Why build declarative agents for Copilot
Declarative agents extend the capabilities of Microsoft 365 Copilot without traditional development. They offer the ability to create specialized AI assistants that understand your organization’s context, access your specific data sources and follow custom instructions tailored to your business processes. This no-code approach empowers business analysts and IT administrators to build agents rapidly.
Agent design and configuration
You learn to design agents starting from a business need: defining the agent’s scope, writing effective instructions and configuring response parameters. The training covers best practices for instruction writing to ensure consistent, accurate and relevant outputs from your agent. You practice creating agents for common scenarios such as HR assistants, IT help desk bots and knowledge base assistants.
Data source integration and security
A declarative agent becomes truly powerful when connected to your organization’s data. You learn to connect SharePoint sites, Microsoft Graph data and other internal sources to your agent while maintaining proper security boundaries. The training covers governance settings, access controls and data handling policies that ensure your agent only exposes information appropriate to each user’s permission level.
Testing, deployment and lifecycle management
Before deploying an agent to your organization, thorough testing is essential. You learn to validate agent responses, test edge cases and ensure the agent behaves as expected across different scenarios. The training then covers deployment options, user access management and ongoing maintenance to keep your agents effective as business needs evolve.
FAQ – MS-4010 Declarative Agents Training
Do I need coding skills to build declarative agents?
No, declarative agents are built using a no-code approach. You define instructions and configurations without writing any code. For code-based agents, consider the MS-4015 training.
What types of agents can I create with this training?
You can create various agents such as HR assistants, IT support bots, knowledge base helpers, policy advisors and specialized business process assistants tailored to your organization’s needs.
How do declarative agents differ from Copilot Studio agents?
Declarative agents are created directly within the Microsoft 365 Copilot platform using instructions and data connections. Copilot Studio offers more advanced capabilities including complex conversational flows. The MS-4014 training covers Copilot Studio agents.
Is this training available in virtual classroom format?
Yes, ITTA offers this training in person in Geneva and Lausanne as well as in virtual classroom format with the same labs and MCT instructor guidance.