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
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[@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/

[@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!

[@EquityEd]

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

[@riskspotlight]

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

[@cdunsford]

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

[@user-wf7bc9ib8e]

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

[@mairafontana1033]

Lisa, great content! Thanks for sharing

[@FilmtographyMedia]

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

[@islamshaban216]

Awesome, Lisa!

[@dunewalks5988]

Brilliant content Lisa 🥰

[@deeparamachandran1303]

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

[@AJHF1991]

These videos are great, nice one! 😀

[@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 :)

[@netsi1964]

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

[@REGULAMIND]

Many thanks @LisaCrosbie!!!

[@reemelmorsy8643]

Love it

[@Krishna-hp3wb]

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

[@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.

[@UTubeViewer2009]

This is amazing! That you. Can you create a video how to do the same with internal data bot? E.G. HR, with 5 different topics like maternity, sickness, annual leave etc

[@muriwangul.chinyerere5381]

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?

[@olaleyechristopher6528]

I will be interested in all your teachings

[@AnantStic]

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

[@rthoughts7232]

Is there a deployment process? If yes then What the deployment process . Or we need to do the bot development in prod environment only? Please detailed video on creating manual permissions in case of using sharepoint site with AAD

[@meruguarchana9280]

Also can you do a video how to connect to dynamics to summarise leads optys or cases from m365

[@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.

[@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.

[@DaveMarcus-gi6td]

HI Lisa, if I have a number of youtube videos, how can I use Coplilot Studio to add those videos as knowledge items

[@lsmith77]

I want to build a custom CoPilot that sets a custom context and modifies the original user prompt. so I don’t really want a trigger based on phrases as I essentially want to always trigger on any user prompt. So how does one set this up?

[@NileshThonte]

Hi @LisaCrosbie I have build one copilot also published on custom website . Guilde me how can I delete chat conversions so i can start rechat again, whichout logging out everytime and wait for that default conversation start again

[@daveopie1234]

Good video. My question is what happens if users ask weird/insulting questions. I do not want a public copilot providing inappropriate answers for my organization. In your nice Australia copilot, what would it do if someone asked if Australia has the most poisonous snakes, or some question about the murder rate? I'd like a custom copilot to be able to answer as many questions as possible, but also I'd like it not to give any answers that someone could cut and paste to use to embarrass my organization.

[@meruguarchana9280]

Can you do a detailed session on how to build ai plugi. For dataverse case table

[@LisaCrosbie]

On my list, thanks.

[@dunewalks5988]

Try adding a please to your request as a minimum!

[@farshadganji3441]

Would you please make a video about the integration of Azure OpenAI and Cognitive Search and use it for exploring through SharePoint Library which can be connected to Microsoft Copilot Studio?

[@Jamo419]

Bloody hell you are not playing. This I would like to see 😃

[@LisaCrosbie]

On my list, yes!

[@noha5081]

I've tried connecting Copilot to my Power Pages site but it won't give me any information from my website I think the problem is that the Power Pages site isn't indexed so it won't recognize anything

[@andershvid]

I am not able to recreate a copilot when following your tutorial. What am I doing wrong? When asking the copilot 'What can I do in Sidney?" it replies "I'm sorry, I'm not sure how to help with that. Can you try rephrasing?". This is the case no matter what I ask. The only way to get an answer is to create a topic, an then the copilot will answer strictly on that topic. What could be wrong?

[@JenoneC]

You would have not given the correct website while creating a copilot.

[@kamransanaee4196]

Great beginner video - Please create a more advanced 🙏

[@PowerFx1]

Lisa can you do Model Driven embedded Java Script tutorial

[@LisaCrosbie]

Sorry, not likely, I don't do much with javascript.

[@vincenthamelin6115]

The "Create from description with Copilot" option from the Add a topic dropdown button is not working. Nothing is happening when I select it...besides adding /custom-topics/prompt in the url, nothing is showing. No popup, no modal, no refresh, nothing! Nothing is showing in the dev console as well...anyone having similar issues?

[@LisaCrosbie]

I’d suggest asking in the Copilot Studio forum. They made a lot of changes to the UI during Build, there might be some temporary glitches.

[@o365powerplatform9]

Anybody else run into inconsistent answers that miss conversation history context? Like you can ask a question that retrieves the right answer and document source, but when you ask a follow up it does not realize you are asking about the answer itself?

[@LisaCrosbie]

I’ve had successes and failures with this depending on the kind of follow up question. Can you post your example of what doesn’t work?

[@o365powerplatform9]

We added a test document to sharepoint site with a fake product called Skynet used to monitor employees in a word doc. The Doc describes the product, it's purpose, licensing, price, etc. I ask the bot if we have any product that can be used to track employees and it brilliantly understands and reports back on this skynet product, I ask "how much does it cost" it fails to understand context is about the answer. But If my original question specifically asked about Skynet, it also answers, but also understands and answers the price question. There is also an issue when asking a 3rd or 4th follow up questions.

[@o365powerplatform9]

@@LisaCrosbie Hi. so we have a document talking about some home grown app with configuration steps. The document describes what the app does and who can access it. Bot is smart to find the document based on users first question, but generic follow up "who can request this" fails unless my original question specifically names the app by name.

[@mehtabidreesi7942]

LISA I THINK AFTER JOINING EPP2O24 YOU HAVE SOME NEW GOALS BUT PLEASE MAKE A VIDEO ON WIHT DETAIL FULL COURSE LIKE MODEL DRIVEN APP DATAVERSE COPILOT WITH EXPLANATION

[@LisaCrosbie]

It’s certainly on my list when I find the time. Thanks ☺️

[@VidhyaSivakumar831]

I tried your tutorial step by step and it worked really well. Only glitch I have is the final step when I get the below error when I ask for the weather in the published app. Can you pls suggest a fix for this as I am trying to demo this to our team tomorrow. An error has occurred. Error code: AuthenticationNotConfigured Conversation Id: I1huqQKv2Tz2Eg6qfaA9AF-us Time (UTC): 2024-05-29T00:41:32.809Z.

[@LisaCrosbie]

Try going into settings - authentication and switching off authentication. In the weather plugin go in and change it from user authentication to the other option. Otherwise try asking in the copilot studio community forum. Good luck with the demo.