Microsoft Power Platform Virtual Training Day: Create Agents in Microsoft Copilot Studio — Lesson 3: Actions and Power Automate Integration

Learning Objectives

• Create agent actions and call flows for data, approvals, notifications, and services
• Pass inputs and outputs with validation, permissions, and error handling
• Design confirmation, escalation, audit, and human-review steps

Detailed Topics

• Create agent actions and call flows for data: Create agent actions and call flows for data, approvals, notifications, and services
• Pass inputs and outputs with validation: Pass inputs and outputs with validation, permissions, and error handling
• Design confirmation: Design confirmation, escalation, audit, and human-review steps

Guided Demonstration

1. Review the requirement, users, data, dependencies, permissions, risks, and expected result.
2. Demonstrate the relevant configuration, creation, administration, analysis, automation, or security workflow step by step.
3. Capture settings, outputs, logs, screenshots, calculations, test results, and other useful evidence.
4. Compare the observed result with acceptance criteria and explain any corrective action.

Hands-On Activity

Automate an agent-initiated business transaction.

• Document assumptions, prerequisites, and the planned sequence before starting.
• Complete the activity and preserve evidence of normal, boundary, and failure behavior.
• Record issues, corrective actions, reusable notes, and the next improvement priority.

Scenario Analysis

• Identify the business or technical decision that must be made.
• Compare valid implementation approaches and their trade-offs.
• Consider security, privacy, accessibility, performance, support, and operational impact.

Troubleshooting Focus

• Separate symptoms from causes and collect evidence before applying a fix.
• Check configuration, data, permissions, dependencies, capacity, connectivity, and recent changes.
• Validate rollback, recovery, ownership, user impact, and business continuity.

Validation Checklist

• The requirement, scope, inputs, and expected outcome are clear.
• The selected design or configuration is documented and follows approved standards.
• Normal, boundary, failure, security, accessibility, and operational conditions are reviewed.
• The result is supported by evidence and the next improvement is prioritized.

Lesson Outcome

Learners can explain and apply Actions and Power Automate Integration in a realistic scenario and validate the result with documented evidence.