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Extend Microsoft 365 Copilot with declarative agents (MS-4010)

This course teaches participants how to extend Microsoft 365 Copilot using declarative agents.

Duration · 1 dayVirtual + In-PersonInstructor-Led

$650

Course Description

This course teaches participants how to extend Microsoft 365 Copilot using declarative agents. Students learn how declarative agents provide customized Copilot experiences by grounding responses in organizational knowledge, business processes, and specific instructions without requiring extensive coding.

Participants will design, configure, deploy, and manage declarative agents that help users perform specialized tasks, access organizational information, and improve productivity across Microsoft 365 applications.

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Audience Profile

This course is intended for:

  • Microsoft 365 Developers
  • Power Platform Developers
  • Solution Architects
  • Microsoft 365 Administrators
  • AI Solution Builders
  • Business Application Developers
  • Technical Consultants

Prerequisites

Before enrolling, you should have:

  • Basic understanding of Microsoft 365 Copilot
  • Familiarity with Microsoft 365 services and Microsoft Graph concepts
  • Experience with JSON, application configuration, or low-code development
  • Basic understanding of Generative AI concepts

— What You'll Learn —

Learning Objectives

In this course, you will learn to:

  • 1Understand the architecture and capabilities of declarative agents
  • 2Identify business scenarios suitable for declarative agents
  • 3Design and configure declarative agent solutions
  • 4Connect agents to organizational knowledge sources
  • 5Customize agent behavior and instructions
  • 6Deploy and manage declarative agents in Microsoft 365
  • 7Apply security, governance, and responsible AI practices
  • 8Monitor and optimize agent performance and adoption

— Day-by-Day —

Course Outline

Module 1

Introduction to Microsoft 365 Copilot Extensibility

  • Microsoft 365 Copilot Architecture Overview
  • Copilot Extensibility Models
  • Introduction to Declarative Agents
  • Declarative Agents vs. Custom Engine Agents
  • Business Benefits of Declarative Agents
  • Common Organizational Scenarios
  • Agent Lifecycle Overview
  • Microsoft 365 Integration Opportunities
  • Demonstration: Exploring Declarative Agent Experiences

Module 2

Understanding Declarative Agent Architecture

  • Declarative Agent Components
  • Instructions and Agent Behavior
  • Grounding and Context
  • Knowledge Sources
  • Microsoft Graph Integration
  • User Interactions and Conversations
  • Agent Scope and Boundaries
  • Designing for User Success
  • Hands-On Lab: Reviewing Declarative Agent Components

Module 3

Planning and Designing Declarative Agents

  • Business Requirements Analysis
  • Agent Use Case Identification
  • Defining Agent Roles and Responsibilities
  • Conversation Design Fundamentals
  • User Experience Considerations
  • Success Metrics and KPIs
  • Designing for Productivity
  • Agent Planning Best Practices
  • Workshop
  • Designing a Department-Specific Agent

Module 4

Building Declarative Agents

  • Declarative Agent Configuration
  • Agent Manifest Structure
  • Defining Agent Instructions
  • Conversation Guidance
  • Response Formatting
  • Agent Identity and Branding
  • Testing Agent Behaviors
  • Troubleshooting Configuration Issues
  • Hands-On Lab: Building a Declarative Agent

Module 5

Connecting Agents to Organizational Knowledge

  • Knowledge Grounding Fundamentals
  • Connecting Organizational Content
  • SharePoint Integration Concepts
  • Microsoft 365 Data Sources
  • Knowledge Management Strategies
  • Improving Response Quality
  • Content Preparation Best Practices
  • Maintaining Knowledge Sources
  • Hands-On Lab: Configuring Agent Knowledge Sources

Module 6

Security, Compliance, and Responsible AI

  • Security Model Overview
  • Permission-Based Access Controls
  • Data Privacy and Protection
  • Compliance Requirements
  • Responsible AI Principles
  • Human Oversight Considerations
  • Agent Governance Frameworks
  • Organizational Policies and Standards
  • Discussion: Agent Security and Governance Scenarios

Module 7

Deploying and Managing Declarative Agents

  • Agent Deployment Options
  • User Access Management
  • Publishing and Distribution
  • Version Management
  • Adoption Planning
  • User Training and Enablement
  • Change Management Considerations
  • Operational Support Models
  • Hands-On Lab: Publishing and Managing an Agent

Module 8

Monitoring, Optimization, and Business Value

  • Monitoring Agent Usage
  • User Feedback Collection
  • Measuring Productivity Improvements
  • Performance Optimization
  • Adoption Metrics and KPIs
  • Continuous Improvement Processes
  • Expanding Agent Capabilities
  • Future Trends in Microsoft 365 Copilot Extensibility
  • Exercise: Reviewing Agent Metrics and Optimization Opportunities
  • Capstone Exercise: Build and Deploy a Business Declarative Agent
  • Capstone Exercise: Participants will create a declarative agent designed to support a specific business function.
  • Activity: Identify a business use case
  • Activity: Design agent objectives and behaviors
  • Activity: Configure instructions and grounding sources
  • Activity: Test and validate responses
  • Activity: Apply governance and security controls
  • Activity: Publish the agent
  • Activity: Present the solution and expected business value

— The Big Picture —

Key Takeaways

  • Microsoft 365 Copilot extensibility fundamentals
  • Declarative agent architecture and design
  • Agent configuration and deployment
  • Organizational knowledge integration
  • Security, governance, and responsible AI
  • Adoption and lifecycle management
  • Performance monitoring and optimization

— What You'll Walk Away With —

Skills Gained

  • Declarative agent design
  • Agent configuration and deployment
  • Knowledge grounding strategies
  • Microsoft 365 Copilot extensibility
  • Governance and security implementation
  • Agent lifecycle management
  • Adoption and performance optimization

— Next Steps —

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Note: Course outlines are provided as a general guide. Content, pacing, labs, and instructional emphasis may vary based on instructor expertise, student experience levels, and customer-specific learning objectives.

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