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Training: Build a foundation to build AI agents and extend Microsoft 365 Copilot (MS-4014)

Ref. MS-4014
Duration:
1
 jour
Exam:
Non certifiant
Level:
Fondamental

Build a foundation to build AI agents and extend Microsoft 365 Copilot Training (MS-4014)

Businesses want to go beyond Copilot’s standard features by creating AI agents capable of automating complex tasks. Without mastering Copilot Studio, it is difficult to design high-performing agents that interact intelligently with data and business processes.

The MS-4014 training teaches you to create AI agents by combining Microsoft 365 Copilot and Copilot Studio. You design agents capable of orchestrating actions, querying data sources and integrating into existing workflows. This official Microsoft course, delivered by MCT instructors at ITTA in Geneva and Lausanne, gives you the skills to develop custom AI solutions for your organization.

Participant Profiles

  • Microsoft 365 Administrators
  • Business Consultants specializing in digital transformation
  • Cloud Solutions Architects
  • Technical Managers responsible for automation

Objectives

  • Design AI agents using Microsoft 365 Copilot and Copilot Studio
  • Configure conversational flows and automated actions for an agent
  • Integrate connectors and data sources into an AI agent
  • Orchestrate complex tasks across multiple Microsoft 365 services
  • Test, debug and optimize AI agent performance
  • Publish and manage agent lifecycle within the organization

Prerequisites

  • Have basic functional experience with Microsoft 365 services
  • Understand the principles of AI and process automation
  • Have basic knowledge of using APIs and Microsoft Graph connectors

Course Content

Module 1: Introduction to developing AI agents

  • AI transformation and agents
  • AI agent use cases
  • AI agent components

Module 2: Introduction to Microsoft AI agent solutions

  • The Microsoft AI agent ecosystem
  • Maximize Microsoft 365 Copilot, Copilot Chat, and agents
  • Customize and extend Microsoft 365 Copilot
  • Build custom AI agents and applications
  • Compare AI agent solutions

Module 3: Choose the best Microsoft 365 Copilot extensibility path for your scenario

  • Identify extensibility options
  • Analyze the decision criteria
  • Extend Copilot’s knowledge with Copilot connectors
  • Build declarative agents in Copilot Studio
  • Build declarative agents with Visual Studio Code and Microsoft 365 Agents Toolkit
  • Deploy custom agents to Microsoft 365 Copilot

Module 4: Choose a custom AI agent development path

  • Identify custom AI agent development options
  • Analyze decision criteria
  • Build custom agents with Copilot Studio
  • Build custom engine agents for Microsoft Teams
  • Build multi-channel agent solutions with the Microsoft 365 Agents SDK
  • Build scalable, enterprise-grade generative AI solutions on Azure

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

Why build AI agents with Copilot and Copilot Studio

Copilot Studio opens new possibilities for organizations looking to automate business processes with artificial intelligence. By combining the natural language understanding of Microsoft 365 Copilot with the development capabilities of Copilot Studio, you create agents that go far beyond simple question-and-answer interactions. These agents can execute multi-step processes, make decisions based on business rules and interact with external systems.

Conversational design and action orchestration

You learn to design conversational experiences that guide users through complex processes. The training covers topic creation, entity extraction, variable management and branching logic in Copilot Studio. You also learn to orchestrate actions across Microsoft 365 services, such as creating tasks in Planner, sending notifications in Teams or updating records in SharePoint, all triggered by natural language interactions with your agent.

Data integration and connectors

AI agents become powerful when they can access and act on organizational data. You learn to configure connectors to SharePoint, Dataverse, SQL databases and external APIs. The training covers authentication patterns, data transformation and error handling to build robust integrations. You practice building agents that combine data from multiple sources to provide comprehensive answers and execute informed actions.

Testing, optimization and governance

Building an effective agent requires iterative testing and optimization. You learn to use Copilot Studio’s testing tools, analyze conversation logs and identify improvement opportunities. The training also covers governance aspects: access control, usage monitoring, compliance requirements and lifecycle management to ensure your agents remain secure and effective over time.

FAQ – MS-4014 AI Agents Training

What is the difference between MS-4010 and MS-4014?

MS-4010 focuses on declarative agents created without code directly in Copilot. MS-4014 uses Copilot Studio for more advanced agents with conversational flows, connectors and complex automation capabilities.

Do I need programming experience?

No programming experience is required. Copilot Studio uses a visual, low-code interface. However, familiarity with logic concepts (conditions, variables, loops) is helpful.

Can agents created with Copilot Studio interact with external systems?

Yes, through connectors and Power Automate flows, your agents can interact with hundreds of external services and APIs, extending their capabilities well beyond the Microsoft 365 ecosystem.

Is this training suitable for business analysts?

Yes, Copilot Studio is designed for both IT professionals and business analysts. The training covers scenarios relevant to both audiences.

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

ven26Juin09:00ven17:00VirtuelCompletedVirtual Etiquettes de sessionMS-4014

ven26Juin09:00ven17:00Lausanne, Av. Mon-Repos 24, 1005 LausanneCompleted Etiquettes de sessionMS-4014

ven31juil09:00ven17:00VirtuelVirtual Etiquettes de sessionMS-4014

ven31juil09:00ven17:00Genève, Route des Jeunes 35, 1227 Genève Etiquettes de sessionMS-4014

ven04Sep09:00ven17:00VirtuelVirtual Etiquettes de sessionMS-4014

ven04Sep09:00ven17:00Lausanne, Av. Mon-Repos 24, 1005 Lausanne Etiquettes de sessionMS-4014

ven09Oct09:00ven17:00VirtuelVirtual Etiquettes de sessionMS-4014

ven09Oct09:00ven17:00Genève, Route des Jeunes 35, 1227 Genève Etiquettes de sessionMS-4014

ven13Nov09:00ven17:00VirtuelVirtual Etiquettes de sessionMS-4014

ven13Nov09:00ven17:00Lausanne, Av. Mon-Repos 24, 1005 Lausanne Etiquettes de sessionMS-4014

ven18Déc09:00ven17:00VirtuelVirtual Etiquettes de sessionMS-4014

ven18Déc09:00ven17:00Genève, Route des Jeunes 35, 1227 Genève Etiquettes de sessionMS-4014

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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

Contact-us

ITTA
Route des jeunes 35
1227 Carouge, Suisse

Make a request

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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