{"product_id":"microsoft-copilot-studio-quick-start-isbn-9781394333707","title":"Microsoft Copilot Studio Quick Start","description":"\u003cp\u003e\u003cb\u003eA practical and accessible guide to Microsoft's Copilot Studio\u003c\/b\u003e \u003c\/p\u003e\u003cp\u003eIn \u003ci\u003eMicrosoft Copilot Studio Quick Start,\u003c\/i\u003e author Jared Matfess delivers an easy-to-read and hands-on guide to navigating Microsoft's newest generative AI platform. From introductions to the Copilot ecosystem and Copilot Studio to building your first custom agent, publishing it across different environments, and measuring its results so you can optimize its impact, this book walks you through the steps you need to take to use this powerful new tool. \u003c\/p\u003e\u003cp\u003eYou'll learn to extend your Copilot's functionality from knowledge agents to semi-autonomous agents that can perform actions on your behalf, by integrating with third-party APIs and other Microsoft services via Power Platform connectors. \u003c\/p\u003e\u003cp\u003e\u003ci\u003eMicrosoft Copilot Studio Quick Start\u003c\/i\u003e provides: \u003c\/p\u003e\u003cul\u003e \u003cli\u003eIndustry use cases from healthcare, finance, retail, and government that include a problem statement, solution overview and business outcomes\u003c\/li\u003e \u003cli\u003eStrategies for enhancing Copilot with agents, complete with an introduction to the agent architecture and tips for debugging and testing your agents\u003c\/li\u003e \u003cli\u003eA comprehensive discussion of the future of Copilot Studio and AI development\u003c\/li\u003e \u003c\/ul\u003e \u003cp\u003ePerfect for tech-savvy professionals interested in unlocking the full potential of Microsoft's Copilot Studio, \u003ci\u003eMicrosoft Copilot Studio Quick Start\u003c\/i\u003e is also a must-read resource for everyone who wants to build exciting new software tools driven by generative AI in the Microsoft ecosystem. \u003c\/p\u003e\u003cp\u003eForeword xxi\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 1 Navigating the Copilot Ecosystem 1\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eWhat Is GenAI? 2\u003c\/p\u003e \u003cp\u003eHow Does GenAI Work? 3\u003c\/p\u003e \u003cp\u003eGenAI Key Terms and Definitions 3\u003c\/p\u003e \u003cp\u003eThe Risk of Bias in GenAI 4\u003c\/p\u003e \u003cp\u003eOpenAI Brings GenAI to the World 4\u003c\/p\u003e \u003cp\u003eChatGPT Gains Excitement 5\u003c\/p\u003e \u003cp\u003eChatGPT Data Leaks 5\u003c\/p\u003e \u003cp\u003eMicrosoft’s Strategic Investment in OpenAI 6\u003c\/p\u003e \u003cp\u003eRetrieval-Augmented Generation 7\u003c\/p\u003e \u003cp\u003eAzure OpenAI RAG Pattern 8\u003c\/p\u003e \u003cp\u003eEnterprise Adoption of the RAG Pattern 9\u003c\/p\u003e \u003cp\u003eMicrosoft M365 Copilot 10\u003c\/p\u003e \u003cp\u003eThe Rise of the Copilots 12\u003c\/p\u003e \u003cp\u003eCopilot, aka Bing Chat Enterprise 12\u003c\/p\u003e \u003cp\u003eMicrosoft’s Copilot Portfolio 13\u003c\/p\u003e \u003cp\u003eCopilot for Sales 14\u003c\/p\u003e \u003cp\u003eCopilot for Service 16\u003c\/p\u003e \u003cp\u003eCopilot for Security 17\u003c\/p\u003e \u003cp\u003eCopilot in Microsoft Viva 19\u003c\/p\u003e \u003cp\u003eViva Goals 19\u003c\/p\u003e \u003cp\u003eViva Engage 20\u003c\/p\u003e \u003cp\u003eViva Amplify 21\u003c\/p\u003e \u003cp\u003eViva Roadmap 22\u003c\/p\u003e \u003cp\u003eAdditional Copilots 22\u003c\/p\u003e \u003cp\u003eAligning Copilots with Company Personas 24\u003c\/p\u003e \u003cp\u003eIntroducing Copilot Studio 25\u003c\/p\u003e \u003cp\u003eConclusion 26\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 2 Introduction to Copilot Studio 29\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eCopilot Studio’s Core Audience 29\u003c\/p\u003e \u003cp\u003eCitizen Developers