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Step by Step Guide of Microsoft Copilot Studio

Welcome to the complete guide for Microsoft Copilot Studio! This comprehensive tutorial will walk you through building intelligent chatbots and automated workflows from scratch. Whether you're a beginner or looking to enhance your AI automation skills, this step-by-step approach will help you master Copilot Studio with practical examples and real-world applications.

What You'll Learn​

By the end of this tutorial, you'll be able to:

  • Set up and configure Microsoft Copilot Studio
  • Create intelligent chatbots that understand natural language
  • Build automated workflows to streamline business processes
  • Integrate with Microsoft 365 applications and third-party services
  • Deploy and manage your copilots across different channels
  • Monitor performance and optimize bot interactions

Prerequisites​

Before we begin, ensure you have the following requirements in place:

Required Accounts and Licenses​

1. Microsoft Work or School Account​

You'll need a valid Microsoft work or school account to access Copilot Studio. Personal Microsoft accounts are not supported for this service.

2. Microsoft 365 Business Standard License​

A Microsoft 365 Business Standard subscription is required to use Copilot Studio features.

Don't have a license yet?

Technical Prerequisites​

  • Modern web browser (Chrome, Edge, Firefox, or Safari)
  • Stable internet connection for cloud-based development
  • Administrator permissions (recommended for full feature access)

While not strictly required, having basic familiarity with the following will enhance your learning experience:

  • Microsoft 365 ecosystem (Teams, SharePoint, Power Platform)
  • Basic understanding of chatbots and conversational AI
  • Workflow automation concepts