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Microsoft

Extend Microsoft 365 Copilot in Copilot Studio

Microsoft via Microsoft Learn

Overview

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  • Module 1: 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 2: Define an agent to extend Microsoft 365 Copilot tailored to a specific scenario. Your declarative agent provides relevant and accurate responses using custom knowledge.

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

    • Design a declarative agent to solve a business problem.

    • Implement a declarative agent with custom knowledge.

    • Publish and use a declarative agent in Microsoft 365 Copilot to validate the results.

  • Module 3: Explore how you can create and configure actions in Copilot Studio to connect your declarative agent to external data sources and customize generative responses.

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

    • Describe actions in Copilot Studio.

    • Identify the types of actions that can extend a declarative agent in Copilot Studio.

    • Describe scenarios for adding actions to an agent.

    • Describe technical considerations for configuring actions in Copilot Studio.

  • Module 4: Customize your declarative agent's generative responses by extending your agent with prompt actions. Craft custom prompts, test your prompts against the LLM, and add prompt actions to declarative agents that extend Microsoft 365 Copilot.

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

    • Configure a prompt action in Copilot Studio.

    • Test a prompt in Copilot Studio.

    • Add a prompt action to a declarative agent in Copilot Studio.

  • Module 5: Connect your declarative agent to external services and data using connector actions. Configure out-of-the-box and custom connectors and add them to declarative agents that extend Microsoft 365 Copilot.

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

    • Create a new connector action.

    • Configure a connector action.

    • Add a connector action to a declarative agent.

    • Test a connector action.

Syllabus

  • Module 1: Module 1: Introduction to declarative agents for Microsoft 365 Copilot
    • Introduction
    • What are declarative agents?
    • How declarative agents work
    • When to use declarative agents
    • Module assessment
    • Summary
  • Module 2: Module 2: Build your first declarative agent for Microsoft 365 Copilot by using Copilot Studio
    • Introduction
    • Create a declarative agent
    • Exercise - Create a declarative agent
    • Add custom knowledge
    • Exercise - Add custom knowledge
    • Add starter prompts
    • Exercise - Add starter prompts
    • Module assessment
    • Summary
  • Module 3: Module 3: Introduction to actions for declarative agents in Copilot Studio
    • Introduction
    • Actions and agents
    • Types of Copilot Studio actions
    • Action development considerations
    • Extend declarative agents with actions
    • Module assessment
    • Summary
  • Module 4: Module 4: Extend declarative agents with prompt actions in Copilot Studio
    • Introduction
    • What are prompt actions?
    • Create a prompt action
    • Exercise - Create a prompt action
    • Module assessment
    • Summary
  • Module 5: Module 5: Extend declarative agents with connector actions in Copilot Studio
    • Introduction
    • What are connector actions?
    • Create connector actions
    • Exercise - Create a connector action
    • Module assessment
    • Summary

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