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Automating Training Request Approvals Using AI in Microsoft Copilot Studio

Inogic Profile Picture Inogic 1,269 Moderator

Organizations frequently receive employee requests for training programs, certifications, or skill-development courses. Traditionally, these requests go through manual review and approval processes which can delay decision making and create administrative overhead.

With Advanced Approvals in Microsoft Copilot Studio, it is possible to automate such decisions using AI. Instead of relying on human approval stages, AI can evaluate the request details and decide whether the request should be approved or rejected based on predefined criteria.

In this article, we will build a Training Request Approval System where:

  • A user creates a training request record in Dataverse
  • An AI approval stage evaluates the request
  • The AI automatically approves or rejects the request

This implementation demonstrates how AI-driven approvals can automate business decisions without human intervention.

Prerequisites

Before starting, ensure the following are available:

  • Access to Microsoft Copilot Studio
  • A Power Platform environment with Dataverse enabled
  • Basic knowledge of Dataverse tables and Copilot Studio agent flows

Solution Overview

The workflow implemented in this article follows a simple structure.

  1. Employee submits a training request
  2. The request is stored in Dataverse
  3. AI evaluates the request
  4. The system updates the approval status

This removes the need for manual manager approvals and allows faster decision making... Read More

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