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Copilot & AI
Guides, articles, certifications and recommended training for Copilot & AI.
What is Copilot & AI?
Microsoft uses the Copilot name for AI assistants across its products, including Dynamics 365, the Power Platform, Microsoft 365 and GitHub. This section focuses on the business side: assistants that draft text, summarise records and answer questions inside everyday apps, and agents you build yourself. To explore how custom agents work, start with the Copilot Studio overview.
A brief history
Microsoft began adding generative AI to its business applications in 2023, using large language models through Azure OpenAI Service. Copilot features then appeared across Dynamics 365 and the Power Platform. Copilot Studio is the successor to Power Virtual Agents and extends the chatbot tooling into agents that can take actions.
Who uses Copilot & AI?
Sales and service staff use it to summarise customer history and draft replies. Finance and operations users ask questions of their data in plain language. Makers build custom agents with low-code tools, and developers connect those agents to company data and systems. IT and security teams decide where AI features are allowed and how data is handled.
Who should learn Copilot & AI?
Consultants, makers and developers working with Microsoft business apps will increasingly be asked about this. Get comfortable with what the built-in features do first, then learn how to design agents, ground them in your own data, and govern their use.
Certifications
- AB-100 Microsoft Agentic AI Business Solutions Architect
Lead the transformation of enterprise operations by envisioning and implementing AI-powered architecture across the Microsoft Cloud.
- AB-620 Microsoft AI Agent Builder Associate
Build and integrate scalable AI agents with Microsoft Copilot Studio, Power Platform and enterprise tools. Free AB-620 study guide and prep resources.
- AB-650 Microsoft 365 and AI Services Administrator Associate
Prepare for AB-650 by learning to administer Microsoft 365 tenants, secure workloads, and govern Copilot and AI agents.
- AB-730 Microsoft AI Business Professional
Use generative AI productivity tools and core Microsoft 365 apps to enhance business outcomes and decision-making, without coding or app development.
- AB-731 Microsoft AI Transformation Leader
Guide AI transformation and innovation with Microsoft 365 Copilot, Azure AI, and Microsoft Foundry, without requiring coding skills.
- AB-900 Microsoft 365 Copilot and Agent Administration Fundamentals
Support, secure, and protect an AI-enabled Microsoft 365 environment.
- AI-102 Microsoft Azure AI Engineer Associate
Design and implement an Azure AI solution using Azure AI services, Azure AI Search, and Azure OpenAI.
This certification was retired by Microsoft on 30 June 2026 and is no longer available to new candidates.
- AI-500 Microsoft Multi-Agent AI Solutions Expert
Design, build, evaluate, and govern production-ready multi-agent AI systems on Azure with Microsoft Foundry, MCP, and agent orchestration frameworks.
- AI-900 Microsoft Azure AI Fundamentals
Demonstrate knowledge of machine learning and AI concepts and related Microsoft Azure services.
- AI-901 Microsoft Azure AI Fundamentals
Identify AI concepts and implement AI solutions with Microsoft Foundry, including generative apps, agents, vision, speech, and information extraction.
Articles & guides
- AB-100 Exam Guide 2026: Domains, Prerequisites & How to Pass
AB-100 exam guide: what the Microsoft Agentic AI Business Solutions Architect exam covers, who it is for, domain weights, prerequisites, and how to prepare.
- How to pass AB-100: Agentic AI Business Solutions Architect
How to prepare for exam AB-100 beyond the official outline: an architecture project, and a lab-based study plan.
- Dynamics 365 + MCP Explained: Why Customer Service (and Sales) Agents Need Tool Access
What is Model Context Protocol in Dynamics 365, Customer Service MCP tools at GA, Sales MCP capabilities, and what to connect first in Copilot Studio.
- How to pass AB-620: AI Agent Builder Associate
How to prepare for exam AB-620 beyond the official outline: what to build in Copilot Studio, and a lab-based study plan.
- How to build an autonomous agent in Copilot Studio
Build a Copilot Studio agent that reads complaint emails, scores sentiment, finds the account manager in Dataverse, and posts a Teams alert. When to use an agent instead of a cloud flow.
- Use SharePoint as a knowledge source in Copilot Studio
How to add SharePoint document libraries and lists as knowledge sources in Copilot Studio, with guidance on choosing between standard and semantic search.
- Copilot Studio topics, instructions, and actions explained
Learn when to use instructions, topics and actions in Microsoft Copilot Studio with a simple decision framework for every agent project.
- Sales Close Agent in Dynamics 365: Setup Guide (2026)
Microsoft's new Dynamics 365 Sales Close Agent works deals on its own. Learn the setup, prerequisites, security roles, costs and six mistakes to avoid.
- Microsoft's New AB Certifications: Which One Is Right for You?
Microsoft's new AB series certifications, compared: what each exam covers and how to choose the right one for your role and experience.
- Microsoft Certifications for Dynamics Applications: A Consultant's Guide
A consultant's guide to Microsoft Dynamics 365 certifications in 2026: which exams are live, which have retired, and how to match exams to consultant, developer, and architect roles.