MS-4014-A: Build a foundation to build AI agents and extend Microsoft 365 Copilot
Course Overview
MS-4014-A: Build a Foundation to Build AI Agents and Extend Microsoft 365 Copilot is an advanced, industry-focused training designed for IT professionals, developers, and business technologists who want to harness the power of AI agents within the Microsoft 365 ecosystem.
This course provides participants with the knowledge and practical skills to design, develop, and extend AI-powered agents that integrate seamlessly with Microsoft 365 applications using Copilot capabilities. Learners will explore the architecture of AI agents, discover how Copilot enhances productivity, and gain hands-on experience in extending these agents to meet organisational workflows and automation requirements.
Through practical exercises and real-world scenarios, participants will learn to create intelligent solutions that can automate tasks, enhance collaboration, support decision-making, and deliver measurable business value. The course also emphasises responsible AI practices, security, and governance to ensure enterprise-ready deployment.
Course Objectives & Learning Outcomes:
- Understand the core principles and architecture of AI agents in Microsoft 365
- Build foundational AI agents that integrate with Microsoft 365 Copilot
- Extend Copilot functionality to automate workflows and enhance productivity
- Apply natural language processing and AI reasoning to solve business challenges
- Design AI agents that interact with Microsoft 365 applications, APIs, and connectors
- Implement governance, security, and compliance in AI agent development
- Optimise agent performance, scalability, and maintainability
- Leverage AI insights to support decision-making and collaboration
- Integrate AI agents with enterprise workflows and business processes
- Demonstrate best practices in deploying AI solutions responsibly and ethically
Prerequisites:
Students should have basic functional experience with Microsoft 365 services.
Target Audience
Schedule Dates
Course Content
- Introduction to Copilot’s logical architecture
- Key components of Microsoft 365 Copilot
- Service and tenant-level architecture overview
- Extending Copilot with plugins and Microsoft Graph connectors
- Introduction to Copilot extensibility
- Overview of agents, declarative agents, and custom engine agents
- Add knowledge with Microsoft Graph connectors
- Add skills with plugins
- Why and how to extend Microsoft 365 Copilot
- Evaluate extensibility options and development approaches
- Review available tools
- Learn how companies are extending Copilot
- Understand how to ensure data privacy and security
- Add and configure external data connections
- Set search schema attributes
- Schedule refreshes and monitor performance
- Understand what declarative agents are and how they work
- Identify use cases for custom knowledge and custom actions
- Manage agents through the Microsoft 365 admin center
- Enable/disable extensibility
- Apply data access controls based on organizational needs
FAQs
AI agents in Microsoft 365 are intelligent systems capable of autonomously performing tasks, reasoning over data, and interacting with users or other applications. They are important because they enhance productivity, automate repetitive workflows, and enable organisations to leverage AI for business decision-making, collaboration, and efficiency.
You will gain practical skills in designing AI agents, integrating them with Microsoft 365 applications, extending Copilot functionality, automating business workflows, applying AI reasoning, and
Yes. Participants will learn to implement security measures, access controls, privacy safeguards, and compliance policies while building AI agents. The course emphasises ethical AI development and responsible deployment practices to ensure organisational data is protected.
Yes, business technologists, solution architects, and analysts with minimal coding experience can benefit from this course. While technical skills help, the course provides foundational knowledge and demonstrates how AI agents and Copilot can be leveraged in a business context.
Participants can pursue roles such as AI Solutions Developer, Microsoft 365 AI Consultant, Productivity Engineer, Digital Transformation Specialist, or Intelligent Automation Architect. Mastery of AI agents and Copilot extension opens opportunities for leading AI-driven business initiatives and enterprise automation projects.
Flexible Training Options to Meet Your Needs
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