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Training: Extend Microsoft 365 Copilot in Copilot Studio (MS-4022)

Ref. MS-4022
Duration:
1
 jour
Exam:
Not certifying
Level:
Intermédiaire

Extend Microsoft 365 Copilot in Copilot Studio (MS-4022)

Master the extension of Microsoft 365 Copilot with Copilot Studio

Creating intelligent agents no longer requires long lines of code. With Copilot Studio, you can now design efficient declarative agents that enhance Microsoft 365 Copilot with new features, personalized responses, and access to specific data. This training guides you step by step through learning how to create, customize, and publish your own agents within the Copilot environment.

Powerful declarative agents for a tailor-made Copilot

By choosing this course, you’ll not only understand how the Microsoft Copilot Studio ecosystem works, but also how to fully leverage its potential to address real business scenarios. Each module helps you build your skills—identifying relevant use cases, creating agents, adding prompt actions or connectors, and integrating external data sources.

Participant Profiles

  • Application creators
  • User experience developers
  • Microsoft 365 consultants

Objectives

  • Understand the role of declarative agents in Copilot Studio
  • Create a declarative agent tailored to a business scenario
  • Add custom knowledge and actions
  • Extend an agent with prompt and connector actions
  • Publish an agent in Microsoft 365 Copilot

Prerequisites

  • Understand the basics of Microsoft 365 Copilot
  • Be familiar with Microsoft 365 Copilot extension options

Course Content

Module 1: Introduction to Declarative Agents for Microsoft 365 Copilot

  • What are declarative agents?
  • How declarative agents work
  • When to use declarative agents

Module 2: Create Your First Declarative Agent for Microsoft 365 Copilot Using Copilot Studio

  • Create a declarative agent
  • Add custom knowledge
  • Add trigger prompts

Module 3: Overview of Actions for Declarative Agents in Copilot Studio

  • Actions and agents
  • Types of actions in Copilot Studio
  • Considerations for action development
  • Extend declarative agents with actions

Module 4: Extend Declarative Agents with Prompt Actions in Copilot Studio

  • What are prompt actions?
  • Create a query action

Module 5: Extend Declarative Agents with Connector Actions in Copilot Studio

  • What are connector actions?
  • Create connector actions

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

Learn how to design agents tailored to business needs

With the growing integration of artificial intelligence in professional tools, companies are seeking to personalize the responses and interactions offered to their users. Microsoft 365 Copilot meets this need, and with Copilot Studio, that level of personalization becomes accessible. This training goes beyond standard usage by teaching you how to design your own agents, adapted to your specific business contexts.

The goal is not just to follow a technical process, but to understand how to turn operational needs into relevant digital assistants. This involves mastering declarative agents, which allow you to build interactions based on knowledge, data, or customized rules. You’ll see how these agents can guide users, respond to precise requests, or act based on predefined instructions.

Valuable skills for digital and IT teams

Whether you’re part of a product team, a development unit, or a Microsoft solutions consultant, this course provides concrete tools to enhance your ecosystem. The learning process doesn’t rely on coding but rather on understanding the extension mechanisms offered by Copilot Studio. You’ll learn how to structure effective conversations, inject specific knowledge, and guide the assistant through complex scenarios.

This use-case-oriented approach helps build long-lasting skills. You’ll be able to create real business solutions: automate HR responses, query a CRM, generate summaries from support tools, or assist users with internal workflows.

Design useful and connected agents

One of Copilot Studio’s strengths is its ability to connect to external data sources. With connector actions, you can link your agents to business databases, cloud services, or internal tools. This flexibility enriches the assistant with always up-to-date and relevant information.

At the same time, prompt actions help refine the AI’s response behavior. By crafting clear and targeted instructions, you improve the quality of the generated answers and maintain better control over the assistant’s output. These techniques are essential for ensuring a reliable, consistent, and controlled experience, especially in a professional setting.

A structured and progressive approach

The training is designed to accommodate non-technical profiles while still offering functional depth. It combines theoretical learning, guided demonstrations, and hands-on exercises. Each module delivers practical skills that can be immediately applied within the Microsoft 365 environment.

You will progress step by step, from foundational concepts to publishing a finalized agent. Once the training is complete, you’ll be able to deploy your agents within Microsoft 365 Copilot Chat or other apps in the suite, depending on your goals.

FAQ

Do I need to know how to code to take this course?
No, the training is based on visual tools and a declarative approach. No coding is required.

In which tools can I use the agents I create?
Agents can be used in various Microsoft 365 environments such as Word, Outlook, or Copilot Chat.

Is this training suitable for non-technical profiles?
Yes, it is designed for all professionals who want to personalize the Copilot experience without writing code.

How long does it take to deploy a working agent?
Depending on complexity, a functional agent can be ready in under two hours using Copilot Studio tools.

Can agents be connected to third-party systems?
Yes, with connector actions, you can integrate your agents with business tools, databases, or cloud services.

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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1227 Carouge, Suisse

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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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