Pre-built agents Archives | Microsoft Copilot Blog http://approjects.co.za/?big=en-us/microsoft-copilot/blog/copilot-studio/cs-topic/pre-built-agents/ Mon, 06 Apr 2026 22:28:45 +0000 en-US hourly 1 https://wordpress.org/?v=6.8.3 Computer-using agents now deliver more secure UI automation at scale http://approjects.co.za/?big=en-us/microsoft-copilot/blog/copilot-studio/computer-using-agents-now-deliver-more-secure-ui-automation-at-scale/ Tue, 24 Feb 2026 17:00:00 +0000 See how new updates to computer‑using agents improve UI automation with secure credentials, detailed monitoring, and scalable Cloud PC capacity.

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When we first introduced computer-using agents (CUAs)—AI systems that can see, understand, and act across web and desktop apps—we showed what was possible: AI that works across applications, just like a person would. Early adopters quickly put CUAs to work automating brittle processes, navigating legacy systems, and stitching together workflows where APIs don’t exist.

Then, customers like you pushed us further.

You told us where agents didn’t scale, where authentication slowed runs, and where it was hard to understand why something failed—or to prove it behaved correctly. You also told us where your organization needed more control, visibility, and flexibility before rolling out computer‑using agents at scale.

Today’s updates are a direct response to that feedback.

Computer‑using agents in Microsoft Copilot Studio now offer more model choice, stronger security and governance, and easier scale—so you can automate more of your work across web and desktop apps with confidence.

Here’s what’s new with computer use—and why it matters.

Choose the right model to navigate dynamic interfaces

Computer-using agents now support multiple foundation models, including Anthropic’s Claude Sonnet 4.5 alongside OpenAI’s Computer-Using Agent. This gives you the flexibility to choose the best fit for each agent, based on the interface and the task.

  • Use OpenAI Computer-Using Agent to orchestrate multi‑step web and desktop flows.
  • Opt for Anthropic Claude Sonnet 4.5 when you need high performance reasoning on dynamic user interfaces (UIs) and interpretation of dense, changing dashboards.

Secure authentication with built in credentials and Azure Key Vault

Authentication shouldn’t be the reason automations stall. Computer use now offers built‑in credentials so agents can:

  • Securely perform website and desktop app logins.
  • Reuse them across multiple agents and automations.
  • Eliminate manual login prompts during runs, enabling unattended execution.

For example, if an agent needs to log into a vendor portal and update a desktop ERP every night, built-in credentials now let the agent authenticate to both the web portal and the desktop app automatically. This removes manual interruptions and makes overnight processing dependable while maintaining governance controls. No need to babysit “unattended” runs.

You can choose between two storage options aligned to your governance needs: internal storage (encrypted in Microsoft Power Platform) for low-friction setup, or Azure Key Vault for enterprise-grade secret management.

Credentials are encrypted and are never exposed to the AI model, so only authorized agents can access them. This way, your security and compliance team can feel confident scaling CUAs to more scenarios.

See every computer-using agent action with session replay and audit logs

As agents touch more business‑critical systems, teams need to know what happened, why it happened, and where.

Computer use now has advanced monitoring and richer observability, so operations, security, and compliance teams can inspect behavior step‑by‑step. This includes:

  • Session replay with screenshots.
  • Step‑by‑step action logs with action types, coordinates, timestamps, and context.
  • Run summaries instruction text, duration, action counts, average time per action, and human escalation counts.
  • Resource tracking including websites, desktop apps, credentials used.
  • Export options for offline review.

But what does this look like in practice? Imagine an agent run produces an unexpected update, and your team can’t tell whether the agent misread the UI, clicked the wrong control, or encountered a hidden pop‑up.

Session replay and action logs now show exactly what the agent saw and did, pinpoint the step where the UI changed, and produce an exportable record for audit review. That way, you can fix issues faster and retain a defensible compliance trail.

Beyond the monitoring pane, compliance is further strengthened through:

  • Microsoft Purview integration, sending audit logs to Purview.
  • Dataverse logging with configurable verbosity—choose All data, Data without screenshots, or Minimal.
  • Retention options from 7 days to indefinite, to match regulatory and governance requirements.

Simplify infrastructure with managed Cloud PCs for computer-using agents

Scaling UI automation shouldn’t require managing fleets of desktops or fragile virtual machines. The new Cloud PC pool, powered by Windows 365 for Agents, provides fully managed cloud‑hosted machines that are Microsoft Entra joined and Intune enrolled, designed for computer use runs and built to scale with demand.

In other words, these Cloud PC pools provide managed capacity for high-volume runs when demand spikes—without the overhead of keeping dedicated hardware patched, available, and idle the rest of the time. This way, your team can handle spikes without over-provisioning hardware.

Note: For evaluation, you can create up to two Cloud PC pools per tenant with 50 hours of free usage for published autonomous agents—making it easier to pilot CUAs at scale before broader rollout.

Extend—don’t replace—your automation

If you’ve built automations with Microsoft Power Automate and RPA, computer use expands what you can automate—especially when:

  • Interfaces change frequently
  • APIs aren’t available
  • Decision logic becomes more complex

Thankfully, you can keep classic RPA for deterministic scenarios with stable interfaces. CUAs then add flexibility and adaptive reasoning where RPA falls short (such as dynamic web apps, shifting layouts, or complex decisioning). After all, the goal isn’t to start over—it’s to modernize and extend what you already have.

For example, say you have an RPA bot that depends on fixed selectors. Historically, it broke each time a web form changed, forcing constant script updates.

Now, the RPA stays the same, while a CUA handles the variable UI portions—navigating changing layouts, interpreting dialogs, and escalating edge cases. The result? Reduced maintenance and improved reliability.

Get started and help shape what comes next

Ready to try computer‑using agents in a US‑based Copilot Studio environment?

