MS-4022 – Extend Microsoft 365 Copilot in Copilot Studio

Course Duration

Half Day

Audience

Employees of federal, state and local governments; and businesses working with the government.

Prerequisites

Familiarity with Microsoft 365 and basic Copilot usage. No programming experience required.

Course Description

MS-4022 teaches how to extend Microsoft 365 Copilot by building low-code declarative agents using Microsoft Copilot Studio. Students learn to create custom agents that ground Copilot in specific knowledge sources, add custom instructions, and surface through Microsoft 365 Copilot Chat. This low-code approach allows non-developers to build powerful Copilot extensions without writing traditional code — ideal for federal and corporate power users, business analysts, and IT administrators who want to customize Copilot for their organization.

Learning Objectives

• Understand declarative agents and how they extend Microsoft 365 Copilot
• Create a declarative agent in Microsoft Copilot Studio
• Configure agent knowledge sources, instructions, and conversation starters
• Add actions to a declarative agent to connect it with external systems
• Publish and manage a declarative agent in Microsoft 365
• Compare Copilot Studio agents with code-first declarative agents

Course Outline

Introduction to declarative agents for Microsoft 365 Copilot

• What are declarative agents?
• How declarative agents work
• When to use declarative agents

Build your first declarative agent for Microsoft 365 Copilot using Copilot Studio

• Create a declarative agent in Copilot Studio
• Configure knowledge sources and instructions
• Add actions to your agent
• Test and publish your agent

Frequently Asked Questions