Build a Foundation to Extend Microsoft 365 Copilot (MS-4014)

Course 8747

  • Duration: 1 day
  • Language: English
  • Level: Foundation

This course explores extending Copilot's capabilities with Microsoft Graph connectors and custom engine copilots, guiding participants to choose the best development path. It concludes with agent management in the Microsoft 365 admin center.

Extend Microsoft 365 Copilot (MS-4014) Delivery Methods

  • In-Person

  • Online

  • Upskill your whole team by bringing Private Team Training to your facility.

Extend Microsoft 365 Copilot (MS-4014) Course Information

In this course you will: 

  • Understand how Microsoft 365 Copilot works under the hood
    Learn the architecture, key components, and how Copilot processes prompts and retrieves data.
  • Extend Copilot to fit your organization’s unique needs
    Use plugins, Graph connectors, and agents to customize how Copilot supports your business workflows.
  • Choose the right extensibility path
    Get guidance on available development options and tools, helping you make strategic build vs. buy decisions.
  • Leverage enterprise data securely
    Integrate external sources while maintaining strong data privacy and governance practices.
  • Manage and control AI experiences with confidence
    Use admin tools to configure and restrict Copilot features, ensuring alignment with business policy.

Prerequisites:

Students should have basic functional experience with Microsoft 365 services.

Exam Information

N/A

Extend Microsoft 365 Copilot (MS-4014) Course Outline

Examine the Microsoft 365 Copilot Design

  • Introduction to Copilot’s logical architecture
  • Key components of Microsoft 365 Copilot
  • Service and tenant-level architecture overview
  • Extending Copilot with plugins and Microsoft Graph connectors

 

Microsoft 365 Copilot Extensibility Fundamentals

  • Introduction to Copilot extensibility
  • Overview of agents, declarative agents, and custom engine agents
  • Add knowledge with Microsoft Graph connectors
  • Add skills with plugins

 

Choose a Microsoft 365 Copilot Extensibility Development Path

  • Why and how to extend Microsoft 365 Copilot
  • Evaluate extensibility options and development approaches
  • Review available tools
  • Learn how companies are extending Copilot
  • Understand how to ensure data privacy and security

 

Introduction to Graph Connectors

  • Add and configure external data connections
  • Set search schema attributes
  • Schedule refreshes and monitor performance

 

Introduction to Declarative Agents for Microsoft 365 Copilot

  • Understand what declarative agents are and how they work
  • Identify use cases for custom knowledge and custom actions

 

Manage Agents for Microsoft 365 Copilot

  • Manage agents through the Microsoft 365 admin center
  • Enable/disable extensibility
  • Apply data access controls based on organizational needs

Need Help Finding The Right Training Solution?

Our training advisors are here for you.

Extend Microsoft 365 Copilot (MS-4014) FAQs

Not necessarily. While some technical background is helpful, the course also targets solution architects, IT admins, and technical business decision-makers interested in Copilot extensibility.

Agents are custom AI components that extend Copilot’s functionality, allowing you to automate processes, add knowledge sources, or trigger custom business actions.

Extending Copilot enables your teams to work smarter by connecting internal systems, enhancing search, and tailoring AI experiences to fit your unique business workflows.

Yes. The course walks you through the basics of using Graph connectors and plugins, plus the tools needed to develop and manage them.

Absolutely. Admins will benefit from learning how to manage Copilot agents, enforce data permissions, and control extensibility features via the Microsoft 365 admin center.

Chat With Us