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.

This course is for App Makers.

There are no prerequisites for this course, however familiarity with Microsoft Copilot for Microsoft 365 would be advantageous.

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

Microsoft 365 Copilot extensibility fundamentals

• Extension fundamentals
• Add knowledge with Graph connectors
• Add skills with plugins
• Build your own copilot

Introduction to Copilot Studio actions

• Copilot Studio actions user experience
• Types of Copilot Studio actions
• Develop Copilot Studio actions
• Test and publish Copilot Studio actions

Create prompt actions for Microsoft 365 Copilot in Copilot Studio

• What are prompt actions?
• Create a prompt action

Create connector actions for Microsoft 365 Copilot in Copilot Studio

• What are connector actions?
• Create connector actions

Create conversational actions for Microsoft 365 Copilot in Copilot Studio

• Explore conversational actions
• Create a conversational action
• Build a topic for a conversational action
• Publish and test a conversational action