PL-7008: Create and Extend Custom Copilots in Microsoft Copilot Studio — Lesson 1: Foundations, Architecture, and Use Cases

Topics Covered

• Agent use cases, scope, and conversation design
• Topics, instructions, entities, knowledge, and grounding
• Actions, connectors, flows, and external integrations
• Generative AI behavior, testing, and quality evaluation
• Roles, prerequisites, terminology, and success criteria
• Business and technical requirement mapping
• Solution boundaries, dependencies, and assumptions

Practical Activity

Analyze a representative use case, document requirements, and create a solution or platform map.

• Document assumptions, selected features or services, and expected outcomes.
• Record validation evidence, risks, dependencies, and corrective actions.
• Summarize the decision in a reusable implementation or operations note.

Lesson Outcome

Learners can explain and apply the lesson topics within a realistic Microsoft Copilot Studio scenario.