Microsoft Copilot Studio Beginners Tutorial

Creating copilots has never been easier. Get started with creating copilots in Microsoft Copilot Studio with this tutorial for beginners. Learn how to create your own copilots using a graphical low-code tool for creating and maintaining copilots. With the latest Copilot Studio updates, we can now design and test copilots using a new conversationally driven experience. Simply describe your copilot's tasks and knowledge (websites, SharePoint, OneDrive, Microsoft Dataverse, etc.) and let Copilot Studio do the rest.

Connect all your enterprise data with Copilot thanks to Copilot connectors - enabling anyone to ground their copilot in business and collaboration data. This makes it possible for copilots to use various data sources, including public websites, SharePoint, OneDrive, Microsoft Dataverse tables, Microsoft Fabric OneLake, Microsoft Graph, custom connectors, APIs and more.
Finally, publish your copilot live in just a few clicks and make it available to your end users.

Join me in this tutorial and start building powerful, intelligent copilots today!

0:00 Get started with Microsoft Copilot Studio
0:38 Microsoft Copilot Studio NEW refreshed look
1:31 Describe and build your own copilot from website content
3:55 Ground your copilot with Knowledge from websites, files, SharePoint, Dataverse etc.
4:52 Connect copilot to Dataverse tables
6:09 How to create actions in copilot
09:07 How to enable Generative AI for topic selection (dynamic chaining)
10:24 How to build a topic - Ask questions, create messages, variables, cards, conditions, etc.
12:55 Copilot chatbot Analytics
13:09 Copilot Settings: Authentication, Channels, Publishing and more.
14:00 Test the copilot on a demo website

#copilot #microsoft #powerplatform

[dougydoe]

This is truly revolutionary!!! Another level as compared to the previous Co-pilot Studio. I look forward to getting my hands dirty. Thanks for Sharing.

[jagdishkrishnan]

excellent Reza, thanks for this tutorial. the way you have organized and guided .. makes lot more simpler to understand.. before landing to this video, I went through series of documentations but all those are over dozed . you are a good teacher :)

[mauricelibotte]

As always, great video! Thanks for sharing!

[Johny.Bravo]

It was Great!!! Thank you for sharing this....

[laridff]

Hi Reza! Thank you very much for your videos, I always learn a lot. I need to build a simple app for scheduling, rescheduling, and canceling appointments between new patients and doctors. Do you have any videos similar to this structure? Thank you very much.

[OlsoNounas]

Thank you Reza. Can you add/embed/make use of these custom copilots within PowerApps?

[tbone]

Hooray 🎉. I've been waiting for this. Is Copilot Studio premium licensing, or does it depend on the data connectors you use, the user the license it is built with, or both? What happens to the copilot if the alotted "calls" hits the maximum messages for a standard license?

[pukez]

Great video! does it consider all documents in SharePoint that are being continuously updated or only from the point in time when you connect it?

[julianrodrigomunerad.]

Excellent information Reza, Microsoft have definitely improved the tool.
I have a question... when it is published in Teams, in addition to the message and the response appearing on the screen, the message/response alert appears, can this be changed or deleted?

[saurabhnavangul]

Great video as always Reza! Is there a way to customize the look and feel of the deployed chatbot/copilot to match the org theme with specific colors?

[neetimalhottra]

Hi Reza- This was truly an amazing concept video.

I have a question- I am trying to build a custom copilot which will be like acting as a bot. The data source I have is an Excel sheet. When I test run the answers for some of the records are fine but for some of them it doesn't show any results. Also, there is no error with the data source. Any tips how can I fix this?

Thank you

[balajimogadali]

Thanks for your video, dynamic chaining feature is merged into any other feature, or it available for any version of copilot. Also do some more videos with integration

[denistriminio]

Hi Reza, thank you for your video. Is it possible to implement a timeout that for example after 5 minutes of no user input it asks the user something like "are you still there", and if no response to that it ends the conversation?

[thomasboden]

I haven’t played with this before, is the copilot always an external web page? If so is there a way to add this to a SharePoint page or do you have to embed the Link as an external page?

[Shivkumar-ilzk]

Please make more videos on Copilot studio and its integration with CRM platforms like D-365

[sahilchauhang]

Is it possible to connect the various input source e.g. multiple DBs, wikipages, docs at the same time and when asked question generate the input from all these sources?

[christerrussberg]

Hi, one more great video. But a question regarding license. As a developer I need a CoPilot license but will all users consumimg the app also need a license??

[Alessio-ge]

does that search also in ms llists records in my sharepoint hust it does in dataverse?

[MuhammadDayan-xv]

How we can use variables created in the topic as part of automate approval details,
So approver can see the details against the selected variables and approve/Reject accordinfly.

[ghobi]

Have you faces inconsistent issue in term of when you ask same question based on uploaded document, It will give wrong answers at times. or incomplete information.