  1. Create or open an agent in Microsoft Copilot Studio.
  2. Go to Tools → Add tool → New tool and select computer use.
  3. Describe the task you want the agent to perform in natural language.
  4. (Optional) Choose a model, configure built‑in credentials, and set up a Cloud PC pool for secure, scalable runs.

For deeper guidance, configuration details, and best practices, see the computer use documentation.

Before you go: We’re actively investing in advanced governance, operations, and scale for CUAs—and customer feedback directly informs the roadmap. Tell us what you think of the latest CUA updates today:

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What’s new in Microsoft Copilot Studio: November 2025 http://approjects.co.za/?big=en-us/microsoft-copilot/blog/copilot-studio/whats-new-in-microsoft-copilot-studio-november-2025/ Mon, 15 Dec 2025 17:00:00 +0000 In this edition of our monthly roundup, we’re highlighting a few of our biggest updates from Microsoft Ignite 2025 and walking through new capabilities available today.

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November 2025 was a busy month for Microsoft Copilot Studio, marked by major announcements at Microsoft Ignite 2025 and a wave of new features now rolling out to makers. It’s clear that organizations are moving beyond traditional automation and into a new era of agent-driven work. In this month’s roundup, we’re spotlighting our most significant Ignite updates and introducing powerful new capabilities you can start using today.

Copilot Studio enhancements and new features

From automation to outcomes: Ignite 2025 highlights

Microsoft Ignite 2025 underscored a clear trend: organizations are accelerating their shift toward agentic business transformation. Copilot Studio is the fully managed platform that enables them to build, govern, and scale AI agents across the enterprise. At Ignite 2025, we introduced new capabilities that create a more robust, secure agent creation experience for every user—from makers to professional developers to IT administrators.

Highlights included a redesigned conversational authoring experience, natural language file generation, and a seamless one-click upgrade path from Agent Builder in Microsoft 365 Copilot to Copilot Studio. That means business users can turn ideas into working agents faster, without waiting on development cycles and then expand when ready. This changes the game on how teams use technology to make a step change within a business process.

Makers now have even more flexibility with model choice across GPT-5 and leading third-party models, built-in agent evaluations, expanded computer use automation, and deep integration with more than 1,400 systems through Model Context Protocol (MCP), Power Platform connectors, and Microsoft Graph. In real-world terms, this removes the “user tax” of context switching and managing data silos. Whether you’re looking for help with invoice processing or supplier discovery, these agents bring collective insights to help drive a process forward.

For administrators, Ignite 2025 delivered major governance updates. These included expanded analytics and insights, real-time protection powered by Microsoft Defender, and new oversight capabilities through Microsoft Entra Agent ID that gives IT teams the confidence to scale AI safely.

We also introduced Microsoft Agent 365, the unified control plane for enterprise agents. Agent 365 centralizes governance, policy management, and monitoring. This includes new MCP servers that allow agents to schedule meetings, generate documents, send emails, and update CRM records with full compliance and audit support.

To dive deeper into all the announcements, see our full Ignite 2025 recap: Why Microsoft Copilot Studio is the foundation for agentic business transformation.

GPT-5 Chat: Ready for production in Copilot Studio

GPT-5 Chat is now generally available in the European Union and United States. This means makers can confidently use this model in production scenarios for workloads that could benefit from GPT-5 Chat’s improved responsiveness, accuracy, and instruction-following.  This means makers can confidently use this model in production scenarios for workloads that could benefit from GPT-5 Chat’s improved responsiveness, accuracy, and instruction-following.

You can enable GPT-5 Chat directly from an agent’s overview page. You can even set it as the primary model for scenarios like high-volume employee support or step-by-step process guidance.

We’ve also started rolling out the GPT-5.2 series as experimental models for U.S. customers in early release environments. These models improve performance across the board, including coding and multilingual use cases. This replaces the GPT-5.1 series, including in any agents created using GPT-5.1 models. Since these models are experimental, they’re best suited for test scenarios rather than production—but they give you an exciting preview of what’s coming next. 

You can read more about model choice and how to test them out in Copilot Studio.

Combine autonomous workflows with human judgment

One of the most important evolutions this month is human-in-the-loop (HITL), now in preview. This capability lets agents pause and ask for human input before moving forward. That may sound simple, but it fundamentally changes what organizations can trust agents to do.

With this feature, an agent can send a structured request (delivered as an Outlook form) to designated reviewers. Once the reviewer responds, the agent resumes and uses the submitted values as parameters. This provides real-time human judgment without disrupting the overall workflow.

HITL is especially useful when an agent needs clarification, additional context, or explicit approval to proceed. It supports scenarios such as confirming project updates, confirming procurement orders, validating financial reports, escalating complex customer support cases, resolving ambiguous data, or gathering information that only a person can provide. The result is more flexible and reliable automation that adapts to real-world conditions.

To use HITL, open the agent-building experience and select Add tool. Choose the request for information in Copilot Studio agent flows (preview) action under the Human-in-the-loop connector, then configure fields such as the title, message, assignee, and inputs. The agent will automatically trigger the request whenever the workflow calls for it. Learn more about request for information.

Add curated Outlook and SharePoint tool groups to agents for faster setup

Makers can now streamline agent configuration by adding curated Action Groups from Outlook and SharePoint connectors, now in preview. Instead of identifying and configuring individual actions one by one, teams can bring in complete sets of related tools, such as “manage emails” or “manage files,” with a single selection. This makes it easier to equip agents with the capabilities they need to support common workflows across communication and content management.

Each Action Group contains the most relevant and reliable tools for its scenario. Shared inputs automatically apply across the group to reduce setup time and improve consistency. Makers can either specify their own values or opt to have AI dynamically fill inputs based on context. Try it both ways—each action is fully editable even after it’s added. This flexibility helps ensure agents behave predictably while still allowing customization for unique business processes.

To use Action Groups, open an agent’s Tools section, select Add tool, choose Outlook or SharePoint, and pick the tool group you want to add. This provides a faster, clearer, and more guided way to build workflow-ready agents.

