MS-4009: Extend M365 Copilot with Copilot Studio Course Outline

Special Note to New Hampshire Residents
This course has not yet been approved by the New Hampshire Department of Education. Please contact us for an update on when the class will be available in New Hampshire.

Overview
This course offers a comprehensive dive into extending Microsoft Copilot for Microsoft 365, enabling you to enhance its functionality and integrate it seamlessly with your organization's external data sources. You'll gain hands-on experience in building message extension plugins and Microsoft Graph connectors using .NET and Visual Studio, making real-time data integration possible. This practical knowledge is essential for those looking to leverage the full potential of Microsoft 365 Copilot and streamline their workflow processes.

Through interactive lessons and exercises, you'll learn how to create, optimize, and secure these extensions, ensuring they meet your specific business needs. By the end of this course, you'll be equipped with the skills to develop sophisticated solutions that enhance productivity and collaboration within your organization.

Audience Profile
This course is ideal for IT professionals, developers, and system administrators who have global administrator access to a Microsoft 365 tenant and are proficient in .NET application development. It is also suited for those with a basic understanding of Microsoft Entra ID and Microsoft Identity concepts, seeking to expand their capabilities in Microsoft 365 extensibility.

Prerequisites
Global Administrator Access to a Microsoft 365 tenant
Ability to develop .NET applications
Basic understanding of Microsoft Entra ID and Microsoft Identity concepts is recommended.
.NET 8.0

COURSE OUTLINE

Microsoft Copilot extensibility fundamentals
Describe ways to extend Microsoft Copilot for Microsoft 365 to fit unique business needs enriching user workflows
Describe how Graph connectors can be used to enhance Copilots data access and discoverability for real-time engagement
Describe how plugins can expand Copilots skills allowing interaction with real-time data across Microsoft 365 apps
Describe ways to build custom copilots using foundational models for specialized user interactions within Microsoft 365

Introduction to Copilot Studio actions
Describe the capabilities of Copilot Studio for extending Copilot for Microsoft 365
Describe the requirements for creating Copilot Studio actions
Describe the user requirements for using Copilot Studio actions in Microsoft Copilot
Decide which type of action is appropriate for a given scenario

Create prompt actions for Microsoft Copilot for Microsoft 365 in Copilot Studio
Describe the requirements for building and using prompt actions
Write or identify an effective prompt that yields expected results
Test a prompt action in Copilot Studio
Use a prompt action in Microsoft Copilot
Lab Create a prompt action

Create connector actions for Microsoft Copilot for Microsoft 365 in Copilot Studio
Identify scenarios appropriate for connector actions
Create connector actions in Copilot Studio
Test connector actions in Microsoft Copilot
Lab Create a connector action

Create conversational actions for Microsoft Copilot for Microsoft 365 in Copilot Studio
Describe the requirements for building and using conversational actions
Create a conversational action for Microsoft Copilot
Publish a conversational action to Microsoft Copilot
Lab Create a conversational action

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AMS4A9

Attend hands-on, instructor-led MS-4009: Extend M365 Copilot with Copilot Studio training classes at ONLC's more than 300 locations. Not near one of our locations? Attend these same live classes from your home/office PC via our Remote Classroom Instruction (RCI) technology.

For additional training options, check out our list of Courses and select the one that's right for you.