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Extend Microsoft 365 Copilot with Copilot Studio actions and connectors
Course Description
Overview
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.Objectives
- 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 a conversational action for Microsoft 365 Copilot.
- Publish a conversational action to Microsoft 365 Copilot.
Prerequisites
-
Familiarity with Microsoft Copilot for Microsoft 365.
Topics
- Introduction
- Extension fundamentals
- Add knowledge with Graph connectors
- Add skills with plugins
- Build your own copilot
- Introduction
- Copilot Studio actions user experience
- Types of Copilot Studio actions
- Develop Copilot Studio actions
- Test and publish Copilot Studio actions
- Introduction
- What are prompt actions?
- Create a prompt action
- Exercise - Create a prompt action
- Introduction
- What are connector actions?
- Create connector actions
- Exercise - Create a connector action
- 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
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