[Renewal] Explore the basic features of Copilot Studio
An integrated hands-on tour of Copilot Studio's basic features from beginning to end
[Renewal] Explore the basic features of Copilot Studio
🎯 Workshop goals
Understand and use the basic features provided by Copilot Studio.
This workshop reorganizes the key content from the previous Basics #1, #2, and #3 workshops into a single flow,
so you can experience the full lifecycle in one lab: agent creation → Instructions → Knowledge → MCP/connector tools → Flows/Triggers → prompt tools → Excel data usage → deployment.
🧩 Main features covered in this workshop
| Category | Feature |
|---|---|
| Agent basics | Agent creation, environment/language settings, basic Instructions writing |
| Knowledge | Connect external knowledge sources such as SharePoint documents and web search |
| Tools | Built-in MCP, connectors, external (private) MCP servers, prompt tools |
| Automation | Power Automate Flows, Triggers (event-based automatic execution) |
| Data usage | Excel (SharePoint)-based time-series data filtering and analysis |
| Deployment | Publish, Microsoft Teams channel connection, monitoring |
📚 Content sequence
| Step | Topic | Source (original) | Link |
|---|---|---|---|
| Step 1 | Agent introduction | WS 1-0 | Go now |
| Step 2 | Basic Instructions setup | WS 1-1 | Go now |
| Step 3 | Add Knowledge | WS 1-2 | Go now |
| Step 4 | Add MCP tools | WS 1-3 | Go now |
| Step 5 | Add connector (send email) | WS 1-4 | Go now |
| Step 6 | Add external MCP tools | WS 3-4 | Go now |
| Step 7 | Connector-centered Flow | WS 2-3 | Go now |
| Step 8 | Add Triggers | WS 2-4 | Go now |
| Step 9 | How to use prompt tools | WS 3-5 | Go now |
| Step 10 | How to use Excel-based data | WS 3-6 | Go now |
| Step 11 | Deployment | WS 3-7 | Go now |
✅ Prerequisites
- Access to Copilot Studio (lab environment recommended)
- Microsoft 365 account (for SharePoint, Outlook, and Teams)
- SharePoint library / Teams team and channel for the lab
- (Step 6) External MCP server URL and API Key (instructor guidance or self-deployment)
- (Step 10) Excel file uploaded to SharePoint (converted to a table)
💡 This workshop is an integrated course that reorganizes content from the previous Basics #1 / #2 / #3 workshops.
The original workshop links for each Step are included in the table, so refer to the original chapters when you need deeper details.