MS-4022: Extend Microsoft 365 Copilot in Copilot Studio

Unlock the full potential of Microsoft 365 Copilot by learning how to design, configure, and extend AI-powered assistants using Copilot Studio. In this hands-on, agent-led course, you'll build a fully functional declarative Copilot agent that integrates with your organization’s content and services.

This course walks you through every step—from creating your first agent and grounding it with SharePoint knowledge, to adding conversational starter prompts, prompt-based logic, and live connector actions. You'll also test and publish your agent directly into Microsoft 365 Copilot, enabling seamless support scenarios within Teams, Word, Excel, and more.

What You'll Learn:

How to build and customize declarative Copilot agents
How to integrate custom knowledge from SharePoint
How to guide conversations with starter prompts
How to use prompt actions to structure AI responses
How to configure connector actions to retrieve real-time data
How to test and publish agents into Microsoft 365 Copilot

Target Audience:
This course is ideal for IT professionals, solution architects, business analysts, and Microsoft 365 power users who want to build intelligent support agents without writing code.

Prerequisites: Familiarity with Microsoft 365 and basic SharePoint concepts

Category: Business and Productivity
Level: Foundational
Time Estimate: 2h 0m
Price: $29.99 for 1 months of access
Lab Environment: Included

MS-4022: Extend Microsoft 365 Copilot in Copilot Studio Badge

Lessons in this Course

Lesson 1: Building and Extending a Declarative Agent

In the following exercises, you'll build and extend a fully functional Microsoft 365 Copilot agent using Copilot Studio. You'll start by creating a declarative agent with custom instructions, then enhance it with SharePoint-based knowledge for grounded, citation-backed answers. You'll guide user interactions with carefully crafted starter prompts and build prompt actions to generate structured responses from user input. Finally, you'll integrate a live SharePoint connector to allow your agent to retrieve real-time data from a document library. By the end of the course, you’ll have a published agent ready for use across Microsoft 365 apps like Teams, Word, and Excel.

Duration: 2 h 0 m

Exercises

Exercise 1: Create a declarative agent In this exercise you will create a declarative agent using generative AI, refine the instructions, publish the agent to Microsoft 365, and test the agent in Microsoft 365 Copilot. Estimated Time: 20 minutes

Exercise 2: Add custom knowledge In this exercise you will update the declarative agent you created in the previous exercise with custom instructions and grounding data. This exercise assumes you have a SharePoint site with a document library named "Products" that contains sample product files. Estimated Time: 20 minutes

Exercise 3: Add starter prompts In this exercise you will update the declarative agent you created in the previous exercise with six starter prompts. Estimated Time: 10 minutes

Exercise 4: Create a prompt action In this exercise you will create a prompt action, test the prompt in Copilot Studio, and test the prompt within a Copilot agent. You'll create a prompt action that helps users turn their raw ideas into organized marketing pitches that follow a specific format and guidelines. Estimated Time: 15 minutes

Exercise 5: Create a connector action In this exercise you will configure a connector action for a declarative agent in Copilot Studio. You'll use the "SharePoint - List folder" connector to retrieve a list of files from a Products folder that contains product support files. Estimated Time: 15 minutes