AI Agents & Copilot Masterclass
Transform the Way You Build Business Applications
Harness the power of AI Agents and Microsoft Copilot to create smart, conversational, and data-aware business solutions inside Power Platform and Dynamics 365 Finance & Operations.
Course Overview
A 40-hour instructor-led training designed for professionals ready to build intelligent Copilot-driven workflows, automate business processes, and enhance productivity using Generative AI inside Microsoft’s ecosystem.
What you'll learn
- Fundamentals of AI Agents, Copilot, and Conversational Interfaces
- AI-Driven Workflows in Power Automate
- Using Azure OpenAI in real business workflows
- Security, Governance & Scaling AI Deployments
- Copilot for Power Apps: Canvas & Model-driven apps
- Embedding AI Agents into D365 F&O and external APIs
- Prompt Engineering & Adaptive Cards
Who Should Attend
- Power Apps Developers
- D365 F&O Technical & Functional Consultants
- Solution Architects
- Automation Engineers
- Business Analysts exploring AI
Course content
8 modules • 40Hrs Duration
Module 1: Foundations of AI Agents & Copilot (5 Hours)
Objectives:
- Understand the evolution from static automation to intelligent agents.
- Explore Microsoft’s AI vision and ecosystem (Copilot, AI Builder, Azure OpenAI).
Subtopics:
- What are AI Agents?
- Difference between Bots, Virtual Agents, and Copilots
- Generative AI: LLMs, Prompting, and Intelligent Conversations
- Microsoft Copilot architecture across M365, Power Platform, and D365
- Business value: Faster decisions, better UX, fewer clicks
Hands-on:
- Demo various Copilot features in M365, D365 F&O, and Power Apps
- Compare traditional bots vs AI agents in real tasks
Module 2: Power Platform AI Landscape (5 Hours)
Objectives:
- Learn to use low-code tools to infuse AI into business applications.
- Understand when to use AI Builder vs Azure OpenAI.
Subtopics:
- Overview of Power Apps (Canvas, Model-Driven)
- Role of Copilot in app creation
- AI Builder capabilities: form processing, prediction models, text recognition
- Licensing and governance for AI in Power Platform
- Introduction to Power Fx + Prompting for AI interactions
Hands-on:
- Add Copilot to a canvas app to query data
- Build an AI Builder model for invoice classification
Module 3: Building AI Agents in Power Platform (5 Hours)
Objectives:
Design intelligent Copilot agents that go beyond simple Q&A.
Subtopics:
- Conversational Design: Contextual replies, fallback, clarification
- Adaptive Cards for data collection
- Integrating Power Automate with AI prompts
- Connecting Copilot to external systems (SQL, SharePoint, D365)
- Error handling and agent fallback design
Hands-on:
- Build a leave approval conversational agent
- Trigger adaptive card responses from user input
Module 4: Copilot Studio (Advanced PVA) (5 Hours)
Objectives:
Deep dive into Microsoft Copilot Studio to create enterprise-ready agents.
Subtopics:
- Topics, triggers, dialogs, and conversation flow design
- Connecting APIs with skills and plugins
- Securing access with Azure AD and authentication
- Reusability via topics and skills
- Deployment to Teams, Web, Power Apps
Hands-on:
- Create a Copilot that checks order status via API
- Build a secure, authenticated Copilot for the employee portal
Module 5: Copilot in D365 Finance & Operations (5 Hours)
Objectives:
Explore embedded Copilot scenarios within F&O modules.
Subtopics:
- Embedded Copilot features in Finance, Procurement, Project modules
- Vendor inquiry assistant and PR/PO processing
- Real-time anomaly detection and risk scoring
- Extending Copilot experience using X++, OData
- Designing “Copilot-ready” business processes
Hands-on:
- Walkthrough: Generate PRs with Copilot in F&O
- Review financial insight summaries using natural language
Module 6: Embedding AI Agents in Power Apps & D365 (5 Hours)
Objectives:
Learn technical embedding strategies for Copilot panels.
Subtopics:
- Calling Azure OpenAI from Power Apps & F&O
- Building custom AI Azure Functions
- Embedding AI in Canvas App with custom prompts
- X++ integration for consuming Copilot responses
- Creating AI-based recommendation panels in F&O
Hands-on:
- Embed AI Copilot for vendor risk suggestions in PR form
- Display AI output in Power App form dynamically
Module 7: AI + Power Automate Orchestration (5 Hours)
Objectives:
Use AI to drive smarter automation workflows.
Subtopics:
- Using AI Builder inside Power Automate
- Triggering flows from AI agent decisions
- Azure OpenAI with HTTP connectors
- Intelligent document processing and routing
- Monitoring and logging AI flow outcomes
Hands-on:
- AI-powered resume screening to Teams alert
- Process invoice emails using AI, extract data, and create records in D365
Module 8: Real-World Use Cases, Deployment, and Governance (5 Hours)
Objectives:
Understand how to scale and govern Copilot agents in real environments.
Subtopics:
- Licensing models and cost estimation (Power Platform, Azure AI)
- Performance benchmarking and fallback logic
- Prompt lifecycle management and testing
- Security: Role-based access to agent data
- Documentation and knowledge management
Hands-on:
- Final Project: Build a mini-AI Agent for PR approval with workflow & embedded insights
- Deploy to Teams or internal portal with access controls
Training Deliverables
- 8 slide decks (1 per module)
- Lab guides and solution files
- Prompt engineering template
- Integration code snippets (Power Apps, Power Automate, Azure Function, X++)
- Certification quiz for course completion
- Project feedback rubric