SharePoint grounding: Turning content chaos into decision clarity

Any team that uses SharePoint knows that it can sometimes be tough to find exactly the nugget of information you need among all your content. Fortunately, if you’re using SharePoint as a knowledge source, your agents just got a lot smarter. We shipped an upgraded tenant graph grounding architecture that improves how agents retrieve and rank information across your organization. This translates into more precise, more context-aware responses, especially in content-heavy environments. 

On top of that, you can now filter SharePoint content using metadata like filename, owner, and last modified date. That gives you much tighter control over which documents your agents rely on when answering questions. 

Learn more about these features and using SharePoint as a knowledge source.

Agent Builder enhancements and new features

Use the latest GPT-5 Chat capabilities in Agent Builder

Microsoft 365 Copilot now uses GPT-5 Chat when responding to prompts in agents created with Agent Builder. This brings immediate improvements to speed, quality, and accuracy in carrying out instructions. Organizations relying on agents built in Microsoft 365 Copilot will see immediate quality improvements in employee support, decision guidance, and informational use cases. No additional configuration or opt-in is required where GPT-5 Chat is available.

GPT-5.2 is also now available to use in Microsoft 365 Copilot with both web and work data. This new model series brings improved code generation and multilingual capabilities. Users with a Microsoft 365 Copilot license received priority access to GPT-5.2 on December 11, 2025, and the series is expected to be available to all users in the coming weeks.

Extend your agent seamlessly from Agent Builder to Copilot Studio

Makers can now seamlessly move agents built in Agent Builder (the lightweight agent-building experience inside Microsoft 365 Copilot) into the full Copilot Studio application using the new “Copy to Copilot Studio” action. This capability is generally available everywhere Agent Builder is supported.

This feature allows makers to start prototypes quickly in Microsoft 365 Copilot and then expand them into fully governed, enterprise-ready Copilot Studio agents without rebuilding from scratch. The copy operation creates a version of the agent in the selected environment while preserving the original in Agent Builder. In addition to providing peace of mind, this means your users can still partake in the existing experience while the enhanced version is developed.

Once an Agent gets copied into Copilot Studio, makers gain access to a suite of richer capabilities. This includes lifecycle management, analytics, more third-party connectors, and publishing options that give agents access to channels such as the Teams app store. This helps create a healthy innovation cycle: fast at the edges, controlled at the core. Learn more about copying agents to Copilot Studio.

Streamline employee support with the Employee Self-Service Agent

The Employee Self-Service Agent in the Microsoft 365 Copilot agent building experience is now generally available. This agent provides a centralized AI-powered experience for common employee support scenarios, including HR- and IT-related needs. The Employee Self-Service Agent helps employees quickly get answers and complete tasks such as checking leave balances, reviewing benefits, or submitting IT tickets. This agent provides a centralized AI-powered experience for common employee support scenarios, including HR-related and IT-related needs. The Employee Self-Service Agent helps employees quickly get answers and complete tasks such as checking leave balances, reviewing benefits, or submitting IT tickets. 

Built for makers to configure and extend in Copilot Studio, the agent includes prebuilt connectors and workflows for systems like Workday, ServiceNow, and SAP SuccessFactors. It’s fully customizable and extensible. This allows teams to tailor responses, logic, and integrations to their own organizational processes.  

To keep employees in their flow of work, the agent can also hand off to Workday or ServiceNow agents when deeper actions are required. This means that instead of employees navigating portals or emailing multiple teams, they can simply ask for what they need. From a business lens, this reduces ticket backlogs, shortens resolution times, and improves employee sentiment. 

The Employee Self-Service Agent is designed to work within your existing Microsoft 365 security, privacy, and compliance boundaries. Expanded support for Facilities and other verticals is coming soon. Learn more in the Employee Self-Service Agent announcement blog.

Unlock organizational intelligence: People as a knowledge source

Makers can now add People as a knowledge source in Agent Builder for declarative agents. Agents can reference live directory information, including employees’ roles, reporting relationships, team memberships, and profile details, to answer questions such as “Who is the manager for X?” or “Who is on Y team?” with current, accurate details. 

This feature, now generally available, promotes richer organizational insight across internal workflows, approvals, and employee support experiences. It’s especially valuable for onboarding, internal support, approvals, escalation paths, or any workflow where it can be difficult, but critical, to identify the correct person. By grounding agents in live directory data, makers can deliver more accurate, context-aware responses without manual upkeep or duplicated lists.

To enable People as a knowledge source, open Agent Builder, navigate to Knowledge sources, and select “Reference people in organization.” Learn more about People as a knowledge source.

Generate polished documents, spreadsheets, and presentations

This is where AI shifts from “assistant” to “producer.” Agents built inside Microsoft 365 Copilot can now create high-quality Word documents, Excel worksheets, and PowerPoint presentations using the “Generate documents, charts, and code” skillset (formerly known as Cope Interpreter). This capability is generally available everywhere Agent Builder is supported.

These enhanced Office skills bring richer creation and formatting tools directly into your custom agents. Agents can generate structured documents, well-designed slides, and Excel files that incorporate charts, visuals, layouts, and other professional elements. This makes it easier for teams to create reports, summaries, plans, proposals, and analysis as part of an automated workflow. You can do all this using natural language.

To try out this feature, open Agent Builder and toggle on Generate documents, charts, and code. If Code Interpreter was previously enabled, the new capabilities are automatically available.

Use OneNote pages as living knowledge

Makers can now add OneNote pages as knowledge sources in Agent Builder. Many teams rely on OneNote to capture meeting notes, brainstorming sessions, project plans, research summaries, and personal workstreams. This update, now in preview and due to roll out worldwide in December, brings all that information directly into your agents’ grounding experience.

