PL-7008: Create Agents in Microsoft Copilot Studio

The PL-7008: Create Agents in Microsoft Copilot Studio¹ course teaches how to build agents with Copilot Studio, covering topics, actions, connected sources, generative answers, and publishing to Teams and websites. This 1-day course provides hands-on experience designing conversational agents that handle structured dialogues and ground their replies in your own content. Esamatic srl, a Microsoft Learning Partner in Milan, delivers this course as part of its broader Microsoft Power Platform training catalog with Microsoft Certified Trainers.²

• Agent Topics: design conversational topics with trigger phrases, nodes, and branching logic for structured interactions
• Custom Actions: build actions that connect agents to Power Automate flows and external systems
• Connected Sources: link Dataverse, websites, and documents so agents can answer with grounded context
• Generative Answers: let agents respond dynamically using the connected sources you have configured
• Publishing: deploy agents to Microsoft Teams, websites, and other channels for end-user access

Course Overview: PL-7008 Create Agents in Microsoft Copilot Studio

Microsoft Copilot Studio lets organizations create custom agents that combine conversational design with task handling. The PL-7008 course provides comprehensive training on building agents from scratch, from designing conversational flows and connecting source content to enabling generative answers and publishing agents to Microsoft Teams and web channels for broad organizational access. Copilot Studio sits alongside the rest of the Microsoft Power Platform Technologies stack — Dataverse, Power Apps, Power Automate, Power BI, and AI Builder — so the patterns you learn here transfer naturally to other low-code workloads.

• Maker-first design surface: visual canvas for topics, nodes, conditions, and variables
• Power Automate integration: trigger flows from agent actions to read, write, and orchestrate data
• Knowledge grounding: connect SharePoint, public websites, Dataverse tables, and uploaded documents
• Multi-channel publishing: Teams, custom websites, mobile apps, and Microsoft 365 surfaces
• Telemetry and analytics: monitor usage, deflection, and topic performance to refine agents over time

Learning Objectives

1. Design agent topics and flows — create conversational topics with trigger phrases, branching logic, variables, and message nodes for structured user interactions
2. Build actions and integrations — develop custom actions using Power Automate and connectors to extend what your agents can do
3. Configure connected sources and generative answers — connect organizational content and enable generative answers for dynamic, grounded responses
4. Publish and manage agents — deploy agents to Teams, websites, and custom channels, then monitor sessions and refine agent behavior

Skills You Will Practice

• Authoring conversational topics with the visual designer
• Defining entities, slots, and variables to capture user input
• Branching dialogue with conditions and adaptive cards
• Calling Power Automate flows from agent actions
• Publishing agents securely to Microsoft Teams

Hands-On Lab Topics

• Build a service-desk agent from a blank template
• Connect a public website as a knowledge source
• Add a custom action that creates a record in Dataverse
• Test the agent in the integrated test pane
• Publish to a Teams channel and validate end-user access

Who Should Attend the PL-7008 Microsoft Copilot Studio Course

This course is designed for makers, citizen developers, Power Platform professionals, and IT administrators who want to create agents in Microsoft Copilot Studio for customer self-service, employee support, and internal task handling. App makers coming from Create and Manage Canvas Apps with Power Apps - PL-7001 will find Copilot Studio a natural complement to their existing low-code skills.

• Power Platform makers extending into conversational interfaces
• Citizen developers automating internal employee requests
• Service-desk and HR teams designing self-service experiences
• Solution architects evaluating agents for customer-facing workloads
• IT administrators rolling out Copilot Studio across the organization

Career Benefits of Microsoft Copilot Studio Agent Training

Expertise in Copilot Studio agent creation is in high demand as organizations build conversational solutions — a valuable skill for Power Platform makers, conversational designers, and digital workplace professionals building self-service agents.

• Move from app maker to agent maker with a marketable conversational-AI skill
• Lead employee-facing self-service initiatives in HR, IT, and operations
• Pair Copilot Studio with Power Automate for end-to-end automation
• Position yourself for senior maker, solution architect, and AI specialist roles
• Complement broader generative-AI tracks such as AB-730T00: Transform Business Workflows with Generative AI

Prerequisites for the PL-7008 Copilot Studio Course

• Basic familiarity with Microsoft Copilot Studio or Power Virtual Agents
• Understanding of Power Platform concepts and Microsoft Teams collaboration
• Experience with workflow design or visual flow building
• Working knowledge of Microsoft 365 productivity tools
• Awareness of basic data concepts (tables, fields, relationships)

Governance and Integration with Microsoft Power Platform

Agents created in Copilot Studio inherit the same governance, environment, and connector model as the rest of the Power Platform. Before publishing agents broadly, makers should align with the organization's DLP Policies: models and cases to ensure connected sources and outbound actions respect data-loss-prevention rules. Where agents need to reach line-of-business systems, the integration patterns documented in Dynamics 365: Field Service illustrate how Power Platform connects to Dynamics 365 and Azure for proactive maintenance, IoT automation, and remote assistance scenarios.

• Environment strategy: dev, test, and production environments
• Solution-aware authoring for ALM and deployment
• Data Loss Prevention (DLP) policies covering connectors
• Microsoft Entra authentication for agent users
• Tenant-level analytics and audit logs

PL-7008 Comparison with Related Microsoft Power Platform Courses

Frequently Asked Questions about PL-7008 and Copilot Studio

Key Takeaways for the PL-7008 Microsoft Copilot Studio Training

• PL-7008 is a 1-day, maker-focused path to building Copilot Studio agents end-to-end
• You will design topics, custom actions, and connected sources with the visual designer
• Generative answers ground replies on your own websites, SharePoint, and Dataverse content
• Publishing covers Microsoft Teams, custom websites, and Microsoft 365 Copilot surfaces
• The course slots into the wider Power Platform learning track for makers and architects

¹ Course code and curriculum aligned to the Microsoft Learn syllabus for PL-7008. ² Delivered by Microsoft Certified Trainers (MCTs) at Esamatic srl, a Microsoft Learning Partner.