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Extend Microsoft 365 Copilot in Copilot Studio (MS-4022)

Build intelligent agents that enhance Microsoft 365 Copilot capabilities with expanded knowledge bases and advanced functionality. Master Copilot Studio to develop declarative agents, integrate custom knowledge sources, implement powerful actions, and seamlessly deploy agents within the Microsoft 365 Copilot ecosystem.

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Exclusives

  • Technical lab: Available for 180 days of online access
  • Class material: Complete and up to date with Microsoft Learn
  • Proof of attendance: Digital badge for completing the official Microsoft course
  • Fast and guaranteed schedule: Maximum wait of 4 to 6 weeks after participant registrations, guaranteed date

Private class

Reserve this training exclusively for your organization with pricing adapted to the number of participants. Our pricing for private training is determined based on the size of your group, with a minimum number of participants required for the training to be held.

  • Volume-based pricing discount according to the number of participants
  • Training delivered in an environment dedicated to your team
  • Scheduling flexibility according to your availability
  • Enhanced interaction among colleagues from the same organization
  • Same exclusive benefits as our public training sessions

How to get a proposal?

Use the request form by specifying the number of participants. We will quickly send you a complete quote with the exact pricing, available dates, and details of all the benefits included in your private training.

Extend Microsoft 365 Copilot in Copilot Studio MS-4022 Training Plan: Detailed Modules

  • What are declarative agents?
  • How declarative agents work
  • When to use declarative agents
  • Create a declarative agent
  • Exercise – Create a declarative agent
  • Add custom knowledge
  • Exercise – Add custom knowledge
  • Add starter prompts
  • Exercise – Add starter prompts
  • Actions and agents
  • Types of Copilot Studio actions
  • Action development considerations
  • Extend declarative agents with actions
  • What are prompt actions?
  • Create a prompt action
  • Exercise – Create a prompt action
  • 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.

Your Copilot training pathway

Eccentrix offers several specialized Copilot trainings to meet different deployment and management needs. Here’s how MS-4022 positions against other available courses and how to build your complete training pathway.

Which Copilot training should you choose?

Course Main focus Target audience Duration

MS-4007

User activation & adoption

Change managers, internal trainers, adoption leaders

1 day

MS-4002

Security & compliance

Security administrators, compliance officers, CISOs

1 day

MS-4017

Management & extension

Microsoft 365 administrators, solution architects

1 day

MS-4022

Copilot Studio development

Developers, AI agent creators, architects

1 day

SC-5006

Copilot for Security

SOC analysts, security engineers, threat hunters

1 day

MD-4011

Endpoint Security with Copilot

Security administrators, IT managers, security engineers

1 day

MD-102

Endpoint management

Microsoft 365 administrators, IT leaders

5 days

MS-4022 is ideal if you need to:

  • Develop custom declarative agents with Copilot Studio
  • Integrate organization-specific knowledge sources
  • Create custom actions to extend Copilot capabilities
  • Implement connectors to link Copilot with your business systems
  • Deploy and publish intelligent agents in Microsoft 365

Complementary training for successful Copilot deployment

Prepare security and compliance to support Microsoft 365 Copilot (MS-4002)

Secure your Copilot environment with Microsoft Purview, configure data protection policies, manage privileged access, and ensure regulatory compliance. Essential prerequisite before MS-4022 to ensure your custom agents meet organizational security standards.

Microsoft 365 Copilot User Enablement Specialist (MS-4007)

Drive Copilot adoption in your organization. This course covers user activation strategies, creating Copilot champions, measuring ROI, and managing organizational change. Recommended before MS-4022 to understand how users interact with Copilot before developing extensions.

Manage and extend Microsoft 365 Copilot (MS-4017)

Drive Copilot adoption in your organization. This course covers user activation strategies, creating Copilot champions, measuring ROI, and managing organizational change. Recommended before MS-4022 to understand how users interact with Copilot before developing extensions.

Enhance security operations by using Microsoft Security Copilot (SC-5006)

Specialize in Copilot for Security: advanced threat detection, automated incident analysis, breach response, and SIEM/SOAR integration. For developers who want to create intelligent security agents after mastering Copilot Studio.

Optimize Endpoint Security with Intune and Microsoft Copilot for Security (MD-4011)

Specialize in advanced endpoint security with Microsoft Intune and Copilot for Security. Protect your endpoints against modern threats, automate security incident responses, manage device compliance policies, and use Copilot to proactively detect and remediate vulnerabilities. Expert complement to your Copilot deployment to ensure your endpoints are secure and compliant in a Copilot environment.

Microsoft 365 Endpoint Administrator (MD-102T00)

Master endpoint, application, and policy management in the Microsoft 365 ecosystem. Cover Microsoft Intune, Configuration Manager, Windows Autopilot, and application deployment strategies. Recommended foundation to understand Microsoft 365 infrastructure before developing Copilot agents.

Recommended Copilot deployment pathway

Ready to Progress?

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

  1. Creating Declarative Agents in Copilot Studio
    Develop intelligent agents specifically tailored to unique business requirements.

  2. Integrating Custom Knowledge Sources
    Configure knowledge bases to enrich your agents’ capabilities with specialized information.

  3. Implementing Custom Actions
    Create tailored actions that extend the native functionality of Microsoft 365 Copilot.

  4. Agent Deployment and Publishing
    Master the process of publishing and distributing agents within the Microsoft 365 ecosystem.

  5. Optimizing User Experience
    Enhance interactions between users and agents for maximum productivity.

  6. 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 - Microsoft Copilot Studio training (FAQ)

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.

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