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Extend Microsoft 365 Copilot with Copilot Studio actions and connectors

Offered By: Microsoft via Microsoft Learn

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Generative AI Courses Microsoft 365 Courses Microsoft Copilot Courses

Course Description

Overview

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  • Module 1: Learn how to develop a strategy to enhance Copilot for Microsoft 365 with custom skills and organizational knowledge, focusing on plugins and connectors to improve efficiency and productivity across applications. It details the options for extending Copilot, emphasizing the integration of these extensions to maximize the tool's potential.

    By the end of this module, you'll be able to:

    • Describe ways to extend Microsoft Copilot for Microsoft 365 to fit unique business needs, enriching user workflows.
    • Describe how Graph connectors can be used to enhance Copilot's data access and discoverability for real-time engagement.
    • Describe how plugins can expand Copilot's skills, allowing interaction with real-time data across Microsoft 365 apps.
    • Describe ways to build custom copilots using foundational models for specialized user interactions within Microsoft 365.
  • Module 2: Explore the core considerations and requirements for creating, testing, and publishing Copilot Studio actions to extend Microsoft Copilot for Microsoft 365.

    After completing this module, you will be able to:

    • Describe the capabilities of Copilot Studio for extending Copilot for Microsoft 365.

    • Describe the requirements for creating Copilot Studio actions.

    • Describe the user requirements for using Copilot Studio actions in Microsoft Copilot.

    • Decide which type of action is appropriate for a given scenario.

  • Module 3: Use Copilot Studio to create prompt actions that return generative responses to user prompts in Microsoft Copilot for Microsoft 365.

    After completing this module, you'll be able to:

    • Describe the requirements for building and using prompt actions.

    • Write or identify an effective prompt that yields expected results.

    • Test a prompt action in Copilot Studio.

    • Use a prompt action in Microsoft Copilot.

  • Module 4: Use Copilot Studio to create connector actions that expand the knowledge and capabilities of Microsoft Copilot for Microsoft 365 with external data.

    • Identify scenarios appropriate for connector actions.

    • Create connector actions in Copilot Studio.

    • Test connector actions in Microsoft Copilot.

  • Module 5: Extend Microsoft Copilot for Microsoft 365 with tailored conversations for predictable scenarios that require specific responses.

    After completing this module, you'll be able to:

    • Describe the requirements for building and using conversational actions.

    • Create a conversational action for Microsoft Copilot.

    • Publish a conversational action to Microsoft Copilot.


Syllabus

  • Module 1: Module 1: Microsoft Copilot extensibility fundamentals
    • Introduction
    • Extension fundamentals
    • Add knowledge with Graph connectors
    • Add skills with plugins
    • Build your own copilot
    • Knowledge check
    • Summary
  • Module 2: Module 2: Introduction to Copilot Studio actions
    • Introduction
    • Copilot Studio actions user experience
    • Types of Copilot Studio actions
    • Develop Copilot Studio actions
    • Test and publish Copilot Studio actions
    • Knowledge check
    • Summary
  • Module 3: Module 3: Create prompt actions for Microsoft Copilot for Microsoft 365 in Copilot Studio
    • Introduction
    • What are prompt plugins?
    • Create a prompt action
    • Exercise - Create a prompt action
    • Knowledge check
    • Summary
  • Module 4: Module 4: Create connector actions for Microsoft Copilot for Microsoft 365 in Copilot Studio
    • Introduction
    • What are connector actions?
    • Create connector actions
    • Exercise - Create a connector action
    • Knowledge check
    • Summary
  • Module 5: Module 5: Create conversational actions for Microsoft Copilot for Microsoft 365 in Copilot Studio
    • Introduction
    • Explore conversational actions
    • Create a conversational action
    • Build a topic for a conversational action
    • Publish and test a conversational action
    • Exercise - Create a conversational action
    • Knowledge check
    • Summary

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