AI Microsoft Copilot Courses Building Agents with Copilot Studio

Building Agents with Copilot Studio | Training Course

Build Copilot Studio agents that answer from company knowledge, connect to business systems and automate routine work across your team.

1 day course 10am - 5pm Live Online or Classroom-based

What you will learn

Understanding when to move from Agent Builder to Copilot Studio, helping you choose the right tool every time.
How to create a Copilot Studio agent from a simple description, giving your team a working assistant quickly.
Grounding agents in SharePoint and company files, ensuring answers stay accurate, current and consistent with your organisation's policies.
How to connect agents to Outlook, Dynamics 365 and other systems, enabling them to update records automatically.
Automating routine work with autonomous agents, empowering teams to route incoming HR requests without delay.
How to publish agents in Microsoft Teams and Microsoft 365 Copilot, making them easy for colleagues to use.
Measuring agent performance with analytics and evaluation sets, improving productivity by fixing weak answers before users notice them.
How to build agents within IT governance and data policies, speeding up approval and protecting sensitive business information.

Book Now

Related Courses

Microsoft 365 Copilot AI Introduction

We enjoyed the session and found it informative, useful and thought-provoking. Please pass our thanks to our trainer for delivering training yesterday. It was very well received.
CLC Solicitors
October 2026
Microsoft 365 Copilot AI Introduction

The most useful training I have had in a decade. The trainer was very knowledgeable and used very practical exercises to show theory and functionality. The training venue was great. Highly recommend.
Chance UK (Charity)
August 2026
Training very good as the trainer will go at the speed you want and will cover anything you need. The training program itself is brilliant. Really enjoyed it.
Structural Soils Ltd
June 2026
Very in depth training, extremely useful tips! Can't wait to put them into practice! Thank you so much!
Charlotte E
July 2026
Detailed and in-depth training. Staff are very welcoming and informative. Would highly recommend.
Gemma B
July 2026
Really useful and informative. Feel much more confident with Figma now!
UK Research and Innovation
August 2026
Lee explained everything very clearly and at a good pace, giving plenty of opportunities for questions and trying things out. I left feeling confident in putting what I've learnt into practice.
Morpeth College
August 2026
The course was very informative, I learned a lot of useful information. Lee was great at teaching us and very accommodating to my work schedule which was really nice.
CIPA
June 2026
Excellent course - Anthony was fantastic and it was a great introduction to Illustrator. Many thanks to all involved in booking and running the course.

June 2026
Exceptional knowledge base and tailored to suit our requirements.
RAF
July 2026
The course was exactly what I needed at this point and our trainer was superb. But I've come to expect this from Transmedia who I've used for at least 20 years now.
Rolls Royce
June 2026
The Premier introductory course has really helped me learn how to do things properly. I was previously self-taught, but now I can correct all the bad mistakes I was making so I will be more efficient.
MAF UK
May 2026
The trainer took us through the course at a good pace and tailored it to the type of content we deal with at work. He had great examples and explained the concepts really well. Very enjoyable! Thanks.
Microbiology Society
June 2026
The training was awesome! My tutor was very professional and fun. I really enjoyed the two sessions. Thank you very much!
CTBTO
August 2026
Lee's After Effects lesson was super fun and helpful. He talked through processes clearly and had a lot of patience for everyone on my team. Thank you :)
Jersey Heritage
June 2026

Microsoft 365 Copilot AI Introduction

We enjoyed the session and found it informative, useful and thought-provoking. Please pass our thanks to our trainer for delivering training yesterday. It was very well received.
CLC Solicitors
October 2026
Microsoft 365 Copilot AI Introduction