By selecting specific OneNote pages, makers can empower agents to provide responses that reflect real project context and decision history. This is especially helpful for roles that depend on ongoing notes, such as customer success, project management, operations, or research, where critical details often live outside traditional documents.

OneNote support also reduces the need to copy content into files or recreate notes elsewhere. Makers can simply choose the pages they want to include and let Microsoft 365 Copilot agents draw from them automatically during conversations and workflows.

To add this capability: Open Agent Builder, go to Knowledge sources, choose OneNote from the file picker, and select the pages you want to include. Learn more about knowledge sources in Agent Builder.

The bigger takeaway

The story of November 2025 isn’t just new features. It’s a shift in how work gets designed.

We’re moving toward a world where organizations don’t just automate steps—they design intelligent systems of work, where AI agents handle complexity, people apply judgment, and businesses operate with more speed, clarity, and resilience.

And we’re just getting started.

Stay up to date on all things Copilot Studio

Check out all the updates as we ship them, as well as new features releasing in the next few months here: What’s new in Microsoft Copilot Studio.

To learn more about Microsoft Copilot Studio and how it can transform productivity within your organization, visit the Copilot Studio website or sign up for our free trial today.

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What’s new in Copilot Studio: May 2025  http://approjects.co.za/?big=en-us/microsoft-copilot/blog/copilot-studio/whats-new-in-copilot-studio-may-2025/ Wed, 04 Jun 2025 16:00:00 +0000 In this edition of our monthly roundup, we're recapping the biggest news from Microsoft Build 2025 and announcing new resources for Copilot Studio adoption and training.

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May 2025 was a big month for Microsoft Copilot Studio and there are a ton of features to catch up on. In this edition of our monthly roundup, we’re recapping the biggest news from Microsoft Build 2025, giving a couple of important updates, and announcing new resources for Copilot Studio adoption and training. 

Microsoft Build 2025 roundup: Our biggest announcements 

Microsoft Build 2025 brought a wave of updates to Copilot Studio and Microsoft Dataverse, the operational database for agents, introducing powerful new tools for multi-agent systems, enterprise data access, and custom AI tuning. Here’s a quick overview of what dropped in Copilot Studio. 

Multi-agent orchestration: Copilot Studio now supports multi-agent orchestration, allowing agents built with Microsoft 365, Microsoft Azure AI, and Microsoft Fabric to collaborate by delegating tasks and sharing results to complete complex workflows. Copilot Studio will also support the open Agent2Agent (A2A) protocol, allowing agents to connect to those built on third-party platforms. 

Screenshot of Copilot Studio screen where you can connect multiple agents from a grid of icons

Computer use in agents: The new computer use capability, currently available to eligible United States-based customers, allows Copilot Studio agents to perform tasks across desktop and web applications, automating repetitive processes like data entry and document processing through AI-powered UI interactions. 

Bring your own model and Microsoft Copilot tuning: Makers can access more than 11,000 models in Azure AI Foundry and fine-tune them using enterprise data for even more context-rich and valuable agent responses. 

Other updates include: 

Get all the details on these announcements in Corporate Vice President Lili Cheng’s blog post. For an even more in-depth update, learn more about how Dataverse supports all these in Corporate Vice President Nirav Shah’s blog post from Microsoft Build 2025. You can also see a roundup of all the Microsoft Dataverse sessions presented at Microsoft Build 2025.

Build, publish, and monetize agents with the Agent Store 

Welcome to the Agent Store, your centralized, curated marketplace for agents built by Microsoft, trusted partners, and customers. Accessible through the left side navigation in Microsoft 365 Copilot Chat, the Agent Store makes it easier to browse, try out, and share agents for your business processes without having to build them from scratch. These agents work seamlessly across your Microsoft 365 ecosystem, so you can install an agent once and use it in multiple places. It’s all about speed, trust, and impact at scale. 

Screenshot of the Agent Store in Copilot Chat, showing a grid of “your agents” and available agents

Right now, the Agent Store has more than 70 agents, ranging from knowledge assistants to complex multi-modal orchestrators. You’ll have access to more as makers and software development vendors build and share new agents in the coming months—and the store will offer personalized agent discovery based on your organizational context. For developers, the Agent Store also provides a platform to share your innovative agents with millions of Microsoft Copilot users and grow your user base. 

With robust support through Copilot Studio and the Microsoft 365 Agents Toolkit, the Agent Store includes both low-code and pro-code development options. Whichever way you prefer to build and deploy your agents, this marketplace helps you reduce development time and costs and get them out there faster. 

Learn more about finding and publishing agents through the Agent Store on the Microsoft 365 Developer Blog

Publish custom engine agents to Microsoft Copilot Chat: Now generally available 

The ability to publish custom engine agents built in Copilot Studio directly to Copilot Chat is now generally available and automatically enabled. This means all customers can now unlock powerful new ways to customize and extend Copilot experiences with rich, domain-specific intelligence, right inside the tools people use every day. 

Previously announced in public preview, this feature allows makers to publish agents built in Copilot Studio to Copilot, with full access to the features that make agents intelligent and useful. That includes topics, orchestration selection, autonomous triggers, analytics, and Azure AI integrations. These custom agents surface seamlessly across Microsoft 365 apps, including Microsoft Teams, Word, Excel, PowerPoint, and Office. 

Custom engine agents in Copilot support messages, quick replies, Adaptive Cards, multi-turn interactions, and multi-message responses—all backed by robust governance and analytics in the Microsoft Power Platform admin center. Now you can confidently scale custom Copilot experiences across your workforce, without changes to existing agents. 

General availability brings simplified deployment and seamless integration, turning every custom agent into a first-class participant in the Microsoft 365 Copilot experience. Read more about publishing and deploying agents on Microsoft Learn. 

Microsoft Graph connectors are now Copilot connectors

Microsoft Graph connectors are now called Copilot connectors, a name that better reflects their role in powering the Microsoft 365 Copilot experience. 

