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Microsoft MS-4009 - Extend Microsoft 365 Copilot with Copilot Studio Actions and Connectors

  • Length 1 day
Course overview
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Why study this course

This one-day course enables business users and app makers to use Copilot Studio actions and Copilot connectors to extend and customise Microsoft 365 Copilot. Students will learn how to design tailored conversations for predictable scenarios, automate complex business tasks, connect business data from various sources, and generate content or insights using AI.

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What you’ll learn

After completing this course, students will be able to:

  • Describe ways to extend Microsoft 365 Copilot 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 specialised user interactions within Microsoft 365

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

  • Describe the requirements for creating Copilot Studio actions

  • Describe the user requirements for using Copilot Studio actions in Microsoft 365 Copilot

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

  • 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 365 Copilot

  • Identify scenarios appropriate for connector actions

  • Create connector actions in Copilot Studio

  • Test connector actions in Microsoft 365 Copilot

  • Describe the requirements for building and using conversational actions

  • Create and publish a conversational action for Microsoft 365 Copilot


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Microsoft at Lumify Work

Lumify Work has been delivering effective training across all Microsoft products for over 30 years. We are proud to be both Australia's and New Zealand’s first Microsoft Gold Learning Solutions Partner and the winner of the Microsoft MCT Superstars Award for FY24, which formally recognises us as having the highest quality Microsoft Certified Trainers (MCTs) in ANZ. All Lumify Work Microsoft technical courses follow Microsoft Official Curriculum (MOC) and are led by MCTs.


Who is the course for?

This course is designed for developers who are interested in using Copilot Studio to extend the capabilities of Microsoft 365 Copilot with custom business knowledge and actions.


Course subjects

  • Microsoft 365 Copilot extensibility fundamentals

  • Introduction to Copilot Studio actions

  • Create prompt actions for Microsoft 365 Copilot in Copilot Studio

  • Create connector actions for Microsoft 365 Copilot in Copilot Studio

  • Create conversational actions for Microsoft 365 Copilot in Copilot Studio


Prerequisites

  • Global Administrator Access to a Microsoft 365 tenant

  • Ability to develop .NET applications

  • Basic understanding of Microsoft Entra ID and Microsoft Identity concepts is recommended.

  • .NET 8.0


Terms & Conditions

The supply of this course by Lumify Work is governed by the booking terms and conditions. Please read the terms and conditions carefully before enrolling in this course, as enrolment in the course is conditional on acceptance of these terms and conditions.


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