Training: Build a foundation to extend Microsoft 365 Copilot (MS-4014)

Why Extend Microsoft 365 Copilot?

Microsoft 365 Copilot is a powerful tool that enhances productivity through artificial intelligence. However, every company has specific needs in terms of data processing and process automation. Extending Copilot allows it to better meet business requirements by integrating external data sources and customizing its features.

By using Microsoft Graph connectors and plugins, Copilot can provide more accurate and tailored responses. This course teaches you how to configure these extensions and maximize Copilot’s potential to automate tasks and simplify information management.

Integrating Microsoft Graph Connectors to Enrich Data

Microsoft Graph connectors enable Copilot to access various data sources. These connections are essential for centralizing information from different systems and improving search relevance. In this training, you will learn how to configure these connectors, set up effective search schemas, and define synchronization rules.

By optimizing these settings, you can ensure better data integration and provide more precise results to Copilot users. Whether analyzing documents, extracting information from a CRM, or connecting other business platforms, these connectors are a key asset in customizing Copilot’s capabilities.

Leveraging Agents to Automate Tasks

Agents take business process automation to the next level. They function as intelligent assistants capable of processing specific requests and executing actions based on user needs. There are different types of agents, including declarative agents and custom engine agents.

A declarative agent operates with predefined rules to automate recurring actions, while a custom engine agent can be trained to handle more complex tasks. In this training, you will discover how to design and configure these agents to enhance workflows and simplify daily operations.

Choosing the Best Development Approach

There are multiple ways to extend Microsoft 365 Copilot, and each company needs to adopt an approach suited to its objectives. This course guides you in selecting the best development tools and methods. You will learn how to evaluate the different options and choose the ones that best fit your needs.

Whether you want to add new features, integrate external databases, or improve data security, it is essential to define a clear strategy. This training provides you with the knowledge to implement a robust and effective solution.

Managing and Securing Copilot in the Microsoft 365 Environment

Once the extensions are set up, it is crucial to ensure their security and proper functioning. The Microsoft 365 Admin Center allows administrators to manage permissions and maintain strict control over data access. You will learn how to configure these settings to restrict access to sensitive information and comply with privacy regulations.

By following best practices, you will be able to fully utilize Copilot’s capabilities securely and optimize its use within your organization.

FAQ

What are the benefits of extending Microsoft 365 Copilot?

Extending Copilot improves search relevance, automates repetitive tasks, and integrates external data sources to enhance the quality of responses.

Do I need development skills to take this course?

Basic knowledge of APIs and Microsoft Graph connectors is beneficial, but the course is designed to be accessible to professionals with general experience using Microsoft 365.

How can I secure the data used by Copilot?

The Microsoft 365 Admin Center allows administrators to manage permissions and restrict access to sensitive information. The training covers best practices for securing data.

What are some real-world use cases for businesses?

Copilot extensions can be used to automate document management, streamline workflows, and integrate with business systems such as CRMs and ERPs.

Is this training suitable for small businesses?

Yes, whether for large enterprises or small businesses, this course helps optimize Copilot usage based on specific business needs.