Session
Unleashing the Power of Copilot Studio: A 4-Day AI Masterclass
Here’s a detailed outline for a 4-day hands-on Copilot Studio training course with real-world scenarios, designed for an 8-hour-per-day workshop. Each day includes practical exercises, real-world applications, and step-by-step labs to ensure comprehensive skill-building.
By the end of this course, participants will not only master Copilot Studio but also leave with deployable solutions and the confidence to lead AI-powered transformation within their organizations.
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Day 1: Understanding Copilot Studio and Laying the Foundation
Objective:
Build foundational knowledge of Copilot Studio, explore its core features, and set up the training environment.
Morning Session (4 Hours)
1. Introduction to AI-Powered Solutions:
- Overview of Copilot Studio and its capabilities.
- Understanding how AI is transforming industries and workflows.
- Real-world example: Explore use cases such as AI-driven customer service and automated data management.
2. Setting Up the Environment:
- Installing and configuring tools and prerequisites.
- Connecting to Microsoft Azure/M365 and setting up project repositories for the course.
- Hands-On Lab:
- Configure a basic environment for Copilot Studio projects.
- Validate Azure access and integrate Microsoft Graph API for upcoming scenarios.
Afternoon Session (4 Hours)
3. Getting Started with Copilot Studio:
- Exploring the interface, features, and integrations of Copilot Studio.
- Hands-On Lab: Build a foundational AI application:
- Create a simple "FAQ Bot" powered by Copilot Studio.
- Load a dataset of frequently asked questions and train the bot.
- Deploy it to Microsoft Teams for live interaction.
4. Lab Wrap-Up and Q&A:
- Review concepts and troubleshoot configurations.
- Open discussion on potential use cases and practical applications.
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Day 2: Building Intelligent AI Agents for Real-World Problems
Objective:
Learn to build, train, and integrate advanced AI-powered agents to solve practical business challenges.
Morning Session (4 Hours)
1. Understanding Bot Architecture and AI Flows:
- Explore conversational flows, intents, and entities.
- Designing workflows for user interaction and data retrieval.
2. Hands-On Lab: AI Helpdesk Agent for IT Support:
- Create a helpdesk bot to handle IT tasks such as:
- Password resets.
- Troubleshooting common issues (e.g., connectivity or software problems).
- Integrate Power Automate for backend processing.
Afternoon Session (4 Hours)
3. Advanced Data Integration:
- Connect the helpdesk agent with external APIs like Azure Functions and Microsoft Graph API.
- Add functionality for dynamic data retrieval (e.g., fetching user details or service status).
- Hands-On Lab:
- Enable the bot to trigger automation flows for tasks like creating user accounts or generating reports.
4. Q&A and Real-World Insights:
- Discuss challenges and best practices for implementing similar solutions in enterprise environments.
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Day 3: Personalization, Security, and Deployment
Objective:
Learn to customize AI solutions for branding, ensure security compliance, and test thoroughly.
Morning Session (4 Hours)
1. Personalizing AI Solutions:
- Customizing Copilot responses with organizational branding and tone.
- Using conditional responses to create contextual interactions.
- Hands-On Lab:
- Personalize the helpdesk bot’s tone and responses based on user profiles.
2. Security Best Practices:
- Implementing data encryption and access controls.
- Understanding permissions and compliance requirements.
- Hands-On Lab:
- Configure security features to protect sensitive data shared with the bot.
Afternoon Session (4 Hours)
3. Testing and Fine-Tuning:
- Simulating real-world scenarios to evaluate performance and accuracy.
- Iterative improvements based on feedback and testing results.
- Hands-On Lab:
- Test the IT Helpdesk Agent against multiple queries.
- Optimize responses for improved accuracy and user satisfaction.
4. Deploying Across Channels:
- Strategies for deploying AI solutions to Microsoft Teams, Email, and other communication platforms.
- Hands-On Lab:
- Deploy the helpdesk bot to Teams and Outlook for live testing.
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Day 4: Advanced Integrations, Monitoring, and Future Trends
Objective:
Explore advanced integrations, analytics, and strategies to scale AI-powered solutions for enterprise use.
Morning Session (4 Hours)
1. Integrating AI with Business Processes:
- Use Logic Apps and Power Automate for complex workflows.
- Leverage Azure Cognitive Services for advanced AI capabilities (e.g., sentiment analysis and translation).
- Hands-On Lab:
- Enhance the helpdesk bot with advanced features, such as sentiment detection for prioritizing tickets.
2. Real-World Demo: Comprehensive Use Case:
- Build a complete automation pipeline:
- Trigger workflows via Logic Apps.
- Manage tasks with Azure Queue Storage.
- Automate user management via Graph API.
Afternoon Session (4 Hours)
3. Monitoring and Optimization:
- Use analytics to track bot performance and user interactions.
- Best practices for improving AI accuracy and relevance over time.
- Hands-On Lab:
- Implement dashboards in Power BI to monitor the bot's performance and generate actionable insights.
4. Future Trends and Scalability:
- Discuss emerging trends in AI and their potential impact on business applications.
- Explore strategies for scaling AI-powered solutions across organizations.
- Wrap-Up Lab: Deploy and demonstrate a fully functional helpdesk bot solving end-to-end IT queries.
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Key Deliverables for Attendees
- A fully customized AI-powered helpdesk bot tailored for IT support scenarios.
- Hands-on experience integrating AI with business processes using Copilot Studio.
- Skills to personalize, secure, and scale AI solutions in real-world environments.
- Insights into advanced AI trends and their applications in enterprise workflows.

Samir Makwana
MCT | Founder of Cloudtrify | Cloud Solution Architect | Angel Investor
Collingwood, Canada
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