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Microsoft

Build a foundation to extend Microsoft 365 Copilot

Microsoft via Microsoft Learn

Overview

  • Module 1: This module examines the Microsoft 365 Copilot design, how it works, its service and tenant logical architecture, and how you can extend it using plugins and Microsoft Graph connectors.

    By the end of this module, you should be able to:

    • 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 to extend Microsoft 365 Copilot using plugins and Microsoft Graph connectors.

  • Module 2: Learn how to develop a strategy to enhance Microsoft 365 Copilot with custom skills and organizational knowledge, focusing on plugins and connectors to improve efficiency and productivity across applications. It details the options for extending Copilot, emphasizing the integration of these extensions to maximize the tool's potential.

    By the end of this module, you'll be able to:

    • 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: This module provides a comprehensive guide to choosing the right approach for extending Microsoft 365 Copilot, covering various extensibility options, development tools, and methods, while emphasizing the importance of data privacy and security practices.

    By the end of this module, you'll be able to:

    • Decide whether to extend Microsoft 365 Copilot using its existing orchestrator or to build a custom engine agent, based on their specific needs and goals.
    • Gain insights into the various development tools and methods available, whether they prefer pro-code or low-code/no-code solutions, and how to set up their development environment for building these extensions.
    • Understand the different ways to extend Microsoft 365 Copilot, including using declarative agents, custom engine agents, plugins, and connectors.
    • Explain data privacy and security considerations for developing each extensibility option.
  • Module 4: Understand how Graph connectors can be used to extend Microsoft 365.

    By the end of this module you should be able to: 

    • 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 5: Learn how to use declarative agents in Microsoft 365 Copilot to automate tasks and workflows.

    By the end of this module, you're able to:

    • 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 6: Understand how to manage agents using the Microsoft 365 admin center.

    By the end of this module, you'll be able to:

    • Describe how to enable or disable Copilot extensibility.

    • Understand how to manage permissions and control data access to your extensions.

Syllabus

  • Module 1: Module 1: Examine the Microsoft 365 Copilot design
    • Introduction
    • Examine the Microsoft 365 Copilot logical architecture
    • Examine the key components of Microsoft 365 Copilot
    • Explore the Microsoft 365 Copilot service and tenant architecture
    • Extend Microsoft 365 Copilot with plugins and Microsoft Graph connectors
    • Knowledge check
    • Summary
  • Module 2: Module 2: Microsoft 365 Copilot extensibility fundamentals
    • Introduction
    • What is Copilot extensibility?
    • What are agents?
    • What are declarative agents?
    • What are custom engine agents?
    • Add knowledge with Graph connectors
    • Add skills with plugins
    • Knowledge check
    • Summary
  • Module 3: Module 3: Choose a Microsoft 365 Copilot extensibility development path
    • Introduction
    • Why extend Copilot?
    • Which path for extensibility should you choose?
    • Which development approach should you take?
    • What development tools are available to extend Microsoft 365 Copilot?
    • How are companies extending Microsoft 365 Copilot?
    • How can I secure my data and ensure privacy?
    • Knowledge check
    • Summary
  • Module 4: Module 4: Introduction to Graph connectors
    • Introduction
    • Add a connection
    • Configure the connection settings
    • Set up the search schema attributes
    • Set the refresh and crawl schedules
    • Deploy and monitor your connection
    • Knowledge check
    • Summary
  • Module 5: Module 5: Introduction to declarative agents for Microsoft 365 Copilot
    • Introduction
    • What are declarative agents?
    • How declarative agents work
    • When to use declarative agents
    • Knowledge check
    • Summary
  • Module 6: Module 6: Manage agents for Microsoft 365 Copilot
    • Introduction
    • Manage agents for Copilot in the Microsoft 365 admin center
    • Enable or disable Copilot extensibility
    • Knowledge check
    • Summary

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