Extend Microsoft 365 Copilot in Copilot Studio (MS-4022)

Introduction to declarative agents for Microsoft 365 Copilot

Determine the scenarios which declarative agents are suitable for customizing and extending Microsoft 365 Copilot. Describe the function of custom knowledge and custom actions.

• Introduction
• What are declarative agents?
• How declarative agents work
• When to use declarative agents
• Module assessment
• Summary

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. Your declarative agent provides relevant and accurate responses using custom knowledge.

• Introduction
• Create a declarative agent
• Exercise – Create a declarative agent
• Add custom knowledge
• Exercise – Add custom knowledge
• Add starter prompts
• Exercise – Add starter prompts
• Module assessment
• Summary

Introduction to actions for declarative agents in Copilot Studio

Explore how to create and configure actions in Copilot Studio to expand the capabilities of your declarative agents. Connect your declarative agent to external data sources and customize generative responses.

• Introduction
• Actions and agents
• Types of Copilot Studio actions
• Action development considerations
• Extend declarative agents with actions
• Module assessment
• Summary

Extend declarative agents with prompt actions in Copilot Studio

Customize your declarative agent’s generative responses by extending your agent with prompt actions. Craft custom prompts, test your prompts against the LLM, and add prompt actions to declarative agents that extend Microsoft 365 Copilot.

• Introduction
• What are prompt actions?
• Create a prompt action
• Exercise – Create a prompt action
• Module assessment
• Summary

Extend declarative agents with connector actions in Copilot Studio

Connect your declarative agent to external services and data using connector actions. Configure out-of-the-box and custom connectors and add them to agents that extend Microsoft 365 Copilot.

• Introduction
• What are connector actions?
• Create connector actions
• Exercise – Create a connector action
• Module assessment
• Summary

• Familiarity with Microsoft 365 Copilot.
• Familiarity with options for extending Microsoft 365 Copilot.

Build agents that extend Microsoft 365 Copilot with additional knowledge and capabilities. Use Copilot Studio to build declarative agents, add knowledge, add actions, and publish agents to Microsoft 365 Copilot.