Merge pull request #32 from MicrosoftLearning/nov2025

Nov2025

Author: chandlersyal

Instructions/Labs/01-create-copilot.md

@@ -151,7 +151,7 @@ agent.
 
 You can add topics for all of the inputs that you expect a user to enter; but you can’t realistically expect to anticipate every question that will be asked. Currently, your agent uses a *Conversation boosting* topic to generate AI responses from a language model, but this results in generic answers. You need to provide a source of knowledge in which the generative AI responses can be *grounded* to provide more relevant information.
 
-1. Open a new browser tab and download the [expenses policy document](https://raw.githubusercontent.com/MicrosoftLearning/mslearn-copilotstudio/main/expenses/Expenses_Policy.docx) file from `https://github.com/MicrosoftLearning/mslearn-copilotstudio/raw/main/expenses/Expenses_Policy.docx`, saving it locally. This document contains details of the expenses policy for the fictional Contoso corporation.
+1. Open a new browser tab and navigate to `https://github.com/MicrosoftLearning/mslearn-copilotstudio/raw/main/expenses/Expenses_Policy.docx` to download the [expenses policy document](https://raw.githubusercontent.com/MicrosoftLearning/mslearn-copilotstudio/main/expenses/Expenses_Policy.docx) locally. This document contains details of the expenses policy for the fictional Contoso corporation.
 
 1. Return to the browser tab for Copilot Studio, and close the **Test your agent** pane to see the page more easily, then select the **Knowledge** tab to see the knowledge sources defined in your agent (currently there should be none).
 
@@ -163,7 +163,7 @@ You can add topics for all of the inputs that you expect a user to enter; but yo
 
 1. In the **Upload file** section, upload the expense policy document you downloaded previously and add it to your agent's knowledge.
 
-    > **Note**: After uploading the file, you will need to wait while it is indexed; which may take 10 minutes (or longer). Now might be a good time to take a coffee break while you review the [expenses policy document](https://github.com/MicrosoftLearning/mslearn-copilotstudio/raw/main/expenses/Expenses_Policy.docx) at `https://github.com/MicrosoftLearning/mslearn-copilotstudio/raw/main/expenses/Expenses_Policy.docx` in another browser tab!
+    > **Note**: After uploading the file, you will need to wait while it is indexed; which may take 10 minutes (or longer). Now might be a good time to take a coffee break while you review the [expenses policy document](https://github.com/MicrosoftLearning/mslearn-copilotstudio/raw/main/expenses/Expenses_Policy.docx) in another browser tab! If indexing is still not complete, you may move on to the next lab and come back to complete the rest of this lab once it is done. 
 
 1. When the file is ready, view the **Topics** page and open the **Conversational boosting** system topic. Recall that this topic is triggered by an unknown intent, and then tries to create a generative AI response based on data sources containing knowledge; such as the file you uploaded.
 
@@ -187,7 +187,7 @@ You can add topics for all of the inputs that you expect a user to enter; but yo
 
 Now that you have a working agent, you can publish it for people to use. The available channels through which you can deliver your agent depend on the type of authentication you want to use to restrict access to it. In this case, you’ll enable access for anyone and then publish the agent for use in a demo web page.
 
-1. Hide the **Test your agent** pane. Then, at the top of the page, select the **Channels** tab and review the channels to which you can deploy your agent. The available channels depend on the authentication settings for your agent.
+1. At the top of the page, select the **Channels** tab and review the channels to which you can deploy your agent. The available channels depend on the authentication settings for your agent.
 1. Select **Settings** at the top of the page.
 1. In the **Settings** pane, on the **Security** page, select **Authentication**. Then select the option for **No authentication** and **Save** the changes to the configuration and **Save** again (confirming that you want to enable access to the agent for everyone).
 1. Close the **Settings** pane. Then, view the **Channels** page.
@@ -207,13 +207,14 @@ Now that you have a working agent, you can publish it for people to use. The ava
         "What are the expense limits for flights?"`
         ```
 
-1. Select **Save** to save the settings. Then **Copy** the link to your agent demo website to the clipboard.
+1. Select **Save** to save the settings.
+2. Select **Copy** to copy the link to your agent demo website to the clipboard.
 1. In a new browser tab, navigate to the URL you copied to open the demo website, which should look similar to this:
 
     ![Screenshot of the demo website for an agent.](media/demo-website.png)
 
 1. Enter the message `What are the expense limits for meals?` and view the response.
-1. Try a few more questions and view the responses from your agent. It will have limited functionality, but should be able to provide relevant answers to questions about expense claims.
+1. Try a few more questions and view the responses from your agent. It will have limited functionality, but should be able to provide relevant answers to questions about expense claims. Once you are done exploring this agent, you may close your browser window.
 