Copilot connectors bring external data into Microsoft 365 so Copilot and Copilot Studio agents can retrieve, apply reasoning to, and act on knowledge beyond the Microsoft 365 ecosystem. These connectors eliminate the need for duplicative uploads or clunky copy-paste workflows. 

For developers and makers, Copilot connectors are the bridge between your existing systems and your AI-powered solutions. Whether you’re supporting sales teams to query customer relationship management (CRM) system records, surfacing insights from product documentation, or building custom agents grounded in real enterprise data, connectors make it possible to create truly contextual and intelligent experiences. 

 Screenshot of New Project in GitHub with “Copilot connector: Embed your organization data to make it searchable in Microsoft 365 Copilot” option highlighted

The change in name reflects a broader shift: AI isn’t just reading data anymore—it’s working with it. More than 40 Copilot connectors are already generally available or in public preview, including key sources like Gong, PagerDuty, and Unily, so connect your agents and systems in the Microsoft 365 admin center. Read more about building Copilot connectors on Microsoft Learn. 

Accelerate agentic operations with new adoption resources

We’re excited to introduce two new resources designed to help your organization get started with Copilot Studio quickly and effectively. Whether you’re launching your first agent or scaling across teams, these tools are built to simplify the building process and drive measurable impact across your organization. 

Microsoft Copilot Studio Adoption page 

This centralized hub offers comprehensive guidance for seamless integration across teams. It includes: 

  • Step-by-step setup and deployment guidance.
  • Role-based training for business users, developers and admins.
  • Best practices and support documentation.
  • Tools to help developers and leaders build and scale agents with confidence.

This page is your go-to destination for enabling success from day one. Explore the Copilot Studio AI Agents Hub. 

Screenshot of Copilot Studio Adoption webpage

Copilot Studio scenarios in the Microsoft Scenario Library 

Explore 35 new custom agent scenarios across seven functional areas—each designed to showcase real-world value and accelerate adoption. Every scenario includes: 

  • A clear use case with key performance indicators (KPIs) and key users.
  • Agent functionality and flow breakdown.
  • Architecture and key considerations.

These resources are crafted to help you unlock the full potential of Copilot Studio—empowering your teams to innovate, automate, and scale with ease.

Screenshot of Microsoft Scenario Library webpage

Free Microsoft Copilot Studio training for Microsoft Power Platform makers

If you or members of your team are already familiar with Microsoft Power Platform, you may be wondering how the skills you have built using Microsoft Power Apps or Microsoft Power Automate translate to the world of agents. Microsoft worked with Shane Young, a Microsoft most valuable player (MVP) of 20 years, as part of a paid collaboration to bring you more than four hours of free, hands-on training on YouTube.

This series of videos will help you get started with Copilot Studio at your own pace so you can walk away with your own agents, ready to use. The training series includes demos, step-by-step builds, and deep dives into product-specific features, broken down into four sections: 

  1. Introduction and demos (7 videos)
  2. How to build a conversational agent (8 videos)
  3. How to build an autonomous agent (10 videos)
  4. Reusing your Microsoft Power Platform skills (4 videos)
Screenshot of YouTube playlist called “Copilot Studio for Power Platform Makers”

Thousands of Microsoft Power Platform makers have already gone through the training, and we encourage you to spread the word and join in. Start watching or share with your team. You may be the makers who create the next best agent in the Agent Store. 

More ways to stay up to date on all things Copilot Studio

Check out all the updates live as we ship them, as well as new features releasing in the next few months.

To learn more about Copilot Studio and how it can transform your organization’s productivity, visit the Copilot Studio website or sign up for our free trial. 

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Announcing new Microsoft Dataverse capabilities for multi-agent operations http://approjects.co.za/?big=en-us/microsoft-copilot/blog/copilot-studio/announcing-new-microsoft-dataverse-capabilities-for-multi-agent-operations/ Tue, 20 May 2025 15:00:00 +0000 Microsoft Dataverse has a multitude of data tools, knowledge tools, and AI tools available to help organizations manage powerful agent ecosystems.

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Microsoft Build 2025 is underway, and Microsoft Copilot Studio has already announced many new and exciting features. Behind the scenes, many of these powerful agent capabilities rely on Microsoft Dataverse—the secure, scalable agent platform that extends agents with enterprise data.

As agents evolve to handle more complex, business-critical tasks, they need to be equipped with a new spectrum of tools:

  1. Data tools to operate human-agent teams for specific business processes
  2. Knowledge tools to retrieve the right context at the right time
  3. AI tools to enable complex reasoning and customizable actions

Dataverse is the platform that brings all three together—powering the data, context, and intelligence that agents need to transform business processes with AI. Over the past few months, Dataverse has seen incredible innovation in each of these areas. I’m excited to share a number of new features designed to upgrade agent interaction and performance—whether you’re orchestrating workflows across systems, grounding agents in enterprise knowledge, or unlocking more intelligent and adaptable behavior.

Data tools to operate human-agent teams for specific business processes

Dataverse: the operational database for agents

Dataverse provides the platform for organizations to store, manage, and orchestrate business and operational data across your agent ecosystem. With Dataverse under the hood, Microsoft Copilot Studio makers can deploy agents to handle logic-driven, adaptive tasks at scale while maintaining human oversight where needed.

An infographic of Microsoft Dataverse's major pillars: Built for agentic systems; Transform common data into actionable knowledge; and Enable complex reasoning and customizable actions

Dataverse creates a cohesive environment where you can apply generative AI atop your business data and operational data in Dataverse with features like AI-powered Dataverse search, Tools, prompt columns, and Model Context Protocol for seamless, connected operations.

Prompt columns, for instance, bring generative AI directly into Dataverse tables with columns whose values are generated by a prompt. For example, in a product review table with “Review Text” and “Sentiment” columns, you can set “Sentiment” as a prompt column that uses AI to evaluate the review text which returns a value of “Positive” or “Negative” in the column. You can also reference other fields in the row, creating dynamic business logic powered by natural language prompts.

