OneRange Vero

Copilot Advanced & Copilot Studio

This advanced course covers sophisticated Copilot workflows and building custom agents in Copilot Studio. Learners design cross-app M365 workflows, build agents, connect data sources and actions, and address governance and rollout. The outcome is the ability to extend Copilot for a team or organization.

What this course covers

This advanced course covers sophisticated Copilot workflows and building custom agents in Copilot Studio. Learners design cross-app M365 workflows, build agents, connect data sources and actions, and address governance and rollout. The outcome is the ability to extend Copilot for a team or organization.

The course runs across 9 topics, each one a short adaptive session rather than a recorded lecture. The tutor explains the idea, works an example, checks understanding, and adjusts the next step to the answer given.

  • Advanced Cross-App M365 Workflows — Design and execute complex, multi-application workflows utilizing Microsoft 365 Copilot. Learn to orchestrate data across Teams, Outlook, Word, and Excel seamlessly.
  • Introduction to Copilot Studio & Agent Architecture — Understand the architecture of custom agents in Copilot Studio. Explore the development environment, trigger phrases, and the conversational lifecycle.
  • Building Your First Custom Agent — Step-by-step creation of a custom agent. Define user intents, configure conversational paths, and publish the agent to internal channels.
  • Connecting Data Sources & Knowledge Bases — Integrate external and internal data repositories. Connect SharePoint sites, files, and enterprise databases to ground your agent's responses in real-time data.
  • Configuring Actions, Power Automate Flows, and APIs — Enable your agent to take action. Author Power Automate flows and configure API connectors to retrieve live system data and perform transactional tasks.
  • Advanced Conversational Design & Entity Extraction — Implement advanced dialogue management using variables, conditions, and entity extraction to handle complex, non-linear user prompts.
  • Agent Testing, Debugging, and Analytics — Use the built-in test canvas to debug conversations, trace variables, analyze routing errors, and interpret performance analytics to optimize agent behavior.
  • Enterprise Governance, Security, and Compliance — Navigate tenant-level administration, Data Loss Prevention (DLP) policies, authentication configurations, and access controls for custom agents.
  • Publishing, Application Lifecycle Management (ALM), and Rollout — Deploy agents to Microsoft Teams and web channels. Manage the lifecycle transition from development to production environments, and execute an organizational rollout strategy.

Skills you build

Results are measured against named skills in the OneRange taxonomy of more than 10,000 skills, so a manager sees proficiency per skill rather than a completion tick. This course maps to Microsoft Power Automate, Workflow Automation, AI Agent Development, AI Application Development, Prompt Engineering, AI Governance, Working with AI Tools, Chatbot Development.

  • Microsoft Power Automate
  • Workflow Automation
  • AI Agent Development
  • AI Application Development
  • Prompt Engineering
  • AI Governance
  • Working with AI Tools
  • Chatbot Development

Who it is for

Power users, IT, ops. The material is pitched at intermediate level, and takes roughly 180 minutes at a typical pace. Because every session adapts, someone who already knows a topic moves through it quickly instead of sitting through an explanation they do not need.

It sits in the Tool: Microsoft Copilot track of the Vero AI Catalog, and can be assigned to one person, a team, or the whole company.

How it is delivered and assessed

Delivery is conversational and interactive, including guided lab, branching scenario exercises. There is no video to sit through and no slide deck to click past.

Understanding is checked with a lab assessment of 5 items, with a pass mark of 70%.

Administrators can copy this course into their own library and adapt it — edit the outline, change the duration, swap the assessment format, or ground it in internal documentation so answers cite the company's own source material.

Related

Course code TUL-COP-201.