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Extend Microsoft 365 Copilot in Copilot Studio

Course Summary

In this course participants will learn how to build intelligent agents using Microsoft Copilot Studio. The course covers the process of creating low-code, declarative agents that enhance Copilot's capabilities with custom knowledge, tools, and connectors. Participants gain practical experience using Copilot Studio to build agents, configure custom knowledge and conversational instructions, set up agent tools, and publish agents to Microsoft 365 Copilot environments. Participants will be equipped to create specialized agents creating more value for individuals and teams.

Prerequisites:

  • Familiarity with Microsoft 365 Copilot
  • Familiarity with options for extending Microsoft 365 Copilot
  • Access to Copilot Studio (required for hands-on exercises)
Purpose
Enhance Copilot's capabilities by building intelligent agents using Microsoft Copilot Studio
Audience
Individuals interested in using Copilot Studio to build agents that improve individual and team productivity
Role
Software Developer | Application Developer
Skill level
Intermediate
Style
Lecture | Hands-on Activities | Labs
Duration
1 day
Related technologies
Microsoft 365 Copilot

 

Learning objectives
  • Describe the function of custom knowledge and custom actions/tools
  • Create a declarative agent tailored to a specific scenario that extends Microsoft 365 Copilot
  • Configure an agent to provide relevant and accurate responses using custom knowledge
  • Create and configure tools in Copilot Studio to expand agent capabilities
  • Craft and test custom prompts, then add prompt tools to declarative agents
  • Connect declarative agents to external services and data using connector tools
  • Configure out-of-the-box connectors and add them to agents
  • Publish agents to Microsoft 365 Copilot environments

What you'll learn:

In this Extend Microsoft 365 Copilot in Copilot Studio course, you'll learn:

Introduction to Declarative Agents for Microsoft 365 Copilot

  • Determine scenarios suitable for customizing and extending Microsoft 365 Copilot using declarative agents 
  • Understand the functions of custom knowledge and custom actions

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
  • Configure the agent to use custom knowledge for accurate responses

Introduction to Tools for Declarative Agents in Copilot Studio

  • Create and configure tools in Copilot Studio to expand the capabilities of declarative agents
  • Connect the agent to external data sources and customize generative responses
  • Customize generative responses

Extend Declarative Agents with Prompt Tools in Copilot Studio

  • Craft custom prompts for an agent
  • Test prompts against the underlying LLM
  • Add prompt tools to a declarative agent

Extend Declarative Agents with Connector Tools in Copilot Studio

  • Connect agents to external services and data via connector tools
  • Configure and add out-of-the-box connectors to declarative agents

                              Extend Microsoft 365 Copilot in Copilot Studio

                              real world content

                              Real-World Content

                              Project-focused demos and labs using your tool stack and environment, not some canned "training room" lab.
                              expert practitioners

                              Expert Practitioners

                              Industry experts that bring their battle scars into the classroom.
                              experiential learning

                              Experiential Learning

                              More coding than lecture, coupled with architectural and design discussions.
                              fully customized

                              Tailored Outlines

                              Once-size-fits-all doesn't apply to training teams. That's where we come in!

                              Dive in and learn more

                              When transforming your workforce, it’s important to have expert advice and tailored solutions. We can help. Tell us your unique needs and we'll explore ways to address them.

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