How to Build Agents that Understand Your Data with Copilot Studio

Demo using Microsoft Fabric

This session walks through how to build production-ready Copilot Agents that go beyond data access to truly understand business context—delivering precise, secure, and role-aware insights.

From the slides and recording, you’ll see how reliable agent experiences are designed in Copilot Studio, how responses are grounded for accuracy, and how enterprise architecture connects Copilot Studio with Microsoft Fabric through a secure, identity-aware service layer aligned with Entra ID.

Building on this foundation, the webinar leaves viewers with the following key takeaways:

• Discussion on AI Agents and how their tasks range from simple retrieval to advanced automation.
• Showcase of the Sales Opportunities Agent integrating HubSpot and internal systems for real-time, role-aware insights.
• Demonstration of Microsoft Fabric unifying and governing enterprise data to create an AI-ready, secure foundation.
• Walkthrough of Copilot Studio enabling low-code, context-aware agents across multiple channels and languages.
• Guidance on LLM best practices using clear prompts, query examples, tool naming, and error-handling instructions.
• Integration with Azure Application Insights for full observability, monitoring, and audit trails.
• Implementation of security and governance through role-based access, authentication tokens, and row-level security.
• Management of scalability and licensing by optimizing Fabric compute, Copilot Studio credits, and workload segmentation.