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5 half days
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Microsoft 365 Copilot: Module 2 - Copilot Studio Intensive Training
Advanced · 5 half days or flexible as in-house training · In-House
60% Hands-on Practice
Exercises with real projects from everyday development
Certified Trainers
Google Developer Experts & Community Experts
Bonus: Lifetime Access
Materials stay up to date — even after the workshop
This workshop gives you a solid foundation in Microsoft Copilot Studio. You'll get to know the platform architecture and the agent concept and build your first declarative and conversational agents.
We'll show you how to integrate knowledge sources, implement simple automations with Power Automate, and deploy your agents in Microsoft Teams or other channels. You'll also learn how to structure, test, and securely roll out agents in your organization using instructions, topics, and actions.
After the workshop, you'll understand the key concepts and be able to develop your first production-ready agents on your own.
Agenda
Fundamentals & platform overview
- What is Microsoft Copilot Studio? Classification & delimitation
- Agent vs. chatbot vs. copilot – clarifying terms & concepts
- Overview: declarative agents, conversational agents, autonomous agents
- Getting to know the Copilot Studio interface
- When to use Agent Builder (M365) vs. Copilot Studio?
- Understanding licensing models & pricing structures
Creating your first agent
- Describing an agent in natural language
- Configuring name, description & instructions
- Creating your own system prompts for agents
- Testing the agent in the integrated test pane
- Customizing the agent icon & appearance
Knowledge sources & grounding
- What does "grounding" mean – and why is it crucial?
- Adding public websites as a knowledge source
- Connecting SharePoint pages and documents (Word, PDF, PPT)
- Microsoft Graph & Work IQ: access to enterprise data
- Enabling and configuring web search
- Hands-on: building your own company agent with knowledge sources
Topics & conversational control
- What are topics? Structure and logic
- Trigger phrases and NLU (Natural Language Understanding)
- Designing conversation flows: questions, conditions, variables
- Adaptive Cards for structured responses
- Fallback topics and escalation to human agents
- Understanding and customizing system topics
Actions & automation
- What are actions? Integrating flows and APIs
- Creating Power Automate flows directly from Copilot Studio
- Integrating HTTP requests & external APIs
- Agent flows: automation without direct user interaction
- Configuring authentication (Microsoft Entra ID, SSO)
- Hands-on: an agent that creates a task in SharePoint or Teams
Deployment & channels
- Publishing an agent: overview of the available channels
- Deployment in Microsoft Teams: step by step
- Enabling the Teams channel in Copilot Studio
- Installing the agent as a team bot
- Using the agent in personal chat & in channels
- Deployment in Microsoft 365 Copilot Chat
- Deployment on websites (embedding the web widget)
- Sharing an agent: with individuals, teams, the entire organization
- Difference between Agent Builder (M365) and Copilot Studio when deploying
Governance, security & analytics
- Power Platform Admin Center: managing environments & access rights
- Agent lifecycle management: versions, environments, ALM
- Data protection & compliance: sensitivity labels, tenant data, GDPR
- Microsoft Purview integration: audit logs & eDiscovery
- Analytics dashboard: usage, success rate, topic analysis
- Measuring ROI: which KPIs demonstrate the value?
- Responsible AI: Microsoft's principles in practice
Final project
- Group work: fully building your own practice-relevant agent
- Agent with knowledge sources, topics and at least one action
- Deployment in Teams & testing with real user questions
- Presentation & feedback within the group
- Next steps & further resources
What you should know
Prerequisites
- Microsoft 365 Business Standard license – feel free to get in touch, we can provide you with access for the training for an additional fee
- Technical requirement: Notebook with Windows, Linux or macOS and a stable internet connection
Target Audience
The course “Microsoft 365 Copilot: Module 2 - Copilot Studio” is aimed at Advanced.
What's Included
Certificate of Participation
Shareable on 
Virtual classroom
Interactive learning platform with exercises and materials
Learn with Robin Böhm
Robin Böhm
CEO von workshops.de
Hey! Ich bin Robin Böhm – Software-Enthusiast, Autor, Berater und Gründer mit Fokus auf Web und Künstliche Intelligenz. Ich helfe Menschen und Unternehmen, moderne Technologien praktisch einzusetzen – von JavaScript und Angular bis hin zu KI-Systemen und Automatisierung. Mein Schwerpunkt liegt dabei bewusst nicht auf der Entwicklung oder dem Training komplexer Modelle, sondern auf der konkreten Anwendung: Wie lassen sich mit vorhandenen KI-Technologien echte Probleme lösen, Prozesse automatisieren und messbarer Mehrwert schaffen? Ich glaube daran, dass die größten Potenziale dort entstehen, wo Menschen KI direkt in ihrem Arbeitsalltag einsetzen. **Stationen:** - 2012: Bachelorarbeit mit frühen Berührungspunkten zu Künstlicher Intelligenz - 2013: Gründung von Angular.DE - 2013: Autor des ersten deutschen Angular-Buchs - 2014: Gründung von Symetics (heute Workshops.DE) - 2015: Übernahme von reactjs.de von unseren Freunden bei 9elements - 2017: Gründung von VueJS.DE - 2018: Entwicklung eines KI-basierten Prototyps zur Generierung von Lernvideos - 2019: Start der Konferenzreihen NG-DE und VueJS Conf (über 1000 Teilnehmende) - 2020: Gründung der Coding Bootcamps Europe GmbH (AZAV-geförderte Ausbildungen) - 2023: Strategischer Fokuswechsel von Webentwicklung hin zu KI-Technologien - 2024: Gründung von ai-automation-engineers.de (KI-News und Praxiswissen) Heute vermittle ich praxisnah, wie Teams mit KI-gestützten Workflows, Agenten-Systemen und Automatisierung ihre tägliche Arbeit effizienter und wirkungsvoller gestalten können.
