Extend Microsoft 365 Copilot in Copilot Studio (MS-4022) - Training Courses | Afi U.
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Extend Microsoft 365 Copilot in Copilot Studio (MS-4022)

Create agents to enhance Microsoft 365 Copilot with additional knowledge and capabilities. Use Copilot Studio to design, customize, and publish agents directly within Microsoft 365 Copilot.
Microsoft Partner

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  • Duration: 0.5 days
  • Regular price: $495
  • Preferential price: $425tip icon

Course outline

Duration : 0,5 Day

© AFI Expertise inc.

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

Audience

  • IT professionals and consultants working with Microsoft 365 Copilot.
  • Developers and solution architects who want to extend Copilot features.
  • Business analysts and digital transformation specialists.
  • Anyone familiar with Microsoft 365 Copilot who wants to create and manage custom agents.

Prerequisites

  • Be familiar with Microsoft 365 Copilot.
  • Know the extension options for Microsoft 365 Copilot.

Objectives

By the end of this training, you will be able to:

  1. Understand the role of declarative agents in customizing and extending Microsoft 365 Copilot.
  2. Identify relevant scenarios for using declarative agents.
  3. Create a declarative agent in Copilot Studio to meet specific needs.
  4. Add custom knowledge to a declarative agent to improve the relevance and accuracy of responses.
  5. Design and integrate conversation prompts into declarative agents.
  6. Create and configure custom actions in Copilot Studio to extend agent functionality.
  7. Connect agents to external data sources and customize generative responses.
  8. Use prompt actions to further personalize responses generated by declarative agents.
  9. Publish and test declarative agents for integration with Microsoft 365 Copilot.

Contents

Introduction to Declarative Agents for Microsoft 365 Copilot
Determine scenarios where declarative agents are suitable for customizing and extending Microsoft 365 Copilot. Describe the role of custom knowledge and custom actions.

  • What is a declarative agent?
  • How declarative agents work
  • When to use declarative agents

Create Your First Declarative Agent for Microsoft 365 Copilot with 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.

  • Create a declarative agent
  • Add custom knowledge
  • Add conversation prompts

Introduction to Actions for Declarative Agents in Copilot Studio
Learn how to create and configure actions in Copilot Studio to expand your declarative agents’ capabilities. Connect your declarative agent to external data sources and customize generative responses.

  • Actions and agents
  • Types of actions in Copilot Studio
  • Considerations for developing actions
  • Extending declarative agents with actions

Extending Declarative Agents with Prompt Actions in Copilot Studio
Personalize the generative responses of your declarative agent by extending it with prompt actions. Design custom prompts, test them with the LLM, and add prompt actions to declarative agents that extend Microsoft 365 Copilot.

Surround yourself with the best

Nicolas Georgeault
Nicolas Georgeault
Trainer
With over 25 years of experience in knowledge management and information architecture, Nicolas Georgeault now supports organizations in the strategic integration of artificial intelligence. He assists them in their digital transformation by leveraging AI to enhance their processes, culture, and capacity for innovation. A dedicated instructor and valued educator, he designs and delivers clear, structured, and accessible training for all audiences—from beginners to decision-makers—making AI-related concepts understandable and applicable in a professional context. He is distinguished by his ability to make complex technical subjects tangible. His expertise includes the evolution of business models, the optimization of business processes through AI, the structuring of organizational memory in the era of big data, as well as the use of advanced analytics and cognitive services to support action. He also develops personalized digital copilots tailored to the specific needs of various professions or executive functions. As a speaker, author, and regular contributor in Europe, North America, and beyond, he actively participates in discussions on the joint governance of human and technological development. His expertise is recognized by Microsoft, which has awarded him the title of Most Valuable Professional (MVP). A professional who is attentive, pragmatic, and approachable, Nicolas is committed to a collaborative approach to making artificial intelligence a useful, sustainable, and inclusive lever within organizations.