Overview 30\u003c\/p\u003e \u003cp\u003eCitizen Developer Challenges 31\u003c\/p\u003e \u003cp\u003eThe Role of IT 32\u003c\/p\u003e \u003cp\u003eCopilot Studio: The Platform 33\u003c\/p\u003e \u003cp\u003eCopilot Studio Prerequisites 33\u003c\/p\u003e \u003cp\u003eAccessing Copilot Studio 34\u003c\/p\u003e \u003cp\u003ePower Platform Environments 35\u003c\/p\u003e \u003cp\u003eMicrosoft Dataverse 36\u003c\/p\u003e \u003cp\u003eDataverse Core Components 37\u003c\/p\u003e \u003cp\u003eEnvironment Management 39\u003c\/p\u003e \u003cp\u003eCreating Your First Agent 39\u003c\/p\u003e \u003cp\u003eAdding Knowledge Sources 42\u003c\/p\u003e \u003cp\u003eTesting Your Copilot Agent 47\u003c\/p\u003e \u003cp\u003eCopilot Studio Topics 50\u003c\/p\u003e \u003cp\u003eConversational Boosting with GenAI 52\u003c\/p\u003e \u003cp\u003eModifying Your User Experience with Topics 55\u003c\/p\u003e \u003cp\u003eLights, Camera, Actions! 57\u003c\/p\u003e \u003cp\u003eConclusion 69\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 3 Publishing Your Copilot Agent 71\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eChannels 71\u003c\/p\u003e \u003cp\u003ePublishing Your Agent to Teams + Microsoft 365 74\u003c\/p\u003e \u003cp\u003ePublishing Your Agent 79\u003c\/p\u003e \u003cp\u003eTesting Your Agent in Microsoft Teams and M365 Copilot 86\u003c\/p\u003e \u003cp\u003eConclusion 90\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 4 Microsoft 365 Copilot Declarative Agents 91\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eThe Spectrum of Copilot Agents 91\u003c\/p\u003e \u003cp\u003eM365 Copilot Agents 92\u003c\/p\u003e \u003cp\u003eDeclarative Copilot Agents 93\u003c\/p\u003e \u003cp\u003eThe Agent App Package 93\u003c\/p\u003e \u003cp\u003eApp Manifest 93\u003c\/p\u003e \u003cp\u003eApp Icons 94\u003c\/p\u003e \u003cp\u003eDeclarative Agents Manifest 94\u003c\/p\u003e \u003cp\u003ePlugin Manifest 95\u003c\/p\u003e \u003cp\u003eConfiguration Options 96\u003c\/p\u003e \u003cp\u003eThe AI Orchestrator 96\u003c\/p\u003e \u003cp\u003eCreating a Declarative M365 Copilot Agent with the Copilot Studio Agent Builder 97\u003c\/p\u003e \u003cp\u003eConfiguring Your Agent 98\u003c\/p\u003e \u003cp\u003eSetting Instructions 99\u003c\/p\u003e \u003cp\u003eConfiguring Knowledge 101\u003c\/p\u003e \u003cp\u003eActions and Capabilities 103\u003c\/p\u003e \u003cp\u003eStarter Prompts 104\u003c\/p\u003e \u003cp\u003eCreating Your Agent 105\u003c\/p\u003e \u003cp\u003eAdjusting Sharing Permissions 106\u003c\/p\u003e \u003cp\u003eApplication Manifest: Manifest.json 108\u003c\/p\u003e \u003cp\u003eThe DeclarativeAgent_0.json File 110\u003c\/p\u003e \u003cp\u003eCode Versus Configuration 112\u003c\/p\u003e \u003cp\u003eTest Driving Your Agent 112\u003c\/p\u003e \u003cp\u003eUpdating Your Declarative Agent 114\u003c\/p\u003e \u003cp\u003eCopilot Studio Agent Builder Limitations 115\u003c\/p\u003e \u003cp\u003eData Storage 115\u003c\/p\u003e \u003cp\u003eApplication Lifecycle Management 116\u003c\/p\u003e \u003cp\u003eUser Experience 116\u003c\/p\u003e \u003cp\u003eWhen to Use Declarative Agents 117\u003c\/p\u003e \u003cp\u003eConclusion 118\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 5 Planning ALM for Your Copilot Agents 119\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eThe ALM Framework 120\u003c\/p\u003e \u003cp\u003eRequirements Gathering 120\u003c\/p\u003e \u003cp\u003eDesign 121\u003c\/p\u003e \u003cp\u003eDevelopment 121\u003c\/p\u003e \u003cp\u003eTesting 122\u003c\/p\u003e \u003cp\u003eDeployment 122\u003c\/p\u003e \u003cp\u003eMaintenance and Retirement 123\u003c\/p\u003e \u003cp\u003eALM Summary 123\u003c\/p\u003e \u003cp\u003ePower Platform Environments 123\u003c\/p\u003e \u003cp\u003eEnvironment Strategy 124\u003c\/p\u003e \u003cp\u003eEnvironment Costs 124\u003c\/p\u003e \u003cp\u003eManaged Environments 125\u003c\/p\u003e \u003cp\u003eManaged Environments Considerations 127\u003c\/p\u003e \u003cp\u003eSolutions 127\u003c\/p\u003e \u003cp\u003eCreating a Solution 129\u003c\/p\u003e \u003cp\u003eExporting a Solution 132\u003c\/p\u003e \u003cp\u003eImporting a Solution 135\u003c\/p\u003e \u003cp\u003eCI\/CD Pipelines 140\u003c\/p\u003e \u003cp\u003eConclusion 141\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 6 Deep Dive into Agent Templates 143\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003ePrerequisites 144\u003c\/p\u003e \u003cp\u003eSelecting Our Agent Template 145\u003c\/p\u003e \u003cp\u003eCitizen Services Template 146\u003c\/p\u003e \u003cp\u003eKnowledge Sources 146\u003c\/p\u003e \u003cp\u003eTopics 147\u003c\/p\u003e \u003cp\u003eApply for a Service Topic 148\u003c\/p\u003e \u003cp\u003eData Collection Topic and Adaptive Cards 149\u003c\/p\u003e \u003cp\u003eRoad Closures Topic 154\u003c\/p\u003e \u003cp\u003eConversational Boosting Topic 155\u003c\/p\u003e \u003cp\u003eSummarizing Topics 157\u003c\/p\u003e \u003cp\u003eBuilding Our Agent from the Citizen Services Template 157\u003c\/p\u003e \u003cp\u003eUpdating Knowledge Sources 158\u003c\/p\u003e \u003cp\u003eUpdating Topics 159\u003c\/p\u003e \u003cp\u003eTesting Your Agent 166\u003c\/p\u003e \u003cp\u003eConclusion 169\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 7 Real-World Use Cases and Inspiration 171\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eAgents in the Contact Center 171\u003c\/p\u003e \u003cp\u003eThe Scenario 172\u003c\/p\u003e \u003cp\u003eTechnical Setup 173\u003c\/p\u003e \u003cp\u003eTesting the Contact Center Agent 175\u003c\/p\u003e \u003cp\u003eContact Center Charlie Agent Summary 176\u003c\/p\u003e \u003cp\u003eAgents in the Public Sector 176\u003c\/p\u003e \u003cp\u003eTechnical Setup 176\u003c\/p\u003e \u003cp\u003eTesting Our Shared Mailbox Agent 182\u003c\/p\u003e \u003cp\u003eSummary of the Shared Mailbox Agent 185\u003c\/p\u003e \u003cp\u003eAgents in Human Resources 186\u003c\/p\u003e \u003cp\u003eTechnical Setup 186\u003c\/p\u003e \u003cp\u003eTesting Your Heidi from HR Agent 194\u003c\/p\u003e \u003cp\u003eSummary of the Updated Heidi from HR Agent 195\u003c\/p\u003e \u003cp\u003eConclusion 195\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 8 Building an Autonomous Agent 197\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eAutonomous vs. Semi-autonomous Agents 197\u003c\/p\u003e \u003cp\u003eConsiderations for Autonomous Agents 198\u003c\/p\u003e \u003cp\u003eHow Microsoft’s Autonomous Agents Work 198\u003c\/p\u003e \u003cp\u003eAutonomous Agent Use Case 199\u003c\/p\u003e \u003cp\u003eMicrosoft Form Configuration 200\u003c\/p\u003e \u003cp\u003eSalesforce Sales Cloud Setup 201\u003c\/p\u003e \u003cp\u003eConfiguring Your Agent 202\u003c\/p\u003e \u003cp\u003eEnabling Orchestration 203\u003c\/p\u003e \u003cp\u003eCreating a Trigger 204\u003c\/p\u003e \u003cp\u003eConfiguring your Trigger 207\u003c\/p\u003e \u003cp\u003eSetting Up Knowledge Sources 213\u003c\/p\u003e \u003cp\u003eCreating Actions 218\u003c\/p\u003e \u003cp\u003eCreating Inputs 220\u003c\/p\u003e \u003cp\u003eFormatting Variables 221\u003c\/p\u003e \u003cp\u003eGetting the Account ID 222\u003c\/p\u003e \u003cp\u003eCreating a Condition 224\u003c\/p\u003e \u003cp\u003eCreating a Contact 226\u003c\/p\u003e \u003cp\u003eCreating an Opportunity 227\u003c\/p\u003e \u003cp\u003eAssociating Your Opportunity to a Contact 228\u003c\/p\u003e \u003cp\u003eConfiguring “Run as” User 231\u003c\/p\u003e \u003cp\u003eConfiguring the Create Lead Action 232\u003c\/p\u003e \u003cp\u003eConfiguring Your Agent Instructions 235\u003c\/p\u003e \u003cp\u003eTesting Your Agent 236\u003c\/p\u003e \u003cp\u003ePublishing and Monitoring 242\u003c\/p\u003e \u003cp\u003eConclusion 242\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 9 Optimizing and Measuring Your Agent 245\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003ePrerequisites 245\u003c\/p\u003e \u003cp\u003eAgent Analytics 246\u003c\/p\u003e \u003cp\u003eOptimizing Your Agent for Cost 248\u003c\/p\u003e \u003cp\u003eEnhancing User-Focused Agent Performance 251\u003c\/p\u003e \u003cp\u003eQuick Replies 251\u003c\/p\u003e \u003cp\u003eStarter Prompts 253\u003c\/p\u003e \u003cp\u003eCapturing User Feedback 255\u003c\/p\u003e \u003cp\u003eConclusion 265\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 10 Copilot Studio and Azure AI Foundry: Better Together 267\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eAzure AI Search 268\u003c\/p\u003e \u003cp\u003eOptimizing for Cost 269\u003c\/p\u003e \u003cp\u003eCreating Your Azure SQL Database 269\u003c\/p\u003e \u003cp\u003eCreating a Table and Loading Data 274\u003c\/p\u003e \u003cp\u003eProvisioning Azure AI Search 276\u003c\/p\u003e \u003cp\u003eConfiguring Your Agent for Azure AI Search 286\u003c\/p\u003e \u003cp\u003eTesting Your Agent 288\u003c\/p\u003e \u003cp\u003eConclusion 289\u003c\/p\u003e \u003cp\u003eAppendix Agent Flows 291\u003c\/p\u003e \u003cp\u003eIndex 297\u003c\/p\u003e  \u003cp\u003e\u003cb\u003eJARED MATFESS\u003c\/b\u003e is an AI Architect at AvePoint who partners with a diverse portfolio of clients, including Fortune 500 companies and State \u0026amp; Local Government agencies. He is a 7-time Microsoft MVP and has more than 20 years’ experience working in the Microsoft ecosystem and is an expert at assisting organizations in their digital transformations by leveraging advanced technologies, including AI.   \u003c\/p\u003e\u003cp\u003eA step-by-step and hands-on guide to developing AI tools with Microsoft’s Copilot Studio \u003c\/p\u003e\u003cp\u003eIn \u003ci\u003eMicrosoft\u003csup\u003e®\u003c\/sup\u003e Copilot\u003csup\u003e™\u003c\/sup\u003e Studio Quick Start: Learn to Create and Deploy Personalized AI Solutions,\u003c\/i\u003e 7-time Microsoft MVP and AI Architect Jared Matfess delivers an intuitive and hands-on guide to working with Microsoft’s newest generative AI platform. The author introduces you to the Copilot ecosystem and Copilot Studio before walking you through exactly how to build your first custom AI agent, publish it across a variety of environments, measure its results, and optimize its impact. \u003c\/p\u003e\u003cp\u003eMatfess offers a step-by-step roadmap to Copilot’s extensive functionality, providing you with coverage on everything from knowledge agents to semi-autonomous agents that can perform actions on your behalf. You’ll learn how to implement solutions across several common use-cases and industries, including healthcare, finance, retail, and government. You’ll also benefit from an extensive discussion of Microsoft’s AI development tools and Copilot Studio. \u003c\/p\u003e\u003cp\u003ePerfect for tech-savvy professionals in both technical and tech-adjacent roles, \u003ci\u003eMicrosoft\u003csup\u003e®\u003c\/sup\u003e Copilot\u003csup\u003e™\u003c\/sup\u003e Studio Quick Start\u003c\/i\u003e is a must-read book for everyone interested in building effective software solutions powered by generative AI in the Microsoft ecosystem.\u003c\/p\u003e","brand":"Wiley","offers":[{"title":"Default Title","offer_id":47989623029989,"sku":"NP9781394333707","price":60.0,"currency_code":"USD","in_stock":false}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1842\/7735\/files\/9781394333707.jpg?v=1761784849","url":"https:\/\/k12savings.com\/products\/microsoft-copilot-studio-quick-start-isbn-9781394333707","provider":"K12savings","version":"1.0","type":"link"}