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Training: Design and build integrated AI agent solutions in Copilot Studio (AB-620)

Ref. AB-620T00
Duration:
3
 days
Exam:
Optional
Level:
Intermediate

Design and Build Integrated AI Agent Solutions in Copilot Studio Training (AB-620)

The AB-620 training is for people who have already built an agent in Microsoft Copilot Studio and are stuck on the next step: connecting it to the systems the business actually runs on. An agent that answers from a handful of documents is no longer enough. It has to query an ERP, trigger an action in a business tool, hand a task to another agent and stay governed. This course teaches you to design those integrated solutions, from the architecture choice through to deployment.

Three days to move from a standalone agent to a multi-agent solution

The official Microsoft curriculum, rebuilt in October 2026, has 18 modules. You discover Copilot Studio agent harnesses, including the GitHub Copilot harness, and how to keep their costs under control. You create instruction-driven agents, add reusable skills, ground answers in enterprise knowledge and Microsoft IQ, then extend the agent with tools, MCP servers and human-in-the-loop workflows. The final part covers multi-agent solutions, governance, responsible AI, evaluation, monitoring and ALM. You leave prepared for the AB-620 exam.

Participant Profiles

  • Application developers integrating agents into the information system
  • Advanced Copilot Studio makers
  • Power Platform and Microsoft 365 Copilot consultants
  • AI solution architects
  • ISV partners building agents for their customers

Objectives

  • Choose the right agent harness in Copilot Studio and keep usage and cost under control
  • Create instruction-driven agents and add reusable skills
  • Ground an agent in enterprise knowledge and connect it to Microsoft IQ
  • Extend an agent with tools, MCP servers and human-in-the-loop workflows
  • Design multi-agent solutions and connected agents
  • Govern, evaluate, monitor and deploy agents with Power Platform ALM

Prerequisites

  • Hands-on experience building agents in Copilot Studio: knowledge sources, instructions, tools and topics
  • A working understanding of generative AI (models, orchestration, RAG) and prompt engineering
  • Experience with REST APIs. The Create agents in Microsoft Copilot Studio (PL-7008) training is a good preparation

Course Content

Module 1: Explore Microsoft Copilot Studio and agent harnesses

  • Understand agent harnesses
  • Compare Copilot Studio agent harnesses
  • Explore the GitHub Copilot harness
  • Understand the agent lifecycle and authoring surface

Module 2: Manage usage and cost for agents in Microsoft Copilot Studio

  • Compare billing models across harnesses
  • Identify runtime consumption drivers
  • Plan for build-time consumption
  • Understand admin cost governance

Module 3: Create instruction-driven agents in Microsoft Copilot Studio

  • Define an agent’s purpose and scope
  • Write effective agent instructions
  • Add file and website knowledge
  • Configure the agent’s conversation experience
  • Preview and refine an agent

Module 4: Design reusable behavior with skills in Microsoft Copilot Studio

  • Position skills in the GitHub Copilot component model
  • Add skills to your agent
  • Compose and package a skill for reuse
  • Reference authored skills and plan reuse

Module 5: Design integration strategies for agents in Microsoft Copilot Studio (GitHub Copilot)

  • Identify the capability each business need calls for
  • Compare agent tools
  • Confirm identity and access for each approach
  • Write descriptions that help the agent choose

Module 6: Automate agent tasks with workflows in Microsoft Copilot Studio

  • Plan workflow automation
  • Build and publish a standalone workflow
  • Add and configure a workflow tool for an agent
  • Test and troubleshoot workflow behavior

Module 7: Add human-in-the-loop steps to workflows in Microsoft Copilot Studio

  • Decide when a workflow step needs a human decision
  • Implement a request-for-information pattern
  • Branch a workflow on a human decision

Module 8: Ground agents in enterprise knowledge in Microsoft Copilot Studio (GitHub Copilot)

