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Length
1 Day
Price
$550
Audience
End User \ Information Workers
This Revision
55256
Technology
Microsoft Copilot
Delivery Method
Online and Instructor Led Classroom
On Demand
NA
Language
English

 

This course provides students with an introduction to creating virtual agents and chat bots by building a foundational understanding of the key features in Microsoft Copilot Studio.

 

This course provides students with an introduction to creating virtual agents and chat bots by building a foundational understanding of the key features in Microsoft Copilot Studio. This includes the skills needed to develop, test, edit and publish chat bots, as well as managerial skills needed to maintain bot performance.

Students will learn important flow creation skills including how to proficiently work in Microsoft Copilot Studio, to create and analyse the performance of a custom Agent.

 

Audience profile

This course has been designed to apply to end users of Microsoft Copilot Studio.
It is recommended that attendees of this course have an existing working knowledge of Microsoft Office, Microsoft Excel and Microsoft Outlook. However, this course assumes no prior knowledge of Microsoft Dynamics 365 or Copilot Studio.

 

At course completion

After completing this course, students will be able to:

  • Set up a Copilot Studio Environment.
  • Edit existing Agents.
  • Create a new Agent with custom connections and topics.
  • Publish and analyse Agent performance.
  • Manage Agents and Agent performance.

 

 

Module 1: Introduction

This module provides an introduction to the lab environment and lab settings.

Lessons

  • Set up a trial
  • Sign in to the Maker Portal
  • Install Sample Data

Lab 1: Set up your Lab Environment

 

Module 2: Creating an Agent

This module will provide the user with the skills needed to create, edit and publish a virtual agent chat bot.

Lessons

  • Login to Copilot Studio
  • Explore and edit existing Agents
  • Create your own Topic for your Agent
  • Connect Agents to Datasources
  • Publish and test your Agent on demo website
  • Analyze Agent Performance

Lab 1: Copilot Studio Introduction

 

Module 3: Working with Copilot Studio

This module will provide the user with the skills needed to manage, disable and delete Agents in Copilot Studio.

Lessons

  • Working with Entities
  • Create a new Entity manually
  • Create a new Topic from Customer Service data
  • Disable and delete a Topic
  • Create a Customer Service Agent
  • Delete an Agent from Copilot Studio

Lab 1: Manage Agents in Copilot Studio

Lab 2: Create a Customer Service Agent for your Website

 

 

Prerequisites

No previous experience of Copilot Studio is needed to sit this course. This course applies to end users and provides a foundation for subsequent learning and courses.