The most useful training I have had in a decade. The trainer was very knowledgeable and used very practical exercises to show theory and functionality. The training venue was great. Highly recommend.
Chance UK (Charity)
August 2026
Training very good as the trainer will go at the speed you want and will cover anything you need. The training program itself is brilliant. Really enjoyed it.
Structural Soils Ltd
June 2026
Very in depth training, extremely useful tips! Can't wait to put them into practice! Thank you so much!
Charlotte E
July 2026
Detailed and in-depth training. Staff are very welcoming and informative. Would highly recommend.
Gemma B
July 2026
Really useful and informative. Feel much more confident with Figma now!
UK Research and Innovation
August 2026
Lee explained everything very clearly and at a good pace, giving plenty of opportunities for questions and trying things out. I left feeling confident in putting what I've learnt into practice.
Morpeth College
August 2026
The course was very informative, I learned a lot of useful information. Lee was great at teaching us and very accommodating to my work schedule which was really nice.
CIPA
June 2026
Excellent course - Anthony was fantastic and it was a great introduction to Illustrator. Many thanks to all involved in booking and running the course.

June 2026
Exceptional knowledge base and tailored to suit our requirements.
RAF
July 2026
The course was exactly what I needed at this point and our trainer was superb. But I've come to expect this from Transmedia who I've used for at least 20 years now.
Rolls Royce
June 2026
The Premier introductory course has really helped me learn how to do things properly. I was previously self-taught, but now I can correct all the bad mistakes I was making so I will be more efficient.
MAF UK
May 2026
The trainer took us through the course at a good pace and tailored it to the type of content we deal with at work. He had great examples and explained the concepts really well. Very enjoyable! Thanks.
Microbiology Society
June 2026
The training was awesome! My tutor was very professional and fun. I really enjoyed the two sessions. Thank you very much!
CTBTO
August 2026
Lee's After Effects lesson was super fun and helpful. He talked through processes clearly and had a lot of patience for everyone on my team. Thank you :)
Jersey Heritage
June 2026

This Building Agents with Copilot Studio course includes

Authorised Certificate
Lifetime support after your course
Course materials
Live Instructor-led training

Refreshments all day
Latest Mac or PC ready to go
Authorised Trainers
Hands-on exercises

Book this course

We offer Building Agents with Copilot Studio as a private course.

You can select a date which suits you or your team.

The course content can be fully customised to your exact learning requirements.

Request dates

Video success stories

Course Outline for Building Agents with Copilot Studio

Knowing When You Need Copilot Studio

Comparing Agent Builder in Microsoft 365 Copilot with Microsoft Copilot Studio
Understanding how Copilot Studio agents use instructions, knowledge, tools and topics
Recognising tasks suited to agents and tasks better handled by Power Automate flows
Understanding licensing, environments and what IT needs to approve
Planning an agent around a clear purpose, audience and success measure

Creating Your First Copilot Studio Agent

Creating an agent from a description and refining its instructions
Choosing a model and setting the agent's tone and boundaries
Testing conversations in the test pane and fixing weak answers
Using topics for conversations that must follow a fixed path
Moving an existing Agent Builder agent into Copilot Studio

Grounding Agents in Your Organisation's Knowledge

Adding SharePoint sites, files, websites and Dataverse tables as knowledge sources
Controlling which sources an agent can search and cite
Writing instructions that keep answers accurate and on-brief
Keeping knowledge current and avoiding conflicting sources

Connecting Agents to Business Systems

Adding tools from prebuilt connectors such as Outlook, SharePoint, Dynamics 365 and Salesforce
Calling agent flows to update records, send approvals and create documents
Connecting to MCP servers to reach other applications and services
Using computer use to work with websites and desktop applications that have no connector
Managing authentication so agents act with the right permissions

Automating Work with Autonomous Agents

Setting triggers so agents respond to new emails, files or records
Designing multi-step workflows with human review steps
Coordinating several agents to share a larger task
Deciding which actions need human approval before they run

Publishing and Sharing Your Agent

Publishing agents to Microsoft Teams, Microsoft 365 Copilot and websites
Sharing agents with colleagues and controlling who can use them
Writing descriptions that help users and Microsoft 365 Copilot find the right agent
Preparing colleagues to work with a new agent

Testing, Measuring and Improving Agents

Building evaluation sets to test answers across many conversations
Reading analytics to find unanswered questions and failed conversations
Tracking usage, satisfaction and time saved
Improving instructions, knowledge and tools from real usage

Keeping Agents Secure and Well Governed

Working within environments, data policies and security roles set by IT
Protecting sensitive data and reducing prompt injection risks
Managing versions and moving agents from development to production
Monitoring unused agents and retiring agents that are no longer needed

FAQs about the Building Agents with Copilot Studio course

Is this Building Agents with Copilot Studio course suitable for me?

