Extend Microsoft 365 Copilot with Copilot Studio Actions and Connectors (MS-4009)

Course 8732

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

Learn how to unlock the full potential of Microsoft 365 Copilot by creating custom actions using Copilot Studio. This course guides you through extending the knowledge and capabilities of Copilot with external data, tailored conversations, automated flows, and custom prompts. Perfect for app makers and Copilot beginners, this hands-on training will help you boost productivity and streamline business processes with cutting-edge AI tools.

Microsoft 365 Copilot with Copilot Studio Actions and Connectors Delivery Methods

  • In-Person

  • Online

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

Microsoft 365 Copilot with Copilot Studio Actions and Connectors Training Information

In this course, you will:

  • Extend Microsoft 365 Copilot with tailored actions for enhanced workflows.
  • Use plugins, connectors, and conversational actions to automate repetitive tasks and access external data efficiently.
  • Develop and test prompt, connector, and conversational actions using Copilot Studio.
  • Tailor AI solutions to meet organizational needs and improve team collaboration.
  • Leverage advanced AI capabilities to optimize costs and drive innovation.

Prerequisites

  • Familiarity with Microsoft Copilot for Microsoft 365.
  • Basic understanding of app development and workflow automation is helpful but not required.

Microsoft 365 Copilot with Copilot Studio Actions and Connectors Training Outline

Microsoft 365 Copilot Extensibility Fundamentals

  • What is Copilot extensibility?
  • What are agents?
  • What are declarative agents?
  • What are custom engine agents?
  • Add knowledge with Graph connectors
  • Add skills with plugins

Introduction to Copilot Studio Actions

  • Copilot Studio actions user experience
  • Types of Copilot Studio actions
  • Develop Copilot Studio actions
  • Test and publish Copilot Studio actions

Create Prompt Actions for Microsoft 365 Copilot in Copilot Studio

  • What are prompt actions?
  • Create a prompt action
  • Exercise: Create a prompt action

Create Connector Actions for Microsoft 365 Copilot in Copilot Studio

  • What are connector actions?
  • Create connector actions
  • Exercise: Create a connector action

Create Conversational Actions for Microsoft 365 Copilot in Copilot Studio

  • Explore conversational actions
  • Create a conversational action
  • Build a topic for a conversational action
  • Publish and test a conversational action
  • Exercise: Create a conversational action

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Microsoft 365 Copilot with Copilot Studio Actions and Connectors FAQs

No, this course is designed for beginners and app makers with little to no coding experience.

You will primarily work with Microsoft 365 Copilot and Copilot Studio to create actions and connectors.

Yes, the skills you learn in this course can be applied across various Microsoft 365 apps to enhance their functionality.

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