Unlock the full potential of Microsoft 365 Copilot by learning how to build intelligent agents using Microsoft Copilot Studio. This hands-on course guides you through the process of creating low-code, declarative agents that enhance Copilot’s capabilities with custom knowledge, tools, and connectors. You’ll gain practical experience using Copilot Studio to build agents, configure custom knowledge and conversational instructions, set up agent tools, and publish your agents to Microsoft 365 Copilot environments. By the end of the course, you’ll be equipped to create specialized agents that unlock more value for individuals and teams—enabling more personalized, efficient, and impactful Copilot experiences across your organization.
Audience Profile
This course targets individuals interested in
using Copilot Studio to build agents to improve individual and team productivity. Learners should be familiar with
Microsoft 365 Copilot.
Prerequisites
- Familiarity with Microsoft 365 Copilot.
- Familiarity with options for extending Microsoft 365 Copilot.
Outline
- Introduction to declarative agents for Microsoft 365 Copilot
- What are declarative agents?
- How declarative agents work
- When to use declarative agents
- Module assessment
- Build your first declarative agent for Microsoft 365 Copilot by using Copilot Studio
- Create a declarative agent
- Exercise - Create a declarative agent
- Add custom knowledge
- Exercise - Add custom knowledge
- Add suggested prompts
- Exercise - Add suggested prompts
- Module assessment
- Introduction to tools for declarative agents in Copilot Studio
- Tools and agents
- Types of agent tools
- Tool development considerations
- Add tools to declarative agents
- Module assessment
- Extend declarative agents with prompt tools in Copilot Studio
- What are prompt tools?
- Create a prompt tool
- Exercise - Create a prompt tool
- Module assessment
- Extend declarative agents with connector tools in Copilot Studio
- What are connector tools?
- Create and configure connector tools
- Exercise - Create a connector tool
- Module assessment
Build your first declarative agent for Microsoft 365 Copilot by using Copilot Studio
Create an agent tailored to a specific scenario to extend Microsoft 365 Copilot. Your declarative agent provides relevant and accurate responses using custom knowledge.
- Create a declarative agent
- Add custom knowledge
- Add starter prompts
Introduction to actions for declarative agents in Copilot Studio
Explore how to create and configure actions in Copilot Studio to expand the capabilities of your declarative agents. Connect your declarative agent to external data sources and customize generative responses.
- Actions and agents
- Types of Copilot Studio actions
- Action development considerations
- Extend declarative agents with actions
Extend declarative agents with prompt actions in Copilot Studio
Customize your declarative agent's generative responses by extending your agent with prompt actions. Craft custom prompts, test your prompts against the LLM, and add prompt actions to declarative agents that extend Microsoft 365 Copilot.
- What are prompt actions?
- Create a prompt action
Extend declarative agents with connector actions in Copilot Studio
Connect your declarative agent to external services and data using connector actions. Configure out-of-the-box and custom connectors and add them to agents that extend Microsoft 365 Copilot.
- What are connector actions?
- Create connector actions