 ## Challenge
 

Instructions/Labs/02-import-solution.md

@@ -18,9 +18,7 @@ In this exercise, you will import a Dataverse solution into your environment tha
 
 ### Task 1.1 – Download solution
 
-1. In a new broser tab, navigate to the **Bookings_1_0_0_0.zip** file in GitHub at `https://github.com/MicrosoftLearning/mslearn-copilotstudio/blob/main/Allfiles/Bookings_1_0_0_0.zip`
-
-1. Select the **ellipses (...)** near the top-right and select **Download**.
+1. In a new browser tab, navigate to `https://github.com/MicrosoftLearning/mslearn-copilotstudio/raw/main/Allfiles/Bookings_1_0_0_0.zip` to download the **Bookings_1_0_0_0.zip** file.
 
 1. Close the brower tab.
 
@@ -64,7 +62,7 @@ In this exercise, you will import a Dataverse solution into your environment tha
 
 1. In the left navigation of the Bookings solution, select the **Objects** tab.
 
-1. Select the **ellipsis …** menu for the **Real Estate Property Management** Model-Driven App, and select **Play**.
+1. Select the **ellipsis …** menu for the **Real Estate Property Management** Model-Driven App, and select **Play**. This is a simple model-driven app that will allow you to create new Real Estate Property records. 
 
     ![Overview.](../media/play-app.png)
 
@@ -73,7 +71,7 @@ In this exercise, you will import a Dataverse solution into your environment tha
 1. Enter the following data:
 
     - **Property Name:** `1100 High Villas`
-    - **Owner:** Select your user
+    - **Owner:** Select your user (search for your provided username)
     - **Asking Price:** `250,000`
     - **Street:** `Main Avenue`
     - **City:** `Redmond`

Instructions/Labs/03-create-copilot.md

@@ -43,31 +43,27 @@ In this exercise, you will access the Microsoft Copilot Studio portal, the Devel
 
 ### Task 1.2 – Create an agent
 
-1. Select **Create** from the left navigation pane and select the **+ New agent** and **Skip to configure** in the top right.
+1. Select **Create** from the left navigation pane and select the **+ New agent**.
+
+1. Select the **Configure** tab.
 
 1. In the **Name** text box, enter **`Real Estate Booking Service`**
 
 1. In the **Description** text box, enter **`Create bookings for real estate properties`**
 
 1. In the **Instructions** text box, enter **`Create an agent for topics relating to creating bookings for real estate properties`**
 
-1. At the top, **Language** should be set to **English (en-US)**.
-
-    ![Copilot agent language.](../media/copilot-agent-language.png)
-
-1. Select the **three dots** in the upper-right of the page and select **Edit advanced settings**.
-
-    ![More options in Copilot Studio portal.](../media/copilot-studio-more-options-2.png)
+1. Select the ellipses (**...**) and select **Update advanced settings**.
 
 1. Select **Bookings** under **Solution**.
 
 1. Enter `labagent` for **Schema Name**.
 
     ![Advanced settings in Copilot Studio portal.](../media/copilot-studio-advanced-settings.png)
 
-1. Select **Save**.
+1. Select **Update**.
 
-1. In the upper-right of the screen, select **Create**.
+1. In the upper-right of the screen, select **Create**. Wait for your agent to finish setting up.
 
 1. In the right **Test your agent** pane, enter **`How do I make a booking?`** and view the response.
 
@@ -99,7 +95,7 @@ In this exercise, you will access the Microsoft Copilot Studio portal and add kn
 
 1. Select **Add**.
 
-1. Select **Add**.
+1. Select **Add to agent**.
 
 1. Select the **Overview** tab.
 
@@ -109,7 +105,7 @@ In this exercise, you will access the Microsoft Copilot Studio portal and add kn
 
     ![Screenshot of the Testing panel options.](../media/test-pane-options.png)
 
-1. At the top of the **Test your agent** pane, select the  **Start a new conversation** icon (refresh icon).
+1. At the top of the **Test your agent** pane, select the  **Start a new test session** icon.
 
     ![Screenshot of the Testing panel options.](../media/copilot-test-pane-start-new-conversation.png)
 

Instructions/Labs/04-manage-topics.md

@@ -44,7 +44,7 @@ In this exercise, you will remove topics in an agent.
 
     ![Agents in Copilot Studio portal.](../media/copilot-studio-copilots.png)
 
-1. Select the agent you created in the previous lab.
+1. Select the Real Estate Booking Service agent you created in the previous lab.
 
 1. Select the **Topics** tab.
 
@@ -151,7 +151,7 @@ In addition to adding updating existing nodes, you can use Copilot to add new on
     }
     ```
 
-1. Select the **Copilot** icon to reopen the **Edit with Copilot** pane.
+1. Select the **Copilot** icon (You may need to select **More** \> **Copilot** ) to reopen the **Edit with Copilot** pane.
 
