Microsoft Copilot Studio Live Training
Build a real business agent from scratch in 5 live evening sessions. Learn Copilot Studio hands-on with 13-times Microsoft MVP Bijay Kumar: instructions, SharePoint knowledge, Power Automate flows, testing, and publishing to Teams and Microsoft 365 Copilot.
Copilot Studio training curriculum
5 days · 55 topics · 2.5 hours live each day.
One project all week: an Operations and Service Request Agent. Each day adds to the same agent, so by Friday it answers employee questions from SharePoint, takes requests through Power Automate, reports request status, and is published to Teams and Microsoft 365 Copilot.
Day1Day 1: Design and Build Your First Business Agent
Monday · 11 topics
Day 1: Design and Build Your First Business Agent
Monday · 11 topics- Understanding where Copilot Studio fits within Microsoft 365 and Power Platform.
- Understanding Copilot Studio licensing, the free trial, and how Copilot Credits are consumed.
- Identifying suitable agent use cases: answering questions versus performing actions.
- Introducing the workshop project and the employee request journey.
- Defining the agent’s audience, responsibilities, boundaries, and success criteria.
- Navigating the authoring and testing experience available in the training environment.
- Creating and naming the Operations and Service Request Agent.
- Writing instructions covering purpose, tone, scope, and expected behavior.
- Understanding generative orchestration and how the agent chooses between knowledge, tools, and topics.
- Adding an initial approved document as a knowledge source.
- Testing realistic questions and refining unclear instructions.
Day2Day 2: Ground Answers in SharePoint and Build User Trust
Tuesday · 10 topics
Day 2: Ground Answers in SharePoint and Build User Trust
Tuesday · 10 topics- Preparing knowledge: clear documents, useful headings, ownership, and current information.
- Connecting approved SharePoint content to the agent.
- Understanding the difference between knowledge retrieval and transactional tools.
- Setting expectations for answers, source references, and unsupported questions.
- Understanding Microsoft authentication and SharePoint access permissions.
- Testing questions with different wording and ambiguous business terms.
- Handling missing information and directing users to a responsible team.
- Customizing system topics such as Conversation Start, Fallback, and Escalate.
- Troubleshooting irrelevant answers, missing content, and permission-related failures.
- Creating a repeatable knowledge-quality test checklist.
Day3Day 3: Collect Request Details and Complete a Business Action
Wednesday · 11 topics
Day 3: Collect Request Details and Complete a Business Action
Wednesday · 11 topics- Introducing automation fundamentals for participants new to Power Automate.
- Understanding triggers, actions, connections, inputs, and outputs.
- Designing a simple request record in a prepared SharePoint list.
- Building a topic with a clear trigger description, question nodes, and entities.
- Collecting request information through a guided conversation.
- Using variables, conditions, and required-field checks.
- Asking follow-up questions when important information is missing.
- Presenting a request summary and obtaining confirmation before submission.
- Connecting an agent-callable flow that creates a SharePoint item.
- Returning a request reference and clear confirmation to the user.
- Reviewing the flow run when a submission fails.
Day4Day 4: Add Status Lookup, Notifications, and Failure Handling
Thursday · 11 topics
Day 4: Add Status Lookup, Notifications, and Failure Handling
Thursday · 11 topics- Retrieving a request using its reference number.
- Returning a concise status summary from SharePoint.
- Handling invalid references and requests that cannot be found.
- Sending a notification through one selected Microsoft 365 channel.
- Introducing a simple Adaptive Card for confirmation or status display.
- Distinguishing user confirmation from a formal business approval.
- Understanding which identity and connection a tool uses.
- Handling connector errors and avoiding blind resubmission after uncertain results.
- Handing off a conversation to a live agent or support team when the agent can’t help.
- Reviewing conversation activity and flow runs to locate failures.
- Applying the same design to manufacturing, construction, or IT service requests.
Day5Day 5: Test, Secure, Publish, and Prepare for Adoption
Friday · 12 topics
Day 5: Test, Secure, Publish, and Prepare for Adoption
Friday · 12 topics- Running an end-to-end acceptance test against the business requirements.
- Testing grounded answers, missing information, action success, and action failure.