A screenshot of a computer

These increasingly sophisticated data-level features lay the groundwork for next-generation, business-aware, agent-first systems. Imagine how you could transform your organization with human-agent teams, with people leading workflows and agents performing tasks.

From an Invoice Processing Agent capturing structured invoice data for later review, to a claims processing system where an autonomous agent handles intake while a chat assistant interacts with users and a person approves the claims, Dataverse is the trusted common data platform for both operational data and business data that these human-agent teams use for business workflows.

A diagram showing multiple agents - autonomous and human-interacting - both using Dataverse as a single operational data source
A diagram showing multiple agents—autonomous and human-interacting—both using Dataverse as a single operational data source

To learn more, watch the Microsoft Build 2025 on-demand session: Dataverse for agents.

Dataverse Model Context Protocol server

The Dataverse Model Context Protocol (MCP) server, now in public preview, makes your business data interactive, turning structured Dataverse information into dynamic, queryable knowledge for Copilot Studio agents. For both developers building advanced workflows and makers configuring intelligent experiences, MCP helps make data conversational and usable.

Screenshot of available MCP servers, highlighting the Dataverse MCP server

Once connected, the Dataverse MCP server enables four key capabilities:

  1. Query: Discover available tables, explore schema, and retrieve real-time data via structured or natural language queries
  2. Knowledge and search: Let agents chat over your data, search knowledge sources, and deliver contextual answers without brittle configurations
  3. Upload (Create/Update Records): Insert new records or update existing ones in Dataverse, with schema-aware mapping to maintain data integrity
  4. Generate with grounding prompts: Run custom prompts grounded in real business context (e.g. summarizing a record, evaluating sentiment, or drafting a tailored response)

Exposing your Dataverse environment through an MCP server brings your enterprise data to life by giving your agents the ability to reason across structured data, take informed actions, and generate meaningful outputs while honoring your data model and access controls.

Enterprise data integration across Copilot Studio, Microsoft Fabric, and Microsoft 365 Copilot

Dataverse knowledge in Copilot Studio, now generally available

Agents are only as good as the knowledge they can access, and now AI-powered Dataverse continues to be the backbone of the Dataverse knowledge in Copilot Studio. Dataverse knowledge connects structured and unstructured data from across your organization—including Dynamics 365, Power Platform, and external systems—into a unified, context-rich knowledge network that agents can reason over and act on, including in prompts. New improvements include support of multi-line text and file type columns in Dataverse knowledge.

Use near-real-time data warehousing with Microsoft Fabric

All your data in Dataverse is pre-indexed and ready for near-real-time analytics. Whether it’s critical business data from Dynamics 365, custom Power Apps applications, or configuration and response data from agent interactions, everything is stored securely in Dataverse and instantly available for analysis.

With data constantly updating, Dataverse maintains a near-real-time data warehouse that you can explore using Data Agents in Microsoft Fabric. With just a few clicks in the Power Apps maker portal, you can link Dataverse to Fabric, helping you unlock deep insights on your data.

To make it even easier for Fabric data professionals to get secure access to Dataverse, we introduced Mirrored Dataverse in Fabric. This feature goes to public preview in June 2025.

Gif showing Mirrored Dataverse in action

Dynamics 365 data now available in Microsoft 365 Copilot

Customers can now search and reason over Dynamics 365 data, comprising contacts, accounts, leads, opportunities, and cases, directly within Microsoft 365 Copilot. This new integration brings business and productivity data together, allowing users to glean insights, take action, and stay in the flow without switching contexts.

Screenshot of a Copilot agent pulling Dynamics 365 data in a chat using Dataverse

Previously, users had to rely on a dedicated agent or navigate to Dynamics directly. With this feature (currently in private preview), you can ask questions and complete tasks using both Microsoft Office and CRM system data in one Copilot experience. Join the early access program and help shape what’s next.

Knowledge tools to retrieve the right context at the right time

The knowledge platform in Microsoft Copilot Studio, powered by Dataverse, allows customers to seamlessly use their own data—such as local files and Dataverse tables—as knowledge sources to build intelligent, context-aware agents grounded in their proprietary content. Now it’s easier than ever to unify and operationalize knowledge across your agent ecosystem.

New knowledge sources and connectors

We continue to expand your agents’ reach with new knowledge sources like Snowflake, SAP, Databricks, Confluence (cloud only), OneDrive for Business, and SharePoint Lists. Support for Salesforce, Zendesk, and ServiceNow now includes unstructured content, such as knowledge base articles. For greater functionality, Dataverse and uploaded files now support image extraction, multilingual content, and querying embedded tabular data. Finally, Azure AI Search—a proven solution for information retrieval in Dataverse’s Retrieval Augmented Generation (RAG) architecture—is now generally available as a knowledge source.

A diagram of Retrieval Augmented Generation (RAG) patterns in Dataverse

Enhanced Power Platform connector Software Development Kit (SDK)

The new enhanced Power Platform connector SDK, now in preview, makes it easier to bring structured external data into Power Apps, Dataverse, and Microsoft Copilot Studio. With the SDK, connectors can expose structured data like full tables and metadata—not just raw APIs. That means that makers can bind tables directly to user interface controls in Power Apps, apply familiar Power Fx functions like Sort and Filter, and ground Copilot agents with business data as a knowledge source, not just an action.

For example, a Databricks connector (public preview in June 2025) built with the enhanced SDK lets makers surface tables in apps and agents automatically. Power Apps understands the schema, and Copilot Studio can answer questions based on the data without manual configuration. Makers and developers can use structured connectors built by software development vendors, or create their own using the SDK.

To learn more, watch the Microsoft Build 2025 on-demand session: Knowledge in Copilot Studio.

