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Duration 14 hours
Course Outline
- Day 1: Microsoft 365 Copilot and knowledge agents in Agent Builder
- Work cases and boundaries
- Clarifying licenses, approved data sources, and permissions
- Selecting specific work cases, such as email management, file handling, market analysis, or document review
- Distinguishing between the capabilities of Copilot Chat, Agent Builder, and Copilot Studio
- Exercise: Identify personal work cases by specifying the source, desired outcome, and control points.
- Copilot Chat and app-based Copilots
- Choosing the appropriate interface for specific tasks
- Managing email, meetings, and tasks
- Leveraging Word, Excel, and SharePoint as information repositories
- Exercise: Resolve a work case using Copilot Chat and document why an agent would provide added value.
- Agent Builder
- Defining audience, task scope, instructions, and response formats
- Integrating knowledge sources like SharePoint, files, and web pages
- Configuring conversation starters and operational limits
- Testing, sharing, and managing permissions
- Exercise: Create a knowledge agent for process or market inquiries using approved documents.
- Documenting tool selection decisions
- For each case, note the Copilot function, data source, result, and control point
- Identifying tasks suitable for direct use versus those requiring a Studio agent
- Gathering open questions for IT and data protection teams
- Exercise: Develop a tool map for personal work cases.
- Outcome: Each participant will have a tested knowledge agent and a tool map for their own work cases.
- Work cases and boundaries
- Day 2: Copilot Studio, processes, and control points
- Process analysis
- Transforming documents into reviewable processes
- Defining mandatory fields, exceptions, and open issues in a review sheet
- Maintaining human decision-making for professional judgments
- Exercise: Break down a departmental document process into steps with specific control points.
- Copilot Studio
- Configuring instructions, topics, knowledge sources, tools, and actions
- Implementing branching logic and escalation for missing information
- Publishing to Teams and Microsoft 365 Copilot
- Exercise: Design and build a document review agent in Copilot Studio.
- Agent flows and connectors
- Understanding the interaction between flows, connectors, and agents
- Requiring human approval before executing actions in target systems
- Distinguishing between information retrieval and system actions
- Exercise: Expand the agent with a flow that includes approval via Teams or email.
- Test workshop
- Defining test cases with expected outcomes
- Cross-checking against sources and identifying failure scenarios
- Establishing clear termination and handover points
- Exercise: Execute two test cases using anonymized data and document the acceptance criteria.
- Operation and roadmap
- Managing roles, permissions, logging, and billing
- Categorizing tasks into "do now," "do later," or "do not do"
- Transferring knowledge to the wider team
- Exercise: Create a roadmap with three categories for personal use cases.
- Outcome: Each participant will have a draft Studio agent with approval features, two tested process cases, and a roadmap for their own use cases.
- Process analysis
Requirements
- Valid Microsoft 365 Copilot license, access to Copilot Studio (required for Day 2), approved sample emails, files, documents, and a relevant process from the participant's department.
- Programming knowledge is not a prerequisite.
Target Audience
- Key users, AI champions, and department leaders aiming to build Copilot agents for knowledge queries and document workflows.
Testimonials (1)
The trainer is patient and very helpful. He knows the topic well.