 1. Make sure that no node is selected by selecting the empty space in the authoring canvas.
 
@@ -161,7 +161,7 @@ In addition to adding updating existing nodes, you can use Copilot to add new on
 
 1. Select **Update**.
 
-A new question node is added to the end of the topic with options for the user to select.
+1. A new question node is added to the end of the topic with options for the user to select.
 
     ![Screenshot of the new question node with yes and no options.](../media/new-question-node.png)
 
@@ -171,14 +171,18 @@ A new question node is added to the end of the topic with options for the user t
 
 1. If the **Test your agent** panel is closed, select the **Test** button in the upper-right of the screen.
 
-1. Select the **Start a new conversation** (Refresh) icon at the top of the testing panel.
+1. Select the **Start a new test session** icon at the top of the testing panel.
+
+    ![Screenshot of the Testing panel options.](../media/copilot-test-pane-start-new-conversation.png)
 
 1. In the **Ask a question or describe what you need** text box, enter **`Customer information`**.
 
 1. Enter your name and email address.
 
 1. Select **Yes**.
 
+1. Select **Save**
+
 ## Exercise 3 - Author topics manually
 
 Topics can be created manually by adding trigger phrases.
@@ -189,23 +193,23 @@ Topics can be created manually by adding trigger phrases.
 
 1. Select **+ Add a topic** and select **From blank**.
 
-1. Select the **Details** icon to open the Topic details dialog.
+1. Select the **Details** icon to open the Topic details dialog (you may need to select **More** \> **Details**).
 
     ![Screenshot of the topic details dialog ](../media/topic-details.png)
 
 1. In the **Name** field, enter the following text:
 
     `Book a Real Estate Showing`
 
-1. In the **Display Name** field, enter the following text:
+1. In the **Display name** field, enter the following text:
 
     `Book`
 
 1. In the **Description** field, enter the following text:
 
     `Select the property and requested date and create a booking request`
 
-1. Select **Save**.
+1. Select **Save**. Select **Publish** \> **Publish**. 
 
 ### Task 3.2 - Add trigger phrases
 

Instructions/Labs/05-manage-nodes.md

@@ -41,13 +41,13 @@ Variables can be accessed by other topics.
 
 1. Select **Agents** from the left navigation pane.
 
-1. Select the agent you created in the earlier lab.
+1. Select the Real Estate Booking agent you created in the earlier lab.
 
 1. Select the **Topics** tab.
 
 1. Select the **Customer Details** topic.
 
-1. Select **Variables** in the top bar to open the Variables pane.
+1. Select **Variables** in the top bar to open the Variables pane (you may need to select **More** \> **Variables**).
 
 1. Select the right-hand check boxes for the three topic variables.
 
@@ -123,6 +123,12 @@ The conversational flow in a topic can be created manually by adding nodes.
 
 1. Select the variable in **Save user response as** and enter **`DateTime`** for **Variable name**
 
+1. Select the **+** icon under the left **Question** node and select **Send a messsage**.
+
+1. In the **Enter a message** field, enter the following text:
+
+    `Great! Let me get that scheduled for you.`
+
 1. Select **Save**.
 
 ### Task 2.5 - Test the agent
@@ -135,7 +141,7 @@ The conversational flow in a topic can be created manually by adding nodes.
 
     ![Screenshot of the Testing panel options.](../media/test-pane-options.png)
 
-1. Select the **Start a new conversation** (refresh) icon at the top of the testing panel.
+1. Select the **Start new test session** icon at the top of the testing panel.
 
 1. When the **Conversation Start** message appears, your agent will start a conversation. In response, enter a trigger phrase for the topic that you've created:
 

Instructions/Labs/06-entities.md

@@ -43,7 +43,7 @@ Microsoft Copilot Studio uses entities to understand user intent. There are many
 
 1. Select **Settings** in the upper-right of the screen.
 
-1. Select the **Entities** tab.
+1. Select the **Entities** tab. You should see a list of the prebuilt entities for your agent.
 
     ![Screenshot of the Entities tab.](../media/system-entities.png)
 
@@ -77,7 +77,7 @@ Microsoft Copilot Studio uses entities to understand user intent. There are many
 
 1. Select **Save**.
 
-1. Select **Close**.
+1. Close the Property Type window.
 
 ### Task 1.3 - Create number of bedrooms entity
 
@@ -91,7 +91,7 @@ Microsoft Copilot Studio uses entities to understand user intent. There are many
 
 1. Select **Save**.
 
-1. Select **Close**.
+1. Close the Number of Bedrooms pane.
 
