Extend Microsoft 365 Copilot with Copilot Studio actions and connectors (MS-4009) – Outline

Detailed Course Outline

Module 1 : 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 Copilot's data access and discoverability for real-time engagement.
• Describe how plugins can expand Copilot's 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.

Module 2 : 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.

Module 3 : 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.

Module 4 : 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.

Module 5 : 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.