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Extend Microsoft Copilot for Microsoft 365 with Copilot Studio

Course outline

MS-40091 day
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Duration

MS-4009: Extend Microsoft Copilot for Microsoft 365 with Copilot Studio

1 day

Overview

Learn how to create Copilot Studio actions that extend the knowledge and capabilities of Microsoft Copilot for Microsoft 365 with external data, tailored conversations, automated flows, and custom prompts.

Prerequisites

Familiarity with Microsoft Copilot for Microsoft 365.

Outline

Microsoft Copilot extensibility fundamentals

Learn how to develop a strategy to enhance Copilot for Microsoft 365 with custom skills and organizational knowledge, focusing on plugins and connectors to improve efficiency and productivity across applications. It details the options for extending Copilot, emphasizing the integration of these extensions to maximize the tool's potential.

Introduction

  • Extension fundamentals
  • Add knowledge with Graph connectors
  • Add skills with plugins
  • Build your own copilot
  • Knowledge check
  • Summary

Introduction to Copilot Studio actions

Explore the core considerations and requirements for creating, testing, and publishing Copilot Studio actions to extend Microsoft Copilot for Microsoft 365.

Introduction

  • Copilot Studio actions user experience
  • Types of Copilot Studio actions
  • Develop Copilot Studio actions
  • Test and publish Copilot Studio actions
  • Knowledge check
  • Summary

Create prompt actions for Microsoft Copilot for Microsoft 365 in Copilot Studio

Use Copilot Studio to create prompt actions that return generative responses to user prompts in Microsoft Copilot for Microsoft 365.

Introduction

  • What are prompt plugins?
  • Create a prompt action
  • Exercise - Create a prompt action
  • Knowledge check
  • Summary

Create connector actions for Microsoft Copilot for Microsoft 365 in Copilot Studio

Use Copilot Studio to create connector actions that expand the knowledge and capabilities of Microsoft Copilot for Microsoft 365 with external data.

Introduction

  • What are connector actions?
  • Create connector actions
  • Exercise - Create a connector action
  • Knowledge check
  • Summary

Create conversational actions for Microsoft Copilot for Microsoft 365 in Copilot Studio

Build conversational actions in Copilot Studio that extend Microsoft Copilot for Microsoft 365 with tailored conversations for predictable scenarios that require specific responses.

Introduction

  • 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
  • Knowledge check
  • Summary

Programme scope, delivery arrangements and suitability are confirmed during enquiry.