Who is this training for?
- IT professionals and consultants working with Microsoft 365 Copilot
- Developers and solution architects wishing to extend the functionality of Copilot
- Business analysts and digital transformation specialists
- Anyone familiar with Microsoft 365 Copilot wishing to create and manage custom agents
Training objectives
- Understand the role of declarative agents in customizing and extending Microsoft 365 Copilot
- Identify scenarios relevant to using declarative agents
- Create a declarative agent in Copilot Studio to meet specific needs
- Add custom knowledge to a declarative agent to improve the relevance and accuracy of responses
- Design and integrate conversation starters into declarative agents
- Create and integrate conversation starters into declarative agents
- Create and configure custom actions in Copilot Studio to extend agent capabilities
- Connect agents to external data sources and customize generative responses
- Use bootstrap actions to further customize responses generated by declarative agents
- Publish and test declarative agents to integrate with Microsoft 365 Copilot
Summary
This official Microsoft MS-4015 course teaches participants how to create custom agents for Microsoft Teams using the Teams AI Library. Learners also learn how these agents can extend Microsoft 365 Copilot.
Course outline
- Explore the Copilot stack
- Learn about custom agents for Teams with the Teams AI Library
- Leverage the Copilot stack to accelerate your AI development
- Understand Copilot's different extensibility options
- Use an Azure OpenAI template to build an app
- Access the Azure OpenAI service
- Understand augmented generation by recovery (RAG) with the Azure OpenAI service
- Exercise: Implement RAG with your own data and Azure OpenAI templates
- Bring your Azure OpenAI template and data into Teams
- Exercise: Install and configure Teams Toolkit for Visual Studio Code
- Create your custom agent for Teams
- Exercise: Prepare the guided project
- Exercise: Create your custom agent app for Teams
- Exercise: Configure your custom agent
Approach and methodology
Practical and structured approach combining focused theory and guided workshops. Participants gradually create and customize agents for Microsoft Teams through real-world exercises inspired by professional scenarios, promoting immediate application of learnings. They learn how to design, configure, and integrate chatbots to automate interactions and improve collaboration within Teams environments. Led by a Microsoft certified trainer, the training focuses on interactivity and the development of directly transferable technical skills to deploy intelligent solutions in a professional context.
Prerequisites
All learners should be familiar with:
- Teams Toolkit or equivalent content
- Visual Studio Code or equivalent content
- Microsoft Teams or equivalent content
- Creating chatbots or equivalent content
Recommendations
- Basics in Microsoft 365 and Microsoft Teams
- Understanding of conversational AI concepts and agents (bots)
- Basic knowledge of development (JavaScript, API, or integration logic)
- Familiarity with Azure (services, authentication, integration)
- Notions of security and identity management (Entra ID)
