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Build a Foundation to Extend Microsoft 365 Copilot (MS-4014)

Course Outline

This course explores extending Copilot's capabilities with Microsoft Graph connectors and custom engine copilots, guiding participants to choose the best development path. It concludes with agent management in the Microsoft 365 admin center.

Build a Foundation to Extend Microsoft 365 Copilot (MS-4014) Benefits

  • In this course you will: 

    • Understand how Microsoft 365 Copilot works under the hood
      Learn the architecture, key components, and how Copilot processes prompts and retrieves data.
    • Extend Copilot to fit your organization’s unique needs
      Use plugins, Graph connectors, and agents to customize how Copilot supports your business workflows.
    • Choose the right extensibility path
      Get guidance on available development options and tools, helping you make strategic build vs. buy decisions.
    • Leverage enterprise data securely
      Integrate external sources while maintaining strong data privacy and governance practices.
    • Manage and control AI experiences with confidence
      Use admin tools to configure and restrict Copilot features, ensuring alignment with business policy.

  • Prerequisites:

    Students should have basic functional experience with Microsoft 365 services.

  • Exam Information

    N/A

Extend Microsoft 365 Copilot (MS-4014) Course Outline

Learning Objectives

Examine the Microsoft 365 Copilot Design

  • Introduction to Copilot’s logical architecture
  • Key components of Microsoft 365 Copilot
  • Service and tenant-level architecture overview
  • Extending Copilot with plugins and Microsoft Graph connectors

 

Microsoft 365 Copilot Extensibility Fundamentals

  • Introduction to Copilot extensibility
  • Overview of agents, declarative agents, and custom engine agents
  • Add knowledge with Microsoft Graph connectors
  • Add skills with plugins

 

Choose a Microsoft 365 Copilot Extensibility Development Path

  • Why and how to extend Microsoft 365 Copilot
  • Evaluate extensibility options and development approaches
  • Review available tools
  • Learn how companies are extending Copilot
  • Understand how to ensure data privacy and security

 

Introduction to Graph Connectors

  • Add and configure external data connections
  • Set search schema attributes
  • Schedule refreshes and monitor performance

 

Introduction to Declarative Agents for Microsoft 365 Copilot

  • Understand what declarative agents are and how they work
  • Identify use cases for custom knowledge and custom actions

 

Manage Agents for Microsoft 365 Copilot

  • Manage agents through the Microsoft 365 admin center
  • Enable/disable extensibility
  • Apply data access controls based on organizational needs
Course Dates - North America
Course Dates - Europe
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