Copilot Studio – Agent Development & SharePoint Integration (AICS) (AICS)

Microsoft Office, Copilot

Discover practical tools that save time, simplify daily work and let you focus on strategic tasks. This hands-on course introduces Copilot Studio, guides you in building dependable AI agents and explains SharePoint integration to streamline document workflows.

From basics to advanced design, the training covers conversation flows, entities, secure data handling and enterprise deployment. Learn conversation design, RAG techniques, Power Automate automation and best practices for testing, publishing and analytics.

Location, current course term

Brno + online (volitelně)	7/23/2026 - 7/24/2026 CZECH Order 10/29/2026 - 10/30/2026 CZECH Order
Praha + online (volitelně)	9/29/2026 - 9/30/2026 CZECH Order 11/30/2026 - 12/1/2026 CZECH Order 3/1/2027 - 3/2/2027 CZECH Order
Custom	Customized Training (date, location, content, duration)

The course:

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• Introduction to Microsoft Copilot Studio and AI agents
1. What Copilot Studio is and key capabilities
2. How generative AI works over enterprise data (RAG)
3. Licensing overview and environment management
4. Managing Environments and roles in Microsoft 365
5. Tool interface and navigation
6. Creating your first basic agent

• Architecture and core principles

• Conversation design and agent logic (Topics & Entities)
1. Creating Topics and setting Trigger Phrases
2. Dialog branching and the visual conversation editor
3. Variables and built-in entities
4. Capturing user input and using predefined entities
5. Storing data in context and creating custom entities
6. Configuring generative responses

• Topics and conversation trees

• Integration with SharePoint and data sources
1. Setting up authentication and indexing chosen sites
2. Selecting and connecting document libraries
3. Working with documents: PDF, Word and Excel best practices
4. Optimizing source material for effective RAG search
5. Ensuring respect for Microsoft 365 access rights
6. Preventing leakage of sensitive information

• Advanced actions and automation (Power Automate)
1. Connecting agents to Power Automate for actions
2. Auto-sending emails and creating tasks from chats
3. Using plugins to call external APIs
4. Integrating with other enterprise systems and connectors
5. Advanced system prompts and instructions
6. Formatting outputs and defining AI tone and style

• Publishing, testing and analytics
1. Testing agent behavior live in the editor
2. Monitoring variables and tracing conversation errors
3. Publishing agents to SharePoint sites and Microsoft Teams
4. Options for external website and portal integration
5. Tracking response success and CSAT metrics
6. Analyzing misunderstood queries and continuous tuning

Assumed knowledge:

Basic familiarity with SharePoint and Microsoft 365 is recommended.

Schedule:

2 days (9:00 AM - 5:00 PM )

Course price:

424.00 € ( 513.04 € incl. 21% VAT)

Language: