Microsoft Copilot Studio Quick Start - Jared Matfess

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Résumé :

A practical and accessible guide to Microsoft's Copilot Studio

In Microsoft Copilot Studio Quick Start, 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.

You'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.

Microsoft Copilot Studio Quick Start provides:

• Industry use cases from healthcare, finance, retail, and government that include a problem statement, solution overview and business outcomes
• Strategies for enhancing Copilot with agents, complete with an introduction to the agent architecture and tips for debugging and testing your agents
• A comprehensive discussion of the future of Copilot Studio and AI development

Perfect for tech-savvy professionals interested in unlocking the full potential of Microsoft's Copilot Studio, Microsoft Copilot Studio Quick Start is also a must-read resource for everyone who wants to build exciting new software tools driven by generative AI in the Microsoft ecosystem....

Biographie:

JARED MATFESS is an AI Architect at AvePoint who partners with a diverse portfolio of clients, including Fortune 500 companies and State & 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....

Sommaire:

Foreword xxi

Chapter 1 Navigating the Copilot Ecosystem 1

What Is GenAI? 2

How Does GenAI Work? 3

GenAI Key Terms and Definitions 3

The Risk of Bias in GenAI 4

OpenAI Brings GenAI to the World 4

ChatGPT Gains Excitement 5

ChatGPT Data Leaks 5

Microsoft's Strategic Investment in OpenAI 6

Retrieval-Augmented Generation 7

Azure OpenAI RAG Pattern 8

Enterprise Adoption of the RAG Pattern 9

Microsoft M365 Copilot 10

The Rise of the Copilots 12

Copilot, aka Bing Chat Enterprise 12

Microsoft's Copilot Portfolio 13

Copilot for Sales 14

Copilot for Service 16

Copilot for Security 17

Copilot in Microsoft Viva 19

Viva Goals 19

Viva Engage 20

Viva Amplify 21

Viva Roadmap 22

Additional Copilots 22

Aligning Copilots with Company Personas 24

Introducing Copilot Studio 25

Conclusion 26

Chapter 2 Introduction to Copilot Studio 29

Copilot Studio's Core Audience 29

Citizen Developers Overview 30

Citizen Developer Challenges 31

The Role of IT 32

Copilot Studio: The Platform 33

Copilot Studio Prerequisites 33

Accessing Copilot Studio 34

Power Platform Environments 35

Microsoft Dataverse 36

Dataverse Core Components 37

Environment Management 39

Creating Your First Agent 39

Adding Knowledge Sources 42

Testing Your Copilot Agent 47

Copilot Studio Topics 50

Conversational Boosting with GenAI 52

Modifying Your User Experience with Topics 55

Lights, Camera, Actions! 57

Conclusion 69

Chapter 3 Publishing Your Copilot Agent 71

Channels 71

Publishing Your Agent to Teams + Microsoft 365 74

Publishing Your Agent 79

Testing Your Agent in Microsoft Teams and M365 Copilot 86

Conclusion 90

Chapter 4 Microsoft 365 Copilot Declarative Agents 91

The Spectrum of Copilot Agents 91

M365 Copilot Agents 92

Declarative Copilot Agents 93

The Agent App Package 93

App Manifest 93

App Icons 94

Declarative Agents Manifest 94

Plugin Manifest 95

Configuration Options 96

The AI Orchestrator 96

Creating a Declarative M365 Copilot Agent with the Copilot Studio Agent Builder 97

Configuring Your Agent 98

Setting Instructions 99

Configuring Knowledge 101

Actions and Capabilities 103

Starter Prompts 104

Creating Your Agent 105

Adjusting Sharing Permissions 106

Application Manifest: Manifest.json 108

The DeclarativeAgent_0.json File 110

Code Versus Configuration 112

Test Driving Your Agent 112

Updating Your Declarative Agent 114

Copilot Studio Agent Builder Limitations 115

Data Storage 115

Application Lifecycle Management 116

User Experience 116

When to Use Declarative Agents 117

Conclusion 118

Chapter 5 Planning ALM for Your Copilot Agents 119

The ALM Framework 120

Requirements Gathering 120

Design 121

Development 121

Testing 122

Deployment 122

Maintenance and Retirement 123

ALM Summary 123

Power Platform Environments 123

Environment Strategy 124

Environment Costs 124

Managed Environments 125

Managed Environments Considerations 127

Solutions 127

Creating a Solution 129

Exporting a Solution 132

Importing a Solution 135

CI/CD Pipelines 140

Conclusion 141

Chapter 6 Deep Dive into Agent Templates 143

Prerequisites 144