MS-4022: Extend Microsoft 365 Copilot in Copilot Studio
Course Overview
Unlock the full potential of Microsoft 365 Copilot by learning how to design, configure, and extend AI-powered assistants using Copilot Studio. In this hands-on, agent-led course, you'll build a fully functional declarative Copilot agent that integrates with your organization’s content and services.
This course walks you through every step—from creating your first agent and grounding it with SharePoint knowledge, to adding conversational starter prompts, prompt-based logic, and live connector actions. You'll also test and publish your agent directly into Microsoft 365 Copilot, enabling seamless support scenarios within Teams, Word, Excel, and more.
What You'll Learn:
How to build and customize declarative Copilot agents
How to integrate custom knowledge from SharePoint
How to guide conversations with starter prompts
How to use prompt actions to structure AI responses
How to configure connector actions to retrieve real-time data
How to test and publish agents into Microsoft 365 Copilot
Target Audience:
This course is ideal for IT professionals, solution architects, business analysts, and Microsoft 365 power users who want to build intelligent support agents without writing code.
Prerequisites: Familiarity with Microsoft 365 and basic SharePoint concepts
🤖 AI Agent-Led Learning Experience
Intelligent Learning Support
AI agents provide 24/7 personalized and expert instruction, adapting to your learning pace and style.
Personalized Practice
Receive customized exercises and scenarios based on your progress and areas for improvement.
Continuous Assessment
Real-time feedback and progress tracking help you stay on track and achieve your learning goals.
Hands-On Labs
This course includes practical, hands-on laboratory exercises to reinforce your learning:
Lesson 1: Building and Extending a Declarative Agent
In the following exercises, you'll build and extend a fully functional Microsoft 365 Copilot agent using Copilot Studio. You'll start by creating a declarative agent with custom instructions, then enhance it with SharePoint-based knowledge for grounded, citation-backed answers. You'll guide user interactions with carefully crafted starter prompts and build prompt actions to generate structured responses from user input. Finally, you'll integrate a live SharePoint connector to allow your agent to retrieve real-time data from a document library. By the end of the course, you’ll have a published agent ready for use across Microsoft 365 apps like Teams, Word, and Excel.
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