AI Tools to enable complex reasoning and customizable actions

Centralized Tools hub in Copilot Studio

The new Tools tab in the left navigation of Copilot Studio gives makers a centralized place to create and manage reusable functionality across all agents in an environment. Using tools, an agent can take actions in external systems (not just read data from them).

Screenshot of the Tools tab in Copilot Studio, using Dataverse

There are six tool types in Copilot Studio, rolling out to public preview in June 2025:

  • Model Context Protocol, which allows users to connect with existing knowledge servers and data sources directly within Copilot Studio
  • Agent flows, which makers can use to automate deterministic and repeatable workflows
  • Computer use, which allows agents to navigate and interact with web and desktop applications
  • Custom connectors and REST APIs, which both allow makers to connect to third-party systems that aren’t available as prebuilt connectors
  • Prompts, which let makers create AI-powered instructions for smarter agents, flows, and apps. With new support for Power Fx expressions, prompts can also perform data transformations like calculations, formatting, or text manipulation

To learn more, watch the Microsoft Build 2025 on-demand session: Tools for agents.

New autonomous agents to put to work faster

Autonomous agents can be a huge boon for your business processes, but building them from scratch takes time…so don’t start from zero. To help makers move faster, we’re introducing three new managed agents, available in preview now in the Create tab of Copilot Studio:

The Document Processor Agent is a robust, out-of-the-box solution for automating document workflows. Once installed, it monitors an email inbox for attachments, extracts key information from incoming files, and exports structured data to a target system. When needed, it seamlessly requests human validation, routing documents to assigned reviewers and tracking progress through an integrated monitoring app. Notifications are sent via Teams or Outlook, and validators can view, correct, or approve extracted content in just a few clicks.

Screenshot of the Document Processor agent in Copilot Studio, using Dataverse

Unlike traditional document automation—where each solution generally starts from scratch—this agent comes prebuilt and requires minimal setup. Using prompts with multimodal input, there is no model training required and no need to build separate validation apps or flows. Going from install to action can take minutes, not hours.

To learn more about the Document Processor agent, watch the Microsoft Build 2025 on-demand session: Agents in action: Document processing 2.0.

The other new templates help automate other mission-critical tasks:

  • The Customer Brief Agent pulls from your business data to generate timely, relevant executive briefs before client meetings.
  • The Lead Manager Agent acts as a top-of-funnel assistant, autonomously processing and responding to inbound leads.

All three agents are designed to help you get started quickly and scale faster. Learn more at Microsoft Build 2025: Build autonomous agents in Copilot Studio.


All these Dataverse updates represent a major leap forward in how makers and developers can build, scale, and manage intelligent agents with Dataverse at the core. From deeper integrations to smarter tools and more powerful out-of-the-box agent templates, Copilot Studio is the go-to platform for business-ready AI.

To dive deeper into these new capabilities, join us for some of our relevant sessions at Microsoft Build 2025

The post Announcing new Microsoft Dataverse capabilities for multi-agent operations appeared first on Microsoft Copilot Blog.

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Explore agents pre-built for you in Microsoft Copilot Studio http://approjects.co.za/?big=en-us/microsoft-copilot/blog/copilot-studio/explore-agents-pre-built-for-you-in-microsoft-copilot-studio/ Mon, 09 Dec 2024 19:15:00 +0000 With Microsoft Copilot Studio, you have a comprehensive tool to easily create, manage, and deploy a variety of agents. Agents use AI in the background of Microsoft 365 Copilot to automate and execute business processes, enabling you to achieve more.

The post Explore agents pre-built for you in Microsoft Copilot Studio appeared first on Microsoft Copilot Blog.

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With Microsoft Copilot Studio, you have a comprehensive tool to easily create, manage, and deploy a variety of agents. Agents use AI to execute business processes, enabling you to achieve more. These agents can range from simple, prompt-and-response agents to more advanced, fully autonomous agents and they can be published across various channels, including Microsoft 365 Copilot, Microsoft Teams, or even on your own website and mobile applications. Just as documents and spreadsheets revolutionized productivity, agents will be the next evolution in the AI era.

At Microsoft Ignite 2024, we launched a wide range of agents pre-built for you by Microsoft that span multiple business functions. Deploy these agents immediately or configure many further by incorporating your organization’s knowledge and business logic. Whether you need an employee onboarding agent or an IT helpdesk agent, there are numerous options available. Begin using these agents within Microsoft 365, Copilot Studio, or Microsoft Dynamics 365 depending on the agent you choose.1

No matter where you choose to begin, explore the list below to understand the scope of available agents. Again, while many of these agents are ready for immediate deployment, you can always create your own in the full Copilot Studio experience, Copilot Studio agent builder, or SharePoint to better suit your specific business needs.

Get started in the full Copilot Studio experience

Website Q&A: Answers common questions from users using the content on your website. Usable in Microsoft Teams, on the web, and on other channels. Get started in Copilot Studio. (Preview)

Team Navigator: Assists employees in finding colleagues and their hierarchy within the organization using Teams. Usable in Teams. Get started in Copilot Studio. (Preview)

IT Helpdesk: Empowers employees to resolve issues and effortlessly create/view support tickets. Usable in Teams, on the web, and on other channels. Get started in Copilot Studio. (Preview)

Store Operations: Improves the efficiency of retail frontline workers by enabling easy access to store procedures and policies. Usable in Teams. Get started in Copilot Studio. (Preview)

Case Management: Provides around-the-clock automated support to customers by understanding their issues and creating cases. Usable on the web and other channels. Get started in Copilot Studio. (Preview)

Safe Travels: Provides answers to common travel questions and related health and safety guidelines. Usable in Teams, on the web, and on other channels. Get started in Copilot Studio. (Preview)

Inclusivity: Helps employees to have a safe place to ask questions and to learn how to activate inclusivity in a modern and diverse workforce. Usable in Teams, on the web, and on other channels. Get started in Copilot Studio. (Preview)