 1. Select the **X** icon in the top-right to close out of Settings and return to your agent.
 

Instructions/Labs/07-copilot-actions.md

@@ -124,19 +124,19 @@ Microsoft Copilot Studio can access data in Microsoft Dataverse using agent flow
 
 1. Select **Save draft** near the upper-right of the page.
 
-1. Wait for the save to complete, then select **Publish**. In the **Your agent flow published successfully!** pop-up, select **Go back to agent**.
+1. Wait for the save to complete, then select **Publish**.
 
-1. Select the **Overview** tab.
+1. In the **Your agent flow published successfully!** pop-up, select **Go back to agent**.
 
-1. Select **Edit** in the **Details** section. 
+1. Select the agent flow tool that you just created. 
 
-1. Update the **Flow name** to `Get Property`
+1. In the **Details** section, update the Flow **Name** to `Get Property`
 
-1. Select **Save**
+1. Update the **Description** to `Get properties with the right number of bedrooms.`
 
-1. Select **Agents** and select your **Real Estate Booking Service** agent. 
+1. Select **Save**
 
-1. Select **Tools** and see the Get Property flow you created.
+1. Select the **Tools** tab and see the Get Property flow you created.
 
 
 ### Task 1.2 - Add the Get Property tool to the topic
@@ -145,15 +145,11 @@ Microsoft Copilot Studio can access data in Microsoft Dataverse using agent flow
 
 1. Select the **Book a Real Estate Showing** topic.
 
-1. Select the the **+** icon below the **How many bedrooms do you need question?** node, select **Add a tool**, then select the **Get Property** flow.
+1. Select the the **+** icon below the **How many bedrooms do you need question?** node, select **Add a tool**, then select the **Get Property** flow under Tools.
 
-1. Select the **NumberofBedrooms** variable for the **Bedrooms** input parameter.
+1. Select the **ellipses (...)** in the **Which property do you want to see?** question node and select **Delete**.
 
-    ![Screenshot of step 3 of add a flow action.](../media/add-action-flow-step-3.png)
-
-1. Select the **three dots** in the **Which property do you want to see?** question node and select **Delete**.
-
-1. Select the the **+** icon under the **Action** node and select **Send a message**.
+1. Select the the **+** icon under the **Tool** node and select **Send a message**.
 
 1. In the **Enter a message** field, enter `Property ` (with a space following it).
 
@@ -173,7 +169,7 @@ Microsoft Copilot Studio can ceate data in Microsoft Dataverse using agent flows
 
 1. Select **+ Add a tool**.
 
-1. SSelect **+ New tool** and then **Agent flow** .
+1. Select **+ New tool** and then **Agent flow** .
 
 1. Select **Save draft** and wait for the agent flow to save.
 
@@ -185,7 +181,7 @@ Microsoft Copilot Studio can ceate data in Microsoft Dataverse using agent flows
 
 1. Select **Save**.
 
-1. Select te **Designer** tab.
+1. Select the **Designer** tab.
 
 1. Select the trigger step **When an agent calls the flow** and select **+ Add an input**.
 
@@ -237,14 +233,6 @@ Microsoft Copilot Studio can ceate data in Microsoft Dataverse using agent flows
 
 1. Wait for the save to complete, then select **Publish**.
 
-1. Select **Overview** tab.
-
-1. Select **Edit** in the Details section.
-
-1. Rename the agent flow `Create Booking Request`
-
-1. Select **Save**.
-
 ### Task 2.2 - Validate your tools
 
 1. Select **Agents** and open your **Real Estate Booking Service** agent.
@@ -257,7 +245,7 @@ Microsoft Copilot Studio can ceate data in Microsoft Dataverse using agent flows
 
 1. Select the **Book a Real Estate Showing** topic.
 
-1. Select the the **+** icon below the **What date and time do you want to see the property?** node, select **Add a tool**, then select the **Create Booking Request** flow.
+1. Select the the **+** icon below the **Message** node at the bottom, select **Add a tool**, then select the **Create Booking Request** flow.
 
 1. Select the **PropertyId** variable for the **PropertyId** input parameter.
 
@@ -283,20 +271,13 @@ Microsoft Copilot Studio can ceate data in Microsoft Dataverse using agent flows
 
 1. If it's not enabled, enable **Track between topics**.
 
-1. Select the **Start a new conversation** (refresh) icon at the top of the testing panel.
+1. Select the **Start new test session** icon at the top of the testing panel.
 
 1. When the **Conversation Start** message appears, your agent will start a conversation. In response, enter a trigger phrase for the topic that you've created:
 
     `I want to book a real estate showing`
 
-1. Enter the following information:
-
-    ```
-    Name: <Your name>
-    ```
-    ```
-    Email address: <Your email address>
-    ```
+1. Enter a name and email address.
 
 1. After you supply the information, an Adaptive Card displays the information that you entered and asks if the details are correct. Select **Yes**.