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

Ref. MS-4009

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Duration:

1

day

Exam:

Not certifying

Level:

Fundamental

Funding:

Eligible

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

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

Understand Microsoft 365 Copilot extensibility
Create customized actions with Copilot Studio
Integrate external data into Microsoft Copilot
Develop prompt-based actions
Implement advanced connectors with Copilot Studio
Build tailored conversational actions

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

Mastering advanced Microsoft Copilot extensions

Microsoft Copilot has become essential in today’s digital landscape. The MS-4009 training course allows you to enhance Microsoft Copilot usage by creating optimized interactions. Using Copilot Studio actions, application creators can fully customize their user experience and seamlessly integrate external data.

Personalizing user experiences with Copilot Studio

Copilot Studio enables developers to build dynamic interactions tailored to their needs. IT analysts and developers can create prompt actions, simplifying rapid information retrieval. These intelligent prompts accelerate business decision-making processes and streamline internal information flows.

Connectors and external data integration

One of the key benefits covered in the MS-4009 course is the ability to create connector actions. These connectors allow easy integration of external data with Microsoft 365 Copilot. Businesses improve agility and reduce information silos. Connectors enable quick access to essential business data from various sources, making workflows smoother and more efficient.

Creating customized conversational actions

Tailored conversational interactions are a significant asset for innovative companies. Through Copilot Studio, participants learn to build specific scenarios that precisely address user requirements. These optimized conversational actions empower teams and enhance daily operational efficiency, greatly benefiting overall productivity.

FAQ

Who should take the MS-4009 training?
This training targets developers, IT analysts, and digital transformation managers interested in extending Microsoft 365 Copilot features.

What types of actions can you create with Copilot Studio?
You can create conversational actions, prompt-based actions, and connector actions to improve your business processes.

Do I need advanced programming skills?
Basic knowledge in application development and a good understanding of Microsoft 365 are sufficient for successfully completing this course.