Learn how to create Copilot Studio actions that extend the knowledge and capabilities of Microsoft 365 Copilot with external data, tailored conversations, automated flows, and custom prompts.

Prerequisites

Familiarity with Microsoft Copilot for Microsoft 365.

Modules in this learning path

Microsoft 365 Copilot extensibility fundamentals

This module explores 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.

• Introduction
• What is Copilot extensibility?
• What are agents?
• What are declarative agents?
• What are custom engine agents?
• Add knowledge with Graph connectors
• Add skills with plugins
• Knowledge check
• Summary

Introduction to Copilot Studio actions

Explore the core considerations and requirements for creating, testing, and publishing Copilot Studio actions to extend Microsoft 365 Copilot.

• Introduction
• Copilot Studio actions user experience
• Types of Copilot Studio actions
• Develop Copilot Studio actions
• Test and publish Copilot Studio actions
• Knowledge check
• Summary

Create prompt actions for Microsoft 365 Copilot in Copilot Studio

Use Copilot Studio to create prompt actions that return generative responses to user prompts in Microsoft 365 Copilot.

• Introduction
• What are prompt actions?
• Create a prompt action
• Exercise - Create a prompt action
• Knowledge check
• Summary

Create connector actions for Microsoft 365 Copilot in Copilot Studio

Use Copilot Studio to create connector actions that expand the knowledge and capabilities of Microsoft 365 Copilot with external data.

• Introduction
• What are connector actions?
• Create connector actions
• Exercise - Create a connector action
• Knowledge check
• Summary

Create conversational actions for Microsoft 365 Copilot in Copilot Studio

Build conversational actions in Copilot Studio that extend Microsoft 365 Copilot with tailored conversations for predictable scenarios that require specific responses.

• Introduction
• Explore conversational actions
• Create a conversational action
• Build a topic for a conversational action
• Publish and test a conversational action
• Exercise - Create a conversational action
• Knowledge check
• Summary