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Training: Extend Microsoft 365 Copilot with Copilot Studio actions and connectors (MS-4009)

Ref. MS-4009
Duration:
1
 jour
Exam:
Non certifiant
Level:
Fondamental

Extend Microsoft 365 Copilot with Copilot Studio actions and connectors (MS-4009) Training

Mastering advanced Microsoft Copilot extensions

In a constantly evolving professional environment, knowing how to fully leverage Microsoft 365 Copilot has become essential. This training teaches you precisely how to extend the native capabilities of Microsoft Copilot through advanced Copilot Studio actions. You’ll learn how to easily connect external data to Microsoft 365 Copilot, enhance personalized conversations, create efficient automated workflows, and design tailored prompts. Application creators will find in this course a unique opportunity to acquire a valuable skill, enabling them to address the specific needs of their internal users.

Boost your productivity with customized solutions

The MS-4009 course focuses on real-world use cases for Copilot Studio actions. Through practical modules, you’ll gain the skills to create intelligent agents and connectors customized for your organization. You’ll learn to automate repetitive business processes and make your Microsoft 365 environment more intuitive with tools provided by Copilot Studio. The emphasis is on developing practical solutions that solve real business challenges.

Participant Profiles

  • Application developers
  • IT analysts
  • Software architects
  • Digital transformation managers

Objectives

  • Experience Copilot capabilities through guided interactive scenarios
  • Practice using Copilot across Word, Excel, PowerPoint, Outlook, and Teams
  • Complete real-world business challenges using Copilot as your assistant
  • Develop effective prompting strategies through hands-on experimentation
  • Compare AI-assisted and traditional approaches to common tasks
  • Build confidence in using Copilot for your daily professional activities

Prerequisites

  • Basic knowledge of Microsoft 365
  • Fundamental understanding of application development

Course Content

Module 1 : Principles of Microsoft 365 Copilot extensibility

  • 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

Module 2 : 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

Module 2 : Create prompt actions for Microsoft 365 Copilot in Copilot Studio

  • What are prompt actions?
  • Create a prompt action

Module 3 : Create connector actions for Microsoft 365 Copilot in Copilot Studio

  • What are connector actions?
  • Create connector actions

Module 3 : Create conversational actions for Microsoft 365 Copilot in Copilot Studio

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

Documentation

  • Access to Microsoft Learn, Microsoft’s online learning platform, offering interactive resources and educational content to deepen your knowledge and develop your technical skills.

Lab / Exercises

  • This course provides you with exclusive access to the official Microsoft lab, enabling you to practice your skills in a professional environment.

Complementary Courses

Eligible Funding

ITTA is a partner of a continuing education fund dedicated to temporary workers. This fund can subsidize your training, provided that you are subject to the “Service Provision” collective labor agreement (CCT) and meet certain conditions, including having worked at least 88 hours in the past 12 months.

Additional Information

An Immersive Hands-On Copilot Experience

The MS-4008 training at ITTA is designed as a fully interactive, hands-on experience where you spend the entire day working directly with Copilot for Microsoft 365. Unlike traditional lecture-based courses, this session immerses you in practical scenarios where you discover Copilot’s capabilities through experimentation and guided challenges. Our MCT-certified trainers at Geneva or Lausanne facilitate the experience, providing guidance and tips while you explore Copilot across multiple Microsoft 365 applications.

This course is ideal for professionals who learn best by doing. Rather than watching demonstrations, you will use Copilot to solve real business challenges, compare different prompting approaches, and discover firsthand how AI can transform your daily work. The interactive format creates memorable learning experiences that translate directly into changed behavior back at the office. Participants consistently report that the hands-on discovery approach builds confidence faster than traditional lecture formats, making this one of our most popular Copilot training options.

