Microsoft Copilot Studio Quick Start : Learn to Create and Deploy Personalized AI Solutions

• Autore: Matfess Jared
• Pubblicazione: Newark : , : John Wiley & Sons, Incorporated, , 2025; ©2025
• Edizione: 1st ed.
• Descrizione fisica: 1 online resource (333 pages)
• Disciplina: 006.3
• Soggetto topico: Artificial intelligence; Chatbots; Natural language processing (Computer science)
• Nota di contenuto: Cover -- Title Page -- Copyright Page -- About the Author -- About the Technical Editor -- Acknowledgments -- Contents at a Glance -- Contents -- Foreword -- Reader Support for This Book -- How to Contact the Publisher -- Chapter 1 Navigating the Copilot Ecosystem -- What Is GenAI? -- How Does GenAI Work? -- GenAI Key Terms and Definitions -- The Risk of Bias in GenAI -- OpenAI Brings GenAI to the World -- ChatGPT Gains Excitement -- ChatGPT Data Leaks -- Microsoft's Strategic Investment in OpenAI -- Retrieval-Augmented Generation -- Azure OpenAI RAG Pattern -- Enterprise Adoption of the RAG Pattern -- Microsoft M365 Copilot -- The Rise of the Copilots -- Copilot, aka Bing Chat Enterprise -- Microsoft's Copilot Portfolio -- Copilot for Sales -- Copilot for Service -- Copilot for Security -- Copilot in Microsoft Viva -- Additional Copilots -- Aligning Copilots with Company Personas -- Introducing Copilot Studio -- Conclusion -- Chapter 2 Introduction to Copilot Studio -- Copilot Studio's Core Audience -- Citizen Developers Overview -- Citizen Developer Challenges -- The Role of IT -- Copilot Studio: The Platform -- Copilot Studio Prerequisites -- Accessing Copilot Studio -- Power Platform Environments -- Microsoft Dataverse -- Creating Your First Agent -- Adding Knowledge Sources -- Testing Your Copilot Agent -- Copilot Studio Topics -- Conversational Boosting with GenAI -- Modifying Your User Experience with Topics -- Lights, Camera, Actions! -- Conclusion -- Chapter 3 Publishing Your Copilot Agent -- Channels -- Publishing Your Agent to Teams + Microsoft 365 -- Publishing Your Agent -- Testing Your Agent in Microsoft Teams and M365 Copilot -- Conclusion -- Chapter 4 Microsoft 365 Copilot Declarative Agents -- The Spectrum of Copilot Agents -- M365 Copilot Agents -- Declarative Copilot Agents -- The Agent App Package -- Configuration Options. ; The AI Orchestrator -- Creating a Declarative M365 Copilot Agent with the Copilot Studio Agent Builder -- Configuring Your Agent -- Setting Instructions -- Configuring Knowledge -- Actions and Capabilities -- Starter Prompts -- Creating Your Agent -- Adjusting Sharing Permissions -- Test Driving Your Agent -- Updating Your Declarative Agent -- Copilot Studio Agent Builder Limitations -- Data Storage -- Application Lifecycle Management -- User Experience -- When to Use Declarative Agents -- Conclusion -- Chapter 5 Planning ALM for Your Copilot Agents -- The ALM Framework -- Requirements Gathering -- Design -- Development -- Testing -- Deployment -- Maintenance and Retirement -- ALM Summary -- Power Platform Environments -- Environment Strategy -- Environment Costs -- Managed Environments -- Managed Environments Considerations -- Solutions -- Creating a Solution -- Exporting a Solution -- Importing a Solution -- CI/CD Pipelines -- Conclusion -- Chapter 6 Deep Dive into Agent Templates -- Prerequisites -- Selecting Our Agent Template -- Citizen Services Template -- Knowledge Sources -- Topics -- Building Our Agent from the Citizen Services Template -- Updating Knowledge Sources -- Updating Topics -- Testing Your Agent -- Conclusion -- Chapter 7 Real-World Use Cases and Inspiration -- Agents in the Contact Center -- The Scenario -- Technical Setup -- Testing the Contact Center Agent -- Contact Center Charlie Agent Summary -- Agents in the Public Sector -- Technical Setup -- Testing Our Shared Mailbox Agent -- Summary of the Shared Mailbox Agent -- Agents in Human Resources -- Technical Setup -- Testing Your Heidi from HR Agent -- Summary of the Updated Heidi from HR Agent -- Conclusion -- Chapter 8 Building an Autonomous Agent -- Autonomous vs. Semi-autonomous Agents -- Considerations for Autonomous Agents -- How Microsoft's Autonomous Agents Work. ; Autonomous Agent Use Case -- Microsoft Form Configuration -- Salesforce Sales Cloud Setup -- Configuring Your Agent -- Enabling Orchestration -- Creating a Trigger -- Configuring your Trigger -- Setting Up Knowledge Sources -- Creating Actions -- Configuring "Run as" User -- Configuring the Create Lead Action -- Configuring Your Agent Instructions -- Testing Your Agent -- Publishing and Monitoring -- Conclusion -- Chapter 9 Optimizing and Measuring Your Agent -- Prerequisites -- Agent Analytics -- Optimizing Your Agent for Cost -- Enhancing User-Focused Agent Performance -- Quick Replies -- Starter Prompts -- Capturing User Feedback -- Conclusion -- Chapter 10 Copilot Studio and Azure AI Foundry: Better Together -- Azure AI Search -- Optimizing for Cost -- Creating Your Azure SQL Database -- Creating a Table and Loading Data -- Provisioning Azure AI Search -- Configuring Your Agent for Azure AI Search -- Testing Your Agent -- Conclusion -- Appendix Agent Flows -- Creating a New Agent Flow -- Converting an Existing Power Automate Flow to an Agent Flow -- Conclusion -- Index -- EULA.
• Sommario/riassunto: 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.
• Titolo autorizzato: Microsoft Copilot Studio Quick Start
• ISBN: 1-394-35241-7; 1-394-33371-4; 1-394-33372-2
• Formato: Materiale a stampa
• Livello bibliografico: Monografia
• Lingua di pubblicazione: Inglese
• Record Nr.: 9911021156303321
• Lo trovi qui: Univ. Federico II
• Serie: Tech Today Series