Skills
Microsoft Copilot

by Microsoft

Run a skill inside Microsoft 365 Copilot

How to wire a FundFrame skill into a Microsoft 365 Copilot agent so your firm can run the workflow inside the tools you already use.

Before you start

What you need

  • A Microsoft 365 Business or Enterprise plan with Copilot enabled, or a personal Copilot Pro subscription.
  • Permission to create custom agents in Copilot Studio. Most enterprise tenants gate this to admins.
  • The skill file downloaded from the FundFrame skill page. The .skill file is a ZIP bundle, so rename the extension to .zip and extract it to reveal the SKILL.md inside. That markdown file is what Copilot needs.

The walkthrough

Step by step

  1. 1

    Open Copilot Studio

    Go to copilotstudio.microsoft.com and sign in with your work account. Click Create, then New agent. Pick an empty agent template.

  2. 2

    Name the agent after the skill

    Give it the same name as the skill, for example, PE Market Mapping. Add a short description so colleagues know what it does. You can publish it to your team later.

  3. 3

    Paste SKILL.md into the instructions field

    Inside the new agent, open Configure, then Instructions. Open the extracted SKILL.md in any text editor, copy the full contents, and paste them into the field. Save.

  4. 4

    Optional, add SKILL.md as a knowledge source

    If you would rather keep the workflow as reference material, open the Knowledge tab and upload SKILL.md as a file. Copilot accepts markdown as a text knowledge source up to 512 MB per file.

  5. 5

    Test in the chat panel

    Use the Test pane on the right to try a request. For Market Mapping: Build a coverage trip map for Copenhagen buyout funds. The agent should ask the skill's scoping questions before producing the output.

  6. 6

    Publish to your team

    Once it behaves correctly, click Publish. Share the agent link with colleagues, or pin it inside Teams and Outlook so it's available where they already work.

Open Microsoft Copilot Studio

Worth knowing

Tips

  • Copilot agents respect your tenant's data boundary. If you've connected SharePoint, OneDrive, or Dataverse, the skill can reference internal documents alongside its own logic.
  • Use the agent inside Teams for live working sessions, and inside Outlook to draft follow-ups against the skill's outputs.
  • Skills are versioned. When we publish a new version on this site, re-extract the new SKILL.md and replace the content in the agent's Instructions field to upgrade.

If something feels off

Troubleshooting

I don't see Copilot Studio in my Microsoft account
Your tenant probably hasn't enabled it. Check with your Microsoft 365 admin, Copilot Studio is part of the Copilot for Microsoft 365 add-on.
The .skill file will not open in a text editor
It is a ZIP archive. Rename the extension from .skill to .zip, then double-click to extract. The folder inside contains the SKILL.md you need.
The agent isn't following the workflow
Open Configure, then Instructions, confirm the full SKILL.md is pasted, and that you saved before testing. The Test pane caches the old instructions until you click Save.
Outputs feel shorter than Claude
Copilot enforces tenant-level output limits. Ask the agent to continue, or split long runs across multiple turns. The skill is designed to resume cleanly.
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