Build a foundation to extend Microsoft 365 Copilot

COURSE OUTLINE

MODULE 01 Examine the Microsoft 365 Copilot design

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.

• 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 02 Microsoft 365 Copilot extensibility fundamentals

This module explores how extending Microsoft 365 Copilot with agents, connectors, and plugins can help organizations address the challenges of increasing productivity and reducing costs by leveraging AI to orchestrate business processes more effectively.

• 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 03 Choose a Microsoft 365 Copilot extensibility development path

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.

• 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 04 Introduction to Graph connectors

This module describes how you can use Microsoft Graph connectors to enhance search within Microsoft 365 Copilot by configuring connections and integrating external data sources and improving query understanding.

• 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 05 Introduction to declarative agents for Microsoft 365 Copilot

Determine the scenarios which declarative agents are suitable for customizing and extending Microsoft 365 Copilot. Describe the function of custom knowledge and custom actions.

• 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 06 Manage agents for Microsoft 365 Copilot

This module describes how to manage your agents using the Microsoft 365 admin center, ensuring that you have the knowledge to tailor Copilot, limiting or granting permissions to data based on your organization’s needs.

• Describe how to enable or disable Copilot extensibility.
• Understand how to manage permissions and control data access to your extensions.