👨‍🏫 Instructor-Led Training

MS-4014: Build a Foundation to Build AI Agents and Extend Microsoft 365 Copilot

Course Code: MS-4014
Duration: 1 Day
Level: Foundational
Category: AI and Machine Learning

Course Overview

Lay the groundwork for next-generation AI automation with MS-4014: Build a Foundation to Build AI Agents and Extend Microsoft 365 Copilot. This instructor-led course equips developers, IT architects, and technical professionals with the essential knowledge and skills to design, develop, and extend intelligent AI agents that enhance Microsoft 365 Copilot capabilities.

Explore foundational AI concepts, Microsoft 365 Copilot architecture, and the declarative framework for building custom AI agents. Gain practical insights into integrating AI agents with Microsoft Graph, Power Platform, and other Microsoft 365 services to automate workflows, improve productivity, and drive innovation within your organization.


Audience Profile

This course is ideal for:

  • Developers and solution architects focused on Microsoft 365 AI extensibility

  • IT professionals and technical leads building intelligent automation solutions

  • Power Platform developers aiming to integrate AI-driven Copilot agents

  • Technical consultants preparing for advanced AI and Microsoft 365 integration projects

Prerequisites include foundational knowledge of Microsoft 365, Azure services, and programming experience with JSON, YAML, or related declarative languages.


Course Outline

Module 1: Introduction to AI Agents and Microsoft 365 Copilot

  • Understanding AI agents and their role within Microsoft 365 Copilot

  • Overview of Copilot’s extensibility framework and architecture

  • Exploring AI fundamentals relevant to agent development

Module 2: Designing AI Agents with Declarative Frameworks

  • Writing declarative definitions for AI agents using JSON and YAML

  • Defining intents, triggers, and responses for intelligent workflows

  • Best practices for modular and maintainable agent design

Module 3: Integrating AI Agents with Microsoft 365 Services

  • Using Microsoft Graph API to connect AI agents to data and services

  • Extending Copilot with Power Platform workflows and connectors

  • Managing authentication, permissions, and security considerations

Module 4: Developing and Testing AI Agents

  • Utilizing Visual Studio Code and other tools for agent development

  • Debugging and validating agent behaviors

  • Deploying AI agents in Microsoft 365 environments

Module 5: Advanced Concepts and Use Cases

  • Building multi-turn conversations and complex workflows

  • Leveraging adaptive cards and dynamic content generation

  • Exploring real-world scenarios for AI agent automation

Module 6: Governance, Security, and Compliance for AI Agents

  • Implementing secure deployment practices

  • Managing data privacy and regulatory compliance

  • Monitoring and maintaining AI agents in production


Hands-on Experience

This course offers 40% to 50% hands-on activities, giving participants the opportunity to build, test, and deploy foundational AI agents that extend Microsoft 365 Copilot’s capabilities, preparing them for advanced AI-driven automation.

Hands-On Labs

This course includes practical, hands-on laboratory exercises to reinforce your learning:

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