  • Compare available knowledge sources
  • Add a knowledge source
  • Validate grounded answers and refine source selection
  • Plan evaluations for grounded answers

Module 9: Extend agents with tools in Microsoft Copilot Studio (GitHub Copilot)

  • Choose a tool for an enterprise action
  • Add a tool for an enterprise action
  • Refine tool selection with descriptions
  • Test tool use and plan evaluations

Module 10: Connect agents to MCP servers in Microsoft Copilot Studio (GitHub Copilot)

  • Decide when to use an MCP server
  • Add an MCP server and configure authentication
  • Choose which MCP tools the agent uses
  • Test and troubleshoot MCP tool calls

Module 11: Connect agents to Microsoft IQ in Microsoft Copilot Studio (GitHub Copilot)

  • Choose a Microsoft IQ capability for an agent
  • Connect an agent to a Foundry IQ knowledge base
  • Connect an agent to Fabric IQ business data
  • Connect an agent to Work IQ for Microsoft 365 context

Module 12: Design multi-agent solutions in Microsoft Copilot Studio

  • Decide when to use multiple agents
  • Choose a coordination pattern
  • Identify implementation options by harness

Module 13: Build connected agent solutions in Microsoft Copilot Studio (GitHub Copilot)

  • Prepare an agent for other agents to connect
  • Add a connected agent with a routing description
  • Test and troubleshoot delegation
  • Call an agent from a workflow agent node

Module 14: Design a governance and security strategy for agents in Microsoft Copilot Studio

  • Understand the Copilot Studio governance model
  • Apply a zoned governance strategy
  • Design an identity and authentication strategy
  • Evaluate channel options and pre-deployment readiness
  • Monitor and govern agents using Agent 365 and agent inventory

Module 15: Design a responsible AI strategy for agents in Microsoft Copilot Studio

  • Apply responsible AI principles to agent design
  • Configure content moderation for an agent
  • Evaluate model selection for safety and production readiness
  • Design guardrails and transparency practices

Module 16: Evaluate agents in Microsoft Copilot Studio (GitHub Copilot)

  • Create test set conversations that represent real scenarios
  • Configure and run evaluations on the Evaluate tab
  • Interpret evaluation results and triage failures
  • Validate an AI model migration against acceptance gates

Module 17: Monitor and improve agents in Microsoft Copilot Studio (GitHub Copilot)

  • Review production health on the Monitor tab
  • Diagnose issues from session evidence
  • Improve an agent from session transcripts
  • Extend monitoring with Application Insights
  • Communicate agent value with telemetry

Module 18: Implement application lifecycle management for agents in Microsoft Copilot Studio with Power Platform

  • Plan environments for an agent’s lifecycle
  • Package an agent and its dependencies in a solution
  • Configure environment variables and connection references
  • Deploy agents with pipelines and service principals

Documentation

  • Access to Microsoft Learn, Microsoft’s online learning platform, offering interactive resources and educational content to deepen your knowledge and develop your technical skills.

Lab / Exercises

  • This course provides you with exclusive access to the official Microsoft lab, enabling you to practice your skills in a professional environment.

Exam

  • This course prepares you for the AB-620: Microsoft Certified: AI Agent Builder Associate exam.

Complementary Courses

Eligible Funding

ITTA is a partner of a continuing education fund dedicated to temporary workers. This fund can subsidize your training, provided that you are subject to the “Service Provision” collective labor agreement (CCT) and meet certain conditions, including having worked at least 88 hours in the past 12 months.

Additional Information

Why standalone agents are no longer enough

The first wave of Copilot Studio projects produced plenty of question-and-answer agents: a document library, a few instructions, a Teams publication. They help, but they stop at the moment the user expects an action. Checking an order status, opening a ticket, booking a resource or comparing figures from two systems all require the agent to call something other than its documents. That is the boundary the AB-620 training crosses.

