Course Name

Extend Microsoft 365 Copilot in Copilot Studio

Course Introduction

This course provides users with access to common prompt flows in Microsoft 365 apps including PowerPoint, Word, Excel, Teams, and Outlook.
It also introduces Copilot Chat and discusses the difference between work and web grounded data.

Course Delivery Method

Our courses have flexible delivery options:

  • In-person classroom training at the Impactful training facilities
  • Virtual instructor-led training
  • Nationally: on-site at the client

Course Intended Audience

This course is for application builders who want to build agents that extend Microsoft 365 Copilot with additional knowledge and capabilities.

Course Prerequisites

Participants need to be familiarity with Microsoft 365 Copilot and options for extending Microsoft 365 Copilot.

Course Objectives

By the end of this course, you will be able to:

  • Research declarative agents for Microsoft 365 Copilot
  • Build your first declarative agent for Microsoft 365 Copilot by using Copilot Studio
  • Work with the tools for declarative agents in Copilot Studio
  • Extend declarative agents with prompt tools in Copilot Studio
  • Extend declarative agents with connector tools in Copilot Studio

Course Content

  • Module 1: Introduction to declarative agents for Microsoft 365 Copilot
    • Determine the scenarios which declarative agents are suitable for customising and extending Microsoft 365 Copilot.
      • What are declarative agents?
      • How declarative agents work
      • When to use declarative agents
  • Module 2: Build your first declarative agent for Microsoft 365 Copilot by using Copilot Studio
    • Create an agent tailored to a specific scenario to extend Microsoft 365 Copilot.
      • Create a declarative agent
      • Add custom knowledge
      • Add suggested prompts
  • Module 3: Introduction to tools for declarative agents in Copilot Studio
    • Explore how to create and configure tools in Copilot Studio to expand the capabilities of your declarative agents.
      • Tools and agents
      • Types of agent tools
      • Tool development considerations
      • Add tools to declarative agents
  • Module 4: Extend declarative agents with prompt tools in Copilot Studio
    • Customise your declarative agent’s generative responses by extending your agent with prompt tools.
      • What are prompt tools?
      • Create a prompt tool
  • Module 5: Extend declarative agents with connector tools in Copilot Studio
    • Connect your declarative agent to external services and data using connector tools. Configure out-of-the-box connectors and add them to agents that extend Microsoft 365 Copilot.
      • What are connector tools?
      • Create and configure connector tools
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Course Introduction

This course provides users with access to common prompt flows in Microsoft 365 apps including PowerPoint, Word, Excel, Teams, and Outlook.
It also introduces Copilot Chat and discusses the difference between work and web grounded data.

Course Delivery Method

Our courses have flexible delivery options:

  • In-person classroom training at the Impactful training facilities
  • Virtual instructor-led training
  • Nationally: on-site at the client

Course Intended Audience

This course is for application builders who want to build agents that extend Microsoft 365 Copilot with additional knowledge and capabilities.

Course Prerequisites

Participants need to be familiarity with Microsoft 365 Copilot and options for extending Microsoft 365 Copilot.

Course Objectives

By the end of this course, you will be able to:

  • Research declarative agents for Microsoft 365 Copilot
  • Build your first declarative agent for Microsoft 365 Copilot by using Copilot Studio
  • Work with the tools for declarative agents in Copilot Studio
  • Extend declarative agents with prompt tools in Copilot Studio
  • Extend declarative agents with connector tools in Copilot Studio

Course Content

  • Module 1: Introduction to declarative agents for Microsoft 365 Copilot
    • Determine the scenarios which declarative agents are suitable for customising and extending Microsoft 365 Copilot.
      • What are declarative agents?
      • How declarative agents work
      • When to use declarative agents
  • Module 2: Build your first declarative agent for Microsoft 365 Copilot by using Copilot Studio
    • Create an agent tailored to a specific scenario to extend Microsoft 365 Copilot.
      • Create a declarative agent
      • Add custom knowledge
      • Add suggested prompts
  • Module 3: Introduction to tools for declarative agents in Copilot Studio
    • Explore how to create and configure tools in Copilot Studio to expand the capabilities of your declarative agents.
      • Tools and agents
      • Types of agent tools
      • Tool development considerations
      • Add tools to declarative agents
  • Module 4: Extend declarative agents with prompt tools in Copilot Studio
    • Customise your declarative agent’s generative responses by extending your agent with prompt tools.
      • What are prompt tools?
      • Create a prompt tool
  • Module 5: Extend declarative agents with connector tools in Copilot Studio
    • Connect your declarative agent to external services and data using connector tools. Configure out-of-the-box connectors and add them to agents that extend Microsoft 365 Copilot.
      • What are connector tools?
      • Create and configure connector tools

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