Extend Microsoft 365 Copilot in Copilot Studio Training

This course empowers IT and business professionals to extend the capabilities of Microsoft Copilot using Copilot Studio. Learners will explore how to build custom Copilot experiences, integrate data through Microsoft Dataverse and connectors, and enhance user interactions using generative AI plugins. The course guides participants through designing, developing, and deploying conversational agents that solve real business challenges, blending low-code solutions with enterprise-grade extensibility.

Key focus areas include the Copilot Studio interface, Power Platform integration, plugin configuration, and lifecycle management of custom copilots.

Participants should have:

• A basic understanding of Microsoft 365 services
• Familiarity with Power Platform concepts (Power Automate, Power Apps)
• Experience with building low-code or no-code business applications
• A Microsoft 365 tenant with admin access for hands-on labs (recommended)

This course is designed for:

• Solution architects, business analysts, and IT professionals working in automation and AI integration
• Microsoft Power Platform developers and consultants
• Organisations aiming to create bespoke AI copilots aligned with their workflows and systems

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

Introduction to declarative agents for Microsoft 365 Copilot

• Describe actions in Copilot Studio.
• Identify the types of actions that can extend a declarative agent in Copilot Studio.
• Describe scenarios for adding actions to an agent.
• Describe technical considerations for configuring actions in Copilot Studio.

Build your first declarative agent for Microsoft 365 Copilot by using Copilot Studio

• Design a declarative agent to solve a business problem.
• Implement a declarative agent with custom knowledge.
• Publish and use a declarative agent in Microsoft 365 Copilot to validate the results.

Introduction to actions for declarative agents in Copilot Studio

• Describe actions in Copilot Studio.
• Identify the types of actions that can extend a declarative agent in Copilot Studio.
• Describe scenarios for adding actions to an agent.
• Describe technical considerations for configuring actions in Copilot Studio.

Extend declarative agents with prompt actions in Copilot Studio

• Configure a prompt action in Copilot Studio.
• Test a prompt in Copilot Studio.
• Add a prompt action to a declarative agent in Copilot Studio.

Extend declarative agents with connector actions in Copilot Studio

• Create a new connector action.
• Configure a connector action.
• Add a connector action to a declarative agent.
• Test a connector action.

Exams and assessments

There are no formal exams associated with this course. Participants will complete guided labs, scenario-based tasks, and knowledge checks to validate learning outcomes.

Hands-on learning

This course includes:

• Practical labs to build and test real copilots in Copilot Studio
• Guided workshops on integrating connectors and plugins