Microsoft Private

Build a foundation to build AI agents and extend Microsoft 365 Copilot (MS-4014)

4 hours
CopilotAIMicrosoft 365 Administration

Learn how to extend Microsoft 365 Copilot with plugins, Microsoft Graph connectors, and agents. Choose a development path and manage agents in admin center.

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  • Private class for your team
  • Live expert instructor
  • Online or on‑location
  • Customizable agenda
  • Proposal turnaround within 1–2 business days
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Course Overview

This course explores how to extend Microsoft 365 Copilot using plugins, Microsoft Graph connectors, and agent-based approaches, including declarative and custom engine copilots. You will review Copilot architecture, evaluate extensibility options, and learn how to manage agents in the Microsoft 365 admin center.

Course Benefits

  • Describe the logical, service, and tenant architecture of Microsoft 365 Copilot
  • Explain Microsoft 365 Copilot extensibility concepts, including agents, declarative agents, and custom engine agents
  • Identify when to add knowledge with Microsoft Graph connectors versus adding skills with plugins
  • Select an appropriate extensibility development path and development approach for your scenario
  • Configure and monitor a Microsoft Graph connector connection, including schema attributes and crawl schedules
  • Manage Copilot agents and enable or disable Copilot extensibility in the Microsoft 365 admin center

Delivery Methods

Private Class
Delivered for your team at your site or online.

Microsoft Certified Partner

Webucator is a Microsoft Certified Partner. This class uses official Microsoft courseware and will be delivered by a Microsoft Certified Trainer (MCT).

Microsoft Certified Partner

Course Outline

  1. Examine the Microsoft 365 Copilot design
    1. Examine the Microsoft 365 Copilot logical architecture
    2. Examine the key components of Microsoft 365 Copilot
    3. Explore the Microsoft 365 Copilot service and tenant architecture
    4. Extend Microsoft 365 Copilot with plugins and Microsoft Graph connectors
  2. Microsoft 365 Copilot extensibility fundamentals
    1. What is Copilot extensibility?
    2. What are agents?
    3. What are declarative agents?
    4. What are custom engine agents?
    5. Add knowledge with Graph connectors
    6. Add skills with plugins
  3. Choose a Microsoft 365 Copilot extensibility development path
    1. Why extend Copilot?
    2. Which path for extensibility should you choose?
    3. Which development approach should you take?
    4. What development tools are available to extend Microsoft 365 Copilot?
    5. How are companies extending Microsoft 365 Copilot?
    6. How can I secure my data and ensure privacy?
  4. Introduction to Graph connectors
    1. Add a connection
    2. Configure the connection settings
    3. Set up the search schema attributes
    4. Set the refresh and crawl schedules
    5. Deploy and monitor your connection
  5. Introduction to declarative agents for Microsoft 365 Copilot
    1. What are declarative agents?
    2. How declarative agents work
    3. When to use declarative agents
  6. Manage agents for Microsoft 365 Copilot
    1. Manage agents for Copilot in the Microsoft 365 admin center
    2. Enable or disable Copilot extensibility

Class Materials

Each student receives a comprehensive set of materials, including course notes and all class examples.

Class Prerequisites

Experience in the following is required for this Copilot class:

Basic functional experience with Microsoft 365 services.

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