This course is designed for people who already use Microsoft 365 Copilot and want to build agents that serve a team or department. No coding is required. Attending our Microsoft 365 Copilot AI Intermediate course first or having equivalent experience of Agent Builder, is recommended. If you have any questions about whether the course could meet your needs, please speak to our customer service team, who will be delighted to advise you.

How is the content taught throughout the Building Agents with Copilot Studio course?

Our Building Agents with Copilot Studio course is extremely interactive. You will be using Copilot throughout the day, working through examples and live projects under the guidance of our trainer, who will be inviting questions and supporting you through each step.

How many people are likely to be in the class when I attend the Building Agents with Copilot Studio course?

For private classes in Building Agents with Copilot Studio, we recommend a maximum of 8 to 10 people from the same company in the class. Please ask our customer service team to help you find the right balance of people per class and the number of days training you need.

Should I attend the Building Agents with Copilot Studio course in person or live online?

For in-person courses at our London training centre, you will receive a warm personal welcome, your choice of the latest Mac or PC and morning and afternoon refreshments. If you prefer to attend remotely, rest assured that you will be taught live by the same experts that deliver our in-person courses, covering the same training content, using the same exercises and materials. A second monitor is recommended but not essential.

What support is available after I attend the Building Agents with Copilot Studio course?

We offer ongoing support to our Building Agents with Copilot Studio course attendees through email and by arrangement, phone calls. You are welcome to ask any questions on topics covered during training. Our trainer will always do their best to explain principles and help you with any issues you encounter.

Will I receive a certificate upon completion of my Building Agents with Copilot Studio course?

Yes, you'll receive a certificate of completion from Transmedia, demonstrating your knowledge and attendance on our Building Agents with Copilot Studio course. Our certificates note our Authorised Training Centre status.

Building Agents with Copilot Studio — Team and Bespoke Training

Booking a private training session allows you to focus on your exact needs on dates that work best for you or your team.

Sessions can be run online or in person, on your site or at our London training centre.
We manage training for many of the UK’s largest companies, taking care of all the admin, working with you to ensure the perfect course.
Our expert trainers will first understand your requirements and then tailor each session to your exact specification.
We offer a free consultation service to work out every detail of your course.

Private One-to-One Training

One-to-one tuition tailored to your exact requirements. Your choice of duration, dates and content.

Book Now

Team Training for Companies

Group bookings provide you with the most cost-effective way to train your team.

Book Now

Our Clients

Who we work with

Latest Blog Articles

Copilot training abstract illustration representing organised workflows, clear hierarchy and consistency

Live Online vs Classroom Training: Which is Right for You

Copilot for Marketers: How to Write Better Campaign Copy and Reports in Half the Time

Copilot training visual showing links between Microsoft Copilot with Adobe Creative Cloud design panels and workflow dashboards in floating interface layout

Using Copilot and Adobe Creative Cloud to automate design iteration and project management

Why Transmedia?

Unlimited Training Support

We offer unlimited training support after your course.

Bespoke Training Solutions

Customised training and software solutions based on your exact requirements.

Worldwide Creative Skills Training

Join our authorised training courses live online from anywhere in the world.

Authorised Training Professionals

Our experts are accredited by Adobe, Apple and Claris and bring years of experience and real-world expertise.

Transmedia is a leading UK provider of Authorised Adobe, Apple, and Claris FileMaker training, and a specialist in Artificial Intelligence training for business teams.

With over 32 years' experience and 150,000+ people trained, we deliver live online or in-classroom courses from our London training centre, including ChatGPT, Claude, Adobe Firefly, and generative AI for creative and marketing teams, alongside Adobe Creative Cloud, animation and video, coding, Figma, Google, Microsoft Office, and business skills: for individuals, corporate teams, and charities across the UK and worldwide.