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By the end of this course, learners will be able to create and manage custom copilots using Copilot Studio, extend Microsoft 365 Copilot with actions and plugins, connect copilots to enterprise data sources, implement security and governance controls, and deploy Copilot extensions that align with organizational policies. Learners will also gain the ability to design conversational experiences that enhance productivity and automate business workflows within Microsoft 365.

1 - Introduction to declarative agents for Microsoft 365 Copilot

What are declarative agents?

How declarative agents work

When to use declarative agents

Module assessment

2 - Build your first declarative agent for Microsoft 365 Copilot by using Copilot Studio

Create a declarative agent

Add custom knowledge

Add starter prompts

Module assessment

3 - Introduction to actions for declarative agents in Copilot Studio

Actions and agents

Types of Copilot Studio actions

Action development considerations

Extend declarative agents with actions

Module assessment

4 - Extend declarative agents with prompt actions in Copilot Studio

What are prompt actions?

Create a prompt action

Module assessment

5 - Extend declarative agents with connector actions in Copilot Studio

What are connector actions?

Create connector actions

Module assessment

Power Platform developers, Microsoft 365 administrators, solution architects, business application developers, and IT professionals responsible for extending Copilot capabilities

Instructor-led training, Copilot Studio exercises, course materials

Familiarity with Microsoft 365, basic understanding of Power Platform concepts, and experience with business process automation or application configuration

Microsoft Learn: Copilot Studio Documentation

This course prepares learners for the Microsoft Applied Skills assessment: Extend Microsoft 365 Copilot in Copilot Studio. Unlike traditional certification exams, this assessment is hands-on and lab-based, requiring candidates to complete real-world tasks in a live Copilot Studio environment. Learners are evaluated on their ability to create custom copilots, configure actions and plugins, connect data sources, and apply security and governance best practices. Successful completion demonstrates practical, job-ready skills for extending Microsoft 365 Copilot.

Proctored Exam
Microsoft Applied Skills: Extend Microsoft 365 Copilot in Copilot Studio

After completing this course, learners can advance to Power Platform Developer (PL-400), Power Automate advanced automation, or Microsoft 365 Copilot solution architecture and governance training.

Prerequisites

Familiarity with Microsoft 365 Copilot. Familiarity with options for extending Microsoft 365 Copilot.

Why Choose Us?

We Are Here To Help You Pass

All of our trainers have achieved exceptionally high delegate pass rates for accredited examinations for all our courses. We also offer complimentary pre and post-course support for any questions you may have.

We Are Flexible

We try and be as flexible as we can and accommodate your needs. We can swap delegates at any time with no charge. We can also create bespoke content should this be required.

We Are The Specialists

We specialise in IT Service and Project Management. All of our Trainers and Consultants have considerable years of hands-on experience in IT Service / Project Management, working across a wide number of industry sectors.

We Are Professionals

Our training, sales and admin staff are all professional, helpful, friendly and approachable. We believe in providing excellent customer service. You will always have a dedicated friendly Account Manager

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INFORMATION

MS-4022 Extend Microsoft 365 Copilot in Copilot Studio Course Dates

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