Module 16: Advanced Copilot Studio

Module 16

Advanced Copilot Studio

Move beyond basic FAQ agents into conversation design, grounded knowledge, actions, authentication, analytics, and production improvement loops.

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Feature reminder: Advanced Copilot Studio work can touch connectors, systems, authentication, Power Platform environments, DLP policies, publishing channels, and organization security controls.

Module Outcomes

Design

Design resilient conversations that handle ambiguity, handoffs, and exceptions.

Plan

Plan actions, connectors, authentication, and data access without losing governance discipline.

Use

Use analytics, testing, and lifecycle practices to improve an agent after launch.

Lessons

  1. Lesson 16.1: Designing Agent ConversationsDesign conversations that guide users without trapping them in brittle paths.
  2. Lesson 16.2: Knowledge Sources and Grounded AnswersImprove answer quality by pairing knowledge design with testing and ownership.
  3. Lesson 16.3: Actions, Connectors, and External SystemsPlan actions that safely connect conversations to work.
  4. Lesson 16.4: Authentication, Permissions, and Safe AccessPlan user-specific access without confusing identity, permissions, and business policy.
  5. Lesson 16.5: Testing, Analytics, and Improvement LoopsUse evidence to improve agents after launch instead of guessing.
  6. Lesson 16.6: Advanced Copilot Studio Capstone: Build a Business Workflow AgentDesign a workflow agent that combines conversation, knowledge, actions, safe access, and analytics.

Module Capstone

Design a business workflow agent that combines controlled conversation, grounded knowledge, actions, authentication assumptions, and analytics.

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