Microsoft Copilot Studio: Tutorial for Beginners

Microsoft Copilot Studio enables you to build your own Copilots (or chatbots) using a drag and drop low code builder. You can instantly connect to your data on a website, or SharePoint or upload documents, and have AI generated answers in the conversation. You can build topics to control the conversation flow (or orchestration) and create actions for your Copilot to do things on behalf of the user. This video is a tutorial for complete beginners to teach you how to do all of those things and understand how they work.

Timestamps:
0:00 - Build your own Copilot based on website content
2:59 - Generative answers
5:22 - Conversational orchestration
6:57 - How to build topics
12:15 - Changing your Copilot's welcome message
13:40 - Build a topic using questions, entities, variables, and conditions
18:16 - Dynamic chaining with generative actions
22:14 - How to create actions
27:52 - Copilot settings, authentication and publishing
30:33 - Test your Copilot on a demo website
32:05 - Extend with Azure OpenAI on your data

----------------------------------------------------
Connect with me:

[ricksegalCanada]

This was outstanding. It always amazes me how smart people, like you, can get through these beginner tutorials without them being 3 (or 30) hours long. I'm off -n- running. Thanks!

[riskspotlight]

Best Copilot Studio video I have seen. Well done Lisa and a BIG THANK YOU.

[EquityEd]

As always, Lisa, great information, easy to follow and very inspiring. I'm off to create Copilots!

[emiljano]

the best tutorial i have seen so far. thank you!

[cdunsford]

As always, you are brilliant! Thank you for this!

[wfbcibe]

Hi Lisa, as always, great stuff. Looking forward to the in depth action tutorial ❤

[mairafontana]

Lisa, great content! Thanks for sharing

[FilmtographyMedia]

Very very good and scary at the same time as this is mostly preview!

[deeparamachandran]

Great presentation, very informative. Could you please develop one with advanced use cases.

[netsi]

Is this for real!? Thank you Lisa, such a great presentation - this thing looks ready for production and something most websites could gain from 👏🏼

[noac]

Great Video! do you have a video that explain how to integrate copilot studio with an internal CRM / DB for enrichment and more personal approach to the cients?

[Krishna-hpwb]

As always, Lisa, great information about the Copilot studio, is their any video session regarding Power pages as well.

[simonlloydspencer]

Another great vid, Lisa. MSN Weather got the sunrise and sunset times all messed up tho. I’ve never seen the sunrise during the night and set in the morning in all my years living in Australia :)

[muriwangul.chinyerere]

Great video Lisa thank you. However, do you know how to access this for personal use i.e., when I don't have a business or school email?

[samvithb]

Hi Lisa. Very informative video. Could you pls create a video on dataverse tables. I have been trying something similar in last few months. Couldn't get a break through.

[AnantStic]

Hey Lisa, grt video, I need one advice, how we can convert date time without timezone to string format in copilot studio only

[olaleyechristopher]

I will be interested in all your teachings

[DogCatperfectTen]

I am looking for a solution to like copilot chatbot will access database and performing calculation, get back to the user with correct answer.

[frankiedixie]

Great video. Just wondered what your thoughts were co Copilot Studio vs CustomGPTs in ChatGPT - one better than the other, any key strengths or weaknesses to be aware of?

[rogerkiran]

Hi Lisa, Thank you for your Video, I have One Questions,

How to save the copilot studio responses in the word document,
For eaxmple : I have 100 Documents of my orgainzation policies saved in share point, If i ask question on what is my shift allowance policy it is giving responce related to that.
Now my requriement is how to save these response in the word document .
Can you please let me know how to do it.