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Build a foundation to extend Microsoft 365 Copilot Course

MS-4014

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Overview

This course explores extending Copilot’s capabilities with Microsoft Graph connectors and custom engine copilots, guiding participants to choose the best development path. It concludes with agent management in the Microsoft 365 admin center.

About This Course

This course explores how to extend Copilot’s capabilities through Microsoft Graph connectors, declarative and custom engine agents, guiding participants through the selection of the most suitable development path. Concluding with the management and distribution of agents, this course allows learners to explore the Microsoft 365 Admin center for agent administration

Audience Profile

This course is role-agnostic and is appropriate for any learner who wants to learn the basics of how to extend their Microsoft Copilot 365 functionality.

Course Outline

Module 1: Examine the Microsoft 365 Copilot design

This module examines the Microsoft 365 Copilot design, how it works, its service and tenant logical architecture, and how it generates searches and responses.

Lesson

  • Describe the prerequisites for Microsoft 365 Copilot.
  • Explain how Microsoft 365 Copilot works.
  • Understand the Microsoft 365 Copilot service and tenant logical architecture.
  • Describe how Microsoft Copilot generates searches.
  • Explain how Microsoft 365 Copilot generates responses.

Module 2: 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.

 Lesson

  • Explain how Copilot and agents work together to create a personalized, intelligent assistant with the knowledge and skills unique to your business.
  • Describe the types of agents and the wide spectrum of capabilities with which they can be customized.
  • Explain how to ground your Copilot responses with multiple enterprise data sources for more relevant and reliable responses.

Module 3: Introduction to Graph connectors

This module describes how you can use Microsoft Graph connectors to enhance search within Microsoft 365 Copilot by configuring connections and integrating external data sources and improving query understanding.

 Lesson

  • Understand how to set up and configure connections for Microsoft Graph connectors to enhance search within Microsoft 365 Copilot.
  • Understand what the semantic search index is, and how it relates to Microsoft Graph connectors.
  • Describe the importance of search schema attributes, refresh intervals, and crawl scheduling for efficient data synchronization. 

Module 4: 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

 Lesson

  • Evaluate whether a declarative agent is appropriate to extend Microsoft 365 Copilot for your scenario.
  • Describe how the components of a declarative agent work together to create agents that run on Microsoft 365 Copilot.

Module 5: Manage agents for Microsoft 365 Copilot

This module describes how to manage your agents using the Microsoft 365 admin center, ensuring that you have the knowledge to tailor Copilot, limiting or granting permissions to data based on your organization’s needs.

 Lesson

  • Describe how to enable or disable Copilot extensibility.
  • Understand how to manage permissions and control data access to your extensions.

Prerequisites

  • Students should have basic functional experience with Microsoft 365 services.

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Why choose Carmel Training?

We offer quality solutions for professional training that save you time and resources, and provide you with the tools to take your skills one step further!

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leading lecturers

Have training experience
and practical rich

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coming to you

You determine the location of the course and the date

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theory and practice

Study materials and laboratories
Microsoft official available in the cloud

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customized program

Full and personal adjustment to the requirements and needs of the organization

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Build a foundation to extend Microsoft 365 Copilot Course

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