Overview:
MS-4014 Build a Foundation to Extend Microsoft 365 Copilot course empowers learners to extend and customize Microsoft 365 Copilot capabilities. Gain insights into Copilot’s architecture, extensibility fundamentals, and development paths using plugins, Microsoft Graph connectors, and agents. Learn to integrate enterprise data, configure declarative agents, and ensure secure, efficient solutions. This course equips you with the skills to tailor Copilot for your business needs using pro-code or low-code solutions.
Course Objectives:
- Understand Microsoft 365 Copilot’s design and operational principles
- Explore methods to extend Copilot using plugins and Microsoft Graph connectors
- Evaluate and choose appropriate extensibility development paths
- Configure Microsoft Graph connectors to enhance Copilot’s search capabilities
- Assess the suitability of declarative agents for specific scenarios
Audience:
The course is intended for IT professionals, developers, and administrators who want to customize and extend Microsoft 365 Copilot. It is suitable for individuals with basic functional experience with Microsoft 365 services, including those responsible for integrating AI tools, managing Microsoft Graph connectors, and developing Copilot extension.
Prerequisites:
Students should have basic functional experience with Microsoft 365 services.
Course Content
Module 1: Examine the Microsoft 365 Copilot design
- Describe the prerequisites for Microsoft 365 Copilot
- Explain how Microsoft 365 Copilot works
- Understand the Microsoft 365 Copilot service and tenant logical architecture
- Describe how to extend Microsoft 365 Copilot using plugins and Microsoft Graph connectors
Module 2: Microsoft 365 Copilot Extensibility Fundamentals
- Explain how Copilot and agents work together to create a personalized, intelligent assistant with the knowledge and skills unique to your business
- Describe the types of agents and the wide spectrum of capabilities with which they can be customized
- Explain how to ground your Copilot responses with multiple enterprise data sources for more relevant and reliable responses
Module 3: Choose a Microsoft 365 Copilot extensibility development path
- Decide whether to extend Microsoft 365 Copilot using its existing orchestrator or to build a custom engine agent, based on their specific needs and goals
- Gain insights into the various development tools and methods available, whether they prefer pro-code or low-code/no-code solutions, and how to set up their development environment for building these extensions
- Understand the different ways to extend Microsoft 365 Copilot, including using declarative agents, custom engine agents, plugins, and connectors
- Explain data privacy and security considerations for developing each extensibility option
Module 4: Introduction to Graph connectors
- Understand how to set up and configure connections for Microsoft Graph connectors to enhance search within Microsoft 365 Copilot
- Understand what the semantic search index is, and how it relates to Microsoft Graph connectors
- Describe the importance of search schema attributes, refresh intervals, and crawl scheduling for efficient data synchronization
Module 5: Introduction to declarative agents for Microsoft 365 Copilot
- Evaluate whether a declarative agent is appropriate to extend Microsoft 365 Copilot for your scenario
- Describe how the components of a declarative agent work together to create agents that run on Microsoft 365 Copilot
Module 6: Manage agents for Microsoft 365 Copilot
- Describe how to enable or disable Copilot extensibility
- Understand how to manage permissions and control data access to your extensions