Automate tasks and workflows in Microsoft Copilot Studio

Overview

Learn to evaluate and select integration patterns for your Copilot Studio agents. Explore tools, knowledge sources, and agents as integration options and identify appropriate authentication models to design integrations that meet your enterprise requirements.After completing this module, you'll be able to:

Distinguish between integrating agents with tools, knowledge sources, and other agents Evaluate the appropriate integration approach for a given enterprise scenario Identify authentication models used across integration types Learn to create, configure, and monitor agent flows in Microsoft Copilot Studio to automate repetitive multi-step business processes.After completing this module, you'll be able to:

Create agent flows in Copilot Studio using natural language and the visual designer.

Configure triggers, actions, and connectors to automate business processes. Apply control structures to manage flow logic.

Monitor and manage agent flow performance. Extend Copilot Studio agents to automate tasks in web browsers and desktop applications using computer use.

Configure computer use tools with instructions, machine settings, credentials, and access controls, then monitor execution with the activity map and Dataverse logging.After completing this module, you'll be able to:

Describe what computer use is and how it works. Evaluate whether computer use is the right tool for a given scenario.

Configure computer use as a tool in a Copilot Studio agent. Monitor computer use execution using the activity map and advanced logging.

Syllabus

• Design integration strategies for agents in Microsoft Copilot StudioIntroductionExplore the Copilot Studio integration landscapeCompare action integration patternsAuthenticate and govern agent integrationsSelect integration patterns for enterprise scenariosModule assessmentSummary
• Automate workflows using agent flows in Copilot StudioIntroductionUnderstand agent flows in Copilot StudioIdentify agent flow automation scenariosCreate an agent flowConfigure triggers, actions, and connectorsControl agent flow logicManage and monitor agent flowsModule assessmentSummary
• Automate desktop and web tasks with computer use in Copilot StudioIntroductionUnderstand computer use in Copilot StudioEvaluate whether computer use fits your scenarioConfigure computer use as an agent toolMonitor and supervise computer use executionModule assessmentSummary

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Subjects

Artificial Intelligence