Interactive Scenarios Across Microsoft 365 Applications

The day is structured around a series of interconnected business scenarios that take you through Copilot in Word, Excel, PowerPoint, Outlook, and Teams. You might start by using Copilot to research and draft a business proposal in Word, then analyze supporting data in Excel, create a presentation for stakeholders in PowerPoint, compose email communications in Outlook, and collaborate with colleagues in Teams. Each scenario builds naturally on the previous one, creating a cohesive narrative that mirrors real professional workflows.

Within each scenario, you have the freedom to experiment with different prompts and approaches. Your trainer encourages exploration, and group discussions allow you to learn from other participants’ discoveries. This collaborative learning environment is particularly valuable because it exposes you to use cases and techniques you might not have considered on your own.

Prompt Crafting Workshop

A significant portion of the interactive experience focuses on developing your prompt engineering skills through practice rather than theory. You will participate in prompt challenges where you refine your instructions to Copilot, compare outputs from different prompting strategies, and learn to iterate effectively. The trainer introduces prompting frameworks gradually as you encounter situations where better prompts would improve results.

You will work through progressively complex prompting exercises, starting with simple requests and advancing to multi-step instructions, role-based prompts, and context-rich queries. By the end of the day, you will have developed an intuitive sense for how to communicate effectively with Copilot, a skill that improves continuously with practice.

Collaborative Challenges and Group Activities

The interactive format includes team-based challenges where small groups compete to solve business problems using Copilot. These activities simulate the collaborative nature of modern work, showing how Copilot enhances team productivity when multiple people leverage it for different aspects of a shared project. The competitive element adds energy to the learning experience while reinforcing practical skills.

Group debrief sessions after each challenge provide opportunities to share discoveries, discuss unexpected results, and learn from different approaches. Our MCT-certified trainers facilitate these discussions, highlighting best practices and addressing common misconceptions. This peer learning component is one of the most valuable aspects of the interactive format. Participants frequently discover use cases and techniques from colleagues in different industries or roles that they would never have explored on their own, making the collaborative dynamic an essential part of the learning experience.

Practical Takeaways for Your Daily Work

By the end of the day, you will have extensive hands-on experience with Copilot across all major Microsoft 365 applications. More importantly, you will have developed practical skills and habits that you can apply immediately. The training includes a personal action planning session where you identify the top five ways Copilot will enhance your specific role and create a plan for integrating these techniques into your daily routine.

ITTA provides participants with a reference guide containing the most effective prompts and techniques discovered during the session. This resource, combined with your hands-on experience, ensures that the training investment continues to deliver value long after the course day ends.

Frequently Asked Questions

How is MS-4008 different from MS-4004?

MS-4004 follows a structured curriculum covering each application systematically. MS-4008 is an interactive experience built around scenarios and challenges where you discover capabilities through hands-on exploration. MS-4008 offers more practice time and a more engaging learning format.

What experience level is required?

You should be comfortable using Microsoft 365 applications (Word, Excel, PowerPoint, Outlook, Teams) in your daily work. No prior Copilot experience is needed.

Is this suitable for a team training day?

Yes, the interactive format works exceptionally well for team sessions. The collaborative challenges build team cohesion while developing shared Copilot skills. ITTA offers private group sessions with customized scenarios for your industry.

Will I receive a certificate?

Yes, all participants receive an ITTA certificate of completion for the MS-4008 course.

Can I attend virtually?

Yes, the virtual classroom format provides the same interactive experience with breakout rooms for team challenges and full access to Microsoft cloud labs.

Prix de l'inscription
CHF 850.-
Inclus dans ce cours
  • Training provided by a certified trainer
  • 180 days of access to Official Microsoft Labs
  • Official documentation in digital format
  • Official Microsoft achievement badge
Mois actuel

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ITTA
Route des jeunes 35
1227 Carouge, Suisse

Opening hours

Monday to Friday
8:30 AM to 6:00 PM
Tel. 058 307 73 00

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ITTA
Route des jeunes 35
1227 Carouge, Suisse

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Contact

ITTA
Route des jeunes 35
1227 Carouge, Suisse

Opening hours

Monday to Friday, from 8:30 am to 06:00 pm.

Contact us

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