Request in-house/corporate training
Interested in an in-house Microsoft 365 Copilot: Module 2 - Copilot Studio training for your team or company?
Submit a request and book a preliminary meeting with our advisor.
Submit a request and book a preliminary meeting with our advisor.
Tailored training to your needs
On-site or remote for multiple employees
German and English available
Robin Böhm
CEO of workshops.de
What our participants say
Anonymized on request
Participant
Besonders wertvoll: Die ehrliche Einschätzung, was KI kann und was (noch) nicht.
Attended KI für Einsteiger Crashkurs Fundamentals Training
Anonymized on request
Participant
Die Mischung aus Überblick und praktischer Anwendung war perfekt. Jetzt weiß unser Team, wo wir ansetzen müssen.
Attended KI für Einsteiger Crashkurs Fundamentals Training
Anonymized on request
Participant
Endlich verstehe ich, was hinter dem ganzen KI-Hype steckt und wie wir das konkret nutzen können!
Attended KI für Einsteiger Crashkurs Fundamentals Training
Anonymized on request
Participant
n8n für Fortgeschrittene – ohne Entwicklerhintergrund! Dank des klaren Aufbaus habe ich überraschend viel mitgenommen und fühle mich fit genug, um n8n selbstständig einzusetzen.
Attended n8n: Module 2 – Multi-Agent Systems & MCPs Intensive Training
Anonymized on request
Participant
Guter Workshop, ich habe das erhalten was ich mir wünschte. Vielen Dank!
Attended n8n: Module 2 – Multi-Agent Systems & MCPs Intensive Training
Anonymized on request
Participant
Dankbar, für die unfassbar umfangreichen Anwendungsmöglichkeiten, die gezeigt wurden!
Attended n8n: Module 1 – Automation with AI Agents Intensive Training
Questions and answers
Our public Microsoft 365 Copilot: Module 2 - Copilot Studio remote courses take place from 9:00 AM to 1:00 PM, on-site Microsoft 365 Copilot: Module 2 - Copilot Studio trainings from 9:00 AM to 4:30 PM.
For in-house seminars, individual adjustments are possible.
Yes. At the end of each of our Microsoft 365 Copilot: Module 2 - Copilot Studio seminars, participants receive a signed certificate of attendance.
The certificate includes a verification URL and can be shared on your LinkedIn profile. Learn more about managing certificates on LinkedIn.
Yes, we offer our Microsoft 365 Copilot: Module 2 - Copilot Studio seminars in German and English.
Public dates are held in German, unless explicitly stated otherwise.
In-house seminars can be conducted in the desired language.
All materials and exercises are fully available in English.
Yes. We offer our Microsoft 365 Copilot: Module 2 - Copilot Studio seminars both remotely and on-site. Thanks to our virtual classroom, you can conveniently participate in our workshops from anywhere. Our online presentations are regularly updated, and you have permanent access after the training. Exercises can be accessed and unlocked through an online interface, and we have added additional tasks to prepare you for remote workshops.
We also offer in-house seminars and public trainings on-site. In our schedule overview, you can see the respective venue of the trainings. For in-house trainings, we are happy to discuss the venue details individually with you.
For public Microsoft 365 Copilot: Module 2 - Copilot Studio seminars, we use the online meeting tool Zoom alongside our classroom.
A test link is also included in the preparation to let you try out the technology. The remote workshop is designed so that everyone works from different locations with their own computer.
For in-house seminars, we can conduct the meeting via Zoom or Microsoft Teams.
Other meeting software may be used by arrangement.
In-house Microsoft 365 Copilot: Module 2 - Copilot Studio trainings: Individual consulting with code mentoring
For our in-house seminars, we additionally offer code mentoring.
What is code mentoring?
- Ask-Me-Anything sessions: Clarify questions and uncertainties from the course directly with an expert.
- Code review: Submit your own code snippets and have them analyzed and evaluated by experts.
- Advanced topics: Ask in-depth questions about the course topic to expand your knowledge.
Public Microsoft 365 Copilot: Module 2 - Copilot Studio trainings: Exchange on our community Discord
For participants of public trainings, we recommend joining our community Discord server.
Your benefits on Discord:
- Diverse channels for questions and discussions – beyond the course topic.
- An engaged community that supports you in learning.
Yes. You can enter your routing ID directly in our order form. Our invoices are sent as ZUGFeRD PDFs right after booking.
If you have provided a routing ID, our team will be notified and we will handle the upload to the portal. If we need additional information, we will contact you after booking.
Still have questions?
Just send us an email. If you prefer a more personal contact, Britta is also happy to receive a call from you!
