PL-7008: Create and Extend Custom Copilots in Microsoft Copilot Studio
Last Updated: 08-03-2025
The PL-7008: Create and Extend Custom Copilots in Microsoft Copilot Studio course is designed for professionals who want to explore the world of AI-powered copilots and learn how to create custom copilots using Microsoft Copilot Studio. Copilot Studio is a powerful tool that enables users to build personalized, AI-driven experiences within Microsoft applications, such as Microsoft 365 and Dynamics 365, by leveraging AI capabilities and integrating them with existing business processes. This course provides an in-depth look at creating, extending, and deploying custom copilots—intelligent virtual assistants—that enhance user productivity and automate routine tasks. Whether you're an AI enthusiast, a business user, or a developer looking to build smarter workflows, this course will equip you with the skills to design and deploy custom copilots that meet your organization's specific needs.
Familiarity with Microsoft 365 and Dynamics 365 applications is recommended but not required.
Experience with AI technologies and basic machine learning concepts will be beneficial but is not mandatory.
Prior knowledge of low-code development tools and business process automation will be helpful.
Basic understanding of data integration and cloud services is helpful, though no deep technical expertise is required.
A general understanding of business workflows and user productivity tools will be advantageous for creating effective copilots.
Learning Objectives
By the end of the PL-7008: Create and Extend Custom Copilots in Microsoft Copilot Studio course, you will be able to:
Understand the core concepts of Microsoft Copilot Studio, including its role in creating AI-powered virtual assistants for Microsoft 365 and Dynamics 365.
Design and create custom copilots that help automate workflows, provide intelligent recommendations, and assist with decision-making.
Extend existing copilot functionalities to tailor AI-driven experiences to meet specific business needs and user roles.
Integrate Copilot Studio with other Microsoft services, including Microsoft Power Automate, Power Apps, and Microsoft Graph, to enhance AI capabilities.
Use AI Builder to create intelligent models that can understand natural language inputs, automate routine tasks, and improve user engagement.
Develop custom conversational agents using Microsoft Copilot Studio to enhance user productivity through intelligent chatbots and virtual assistants.
Implement security, compliance, and governance best practices when building and deploying custom copilots to ensure data protection and regulatory compliance.
Optimize copilot performance through monitoring, testing, and improving the AI capabilities of copilots in real-world scenarios.
Understand the deployment process for copilots, including integration with various Microsoft applications and third-party tools.
Prepare for the PL-7008 certification exam by applying knowledge and skills through practical use cases and exercises in Copilot Studio.
Target Audience
This course is ideal for:
AI developers and citizen developers who want to create and extend custom copilots for specific business needs.
Business analysts and process owners who want to implement AI copilots to automate and enhance business processes in Microsoft 365 and Dynamics 365.
IT professionals looking to integrate AI-driven solutions into existing workflows and optimize business productivity using Microsoft Copilot Studio.
Solution architects interested in building scalable, customizable virtual assistants that enhance user experience and decision-making across various departments.
Anyone preparing for a role in AI development or automation using Microsoft Copilot Studio and related technologies.
Professionals looking to prepare for the PL-7008 certification exam by gaining hands-on experience in Copilot Studio.
Course Modules
Module 1: Introduction to Copilot Studio
What is Microsoft Copilot Studio?
Understanding the purpose and functions of Microsoft Copilot Studio.
Key components and tools available for copilot creation.
Role of Copilots:
Exploring how copilots can automate tasks and assist users across applications like Microsoft 365.
Module 2: Design Copilot Experiences
Building Conversational Models:
Creating conversation paths for copilots.
Setting up intents, entities, and dialogues to structure user interactions.
User-Centric Design:
Designing copilots with a focus on user needs and expectations.
Best practices for designing intuitive and effective conversational AI experiences.
Module 3: Integrating Data Sources
Connecting External Data Sources:
How to integrate external data sources to allow copilots to provide dynamic and context-aware responses.
Securing Data Connections:
Ensuring secure and efficient access to connected data during copilot interactions.
Module 4: Extend Copilot Functionality
Customizing Copilot Actions:
Creating custom actions to extend the functionality of copilots beyond basic conversations.
Integrating APIs to enable copilots to trigger external applications and services.
Building Reusable Copilot Components:
Creating reusable components that can be used across multiple copilots.
Module 5: Test, Refine, and Deploy Copilots
User Testing and Feedback:
Testing copilots with real users and gathering feedback.
Refining dialogue paths and features based on feedback.
Deployment and Maintenance:
Deploying copilots across different platforms (e.g., Microsoft Teams, websites).
Post-deployment monitoring and performance optimization.
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What Our Learners Are Saying
The training, courseware, and lab experience were insightful and valuable. Keep up the great work and
learning experience!
Nitish A. Anand – Accenture
Course: SC-200: Microsoft Security Operations Analyst
Date: 15th Jan 2025
The instructor was professional and very content.
Justine Daudi Mlimbilah – Bank of Africa, Tanzania
Course: MD-102: Microsoft 365 Endpoint Administrator
Date: 20th Dec 2024
The instructor was so knowledgeable & humble. Rare to find someone so confident but so down to earth these
days. So appreciative to him.”
Mohd. Hassan – Ministry of Finance, UAE
Course: AZ-700: Designing and Implementing Microsoft Azure Networking Solutions
Date: 31st July 2024
Instructor is experienced and knowledgeable in guiding.
Dharshini Mahalaxmi – Dr. MGR Education and Research Institute, Chennai, India
Course: SC-300: Microsoft Identity and Access Administrator
Date: 4th May 2024
