Mastering Microsoft Copilot Studio From Custom Agent Development to M365 Extensibility

Date:
11th March 2026

Time:
9:00am – 5:00pm

Cost:
Free of Charge (FOC)

Mode:
VILT (Live Virtual)

Trainer:
Richard Doraisamy

Prerequisites: Familiarity with Microsoft 365 and basic data concepts.

Who Should Attend This Course?

This event is designed for business and IT professionals who want to understand how to build and integrate AI agents without writing code. It is ideal for:

Business Analysts & Process Owners looking to automate workflows.

IT Admins & Managers overseeing Microsoft 365 governance and AI strategy.

Citizen Developers (Power Platform users) wanting to expand into AI.

Innovation Leads evaluating the difference between custom bots and M365 extensions.

In short:
If you are responsible for improving organizational productivity using the Microsoft AI stack—regardless of your technical background—this course is for you.

MORNING SESSION

Building Custom Agents

Time Duration Module Title and Topics
09:00 – 10:00 AM 1 hour Module 1: Introduction & Environment Setup
10:15 – 11:30 AM 1 hour 15 minutes Module 2: Conversational Design & Topic Logic
11:30 – 12:30 PM 1 hour Module 3: Data Management & Entities
12:30 – 13:30 PM 1 hour Lunch Break

Module 1: Introduction & Environment Setup

Understanding the difference between standalone custom agents and Microsoft 365 Copilot extensions.

Navigating the Copilot Studio portal, environments, and licensing overview.

From initial ideation to publishing across different channels (Teams, Web, etc.).

Module 2: Conversational Design & Topic Logic

Deep dive into trigger phrases, conversation paths, and branching logic.

How to handle unrecognized user intent gracefully.

Leveraging “Generative Answers” to ground the agent in specific websites or internal data without manual topic creation.

Module 3: Data Management & Entities

Using system and custom entities to capture and store user information.

Managing variables across different topics and sessions to ensure a personalized experience.

Building a complex logic flow using variables and conditional branching.

AFTERNOON SESSION

Powering Up & Extending M365

Time Duration Module Title and Topics
13:30 – 14:30 PM 1 hour Module 4: Enhancing Agents with Actions
14:45 – 16:00 PM 1 hour 15 minutes Module 5: Extending Microsoft 365 Copilot
16:00 – 17:00 PM 1 hour Module 6: Actions, Connectors & Governance
17:00 PM – End of Event

Module 4: Enhancing Agents with Actions

Calling flows directly from a topic to perform tasks (e.g., sending emails, updating CRM records).

Introduction to autonomous capabilities where agents use reasoning to select the best tools/topics for a task.

Utilizing organizational data for contextual responses.

Module 5: Extending Microsoft 365 Copilot

Understanding how to build agents that live inside the Microsoft 365 Copilot interface.

Adding specific enterprise knowledge (SharePoint, OneDrive) to a declarative agent.

Designing effective “ice-breaker” prompts to guide M365 users.

Module 6: Actions, Connectors & Governance

  • Prompt Actions: Creating custom LLM instructions for specific business tasks.
  • Connector Actions: Using pre-built or custom connectors to fetch real-time external data.

Best practices for deploying extensions to Microsoft 365, managing permissions, and analyzing agent performance.

Choosing between a standalone custom copilot (PL-7008) and an M365 extension (MS-4022) for different business scenarios.

Key Takeaways for Attendees:

What you’ll walk away with after a full day of hands-on learning in Copilot Studio.

Understand the Engine

Deep conceptual knowledge of how Copilot Studio processes natural language.

Logic Mastery

Learn to architect complex conversation flows using topics and entities.

Extensibility Strategy

Know exactly how to connect Copilot to external data and internal M365 workflows.

No-Code Proficiency

Visualize how to build sophisticated AI assistants without writing a single line of code.

Richard Doraisamy

Speaker of the Day

A seasoned learning and development leader with over 20 years of global experience in driving enterprise upskilling, technical enablement, and organizational transformation.

Recognized for blending technical depth with consultative delivery, Richard has led large-scale AI, cloud, and Copilot adoption programs for multinational clients, achieving measurable productivity gains and early adoption success across industries.

With a strong track record in managing training strategy, content development, and enterprise delivery, he is passionate about empowering professionals and organizations to unlock the full value of Microsoft technologies.

Register Now

Certificate of completion will only be provided to attendees who stay till the end and complete the feedback form.