“In this three-day course, you will Build a Foundation to Extend Microsoft 365 Copilot”. This course is designed to equip professionals with the knowledge and skills necessary to enhance Microsoft 365 Copilot’s functionalities. By integrating external data sources, automating workflows, and creating customized conversational experiences, participants can tailor Copilot to meet specific organizational needs.
Course Outline:
Module 1: Introduction to Extending Microsoft 365 Copilot
- Overview of Microsoft 365 Copilot and its extensibility features.
- Understanding the benefits of extending Copilot’s capabilities.
- Exploring various extensibility options, including plugins and Microsoft Graph connectors.
Module 2: Working with Microsoft Graph Connectors
- Introduction to Microsoft Graph connectors and their role in data integration.
- Steps to create and configure connectors to external data sources.
- Best practices for managing and maintaining connectors.
Module 3: Developing Plugins for Copilot
- Understanding the concept of plugins and their applications.
- Guidelines for developing and deploying plugins to extend Copilot’s functionalities.
- Testing and troubleshooting plugins to ensure optimal performance.
Module 4: Implementing Declarative Agents
- Introduction to declarative agents and their role in Copilot’s extensibility.
- Creating and configuring declarative agents to automate tasks and workflows.
- Managing agent settings and monitoring their performance.
Module 5: Managing and Distributing Extensions
- Overview of the Microsoft 365 admin center for extension management.
- Procedures for enabling or disabling Copilot extensibility features.
- Strategies for distributing extensions across the organization.
“Extend Microsoft 365 Copilot with Copilot Studio Actions and Connectors” These Modules are designed to empower professionals to enhance Microsoft 365 Copilot’s capabilities by integrating external data, automating workflows, and creating tailored conversational experiences.
Module 1: Microsoft 365 Copilot Extensibility Fundamentals
- Explore methods to extend Microsoft 365 Copilot to meet unique business needs.
- Learn how to enrich user workflows by adding knowledge with Graph connectors.
- Understand how to add skills with plugins.
- Discover how to build your own copilot.
Module 2: Introduction to Copilot Studio Actions
- Understand the user experience of Copilot Studio actions.
- Identify the types of Copilot Studio actions.
- Learn how to develop Copilot Studio actions.
- Understand how to test and publish Copilot Studio actions.
Module 3: Create Prompt Actions for Microsoft 365 Copilot in Copilot Studio
- Learn what prompt plugins are.
- Understand how to create a prompt action.
Module 4: Create Connector Actions for Microsoft 365 Copilot in Copilot Studio
- Identify scenarios appropriate for connector actions.
- Learn how to create connector actions in Copilot Studio.
- Understand how to test connector actions in Microsoft 365 Copilot.
Module 5: Create Conversational Actions for Microsoft 365 Copilot in Copilot Studio
- Explore conversational actions.
- Learn how to create a conversational action for Microsoft 365 Copilot.
- Understand how to build a topic for a conversational action.
- Learn how to publish and test a conversational action.
“Build Plugins and Connectors for Microsoft 365 Copilot” These modules are designed to equip professionals with the skills to extend Microsoft 365 Copilot’s functionalities by integrating external data sources, automating workflows, and creating customized conversational experiences.
Module 1: Microsoft 365 Copilot Extensibility Fundamentals
- Explore how extending Microsoft 365 Copilot with agents, connectors, and plugins can help organizations address the challenges of increasing productivity and reducing costs by leveraging AI to orchestrate business processes more effectively.
Module 2: Choosing a Copilot Extensibility Development Path
- Understand the various extensibility options available for Microsoft 365 Copilot.
- Learn how to select the appropriate development approach based on your organization’s needs.
- Explore the benefits and limitations of different extensibility methods.
Module 3: Building High-Quality Plugins for Microsoft 365 Copilot
- Learn how to build plugins that enable users to interact with your web service using natural language via Microsoft 365 Copilot.
- Understand the qualities of a good plugin and best practices for building high-quality plugins.
- Explore how plugins can access real-time information, retrieve relational data, and perform actions across apps.
Module 4: Building Connectors for Microsoft 365 Copilot
- Understand how to add knowledge to Microsoft 365 Copilot with Graph connectors.
- Learn how to create connectors to integrate external data sources into Copilot.
- Explore best practices for building and optimizing connectors.
Module 5: Data, Privacy, and Security Considerations
- Learn how to apply data, privacy, and security practices when developing your plugin or connector.
- Understand the importance of data privacy and security in the development of plugins and connectors.
Module 6: Guided Project – Build a Message Extension Plugin
- Set up your development environment to build and deploy plugins.
- Develop and test a message extension plugin for Microsoft Copilot.
- Explore the source code of the plugin and learn how to add new commands to enhance its functionality.
“Build Custom Agents for Microsoft Teams” The following modules as a a workshop. They are designed to equip professionals with the skills to develop intelligent agents that enhance Microsoft Teams’ functionalities. By leveraging the Teams AI Library and Teams Toolkit, participants can create custom agents tailored to their organization’s specific needs.
Module 1: Introduction to Custom Agents in Microsoft Teams
- Understand the role and benefits of custom agents within Microsoft Teams.
- Explore the capabilities of the Teams AI Library and Teams Toolkit.
- Identify scenarios where custom agents can enhance productivity and collaboration.
Module 2: Setting Up the Development Environment
- Install and configure Visual Studio Code.
- Set up Teams Toolkit for Visual Studio Code.
- Familiarize with the Teams AI Library and its components.
Module 3: Building Your First Custom Engine Agent
- Create a new custom engine agent project using Teams Toolkit.
- Integrate Azure OpenAI models for natural language processing.
- Define prompts and responses to guide agent interactions.
- Test and debug the custom engine agent within the development environment.
Module 4: Enhancing Agent Capabilities
- Implement data retrieval and processing functionalities.
- Integrate external APIs and services to extend agent functionalities.
- Utilize declarative agents to automate complex tasks and workflows.
Module 5: Deploying and Managing Custom Agents
- Deploy the custom agent to Microsoft Teams.
- Monitor agent performance and user interactions.
- Iterate and update the agent based on user feedback and performance metrics.