Copilot & AI Agent
The Copilot & AI Agent course by UPLYNK is a hands-on program designed to help participants understand, design, and implement intelligent conversational agents using Microsoft Copilot Studio and the Power Platform. This course bridges the gap between traditional app building and next-generation AI-driven automation, empowering learners to create smart copilots that simplify business processes and enhance user experiences.
Through a blend of instructor-led sessions and guided labs, participants will explore the full lifecycle of Copilot development — from concept and conversational design to data integration, adaptive card responses, and deployment. You’ll gain practical experience connecting Copilot Agents to real business data sources like Dataverse for dynamic and personalized responses.
By the end of this course, you will be able to build, test, and deploy intelligent copilots that assist users, automate repetitive tasks, and deliver meaningful insights — preparing you for emerging roles such as AI Agent Developer, Power Platform Specialist, or Dynamics 365 Functional Consultant.
Format: Instructor-led with labs
Course Introductions
Copilot Studio Essentials
Explore Copilot Studio, topics, and workspace setup to build intelligent agents from scratch.
Conversational Design
Learn how to structure intents, entities, and natural dialogues for meaningful user experiences.
Data Integration
Connect your Copilot with Dataverse and APIs for dynamic, data-aware conversations.
AI Builder & NLU
Enhance agent intelligence with AI Builder, entity extraction, and natural language understanding.
Adaptive Cards & UI
Build interactive responses with buttons, lists, and visuals.
Testing & Deployment
Test, debug your agents with governance best practices.
Day-wise Program (3 Days)
- Introduction to Copilot ecosystem
- Understanding AI Agents and conversational design
- Overview of Microsoft Copilot Studio
- Exploring Copilot integration with Power Platform & Dynamics 365
- Hands-on: Create your first simple Copilot Agent
- Designing conversations using Topics, Variables, and Adaptive Cards
- Connecting data sources — Dataverse
- Using AI Builder for intent recognition and data extraction
- Incorporating Generative Answers and Knowledge Sources
- Hands-on: Build a Copilot that queries live data from SharePoint or Dataverse
- Testing AI Agent
- Debugging & Improving user experience
- Best practices and governance for enterprise Copilot deployment
Charmaine Khadye
CEO , UPLYNK