The course starts from a simple idea: an enterprise agent is first an integration problem. You have to pick the right connection method, handle the identity of the user or service acting, limit what the agent is allowed to do and check that it does it correctly. The curriculum spends a full module on these integration choices before going into connectors, REST APIs and MCP in detail.

Agent harnesses, Microsoft IQ and multi-agent

The curriculum opens with a concept that is new in Copilot Studio: the agent harness, the runtime that orchestrates the model, its knowledge and its tools. You compare the available harnesses, including the GitHub Copilot harness, and their billing models, before building instruction-driven agents enriched with reusable skills. Grounding relies on enterprise knowledge sources and on Microsoft IQ: Foundry IQ for knowledge bases, Fabric IQ for business data and Work IQ for Microsoft 365 context.

Two modules then cover composing several agents. You prepare an agent so others can connect to it, write the routing description that guides delegation and call an agent from a workflow.

The trainer insists on the question that comes before the technology: do you really need several agents? A multi-agent solution costs more to test and monitor. The design module gives you the criteria to decide, and the coordination patterns to use when the answer is yes.

Where AB-620 fits in the Copilot Studio path

The Microsoft path around agents has three levels:

  • Create agents in Microsoft Copilot Studio (PL-7008), one day to build a first complete agent
  • Extend Microsoft 365 Copilot in Copilot Studio (MS-4022), for agents that live in Microsoft 365 Copilot
  • AB-620, three days for integrated and multi-agent solutions, leading to an Associate certification
  • Design and implement multi-agent AI solutions (AI-500), for developers who code their agents on Azure

If you build Power Platform extensions in code rather than agents, the Extend Microsoft Power Platform Solutions with code and AI (AB-400) training is a better fit.

The AI Agent Builder Associate certification

The AB-620 exam leads to the Microsoft Certified: AI Agent Builder Associate certification. It assesses three areas: planning and configuring agent solutions, integrating and extending them, then testing and lifecycle management. That last part, often neglected in projects, weighs a quarter of the exam: test sets, evaluation methods, solutions, environment variables and Power Platform pipelines. The exam is booked with Microsoft and remains optional.

Getting the most out of the three days

Bring a real case: a process where an agent should act in a system you know, with its access constraints. The exercises run in the official Microsoft labs, but every integration module raises the same question you will face at home: who authenticates, with which rights, and what happens when the call fails? Leaving with those answers for your own case is worth as much as the exercises themselves. The labs stay available for 180 days, so you can replay an integration before reproducing it in your own environment.

Frequently asked questions

Do I need PL-7008 before AB-620?

It is not mandatory, but AB-620 assumes you can already build an agent with its instructions, knowledge and tools. PL-7008 covers exactly that foundation in one day.

Do I need to know how to code?

The course stays in Copilot Studio and does not ask you to write an application. You do need to be comfortable with REST APIs, OpenAPI specifications and authentication concepts, because a large part of the curriculum is about connecting the agent to external services.

How is it different from AI-500?

AI-500 is for developers who build multi-agent systems in code on Azure and Microsoft Foundry. AB-620 builds the same kinds of solutions from Copilot Studio, relying on its connectors, flows and governance.

Does the course cover MCP?

Yes, a full module covers connecting an agent to an existing MCP server, authenticating that connection and managing the MCP tools exposed to the agent.

How much Power Platform knowledge do I need?

Copilot Studio is built on Power Platform: agents live in environments, rely on Dataverse and are deployed through solutions. Being comfortable with Power Fx, environments and connectors will save you time, especially in the part dedicated to testing and lifecycle management.

Which licences do I need to reproduce the exercises at work?

The exercises use the official Microsoft labs, so no licence is needed during the training. For your own environment, the trainer reviews what Copilot Studio, premium connectors and Microsoft IQ services require.

Prix de l'inscription
CHF 2'350.-
Inclus dans ce cours
  • Training provided by a certified trainer
  • 180 days of access to Official Microsoft Labs
  • Official documentation in digital format
  • Official Microsoft achievement badge
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