- Evaluate an enterprise request and recommend a supported integration approach for an agent powered by the GitHub Copilot harness in Microsoft Copilot Studio.
After completing this module, you can:
- Distinguish how knowledge sources, tools (including connectors, MCP servers, Foundry IQ, Fabric IQ, and Work IQ), and connected agents address different integration requirements.
- Evaluate an enterprise requirement and recommend an integration approach based on the required data, action, or delegation and its operating constraints.
- Identify the credentials, connection requirements, and policies each integration approach needs.
- Draft specific tool, skill, and connected-agent descriptions that help the agent select the intended capability for a request.
- Build and connect standalone workflows to agents in Microsoft Copilot Studio. Design input/output contracts, add or remove workflow actions, require end-user confirmation, and test expected paths.
After completing this module, you can:
- Decide when to use agent reasoning and when to use a deterministic workflow.
- Design workflow trigger inputs and response outputs that support reliable agent-to-workflow communication.
- Create a standalone workflow in the Copilot Studio Workflows experience.
- Add, configure, or remove a connector action and manage its dynamic content references.
- Add a workflow to an agent as a tool and require end-user confirmation before it runs.
- Test success, missing-information, cancellation, and basic failure paths, and use workflow activity to diagnose problems.
- Add human review to Copilot Studio workflows to collect missing information and require approval before sensitive actions.
After completing this module, you can:
- Identify workflow steps that warrant a human-in-the-loop gate and match the pattern to the risk.
- Configure the native Request for information action to pause a workflow and collect specific values from a designated human.
- Branch a workflow on a human decision by using the Yes/No input on the Request for information action, and keep a policy-gated action behind an explicit approval.
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Syllabus
- Design integration strategies for agents in Microsoft Copilot Studio (GitHub Copilot)
- Introduction
- Identify the capability each business need calls for
- Compare agent tools
- Confirm identity and access for each approach
- Write descriptions that help the agent choose
- Module assessment
- Summary
- Automate agent tasks with workflows in Microsoft Copilot Studio
- Introduction
- Plan workflow automation
- Build and publish a standalone workflow
- Add and configure a workflow tool for an agent
- Test and troubleshoot workflow behavior
- Exercise - Create a task notification agent and workflow
- Module assessment
- Summary
- Add human-in-the-loop steps to workflows for Copilot Studio agents
- Introduction
- Decide when a workflow step needs a human decision
- Implement a request-for-information pattern
- Branch a workflow on a human decision
- Module assessment
- Summary