- Creating a small reusable evaluation set.
- Reviewing evaluation results and available activity maps.
- Checking authentication, SharePoint permissions, tool connections, and data exposure.
- Introducing data policies, ownership, and administrator responsibilities.
- Moving the agent from development to production with environments, solutions, and environment variables.
- Publishing and making the agent available in Teams and Microsoft 365 Copilot.
- Explaining internal website, SharePoint, and public website deployment considerations.
- Reviewing available usage and performance information.
- Preparing a handover checklist and a post-training improvement backlog.
- Exploring what’s next: MCP tools, multi-agent setups with child and connected agents, and agent harness options.
Built for people who want to ship agents at work
- Power Platform makers and developers adding AI agents to their skills
- SharePoint and Microsoft 365 professionals who support business teams
- IT, operations and service teams that handle employee requests
- Beginners: Day 3 starts with Power Automate basics, so no flow experience is needed
Ready on Day 1
- A laptop and a stable internet connection
- A Microsoft 365 work or school account (Copilot Studio doesn’t accept personal email addresses)
- Copilot Studio access: a license or the free trial. We’ll send setup steps before Day 1
- No coding: everything is built in the browser
Everything you get
Bijay Kumar
13-times Microsoft MVP · Founder, TSinfo Technologies
Bijay has more than 18 years of hands-on experience with Microsoft technologies, specializing in SharePoint, the Power Platform, SPFx, AI, and Microsoft 365. As a trainer, consultant, and founder of TSinfo Technologies, he has helped thousands of developers and IT professionals build real-world solutions through SPGuides. He wrote “SharePoint Online Modern Experience Practical Guide” and co-wrote “Microsoft Power Platform: A Deep Dive”, and he runs the SPGuides YouTube channel.
Frequently asked questions
When does the next Copilot Studio live training start?
The dates for the next batch haven’t been fixed yet. Join the waitlist with your name, email and WhatsApp number, and we’ll tell you the dates as soon as they’re confirmed, before we announce them anywhere else.
What are the class timings?
The sessions run Monday to Friday, 6:00-8:30 PM IST, which is 7:30-10:00 AM EST in the US. During US daylight saving time (from March to early November) the same class is 8:30-11:00 AM EDT. We confirm the exact dates and times in the waitlist email.
Is the training live or recorded?
It’s live online. You build the agent alongside Bijay and ask questions as you go. Every session is also recorded, so you can rewatch it later or catch up if you miss an evening.
Do I need coding or Power Automate experience?
No. Everything is built in the browser, and Day 3 starts with Power Automate basics (triggers, actions, connections, inputs and outputs) before you connect your first flow to the agent.
Do I need a Copilot Studio license?
You need a Microsoft 365 work or school account and access to Copilot Studio, either through a license or the free trial. Microsoft’s trial lets you build and test agents but not publish them, so trial users follow the Day 5 publishing steps in Bijay’s live demo. We send setup steps before Day 1.
What do I get after the training?
You get the session recordings, a certificate of completion, access to the self-paced Copilot Studio course on SPGuides Academy, and the finished agent with the test and handover checklists you built during the week.
How is this different from the one-to-one Copilot Studio training?
This live training is a group batch: five 2.5-hour evening sessions on fixed dates. The one-to-one training is private, runs on dates you choose, and is tailored to your own scenario.
Can I train my whole team?
Yes. For a private batch for your organization, with your own dates and examples, see our corporate training page or send us your requirements, and we’ll plan it with you.
Join the Copilot Studio Live Training Waitlist
- Join the waitlist. It takes 30 seconds: your name, email and WhatsApp number.
- Get the dates first. We’ll email and WhatsApp you as soon as the batch dates are fixed, before we announce them anywhere else.
- Reserve your seat. Enroll from the link we send you and get ready for Day 1.
Questions? WhatsApp us at +91 99168 54253 · Training a team? See corporate training
- At a glance
- 5 live sessions, Monday to Friday
- 6:00–8:30 PM IST · 7:30–10:00 AM EST
- One real agent, built from start to finish
- Recordings and certificate of completion
- Daily doubt clearing and a WhatsApp group
- Self-paced Copilot Studio course access