Extend Microsoft 365 Copilot in Copilot Studio (MS-4022)

Course 8751

  • Duration: 1 day
  • Language: English
  • Level: Intermediate

This course guides learners through the process of building agents that extend Microsoft 365 Copilot with additional knowledge and capabilities. Using Copilot Studio, participants will learn to build declarative agents, add knowledge, configure actions, and publish agents to Microsoft 365 Copilot.

Extend Microsoft 365 Copilot in 1 Day Delivery Methods

  • In-Person

  • Online

  • Upskill your whole team by bringing Private Team Training to your facility.

Extend Microsoft 365 Copilot in 1 Day Course Information

In this course, you will gain:

  • Enhanced Customization: Learn to tailor Microsoft 365 Copilot to specific organizational needs by building declarative agents.
  • Integration Capabilities: Understand how to connect agents to external data sources and services, expanding Copilot's functionality.
  • Improved Productivity: Equip Copilot with additional knowledge and actions to streamline workflows and improve efficiency.

Prerequisites

  • Familiarity with Microsoft 365 Copilot.
  • Familiarity with options for extending Microsoft 365 Copilot.

Extend Microsoft 365 Copilot in 1 Day Course Outline

Module 1: Introduction to Declarative Agents for Microsoft 365 Copilot

In this module, you will learn how to determine scenarios suitable for customizing and extending Microsoft 365 Copilot using declarative agents. You'll also understand the functions of custom knowledge and custom actions.

Module 2: Build Your First Declarative Agent for Microsoft 365 Copilot by Using Copilot Studio

In this module, you will learn how to create an agent tailored to a specific scenario to extend Microsoft 365 Copilot. Your declarative agent will provide relevant and accurate responses using custom knowledge.

Module 3: Introduction to Actions for Declarative Agents in Copilot Studio

In this module, you will learn how to create and configure actions in Copilot Studio to expand the capabilities of your declarative agents. You'll connect your declarative agent to external data sources and customize generative responses.

Module 4: Extend Declarative Agents with Prompt Actions in Copilot Studio

In this module, you will learn how to customize your declarative agent's generative responses by extending your agent with prompt actions. You'll craft custom prompts, test them against the LLM, and add prompt actions to declarative agents that extend Microsoft 365 Copilot.

Module 5: Extend Declarative Agents with Connector Actions in Copilot Studio

In this module, you will learn how to connect your declarative agent to external services and data using connector actions. You'll configure out-of-the-box and custom connectors and add them to agents that extend Microsoft 365 Copilot.

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Extend Microsoft 365 Copilot in 1 Day FAQs

Declarative agents are tools that enhance the Microsoft 365 Copilot experience by combining custom knowledge and skills to create a rich conversational experience. Custom engine agents use custom foundation models and orchestrators tailored to specific enterprise needs.

You can build declarative agents grounded on web search with limited capabilities without a Microsoft 365 Copilot license. For additional capabilities, including Copilot connectors and plugins, a Microsoft 365 Copilot license is required.

Actions are single API calls from a plugin, providing specific functionalities to Copilot within declarative agents. Plugins are sets of functions that can include multiple actions.