MS-4009: Extend Microsoft Copilot for Microsoft 365 with Copilot Studio

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.

Audience profile

The audience for this course are data professionals and business intelligence professionals who want to learn how to accurately perform data analysis using Power BI.

Prerequisites

Familiarity with Microsoft Copilot for Microsoft 365.

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.

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.

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.

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.

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.