Training plan
Module 1: Microsoft 365 Copilot extensibility fundamentals
- What is Copilot extensibility?
- What are agents?
- What are declarative agents?
- What are custom engine agents?
- Add knowledge with Graph connectors
- Add skills with plugins
Module 2: Introduction to Copilot Studio actions
- Copilot Studio actions user experience
- Types of Copilot Studio actions
- Develop Copilot Studio actions
- Test and publish Copilot Studio actions
Module 3: Create prompt actions for Microsoft 365 Copilot in Copilot Studio
- What are prompt actions?
- Create a prompt action
- Exercise – Create a prompt action
Module 4: Create connector actions for Microsoft 365 Copilot in Copilot Studio
- What are connector actions?
- Create connector actions
- Exercise – Create a connector action
Module 5: Create conversational actions for Microsoft 365 Copilot in Copilot Studio
- Explore conversational actions
- Create a conversational action
- Build a topic for a conversational action
- Publish and test a conversational action
- Exercise – Create a conversational action
Recommended Prerequisite Knowledge
- Hands-on experience with Microsoft 365 and its core applications
- Basic knowledge of Microsoft Copilot and its standard features
- Understanding of API development principles and web services
- Familiarity with data integration concepts and JSON/XML formats
- Basic experience with connectors and data flows
- Elementary knowledge of conversational AI principles
- Understanding of data security and governance concepts
- Recommended experience in developing or customizing Microsoft 365 solutions
- Familiarity with REST interfaces and authentication protocols
- Basic knowledge of scripting languages (PowerShell, JSON)
Extend Microsoft 365 Copilot with Copilot Studio Actions and Connectors (MS-4009)
The Extend Microsoft 365 Copilot with Copilot Studio Actions and Connectors (MS-4009) training is designed for IT professionals, developers, and consultants aiming to enhance the capabilities of Microsoft 365 Copilot by leveraging Copilot Studio’s features. This course focuses on creating, configuring, and deploying custom actions and connectors to extend the functionality of Copilot and integrate it seamlessly into enterprise workflows.
Participants will gain hands-on experience in customizing Copilot to meet unique organizational requirements and improve efficiency across processes.
Why Take This Training?
Microsoft 365 Copilot is revolutionizing productivity with its AI-driven insights and automation capabilities. By extending Copilot through Copilot Studio, organizations can tailor the solution to address specific business needs, streamline operations, and create innovative workflows. This training equips you with the skills to unlock the full potential of Copilot for your organization.
Skills Developed During the Training
Customizing Copilot Actions
Learn to design and implement custom actions that align with organizational workflows.Integrating Enterprise Data
Understand how to connect Copilot to enterprise data sources to enable contextual insights and automation.Building Custom Connectors
Develop connectors that expand Copilot’s reach into third-party systems and applications.Streamlining Processes
Leverage Copilot’s advanced features to automate tasks and reduce manual effort.Enhancing Collaboration
Integrate Copilot into team workflows to foster collaboration and increase productivity.Optimizing Copilot Performance
Monitor, troubleshoot, and improve the performance of Copilot configurations to ensure long-term effectiveness.
Practical Training Delivered by Experts
This training is led by certified Microsoft instructors who combine theory with practical exercises. Participants will work on real-world scenarios to gain actionable skills in configuring and deploying Copilot Studio’s advanced features.
Who Should Attend?
- IT professionals managing Microsoft 365 implementations
- Developers creating custom solutions for business automation
- System administrators responsible for enhancing Microsoft 365 productivity
- Consultants aiming to deliver tailored Microsoft 365 solutions
Transform Microsoft 365 with Customized Copilot Solutions
The Extend Microsoft 365 Copilot with Copilot Studio Actions and Connectors (MS-4009) training equips you with the expertise to design tailored solutions that enhance your organization’s productivity and operational efficiency. Enroll today to explore the future of collaborative work with Microsoft 365 Copilot.
Frequently asked questions - Microsoft Copilot Studio training (FAQ)
What topics are covered in this training?
Customizing Copilot actions, building connectors, and integrating enterprise data.
What tools are used during the course?
The training focuses on Copilot Studio and Microsoft 365 productivity tools.
Are hands-on exercises included?
Yes, practical exercises are integrated to ensure participants can apply the concepts learned.
What prior knowledge is required?
Familiarity with Microsoft 365 and basic knowledge of automation or workflows is recommended.
How does this training benefit my organization?
It allows you to customize Copilot for enhanced productivity and streamlined workflows tailored to your needs.
Can the skills learned in this course be applied to other tools?
While the focus is on Microsoft 365 Copilot, the principles of workflow automation and integration are widely applicable.
