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

Key Point of Training Programs

• Objectives

  By the end of this course, learners will be able to:

  - Describe the architecture and capabilities of Copilot Studio
  - Build and customise copilots using low-code tools and generative AI plugins
  - Connect Copilot Studio to external data using Microsoft Dataverse and custom connectors
  - Integrate copilots with Microsoft 365 applications like Teams and Outlook
  - Deploy, monitor, and manage Copilot lifecycle and security settings
  - Apply best practices to align Copilot experiences with organisational needs

• Extend Microsoft 365 Copilot in Copilot Studio (MS-4022) Delivery Format

  In-Person

  Online

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

  Introduction to declarative agents for Microsoft 365 Copilot
  Determine the scenarios which declarative agents are suitable for customizing and extending Microsoft 365 Copilot. Describe the function of custom knowledge and custom actions.

  Introduction

  - What are declarative agents?
  - How declarative agents work
  - When to use declarative agents
  - Module assessment

  Summary

  - Build your first declarative agent for Microsoft 365 Copilot by using Copilot Studio
  - Create an agent tailored to a specific scenario to extend Microsoft 365 Copilot. Your declarative agent provides relevant and accurate responses using custom knowledge.

  Introduction

  - Create a declarative agent
  - Exercise - Create a declarative agent
  - Add custom knowledge
  - Exercise - Add custom knowledge
  - Add starter prompts
  - Exercise - Add starter prompts
  - Module assessment

  Summary

  - Introduction to actions for declarative agents in Copilot Studio
  - Explore how to create and configure actions in Copilot Studio to expand the capabilities of your declarative agents. Connect your declarative agent to external data sources and customize generative responses.

  Introduction

  - Actions and agents
  -Types of Copilot Studio actions
  - Action development considerations
  -Extend declarative agents with actions
  - Module assessment

  Summary

  - Extend declarative agents with prompt actions in Copilot Studio
  - Customize your declarative agent's generative responses by extending your agent with prompt actions. Craft custom prompts, test your prompts against the LLM, and add prompt actions to declarative agents that extend Microsoft 365 Copilot.

  Introduction

  - What are prompt actions?
  - Create a prompt action
  - Exercise - Create a prompt action
  - Module assessment

  Summary

  - Extend declarative agents with connector actions in Copilot Studio
  - Connect your declarative agent to external services and data using connector actions. Configure out-of-the-box and custom connectors and add them to agents that extend Microsoft 365 Copilot.

  Introduction

  - What are connector actions?
  - Create connector actions
  - Exercise - Create a connector action
  - Module assessment
  - Summary