MS-4014: Build a Foundation to Extend Microsoft 365 Copilot

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About this Course

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

Audience Profile

Microsoft 365 Administrator

At Course Completion

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
Manage Copilot agents, including permissions and data access

Outline

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

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

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

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

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

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

Prerequisites

Students should have basic functional experience with Microsoft 365 services.