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Create and extend custom copilots in Microsoft Copilot Studio
Course Description
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.Objectives
- Use topics to create and manage conversation paths in a bot.
- Work with topic triggers and conversation nodes.
- Add branching to a topic.
- Use system topics and create topics from content.
- Set up fall-back topics to handle unrecognized user input.
- Understand entities and custom entities.
- Learn about variables across topics.
- Initiate Power Automate flows directly from topics in your copilot.
- Configure copilot to pass conversations to applications such as Omnichannel for Customer Service.
- Extract content from support pages and configure it into copilot topics that you can use in conversations.
- Learn how to create a copilot.
- Discover how the copilot can call Microsoft Power Automate actions to retrieve data from Dataverse for Teams.
- Publish the copilot to your team or the whole company.
Prerequisites
- Candidates for this credential should be familiar with data modeling concepts in Microsoft Dataverse and with Copilot Studio.
- Experience with Microsoft Copilot Studio.
- A Power Apps developer environment (based in the United States region) with a licensed user to complete these exercises
- Complete the previous module in this learning path.
Topics
- Introduction
- Copilot creation
- Copilot creation using conversational builder
- Generative Answers
- Deploy copilots
- Check your knowledge
- Introduction
- Work with bot topics
- Branch a topic
- Create topics for existing support content
- Work with system fallback topics
- Manage topics
- Check your knowledge
- Introduction
- Work with entities
- Custom entities
- Use entities in conversations
- Work with variables
- Reuse variables across topics
- 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
- 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
- Check your knowledge
- 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
- Check your knowledge
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Self-Paced Training Info
Learn at your own pace with anytime, anywhere training
- Same in-demand topics as instructor-led public and private classes.
- Standalone learning or supplemental reinforcement.
- e-Learning content varies by course and technology.
- View the Self-Paced version of this outline and what is included in the SPVC course.
- Learn more about e-Learning
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