Copilot Studio: Complete Tutorial for Beginners

[@LisaCrosbie]

Connect with me: ☕ Buy me a coffee: www.buymeacoffee.com/lisacrosbie 🦉 Learn more about AI: aka.ms/learnwithlisa 🖇 LinkedIn: www.linkedin.com/in/lisa-crosbie/ 📼 TikTok: www.tiktok.com/@lisa.crosbie 🐦 X (Twitter): twitter.com/LisaCrosbie 📚Take my LinkedIn Learning Course: Microsoft Power Platform Fundamentals (PL-900) Exam: Power Apps www.linkedin.com/learning/microsoft-power-platform-fundamentals-pl-900-cert-prep-power-apps/

[@muriwangul.chinyerere5381]

I love these 1 hour + videos thats where the whole complete learning happens

[@LisaCrosbie]

thank you, I enjoy making these, more to come!

[@mbohdanowicz77]

Id love to see sharepoint documents being used. Our use case is a real-estate developer for internal use.

[@LisaCrosbie]

Definitely working on it thank you.

[@obu1985]

Fantastic video! This is by far the most user-friendly tutorial on Copilot Studio that I've come across. A video on integrating Dataverse and SharePoint as data sources would be an excellent addition-would love to see that!

[@LisaCrosbie]

Awesome, thank you, both are definitely on my list.

[@tssanjayraju]

Loved the content and look forward to more such videos on Copilot extensibilities :)

[@manaralnuaimi4886]

I really liked your approach, very calm and relaxed. you handled errors really well and I know how hard it is to handle error while demoing. well done

[@LisaCrosbie]

Thanks, appreciate that.

[@munkybutler1]

Thanks very much Lisa! I was in the middle of watching your previous version of this from 4 months ago. Things are moving faster and faster :)

[@LisaCrosbie]

The user interface changed completely a week after I recorded that one! You’re right, so much happening so quickly. Exciting times.

[@munkybutler1]

@@LisaCrosbie Thanks a million for this. I've just finished watching the video and following along in copilot studio. I am very interested in playing around with how to replace a power pages form with a copilot agent which would ask the user questions and populate dataverse fields with their answers. At the same time displaying all their answers on some sort of AI-generated view on screen, before they click the final 'submit' button. And yes, I made it to the end 🍎

[@Eb0oZ]

You're way too humble. A great video! Of course we make it to the end 😊 Thanks for making this content.

[@LisaCrosbie]

You win for the first comment saying you made it, thank you 🤩

[@abktmxcf]

Great content as always Lisa!!

[@k0d14c9]

Great example and end-to-end demo. Thank you!

[@PieterMourik]

Great video. Very well explained!

[@gavinguy148]

Great video Lisa, thank you. The long format works well and keeps you engaged. Shared on my LinkedIn network as there is a lot of talk around copilot studio at the moment and completely agree this is a key skill.

[@LisaCrosbie]

Thank you so much, sharing really helps it reach more people, appreciate that.

[@PhilipFumey]

I've come this far :) Amazing video! thank you for taking the time to put it together

[@LisaCrosbie]

Hooray, thank you and well done!

[@zazayaung]

Thanks much for sharing. I've learned a lot and can't wait to apply on the projects. :)

[@LisaCrosbie]

Wonderful, good luck and have fun!

[@niyazikosun]

Hi Lisa, This is a great and informative video. Please continue this series(Copilot Studio) 🙂

[@LisaCrosbie]

Thanks for the support, and I'm definitely going to do more Copilot Studio videos

[@MundazMawanga]

Hi Lisa😊. You've got a great intuition.

[@MikeGalyk-q8q]

Awesome video like always, your teaching method makes learning these topics much easier. Thanks for sharing and keep up the great work.

[@LisaCrosbie]

thanks, appreciate that

[@andremeyer4350]

Great stuff Lisa, and I have to say your teaching style is getting better and better every time ! Could you confirm this : to be able to use Copilot Studio, you need to purchase a specific MS Copilot Studio licence (one time, worth approx. 200 $) on top of a MS Windows Pro licence AND a Copilot licence (approx. 30 $/month) - this being the MS 365 Copilot . Is that correct ? Thx

[@LisaCrosbie]

You can buy the Copilot Studio standalone for $200/tenant/month, you don’t need the Copilot for M365 as a dependency. If you have M365 Copilot $30/user/month that includes extending with Copilot Studio without needing the standalone license but you can’t build a standalone (eg customer facing ) Copilot with that.

