Study guide for the Applied Skills assessment lab: Create agents in Microsoft Copilot Studio

Purpose of this document

This study guide provides a summary of the topics covered in the assessment lab, along with additional resources to help you prepare. Note that the learning path on the credential details page may include more modules than the "Tasks performed" to provide a cohesive learning experience.

Tasks at a glance

Build an initial agent

• Create and name a new agent

• Add a description

• Configure generative AI instructions

  Supporting module (s):

  • Build an initial agent with Microsoft Copilot Studio

Manage topics and trigger phrases

• Delete sample topics

• Disable default topics

• Create topics

• Create trigger phrases

  Supporting module (s):

  • Manage topics in Microsoft Copilot Studio

Configure nodes

• Add a Send a message node

• Add an Ask a question node

• Add an Ask with Adaptive Card node

• Add an Add a condition node

• Add a Variable management node

• Add a Topic management node

  Supporting module (s):

  • Manage topics in Microsoft Copilot Studio

Manage variables and entities

• Edit variable name

• Configure variable scope

• Create and edit a Copilot Studio closed list entity

• Reuse an existing entity

  Supporting module (s):

  • Work with entities and variables in Microsoft Copilot Studio

Configure generative AI

• Add a public website as a knowledge source

• Add a file as a knowledge source

• Set trigger priority for a topic

• Configure copilot content moderation

  Supporting module (s):

  • Build an initial agent with Microsoft Copilot Studio

Retrieve data from Dataverse

• Create an action

• Call a Power Automate flow

• Configure inputs in a flow

• Configure outputs in a flow

• Render the outputs in a message

  Supporting module (s):

  • Create an agent with Microsoft Copilot Studio and Dataverse for Teams