Training plan
Module 1: Introduction to declarative agents for Microsoft 365 Copilot
- What are declarative agents?
- How declarative agents work
- When to use declarative agents
Module 2: Build your first declarative agent for Microsoft 365 Copilot by using Copilot Studio
- Create a declarative agent
- Exercise – Create a declarative agent
- Add custom knowledge
- Exercise – Add custom knowledge
- Add starter prompts
- Exercise – Add starter prompts
Module 3: Introduction to actions for declarative agents in Copilot Studio
- Actions and agents
- Types of Copilot Studio actions
- Action development considerations
- Extend declarative agents with actions
Module 4: Extend declarative agents with prompt actions in Copilot Studio
- What are prompt actions?
- Create a prompt action
- Exercise – Create a prompt action
Module 5: Extend declarative agents with connector actions in Copilot Studio
- What are connector actions?
- Create connector actions
- Exercise – Create a connector action
Recommended prerequisite knowledge
- Familiarity with Microsoft 365 Copilot.
- Familiarity with options for extending Microsoft 365 Copilot.
Copilot Studio Extension Training
The Copilot Studio Extension training is designed for IT professionals, developers, and consultants who want to master Copilot Studio to design custom declarative agents and integrate advanced functionality into their Microsoft 365 environment. This hands-on course explores the methodologies needed to create intelligent agents that enhance Copilot capabilities while addressing specific business requirements.
Participants will learn to maximize the potential of Microsoft Copilot Studio, driving organizational innovation and intelligent automation.
Why Choose This Training?
Microsoft 365 Copilot and Copilot Studio are transforming how businesses automate their processes. This training provides the knowledge needed to design and develop declarative agents that improve collaboration and automated workflows, while integrating custom knowledge sources for augmented intelligence.
By completing this training, you’ll acquire the skills necessary to deliver innovative AI solutions tailored to today’s digital challenges.
Skills Developed During the Training
Creating Declarative Agents in Copilot Studio
Develop intelligent agents specifically tailored to unique business requirements.Integrating Custom Knowledge Sources
Configure knowledge bases to enrich your agents’ capabilities with specialized information.Implementing Custom Actions
Create tailored actions that extend the native functionality of Microsoft 365 Copilot.Agent Deployment and Publishing
Master the process of publishing and distributing agents within the Microsoft 365 ecosystem.Optimizing User Experience
Enhance interactions between users and agents for maximum productivity.Implementing Governance Best Practices
Ensure that created agents comply with organizational security, compliance, and governance standards.
How MS-4022 transforms intelligent agent development in your organization
The Copilot Studio development skills learned in MS-4022 produce measurable results in various organizational contexts. Here are concrete application examples.
Scenario 1: HR agent for new employee onboarding
A technology company with 800 employees creates a declarative agent to automate new hire onboarding. After MS-4022, the development team configures an agent that answers HR policy questions, automatically generates hiring documents, and guides employees through onboarding steps.
Result: 70% reduction in onboarding time and 85% increase in new employee satisfaction.
Scenario 2: IT support agent with technical knowledge base
An IT department of 150 people develops a Copilot Studio agent integrating their internal technical documentation (over 500 articles). The team, trained with MS-4022, creates connectors to their ticketing system (ServiceNow), implements custom actions to reset passwords, and configures automated responses based on incident history. Level 1 tickets decrease by 60%, freeing the team for more complex tasks.
Scenario 3: Sales agent with CRM integration
A B2B sales company with 200 sales representatives uses MS-4022 to create an agent that connects to their CRM (Dynamics 365). The agent automatically generates customer account summaries, proposes sales strategies based on history, and creates personalized proposals in seconds. Sales cycle shortens by 40% and conversion rate increases by 25%.
Scenario 4: Compliance agent for financial sector
A financial institution with 3000 employees develops a compliance agent that monitors internal communications, identifies regulatory risks, and provides real-time recommendations. The compliance team, trained with MS-4022, integrates regulatory policies (GDPR, SOX, FINRA) as knowledge sources and configures automatic alerts. Detected compliance violations increase by 90%, and audit response time decreases by 75%.
Scenario 5: Training agent for a multinational
A multinational company with 10,000 employees creates a custom training agent that recommends learning pathways based on roles, current skills, and career goals. The L&D team, trained with MS-4022, integrates their LMS (Learning Management System), configures actions to automatically enroll employees in training, and generates progress reports. Employee engagement in training programs increases by 80%, and training costs decrease by 35%.
Interactive Expert-Led Training
Delivered by Microsoft-certified instructors, this training combines theory with practical exercises to ensure deep understanding of key concepts. Participants will work on real-world scenarios to develop agents that can be immediately deployed in their professional environment.
Who Should Attend This Training?
- Developers seeking to create custom agents in Copilot Studio
- IT administrators responsible for deploying Microsoft 365 Copilot solutions
- IT consultants wanting to offer innovative AI solutions based on Microsoft Copilot
- Professionals looking to automate business processes with artificial intelligence
Revolutionize Your Productivity with Intelligent Agents
The Extend Microsoft 365 Copilot in Copilot Studio (MS-4022) training enables you to master the tools needed to design AI solutions tailored to your organization’s specific needs. Register today to transform your business workflows with intelligent Microsoft 365 Copilot agents.
Frequently asked questions
Creating declarative agents, integrating custom knowledge, implementing actions, and deploying agents.
Microsoft Copilot Studio, Microsoft 365 Copilot, and associated development environments.
Yes, the training includes practical labs for creating, configuring, and deploying declarative agents.
Knowledge of Microsoft 365 Copilot and understanding of extension options are recommended.
It develops expertise in conversational AI and intelligent automation, highly sought-after skills in the market.
The principles of intelligent agents and automation are transferable, but this training focuses specifically on the Microsoft ecosystem.