[@olaoluwadaramola6828]

Thanks Lisa! This was fun to follow.

[@vasiliszarotiadis4344]

Excellent! Thank you Lisa!

[@AnieGeorge-k8e]

This was very easy to follow, especially for someone new to Copilot Studio like me. Could you please make a video covering the advanced features?

[@LisaCrosbie]

Thanks, any particular advanced features you had in mind?

[@flopppybob]

Great explanations as always. It really is the skills to be learning at the moment…. until the robots truly take over! Would love you to do some videos on copilot and dataverse. Especially what can be done with related tables, and how they should be setup to be useful as knowledge. Eg how you might use copilot instead of power automate to maybe take some inputs and drill through related tables then trigger approval requests.

[@LisaCrosbie]

Great suggestion, thank you.

[@mande-1191]

Great stuff, Lisa. Thank you Andreas Sieber

[@benoau]

Thank you again Lisa, very helpful and very easy to follow! Next Session might be connecting to an API that requires authentication?

[@LisaCrosbie]

Great suggestion thank you

[@danmortgagebroker]

Amazing video thank you

[@looyeeng9946]

Amazing Video!! It'll be great to see you demo on how to use SharePoint documents & Dataverse for a deep dive session. Thanks

[@LisaCrosbie]

On the list, thank you.

[@raphaelgrob8893]

Great video, please show us how to connect to a sharepoint site containing documents.

[@davelaff73]

Yes, please. I know there's a new feature rolling out where you can create a Copilot inside of a SharePoint site, but that's not out yet...

[@LisaCrosbie]

Thanks, yes, connecting to SharePoint is on my list

[@LisaCrosbie]

I'm looking out for that feature to go live, video coming when it does!

[@JosefKatz-l4t]

Excellent video. I would really like to see how Copilot Agent is published into teams and integrated with Azure. I would like my copilot to dynamically pull zip code and based on forecast , react to that.

[@rebeckaahlenius3762]

Really great video! Can you please make a video of how to add a dataverse table as a knowledge source asap? I would really like to know!!

[@LisaCrosbie]

On the list, thank you.

[@christinapantouli4783]

Thanks so much for the video!!

[@rsdesai7]

Great stuff Thank you!

[@BizzInnovate]

Thank you, Lisa. Could you create a video on using the M365 Copilot for CRUD operations on OneDrive, specifically highlighting input and output variables? Many thanks.

[@LisaCrosbie]

Hi, not sure what you mean? What CRUD operations can you do on OneDrive that you'd use with Copilot?

[@myyoutubn]

@@LisaCrosbie Now in Microsoft 365 Copilot we can create Action ( custom Connector) using Copilot Studio. Can we connect to Onedrive and Create and delete files by Prompts written in M365 copilot Chat.

[@ShivaV-d6c]

Hey Lisa, thanks for the copilot knowledge it's a new learning experience for me. can you please integrate ECRM Sales and Copilot studio together.

[@LisaCrosbie]

Thanks, and yes, extending Copilot for Sales using Copilot Studio is on my list. Or did you have something else in mind. Perhaps using the CRM as a knowledge source?

[@NathanaelHeilbronn]

Hi Lisa, thanks for the great Video!! Could you maybe delve into the concept of autonomous copilot agents? I believe that's where Microsoft wants to go for Copilot Studio's main use case. However, it feels like the capabilities are not there yet. Many thanks, Nate

[@LisaCrosbie]

You’re right on both counts. That is the major direction but it’s not there yet. I’ll definitely be making videos when it becomes available.

[@NathanaelHeilbronn]

@@LisaCrosbie Amazing thanks!!

[@salvatorecarluccio9864]

Fantastic 🙂

[@javiercheke]

Question!! Can I implement this into a solution, and move to a PRO environment?

[@LisaCrosbie]

absolutely, yes

[@juanheribertorosasjuarez2202]

Funciona si tengo un informe publicado de power bi de acceso público para su conocimiento?

[@LisaCrosbie]

There is no connection to PowerBI. You can connect to the data source used for the report. There is also a Fabric connector in preview if you use that.