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Overview

Curious about building AI agents but unsure where to start? This course offers a clear and practical introduction to the tools and strategies available for creating agents and/or extending Microsoft 365 Copilot. You'll explore the core components of AI agents and gain insight into the business value and real-world use cases they support. Through practical guidance, real-world use cases, and demos, you'll compare Microsoft’s agent solutions—including Copilot Studio, Azure AI Foundry, and the Microsoft 365 Agents Toolkit—and evaluate both low-code and pro-code development approaches. By the end of the course, you'll be equipped to choose the right development path for your goals.
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What You'll Learn

  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • Describe how to enable or disable Copilot extensibility.
  • Understand how to manage permissions and control data access to your extensions.

Who Should Attend

This course is designed for individuals interested in building AI agents and extending Microsoft 365 Copilot. It’s ideal for learners who want to deepen their understanding of Microsoft’s agent development options and plan to use low-code or pro-code agent development tools.
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Prerequisites

  • Familiarity with Microsoft 365 Copilot
  • Basic knowledge of generative AI concepts (agent, model, orchestration, etc.)
  • Familiarity with core Microsoft Cloud platforms (Microsoft 365, Power Platform, and Azure)

Learning Journey

Coming Soon...

1. Introduction to developing AI agents

Explore what AI agents are, understand their core components, and discover a range of impactful use cases driving AI-powered transformation.

2. Introduction to Microsoft AI agent solutions

Explore Microsoft AI agent solutions and gain clarity on when to adopt, extend, or develop custom agent solutions based on your scenario and objectives.

3. Choose the best Microsoft 365 Copilot extensibility path for your scenario

Explore development options for extending Microsoft 365 Copilot with custom data, logic, and actions. Determine the best approach for your scenario.

4. Choose a custom AI agent development path

Explore development paths for building custom AI agents for internal use or commercial applications. Compare tools and services like Copilot Studio, Azure AI Foundry, Microsoft 365 Agents SDK, and Teams AI Library.

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Frequently Asked Questions (FAQs)

  • Why get Microsoft certified?

    Microsoft certifications validate your skills and expertise in Microsoft technologies and solutions, demonstrating your ability to design, implement, and manage cutting-edge technologies.

    These certifications are globally recognized and highly sought after by employers, as they signify your proficiency in using Microsoft products and services to drive innovation and solve business challenges.

    Microsoft-certified professionals are in high demand, opening doors to new career opportunities and higher earning potential.

  • What to expect for the examination?

    Microsoft certification exams are designed to assess your knowledge and skills in specific Microsoft technologies and solutions.

    Exams typically consist of multiple-choice, multiple-select, and case study questions, and some may include lab simulations to evaluate your practical skills.

    Note: Certification requirements and policies may be updated by Microsoft from time to time. We apologize for any discrepancies; do get in touch with us if you have any questions.

  • How long is Microsoft certification valid for?

    Most Microsoft role-based and specialty certifications are valid for one year from the date of passing the exam.

    To maintain your certification, you will need to renew it annually by passing a free online assessment on Microsoft Learn.

    However, Microsoft Applied Skills credentials and Fundamentals certifications do not expire.

    Note: Certification requirements and policies may be updated by Microsoft from time to time. We apologize for any discrepancies; do get in touch with us if you have any questions.

  • Why take this course with Trainocate?

    Here’s what sets us apart:

    - Global Reach, Localized Accessibility: Benefit from our geographically diverse training hubs in 24 countries (and counting!).

    - Top-Rated Instructors: Our team of subject matter experts (with high average CSAT and MTM scores) are passionate to help you accelerate your digital transformation.

    - Customized Training Solutions: Choose from on-site, virtual classrooms, or self-paced learning to fit your organization and individual needs.

    - Experiential Learning: Dive into interactive training with our curated lesson plans. Participate in hands-on labs, solve real-world challenges, and take on comprehensive assessments.

    - Learn From The Best: With 30+ authorized training partnerships and countless awards from Microsoft, AWS, Google – you're guaranteed learning from the industry's elite.

    - Your Bridge To Success: We provide up-to-date course materials, helpful exam guides, and dedicated support to validate your expertise and elevate your career.

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Course Curriculum

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