About This Course
This course provides a comprehensive overview of AI automation using Microsoft Copilot and extends into the development of Retrieval-Augmented Generation (RAG) bots and intelligent agents. Participants will explore Copilot’s capabilities across Microsoft 365, Power BI, and Fabric, and gain hands-on experience building customized AI-driven automation solutions for real-world business applications.
Audience Profile
Developers, DevOps, IT, Security
At the end of the course, graduates will be able to
- Use Microsoft Copilot effectively across Microsoft 365 applications to automate daily workflows.
- Integrate Copilot with Power BI and Microsoft Fabric for AI-driven analytics
- Design and implement Retrieval-Augmented Generation (RAG) bots for document-based Q&A
- Develop and deploy intelligent agents capable of handling multi-step automated processes
- Apply AI governance, ethical, and performance best practices in Copilot-based automation projects
Course Details
Module 1: Introduction to Microsoft Copilot & AI Automation
• Overview of Copilot (browser, Pro, Microsoft 365)
• Generative AI concepts and business value
• Licensing versions and implications
Module 2: Copilot in Microsoft 365 Productivity Applications
• Copilot in Word, Excel, PowerPoint, Outlook, Teams
• Data analysis, summaries, task automation
Module 3: Copilot in Analytics & BI – Power BI & Microsoft Fabric
• Copilot integration with Power BI and Fabric
• Dataflows Gen2, Notebooks, and Python support
Module 4: Building Custom Copilot Assistants & Automations
• Custom copilots with Copilot Studio
• Prompt engineering and workflow automation
• Ethics, privacy, and governance
• Using external AI tools as agents: Lovable, Claude Code
• Integration with business interfaces: Priority, SBO, Monday.com, Power BI, phone systems, WhatsApp
Module 5: Introduction to RAG (Retrieval-Augmented Generation) & AI Agents
• Document ingestion, embedding, retrieval, and generation
• RAG architecture and enterprise use-cases
• Working with non-text data: video, audio, and call transcription
• Speech-to-text pipelines and indexing spoken content
Module 6: Integrating Copilot with RAG Bots & Agents
• Grounding Copilot with internal data
• Linking retrieval layers with Copilot
• Agent workflow design
Module 7: Advanced Agent Capabilities & Enterprise Considerations
• Multi-step agent workflows
• Logging, monitoring, and security
• Performance and cost optimization
• Solution architecture: Dev / Test / Production environments
• RAG architecture deep dive: indexing, chunking, retrieval strategies
• Permissions model, data governance, and access control
• Interface connectors: Priority, SBO, Monday.com, PBI, telephony, WhatsApp
Module 8: Capstone Project – Putting It All Together
• Review and future trends
• AI automation best practices
• Final project implementation
