Copilot Studio: custom agents that live inside Teams and SharePoint

Copilot Studio is the evolution of Power Virtual Agents. The key difference: now the agents connect natively with M365 data, Copilot plugins, and can be deployed in Teams, SharePoint and websites without code.

What a Copilot Studio agent can do

• Answer questions about internal policies, benefits, processes. Connected to SharePoint, FAQ Viva, knowledge base.
• Execute actions: create tickets, book rooms, generate reports, send emails. Via Power Automate.
• Query data in Dataverse, Salesforce, ServiceNow, SAP via premium connectors.
• Escalate to a human in Teams when it does not know how to answer or the query is sensitive.

The 3 agents that pay off fastest

After 6 implementations, these are the agents with measurable ROI in less than 8 weeks:

• IT Helpdesk: first-level questions, password resets, ticket status. -42% L1 tickets.
• HR Assistant: vacations, benefits, onboarding, payroll. -58% emails to HR.
• Sales Knowledge: access to playbooks, past proposals, success cases. 30% shorter proposal cycles.

How to deploy (5 steps)

• 1. Identify the use case with clear metrics (queries/month, time saved).
• 2. Connect data sources: SharePoint sites, Dataverse tables, external knowledge bases.
• 3. Design the conversational flow: triggers, fallbacks, human escalation.
• 4. Publish in Teams (channel) or as a Copilot for M365 plugin (across the suite).
• 5. Measure: queries, satisfaction by thumbs, human escalation, response time.