Microsoft Copilot Studio Training

Microsoft Copilot Studio Training

Learn from the Microsoft Data & AI experts

Our Copilot Studio Training helps teams go beyond using prebuilt Copilot tools, teaching you how to design, build, and manage custom Copilot experiences that automate workflows, connect to enterprise data, and extend AI across Microsoft 365 and Fabric. You’ll also gain practical exposure to Copilot for Microsoft 365 and Copilot in Fabric, so you understand how Studio-built copilots fit into the broader Microsoft AI ecosystem.

By the end of this training, your team will know how to create, deploy, and manage intelligent Copilots tailored to your business processes and data.

What To Expect With Microsoft Copilot Studio Training

Hands-On Training

Gain direct, practical experience creating custom copilots using Microsoft Copilot Studio. Learn to design conversational flows, connect data sources, and deploy your copilots to Teams, web, or embedded environments

Expert Instructors

Learn from Collectiv’s Microsoft Data & AI experts who have implemented Fabric, Power BI, and Copilot solutions across a wide range of enterprise use cases. Our instructors combine deep technical understanding with proven enterprise deployment experience.

Comprehensive Curriculum

From understanding Copilot Studio fundamentals to building, publishing, and governing enterprise copilots, this training gives your team everything they need to successfully implement AI assistants within your organization.

Contact us to schedule your training: gocollectiv.com

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What Will You Learn?

Introduction to Copilot Across the Microsoft Ecosystem

  • Understand Copilot’s role within Microsoft 365, Fabric, and Power Platform
  • Explore the differences between Copilot for Microsoft 365, Copilot in Fabric, and custom copilots built with Studio
  • Learn AI governance and licensing considerations

Copilot Studio Fundamentals

  • Overview of Copilot Studio architecture and capabilities
  • Building your first copilot using natural language and topics
  • Managing triggers, variables, and conversation design best practices
  • Publishing copilots to Teams or internal applications

Integrating Data and Extending Functionality

  • Connecting to Dataverse, SharePoint, SQL, Fabric, and third-party APIs
  • Using Connectors and Custom Actions to extend your copilots
  • Working with data sources to build context-aware copilots for enterprise scenarios

Prompt Engineering and Intelligent Responses

  • Learn how to write effective prompts that yield accurate, contextual answers
  • Implement guardrails and fallback strategies for more reliable AI performance
  • Explore how Copilot Studio uses GPT models within business constraints

Advanced Topics: AI Agents and Governance

  • Introduction to reusable data agents for advanced automation
  • Managing security, permissions, and lifecycle governance
  • Deploying copilots responsibly across teams and departments

Sample 2-Day Training Agenda

Day 1:

8:00 – 8:30: Introductions and Overview of the Copilot Ecosystem
8:30 – 10:00: Introduction to Copilot for Microsoft 365 and Fabric
10:00 – 10:15: Break
10:15 – 12:00: Copilot Studio Fundamentals – Interface, Topics, and Conversation Design
12:00 – 1:00: Lunch
1:00 – 2:30: Building Your First Custom Copilot
2:30 – 2:45: Break
2:45 – 4:00: Publishing and Testing Your Copilot
4:00 – 4:30: Q&A and Wrap-Up

Day 2:

8:00 – 8:15: Day 1 Recap and Questions
8:15 – 10:00: Connecting Data Sources and APIs
10:00 – 10:15: Break
10:15 – 12:00: Prompt Engineering and Data Agents
12:00 – 1:00: Lunch
1:00 – 2:30: Copilot Governance and Enterprise Deployment Best Practices
2:30 – 2:45: Break
2:45 – 4:00: Hands-On Workshop: Build and Deploy a Departmental Copilot
4:00 – 4:30: Final Wrap-Up and Next Steps

Additional Training Information

All individuals in the training will need to have the following:

  • A laptop with Windows 10 or 11 installed (Macs and Chromebooks are not supported
  • Access to Microsoft Copilot Studio through your Power Platform environment
  • Microsoft 365 account with permissions to use Teams and Power Platform connectors
  • Optional: Access to Fabric or Power BI for integration exercises

Training FAQs

This training is for business and technical professionals who want to create and manage copilots with Microsoft Copilot Studio. It’s ideal for Power Platform, Fabric, and data teams, as well as business leaders looking to build intelligent assistants that boost efficiency. It also provides a strong foundation for organizations exploring Copilot for Microsoft 365 or Copilot in Fabric

Collectiv’s Copilot Studio Training is a 2-day, hands-on experience where teams learn to build, customize, and deploy copilots using Microsoft Copilot Studio. Participants design conversational logic, connect real data, and publish their own bots. The training also covers how Copilot Studio integrates with Copilot for Microsoft 365 and Fabric within the broader Microsoft AI ecosystem.

No prior AI or coding experience is required. If you’ve worked with Power Apps, Power Automate, or Power BI, you’ll feel right at home but even non-technical professionals will be able to follow along and create their own copilots. The course is designed to bridge the gap between business users and technical developers, showing how anyone can use Copilot Studio to build valuedriven AI assistants.

Collectiv’s Copilot Training is designed for small- to medium-sized teams, with a maximum of 15 participants per session.This ensures every attendee receives personalized guidance and handson support from our experts. For larger teams, we can host multiple sessions or design a tailored training program to fit your organization’s needs.

Our Copilot Training can be delivered virtually or in person, depending on your team’s
preferences and scheduling needs.

  • Virtual Training: Offered as either two full-day sessions or four half-day sessions, ideal for
    distributed or remote teams.
  • In-Person Training: Delivered onsite at your organization’s location for a fully immersive, collaborative learning experience. Please note: In-person sessions include additional travel costs to cover instructor travel, lodging, and meal expenses.

Absolutely. If your team wants to focus on specific Copilot capabilities, our instructors can create customized workshops with hands-on exercises often using your own data so your team leaves with practical, immediately applicable Copilot skills.