FORMATION IA
Copilot Studio pour les Petites Entreprises
Construisez et déployez votre premier Copilot Microsoft sur SharePoint sans écrire une seule ligne de code.
Ce qu'elle couvre
Un atelier pratique de deux jours guidant les responsables opérationnels à l'aise avec la technologie dans les petites entreprises à travers la création d'un Copilot fonctionnel avec Microsoft Copilot Studio et SharePoint comme base de connaissances. Les participants configurent des connecteurs, publient le Copilot sur Microsoft Teams et mettent en place des politiques de prévention des pertes de données adaptées aux PME. La formation couvre le suivi des coûts et l'optimisation des licences afin que les équipes repartent avec un assistant opérationnel et un modèle de gouvernance durable.
À l'issue, vous saurez
- Create a working Copilot in Copilot Studio connected to a real SharePoint knowledge base
- Configure at least one standard connector to pull live data into a conversation flow
- Publish the Copilot to a Microsoft Teams channel and validate end-user access
- Define and apply a DLP policy that prevents sensitive data from leaving approved channels
- Read the Copilot Studio analytics dashboard and set a monthly cost alert
Sujets abordés
- Introduction to Copilot Studio: canvas, topics, and entities
- Connecting SharePoint document libraries as a knowledge source
- Configuring built-in and custom connectors
- Publishing and testing a Copilot in Microsoft Teams
- Data Loss Prevention (DLP) policy setup for SMEs
- Licence types, cost tracking, and usage caps
- Basic conversation design and fallback handling
- Handoff to human agents and escalation flows
Modalité
Delivered in-person or via Microsoft Teams with screen-sharing. Each participant needs a Microsoft 365 Business Standard or higher licence and Copilot Studio trial access pre-provisioned. Ratio is approximately 70% hands-on lab work to 30% guided instruction. A shared sandbox SharePoint site is prepared by the facilitator before day one. Post-workshop, participants receive a governance checklist and a Copilot template they can adapt immediately.
Ce qui fait que ça marche
- Identify one high-value, low-risk use case (e.g. internal FAQ) before the workshop to use as a real lab project
- Assign a named internal owner for the Copilot who will monitor usage and iterate post-training
- Curate and tag SharePoint content before connecting it to the Copilot to improve answer accuracy
- Set a monthly session-consumption budget alert on day one and review it after two weeks
Erreurs fréquentes
- Pointing the Copilot at an entire SharePoint site without curating content first, leading to noisy or confidential responses
- Skipping DLP configuration and exposing internal HR or finance documents to all Teams users
- Underestimating licence costs by conflating Copilot Studio sessions with Microsoft 365 Copilot seats
- Publishing directly to production Teams channels before testing with a pilot group
Quand NE PAS suivre cette formation
A company that has not yet migrated its internal documentation to SharePoint or OneDrive will spend the workshop working around missing infrastructure rather than learning the tool — fix the content foundation first.
Fournisseurs à considérer
Sources
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