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

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Key Point of Training Program

  • Objectives

    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 and Dataverse for Teams
    Guided Project - Create copilots with Microsoft Copilot Studio

  • Create agents in Microsoft Copilot Studio PL-7008 Delivery Format

    In-Person

    Online

  • Create agents in Microsoft Copilot Studio PL-7008 Outline

    Build an initial agent with Microsoft Copilot Studio
    This module describes how to create agents by using Microsoft Copilot Studio.

    Introduction
    Agent creation
    Agent creation using conversational builder
    Generative Answers
    Deploy agents
    Check your knowledge
    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 agent 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 agent topics
    Branch a topic
    Create topics for existing support content
    Work with system fallback topics
    Manage topics
    Check your knowledge
    Work with entities and variables in Microsoft Copilot Studio
    Microsoft Copilot Studio allows organizations to quickly create agents 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 agents. The agent authoring functionality provided by Microsoft Copilot Studio provides a great starting point for organizations to build intelligent agents.

    Introduction
    Work with entities
    Custom entities
    Use entities in conversations
    Work with variables
    Reuse variables across topics
    Check your knowledge
    Enhance Microsoft Copilot Studio agents
    Many times, you might need to leverage or integrate other technologies for your agent to provide the experience you want. This module examines some of the methods that you can use to enhance your Microsoft Copilot Studio agents such as leveraging Power Automate flow to add actions, and transferring conversations from an agent to Omnichannel for Customer Service.

    Introduction
    Use Power Automate to add actions
    Agent actions
    Transfer conversations to agents by using Omnichannel for Customer Service
    Create topics for existing support content
    Trigger types
    Analyze agent performance
    Check your knowledge
    Create an agent with Microsoft Copilot Studio and Dataverse for Teams
    Employees who have quick access to information make better decisions, reduce errors, and save money. Agents create a personalized experience that simplifies how employees get information. Microsoft Copilot Studio and Dataverse for Teams create intelligent agents to quickly respond to employee needs without building high-code solutions.

    Introduction
    Create your first agent
    Create and modify topics
    Add inputs, variables, and conditions
    Call an action to pull in Dataverse for Teams data
    Publish and share your new agent
    Check your knowledge
    Guided Project - Create agents with Microsoft Copilot Studio
    This module describes how to create agents by using Microsoft Copilot Studio. Microsoft Copilot Studio is a new feature that you can use to create agents by using natural language. It uses the power of GPT-3 to generate topics, trigger phrases, and responses for your agent. This module also briefly covers how to use the Conversation Booster feature to improve your agent responses.

    Introduction
    Prepare
    Exercise - Create custom tables
    Exercise - Build an agent in Microsoft Copilot Studio with the new AI capabilities
    Exercise - Create and manage topics
    Exercise - Set up Generative AI
    Check your knowledge

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