Copilot Studio Course for Copilot Agents

Copilot Studio Course

This AI agent workshop teaches professionals to build structured, trigger-based agents using Microsoft Copilot Agent Studio and Copilot Studio. Learn to identify repeatable workflows, design declarative agents, configure knowledge sources, and deploy automated sequences as they build a custom agent in Copilot Studio. This instructor-led, hands-on workshop is led by an AI expert from AGI Training.

What you learn in this Copilot Agent Course

By the end of this AI agent course, participants will be able to:

  • Explain the difference between Copilot Chat, declarative agents, and custom engine agents
  • Recognize when a workflow is a good candidate for agent automation
  • Configure custom instructions, work profiles, and saved memories in Copilot
  • Build and deploy a declarative agent in Copilot Agent Studio
  • Connect an agent to a SharePoint or OneDrive knowledge source
  • Design and test Workflows (Frontier) for recurring M365 automation
  • Build a trigger-based agent in Copilot Studio
  • Apply governance best practices for publishing and monitoring agents

Ways to attend this Copilot Course

  • Live, in-person regularly scheduled Copilot classes in Boston or Philadelphia with a live instructor in the same classroom.
  • Live Online classes from your office or home as a regularly scheduled small group class.

Skills learned in this Copilot Studio & Copilot Agent Studio Course

  • AI agent planning and use-case selection
  • Workflow automation evaluation
  • Declarative agent configuration
  • Copilot Agent Studio navigation
  • Copilot Studio trigger-based agent building
  • Knowledge source configuration using SharePoint and OneDrive
  • Writing effective agent instructions
  • Testing and refining agent behavior
  • Understanding Copilot modes and built-in agents
  • Applying AI governance and compliance best practices
  • Planning agent publishing and monitoring processes
Excel AI spreadsheet on screen
All Copilot classes include

free retakes of courses Free retake

Curriculum provided Detailed curriculum

Live instructor Live instructor

flexible rescheduling Flexible rescheduling

flexible rescheduling Certificate of Completion

small class Small class sizes

course recording Course recording

  • Understand when to use Copilot Chat vs. an AI agent
    • Learn the difference between general AI chat, built-in Copilot agents, declarative agents, and custom engine agents.
  • Identify strong use cases for workplace agents
    • Evaluate which repeatable workflows are good candidates for automation and which tasks should remain manual or human-reviewed.
  • Design agents that produce reliable results
    • Use clear instructions, approved knowledge sources, work profiles, saved memories, and best practices to reduce hallucinations and improve accuracy.
  • Use built-in Microsoft Copilot agents effectively
    • Understand how to use Researcher, Analyst in Excel, Agent Mode in Excel, and Knowledge Agents in SharePoint and OneDrive.
  • Automate Microsoft 365 workflows
    • Learn how Workflows use triggers, actions, and recurring automation patterns to streamline common business processes.
  • Build declarative agents in Copilot Agent Studio
    • Configure agent instructions, knowledge sources, and sharing settings, then build a working agent through a hands-on lab.
  • Build trigger-based agents in Copilot Studio
    • Learn how Copilot Studio differs from Copilot Agent Studio and create an automated agent that responds to defined triggers.
  • Apply governance and compliance best practices
    • Understand publishing controls, compliance considerations, monitoring needs, and the deployment lifecycle for workplace AI agents.
This class is also available at a reduced rate as part of a certificate program
AI Certificate

Please call 800-851-9237 or 781-376-6044 to schedule a course.

Contact AGI to request course dates.

