Course Name

Microsoft 365 Copilot – Build a foundation to extend

Course Introduction

This course explores extending Copilot’s capabilities with Microsoft Graph connectors and custom engine copilots. You will also learn to manage agents in the Microsoft 365admin centre

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 designed for Administrators, Functional Consultants, Solution Architects and Technology Managers who need to provide a foundation for extending Microsoft 365 Copilot

Course Prerequisites

Attendees should have basic functional experience with Microsoft 365 services.

Course Objectives

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

  • Understand the Microsoft 365 Copilot design
  • Extend Microsoft 365 Copilot with agents, connectors and plugins to orchestrate business processes
  • Choose the right approach for extending Microsoft 365 Copilot
  • Use Microsoft 365 Graph connectors to enhance search within Microsoft 365 Copilot
  • Identify the scenarios where declarative agents are suitable for customising and extending Microsoft 365 Copilot
  • Manage your agents using the Microsoft 365 admin centre

Course Content

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  • Module 1: Examine the Microsoft 365 Copilot Design
    • Prerequisites for Microsoft 365 Copilot
    • How Microsoft 365 Copilot works
    • The Microsoft 365 Copilot service and tenant logical architecture
    • How Microsoft Copilot generates searches
    • How Microsoft 365 Copilot generates responses
  • Module 2: Microsoft 365 Copilot Extensibility Fundamentals
    • How Copilot and agents work together to create a personalised, intelligent assistant with the knowledge and skills unique to your business
    • The types of agents and the wide spectrum of capabilities with which they can be customised
    • How to ground your Copilot responses with multiple enterprise data sources for more relevant and reliable responses
  • Module 3: Choose a Microsoft 365 Extensibility Development Path
    • How Copilot and agents work together to create a personalised, intelligent assistant with the knowledge and skills unique to your business
    • The types of agents and the wide spectrum of capabilities with which they can be customised
    • How to ground your Copilot responses with multiple enterprise data sources for more relevant and reliable responses
  • Module 4: Introduction to Graph Connectors
    • How to set up and configure connections for Microsoft Graph connectors to enhance search within Microsoft 365 Copilot
    • What the semantic index is, and how it relates to Microsoft Graph connectors
    • The importance of search schema attributes, refresh intervals, and crawl scheduling for efficient data synchronisation
  • Module 5: Introduction to Declarative Agents for Microsoft 365 Copilot
    • Evaluate whether a declarative agent is appropriate to extend Microsoft 365 Copilot for your scenario
    • How the components of a declarative agent work together to create agents that run on Microsoft 365 Copilot
  • Module 6: Manage Agents for Microsoft 365 Copilot
    • How to enable or disable Copilot extensibility
    • How to manage permissions and control data access to your extensions
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Course Introduction

This course explores extending Copilot’s capabilities with Microsoft Graph connectors and custom engine copilots. You will also learn to manage agents in the Microsoft 365admin centre

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 designed for Administrators, Functional Consultants, Solution Architects and Technology Managers who need to provide a foundation for extending Microsoft 365 Copilot

Course Prerequisites

Attendees should have basic functional experience with Microsoft 365 services.

Course Objectives

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

  • Understand the Microsoft 365 Copilot design
  • Extend Microsoft 365 Copilot with agents, connectors and plugins to orchestrate business processes
  • Choose the right approach for extending Microsoft 365 Copilot
  • Use Microsoft 365 Graph connectors to enhance search within Microsoft 365 Copilot
  • Identify the scenarios where declarative agents are suitable for customising and extending Microsoft 365 Copilot
  • Manage your agents using the Microsoft 365 admin centre

Course Content

html
Copy
Edit

  • Module 1: Examine the Microsoft 365 Copilot Design
    • Prerequisites for Microsoft 365 Copilot
    • How Microsoft 365 Copilot works
    • The Microsoft 365 Copilot service and tenant logical architecture
    • How Microsoft Copilot generates searches
    • How Microsoft 365 Copilot generates responses
  • Module 2: Microsoft 365 Copilot Extensibility Fundamentals
    • How Copilot and agents work together to create a personalised, intelligent assistant with the knowledge and skills unique to your business
    • The types of agents and the wide spectrum of capabilities with which they can be customised
    • How to ground your Copilot responses with multiple enterprise data sources for more relevant and reliable responses
  • Module 3: Choose a Microsoft 365 Extensibility Development Path
    • How Copilot and agents work together to create a personalised, intelligent assistant with the knowledge and skills unique to your business
    • The types of agents and the wide spectrum of capabilities with which they can be customised
    • How to ground your Copilot responses with multiple enterprise data sources for more relevant and reliable responses
  • Module 4: Introduction to Graph Connectors
    • How to set up and configure connections for Microsoft Graph connectors to enhance search within Microsoft 365 Copilot
    • What the semantic index is, and how it relates to Microsoft Graph connectors
    • The importance of search schema attributes, refresh intervals, and crawl scheduling for efficient data synchronisation
  • Module 5: Introduction to Declarative Agents for Microsoft 365 Copilot
    • Evaluate whether a declarative agent is appropriate to extend Microsoft 365 Copilot for your scenario
    • How the components of a declarative agent work together to create agents that run on Microsoft 365 Copilot
  • Module 6: Manage Agents for Microsoft 365 Copilot
    • How to enable or disable Copilot extensibility
    • How to manage permissions and control data access to your extensions

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