Microsoft Copilot Studio: Customize Copilot for Microsoft 365 and Build your own Standalone Copilots

Microsoft Copilot Studio is a low-code tool for creating standalone copilots and customizing Microsoft Copilot for Microsoft 365. Included with Copilot for Microsoft 365, Copilot Studio combines a number of potent conversational features, such as manual topics, generative AI plugins, and custom GPTs, to enable you to: Easily customize Copilot for Microsoft 365 with your own enterprise scenarios.

  • Build, test, and publish custom GPTs and standalone copilots in a timely manner.
  • Utilize the appropriate data, analytics, user controls, and access to manage and safeguard your standalone copilots and customizations.

With Copilot Studio, you can build, deploy, analyze, and manage standalone copilots and customizations from a single web interface, exposing the entire end-to-end lifecycle. Additionally, everything you create is instantly live because it is software as a service (SaaS).

Copilot Studio, which was created to satisfy the demands of both makers and IT professionals, is based on Power Virtual Agents (and other Microsoft Power Platform technologies). It integrates with Microsoft Azure OpenAI Studio, Azure Cognitive Services, Azure Bot Service, and other Microsoft conversational AI technologies.

Copilot Studio is available today, and the integration with Copilot for Microsoft 365 is now available in public preview. Get started with Copilot Studio with Codelattice, your Microsoft 365 partner, right now!

Copilot customization for Microsoft 365

According to recent data, early adopters of Copilot for Microsoft 365 report higher levels of fulfillment, creativity, and productivity. In order for Copilot to respond to queries like “What is my vacation balance?” and “Do I have any expenses to submit?”, customers also want to be able to customize Copilot for particular enterprise scenarios and link it to their systems of record, such as customer relationship management (CRM), enterprise resource planning (ERP), and human resources.

Copilot Studio uses a drag-and-drop low-code approach that includes the logic and data connectivity to answer questions based on your business data and processes, making it easy and quick to build and publish a plugin directly to Copilot for Microsoft 365.

With a few clicks, you can export all of these features into Copilot. The user-friendly graphical builder allows you to connect to your backend APIs and actions, create custom GPTs, and build generative responses over your own enterprise knowledge, including your files, SharePoint, and websites. Through the graphical builder, you can even add your own unique, manually made topic flows to these generative responses in situations where strict business control is required.

Data sources, connectors, flows, AI prompts, and custom topics are among the components of the platform that makers can import or use to create new plugins. More than 1,100 pre-built connectors, such as those for SAP, Workday, and ServiceNow, make it simple for businesses to access all of their business data. Additionally, it’s simple to construct your own connector if you need to connect a data source without one already in place.

Additionally, Microsoft facilitates the smooth integration of OpenAI’s services, and developers will soon be able to create their own unique GPTs directly within Copilot Studio. With the help of OpenAI’s GPTs, anyone can now customize ChatGPT to be more useful for particular tasks.

Building your standalone custom copilot

IT can develop and publish standalone custom copilots for your company in addition to customizing Copilot for Microsoft 365. These can be specific to a role or function, like a copilot for IT support or a copilot to assist your sales teams in completing RFPs.

You can create your copilot using natural language or the low-code graphical user interface, and Copilot Studio will assist you in iteratively improving the conversation design. Side-by-side coding views, graphical multi-authoring, and collaborative commenting are just a few of the features that the product offers to speed up solution development.

Responses over refined datasets, dynamically chained plugins, generative answers, prompt building, and prompt customization are just a few of the sophisticated features that Copilot Studio provides to improve responses using generative AI.

“Generative answers,” for instance, allow multi-turn chat over a variety of datasets, including files, SharePoint sites, websites, and data in your own custom backends. In order to fulfill user requests, “generative actions” also allow for dynamically chained plugins and calls to important business systems. Makers can easily adapt the copilot’s responses and behavior to their preferences and business needs thanks to these features, which enable them to dynamically generate multi-turn answers and dialogues that are pertinent and captivating for users.

Managing your copilots with one integrated platform

IT can centrally monitor usage and analytics thanks to Copilot Studio’s governance and control features. Additionally, full visibility of both standalone copilots and Copilot for Microsoft 365 customizations is provided by the integrated admin center. Additionally, the admin center allows administrators to manage environments, secure data with company-specific policies, and regulate maker and user access.

Get started with Microsoft Copilot Studio

To learn more about Microsoft Copilot Studio and how it can transform your organization’s productivity, talk to Codelattice, your Microsoft Solutions partner for all your Microsoft needs. Our 24/7 uninterrupted support in all your local languages in Calicut, Kerala, Bangalore, Mumbai, and throughout India will help you seamlessly integrate these powerful tools into your operations, ensuring you get the most out of your Microsoft investments.

If you’re a professional developer, you can learn more about building standalone copilots and customizing Microsoft Copilot with Azure AI Studio. Microsoft Copilot Studio is already integrated with Azure OpenAI Studio and will continue to deepen that integration.

Vijith Sivadasan

Written By Vijith Sivadasan

An enterprising visionary and a serial entrepreneur, Vijith is driven by instinct in his pursuit for creative excellence. Passionate about transformational marketing strategies, he enunciates the critical need of analytic skills to maximize business potential. To know more on how he can add value to your business, drop him a line at vijith@codelattice.com