Copilot Agent Course Topics

Understanding Copilot Agents: 
Concepts & Decision Framework

  • Chat vs. Agents: What's the Difference?
  • When to Build an Agent: Decision Criteria
  • What Agents Can and Cannot Do
  • Types of Agents: Declarative vs. Custom Engine
  • Preventing AI Hallucinations 
  • Copilot Modes: Quick Response, Think Deeper, Smart Mode, Deep Research
  • Custom Instructions
  • Work Profile & Saved Memories
  • Chat History & Temporary Chat
  • Work Mode vs. Web Mode

Built-in Agents:

  • The Researcher Agent
  • The Analyst Agent (Excel)
  • Chat vs. Analyst vs. Agent Mode in Excel
  • Knowledge Agents in SharePoint and OneDrive

Workflows (Frontier):  M365 Automation

  • Understanding Workflows (Frontier)?
  • Common Triggers
  • Workflow Use Case Examples
  • Workflow Best Practices
  •  Workflow Limitations (as of March 2026)

Building Declarative Agents 
in Copilot Agent Studio

  • What Is a Declarative Agent?
  • Agent Studio Interface Tour
  •  Components of an Effective Agent Configuration
  • Configuring Knowledge Sources
  • Sharing Your Agent
  • Hands-On Lab: Build Your Agent in Agent Studio

Copilot Studio: Trigger-Based 
Agent Automation

  • Copilot Studio vs. Copilot Agent Studio
  • What Is a Trigger?
  • Copilot Studio Trigger Types
  • Agent Instruction Writing for Copilot Studio
  • Hands-On Lab: Build a Trigger-Based Agent in Copilot Studio

Governance and Compliance

  • Tiered Publishing Model
  • Compliance Considerations
  • The Seven-Phase Deployment Lifecycle

Copilot course instructors

AGI instructors are Copilot professionals and skilled teachers. You'll learn from a live Copilot professional that brings years of experience that will help you learn Copilot quickly and easily.

Grace
Grace

MS, Information Design

BA, Digital Communications

Adjunct Professor, St. Olaf

Shirley
Shirley

MLA, Harvard

MS, Bentley

BS, Bentley

Elizabeth
Elizabeth

BS, Finance

Teaching Assistant, Virginia Tech

Accounting & Finance Roles

Fred
Fred

MIT, Data Science

SCRUM Master

Certified Technical Trainer

Custom and private Copilot classes

This Copilot course is available as a private class. Curriculum can be customized for your specific needs. Copilot classes can be delivered at your location, online, or in our classrooms. For more information, call 781-376-6044 to speak with a training consultant or contact us.

You should have general familiarity with Microsoft 365 tools such as Teams, SharePoint, OneDrive, Outlook, Excel, and Copilot. No programming experience is required. Prior experience using Microsoft Copilot or ChatGPT is helpful.

You will receive comprehensive course materials for this class developed by the instructors at AGI. AGI instructors have created many of the official training guides and books for Microsoft.

FAQs

Do I need coding experience to attend this course?
No. This course is designed for business and professional users. Participants do not need programming experience.

What Microsoft tools are covered?
The course covers Microsoft Copilot, Copilot Agent Studio, Copilot Studio, SharePoint, OneDrive, Excel-related agents, and Microsoft 365 workflow automation concepts.

Is this a hands-on course?
Yes. Participants complete guided labs, including building a declarative agent in Copilot Agent Studio and creating a trigger-based agent in Copilot Studio.

What is the difference between Copilot Agent Studio and Copilot Studio?
The course explains the difference between building declarative agents in Copilot Agent Studio and creating more structured, trigger-based automations in Copilot Studio.

Will participants learn how to connect agents to company files?
Yes. The course covers configuring knowledge sources, including SharePoint and OneDrive, so agents can use approved organizational content.

Is this course appropriate for beginners?
While it is appropriate for professionals who are new to AI agents, you should have general familiarity with Microsoft 365 and Copilot before this course. You can get this familiarity through AGI's Copilot course.

Does the course cover governance and compliance?
Yes. The course includes governance, compliance considerations, tiered publishing models, and the agent deployment lifecycle.

Can this course be customized for a private group?
Yes. AGI can customize the course around an organization’s Microsoft 365 environment, internal workflows, department use cases, and governance requirements.

Prerequisites for this Copilot course

Prior to attending this Copilot classes, you should be familiar with all the concepts covered in the: Copilot Training Course. This can be through attending the course or through experience.

What to take after this Copilot course

After you have attended this course, you may find it useful to continue your learning and attend: Claude AI Course.

Available Delivery Methods For This Class

CLASSROOM
LIVE ONLINE
PRIVATE
MY LOCATION