MS-4009 | Extend Microsoft 365 Copilot with Copilot Studio actions and connectors
 
Learn how to create Copilot Studio actions that extend the knowledge and capabilities of Microsoft 365 Copilot with external data, tailored conversations, automated flows, and custom prompts.
 
Prerequisites
Familiarity with Microsoft Copilot for Microsoft 365.

Role
App Maker

Course Outline
Module 1: Microsoft 365 Copilot extensibility fundamentals
This module explores how extending Microsoft 365 Copilot with agents, connectors, and plugins can help organizations address the challenges of increasing productivity and reducing costs by leveraging AI to orchestrate business processes more effectively.
Introduction
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
Knowledge check
Summary
Module 2: Introduction to Copilot Studio actions
Explore the core considerations and requirements for creating, testing, and publishing Copilot Studio actions to extend Microsoft 365 Copilot.
Introduction
Copilot Studio actions user experience
Types of Copilot Studio actions
Develop Copilot Studio actions
Test and publish Copilot Studio actions
Knowledge check
Summary
Module 3: Create prompt actions for Microsoft 365 Copilot in Copilot Studio
Use Copilot Studio to create prompt actions that return generative responses to user prompts in Microsoft 365 Copilot.
Introduction
What are prompt actions?
Create a prompt action
Exercise - Create a prompt action
Knowledge check
Summary
Module 4: Create connector actions for Microsoft 365 Copilot in Copilot Studio
Use Copilot Studio to create connector actions that expand the knowledge and capabilities of Microsoft 365 Copilot with external data.
Introduction
What are connector actions?
Create connector actions
Exercise - Create a connector action
Knowledge check
Summary
Module 5: Create conversational actions for Microsoft 365 Copilot in Copilot Studio
Build conversational actions in Copilot Studio that extend Microsoft 365 Copilot 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
 
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