Build a foundation to extend Microsoft 365 Copilot

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.

Prerequisites

Students should have basic functional experience with Microsoft 365 services.

Modules in this learning path

Examine the Microsoft 365 Copilot design

This module examines the Microsoft 365 Copilot design, how it works, its service and tenant logical architecture, and how you can extend it using plugins and Microsoft Graph connectors.

• Introduction
• Examine the Microsoft 365 Copilot logical architecture
• Examine the key components of Microsoft 365 Copilot
• Explore the Microsoft 365 Copilot service and tenant architecture
• Extend Microsoft 365 Copilot with plugins and Microsoft Graph connectors
• Knowledge check
• Summary

Microsoft 365 Copilot extensibility fundamentals

This module explores how extending Microsoft 365 Copilot with agents, connectors, and plugins can help organizations address the challenges of increasing productivity and reducing costs by leveraging AI to orchestrate business processes more effectively.

• Introduction
• What is Copilot extensibility?
• What are agents?
• What are declarative agents?
• What are custom engine agents?
• Add knowledge with Graph connectors
• Add skills with plugins
• Knowledge check
• Summary

Choose a Microsoft 365 Copilot extensibility development path

This module provides a comprehensive guide to choosing the right approach for extending Microsoft 365 Copilot, covering various extensibility options, development tools, and methods, while emphasizing the importance of data privacy and security practices.

• Introduction
• Why extend Copilot?
• Which path for extensibility should you choose?
• Which development approach should you take?
• What development tools are available to extend Microsoft 365 Copilot?
• How are companies extending Microsoft 365 Copilot?
• How can I secure my data and ensure privacy?
• Knowledge check
• Summary

Introduction to Graph connectors

This module describes how you can use Microsoft Graph connectors to enhance search within Microsoft 365 Copilot by configuring connections and integrating external data sources and improving query understanding.

• Introduction
• Add a connection
• Configure the connection settings
• Set up the search schema attributes
• Set the refresh and crawl schedules
• Deploy and monitor your connection
• Knowledge check
• Summary

Introduction to declarative agents for Microsoft 365 Copilot

Determine the scenarios which declarative agents are suitable for customizing and extending Microsoft 365 Copilot. Describe the function of custom knowledge and custom actions.

• Introduction
• What are declarative agents?
• How declarative agents work
• When to use declarative agents
• Knowledge check
• Summary

Manage agents for Microsoft 365 Copilot

This module describes how to manage your agents using the Microsoft 365 admin center, ensuring that you have the knowledge to tailor Copilot, limiting or granting permissions to data based on your organization's needs.

• Introduction
• Manage agents for Copilot in the Microsoft 365 admin center
• Enable or disable Copilot extensibility
• Knowledge check
• Summary