Sustainability Insights: Enables users to easily get insights and data about a company’s sustainability goals and progress. Usable in Teams, on the web, and on other channels. Get started in Copilot Studio. (Preview)

Weather: Gets the current weather conditions and forecast. Usable in Teams, on the web, and on other channels. Get started in Copilot Studio. (Preview)

Benefits: Provides personalized information to your employees on benefits offered to them. Usable in Teams, on the web, and on other channels. Get started in Copilot Studio. (Preview)

Citizen Services: Enables Public Sector Organizations to assist their citizens with information about services available to them. Usable on the web and other channels. Get started in Copilot Studio. (Preview)

Financial Insights: Helps financial services professionals get information from their organization’s financial documents. Usable in Teams and other channels. Get started in Copilot Studio. (Preview)

Self-Help: Enables customer service agents to resolve issues faster. Usable in Teams and other channels. Get started in Copilot Studio. (Preview)

Awards and Recognition: Streamlines the process of nominating and recognizing your employees for their contributions and achievements. Usable in Teams and other channels. Get started in Copilot Studio or Microsoft AppSource. (Preview)

Leave Management: Streamlines the leave request and time-off process for your employees. Usable in Teams and other channels. Get started in Copilot Studio or AppSource. (Preview)

Wellness Check: Conducts automated wellness checks to gauge employee morale. Usable in Teams and other channels. Get started in Copilot Studio or AppSource. (Preview)

Sales Qualification Agent: Enables sellers to focus their time on the highest priority sales opportunities. Usable in Microsoft Dynamics 365 Sales. Get started in Copilot Studio. (Private preview) 

Sales Order Agent: Automates the order intake process from entry to confirmation by interacting with customers and capturing their preferences. Usable in Microsoft Dynamics 365 Business Central. Get started in Copilot Studio. (Private preview) 

Supplier Communications Agent: Autonomously manages collaboration with suppliers to confirm order delivery, while helping to prevent potential delays. Usable in Microsoft Dynamics 365 Supply Chain Management. Get started in Copilot Studio. (Private preview) 

Finance Reconciliation Agent: Helps teams prepare and cleanse data sets to simplify and reduce time spent on the financial period close process. Usable in Microsoft 365 Copilot for Finance. Get started in Copilot Studio. (Private preview) 

Account Reconciliation Agent: Automates the matching and clearing of transactions between subledgers and the general ledger, helping accountants and controllers speed up the financial close process. Usable in Dynamics 365 Finance. Get started in Copilot Studio. (Private preview) 

Time and Expense Agent: Autonomously manages time entry, expense tracking, and approval workflows. Usable in Microsoft Dynamics 365 Project Operations. Get started in Copilot Studio. (Private preview) 

Customer Intent Agent: Enables evergreen self-service by continuously discovering new intents from past and current customer conversations across all channels, mapping issues and corresponding resolutions maintained by the agent in a library. Usable in Microsoft Dynamics 365 Customer Service and Microsoft Dynamics 365 Contact Center. Get started in Copilot Studio. (Private preview) 

Customer Knowledge Management Agent: Helps ensure knowledge articles are kept perpetually up to date by analyzing case notes, transcripts, summaries, and other artifacts from human-assisted cases to uncover insights. Usable in Dynamics 365 Customer Service and Dynamics 365 Contact Center. Get started in Copilot Studio. (Private preview) 

Case Management Agent: Automates key tasks throughout the case life cycle—creation, resolution, follow up, closure—to reduce handling time and alleviate the burden on service representatives. Usable in Dynamics 365 Customer Service. Get started in Copilot Studio. (Private preview) 

Scheduling Operations Agent: Enables dispatchers to provide optimized schedules for technicians, even as conditions change throughout the workday. Usable in Microsoft Dynamics 365 Field Service. Get started in Copilot Studio. (Private preview) 

Get started in Copilot Studio agent builder

Employee Self-Service Agent: Expedites answers to common workplace policy questions and takes action on key HR and IT related tasks. Can be customized in Copilot Studio using pre-configured templates, workflows, and connectors to knowledge sources like SharePoint, and third-party systems like Workday, SAP, and ServiceNow. Usable in BizChat. Get started in Copilot Studio agent builder. (Private preview)

Career Coach: Offers personalized career advice, goals, and action plans. Usable in Teams and Business Chat (BizChat). Get started in Copilot Studio agent builder. (Generally available)

Prompt Coach: Helps create effective, accurate, and compliant Copilot prompts. Usable in Teams and BizChat. Get started in Copilot Studio agent builder. (Generally available)

Writing Coach: Boosts effectiveness and supports refining writing. Usable in Teams and BizChat. Get started in Copilot Studio agent builder. (Generally available)

Get started in Microsoft 365 applications

Agents in SharePoint: Every SharePoint site is now equipped with its own agent, or employees can create their own agents tailored to specific files, folders, or sites. SharePoint agents can be shared via email or Teams. Usable in SharePoint and Teams. Get started in SharePoint. (Generally available)

Facilitator: Starts taking real-time notes during Teams meetings, allowing everyone to co-author and collaborate seamlessly. Also generates an up-to-date summary of important information in Teams chats including key decisions, action items, and open questions to resolve. Usable in Teams. Get started in Teams. (Public preview)

Interpreter: Enables real-time speech-to-speech interpretation in Teams meetings so each participant can speak and listen in the language of their choice. Usable in Teams. Get started in Teams. (Public preview in early 2025)

Project Manager: Automates project management in Planner, from plan creation to task execution, tracking progress, and reporting. Usable in Microsoft Planner. Get started in Planner. (Public preview)

Learn more about agents

Learn more about the Microsoft 365 agents released at Ignite, agents in Dynamics 365, and agents in Copilot Studio; and get in touch with a Microsoft representative today.


1Please note, admin approval may be needed to enable these agents

The post Explore agents pre-built for you in Microsoft Copilot Studio appeared first on Microsoft Copilot Blog.

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