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Building AI Agents with Copilot Studio & Dynamics 365
New
Rating: 4.3 out of 5(2 ratings)
44 students

Building AI Agents with Copilot Studio & Dynamics 365

Design Copilot Studio and Dynamics 365 agents, extend them with MCP and Computer Use, and monitor them in production
Created bySkillmint .
Last updated 10/2026
English
English [Auto],

What you'll learn

  • Choose an agent architecture from its trigger, and secure each trigger as an attack surface
  • Decide which steps must be repeatable and belong in a deterministic flow rather than a generative prompt
  • Roll out Copilot across Dynamics 365: teach it business terms, move from enabled to deployed, and scope one agent per workstream
  • Design Copilot Studio topics that actually fire, writing descriptions as routing logic and choosing which tools belong in the agent
  • Apply the Well-Architected view to Copilot Studio solutions, including who owns and maintains custom code
  • Extend agents with MCP and connectors, picking sign-in by channel and limiting the tools an agent can see
  • Judge when to subscribe to a capability instead of building it, and when Computer Use should drive the keyboard
  • Orchestrate prebuilt Dynamics 365 AI features with the right grants across admin centres and the right security roles
  • Monitor agents live and read Copilot Studio analytics, telemetry and feedback without being misled by a flattering number
  • Answer Expert-level scenario questions on agent design and monitoring by finding the constraint that decides them

Course content

6 sections • 30 lectures • 1h 59m total length

  • The trigger picks the architecture4:26
  • The trigger is the attack surface4:14
  • The same prompt, a hundred times4:23
  • Which steps must be repeatable?4:34
  • Module 5 in one pass1:37
  • Module 5 practice questions

Requirements

  • Working familiarity with Copilot Studio, Power Platform and Dataverse, including environments and solutions
  • Hands-on experience with Dynamics 365 apps such as Sales or Customer Service helps with the Copilot and prebuilt AI modules
  • No programming is required. The course is about architecture decisions, not writing code
  • Some experience building agents in Copilot Studio will help you get the most from the architecture scenarios

Description

Disclaimer: This course contains the use of artificial intelligence.

In expert-level agent architecture, two answers usually stay defensible until one constraint decides between them. This course teaches you to find that constraint, quickly and reliably, across two areas where it matters most: designing agents and keeping them healthy once they are live.

Every lesson is built around a single architecture decision and the fact that settles it. Why the trigger, not the prompt, picks the architecture. Why a Copilot feature that is enabled in Dynamics 365 is not yet deployed. Why a topic can sit in your agent and never fire. Why an impressive resolution rate may be counting silence as success. You learn the platform behaviour these decisions turn on, and you learn to reason with it the way an architect does.

What's inside

  • 6 modules: 24 focused lessons plus a one-pass summary at the end of each module (about 2 hours of video)

  • Expert-style scenario quizzes for agent design, Copilot across Dynamics 365, prebuilt AI features, and monitoring. Every question explains why each wrong option fails and names the deciding constraint

  • Modules are numbered 5 to 10 to match their place in the wider learning path

How the course is organised

  • Designing agents: how the trigger picks the architecture, why it is also the attack surface, and which steps must be repeatable enough to leave the prompt for a deterministic flow

  • Copilot across Dynamics 365: teaching Copilot your business vocabulary, the gap between enabled and deployed, and scoping one agent per workstream

  • Copilot Studio design and the Well-Architected view: topics that never fire, descriptions as routing logic, which tools belong in the agent, and who owns custom code

  • Extensibility: subscribing instead of building, choosing sign-in by channel, controlling the tools an MCP server exposes, and when Computer Use should take the keyboard

  • Orchestrating prebuilt AI features: grounding answers in the right product, permissions spread across admin centres, and the security role named for the job

  • Monitoring, telemetry, and tuning: live health checks, metrics that flatter you, choosing the right denominator, reading paired signals, treating silence correctly, and setting up alerts

The scenarios follow one fictional company, Kestrel, through the decisions a real programme faces, so each fact arrives with the situation where it matters.

Microsoft's platforms change quickly. Every fact in the course is sourced to Microsoft documentation and dated, so always check the current documentation before you build.

Who this course is for:

  • Solution architects and senior consultants who want focused, scenario-based practice on agent design and monitoring
  • Dynamics 365 and Power Platform consultants designing Copilot and prebuilt AI experiences across Dynamics 365 apps
  • Copilot Studio makers moving from building agents to making architecture and extensibility decisions with MCP, connectors and Computer Use
  • Technical leads who monitor, tune and report on agents in production and need to read analytics and feedback correctly
  • Learners who prefer short, scenario-driven lessons with a one-pass summary at the end of each module

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