MS-4010: Extend Microsoft 365 Copilot with declarative agents by using Visual Studio Code

Course MS-4010 Extend Microsoft 365 Copilot with declarative agents by using Visual Studio Code

This course provides comprehensive knowledge and hands-on experience in building declarative agents using Visual Studio Code and the Teams Toolkit . Participants begin with an introduction to declarative agents, followed by hands-on labs that guide them through building their first agent, understanding API plugins, and implementing APIs . Advanced topics include creating adaptive cards, managing authentication for API plugins, and integrating Microsoft Graph connectors. By the end of the course, participants will have a solid understanding of how to leverage declarative agents to enhance the functionality of Microsoft 365 Copilot .

Level: Beginner - Role: Developer - Product: Microsoft 365, Microsoft Copilot, Microsoft 365 Copilot, Microsoft 365 Copilot Chat

Microsoft Copilot - Creating plugins - Copilot connectors - Developing Microsoft 365 extensions - Integrating AI in Microsoft 365 - Copilot developer training

Course aimed at

The course MS-4010: Extend Microsoft 365 Copilot with Declarative Agents by Using Visual Studio Code is aimed at the following profiles:

• Developers: Professionals who create custom applications and seek to integrate declarative agents into Microsoft 365 Copilot.
• Software Engineers: Those who wish to improve their skills in developing plugins and connectors using Visual Studio Code.
• IT Administrators: People responsible for the management and security of applications within an organization.
• Technology consultants: Experts who advise companies on how to optimize their processes through the implementation of AI solutions.

Objectives of the MS-4010 training

• Understanding extensibility options: Equip participants with in-depth knowledge of how to extend Microsoft Copilot in Microsoft 365 by creating and customizing connectors and add-ons.
• Apply best practices in development: Teach best practices and standards for developing high-quality solutions that comply with security, privacy, and data handling regulations.
• Facilitate customization for all levels: Provide accessible training for both experienced and novice developers, enabling them to implement and adapt Microsoft Copilot to their specific needs.

Course Content MS-4010 Extending Microsoft 365 Copilot with Declarative Agents using Visual Studio Code

Module 1: Introduction to declarative agents for Microsoft 365 Copilot

• Introduction to declarative agents
  
• Agents and declarative agents
  
• Key characteristics of declarative agents
  
• Use of declarative agents
  
• How declarative agents work
  
• Personalized knowledge
  
• Customized instructions
  
• Personalized justification
  
• Customized actions
  
• Integration of personalized knowledge and actions
  
• When to use declarative agents
  
• Summary

Learning objectives:

• Evaluate whether a declarative agent is suitable to extend Microsoft 365 Copilot for your scenario.
  
• Describe how the components of a declarative agent work together to create agents that run on Microsoft 365 Copilot.

Lab 1: Create the first declarative agent with TypeSpec

Step-by-step guide to creating effective declarative agents.

Module 2: Creating declarative agents with TypeSpec and Microsoft 365 Agents Toolkit
Program:

• Introduction to TypeSpec
  
• Exercise: Create the basis of a new declarative agent
  
• Exercise: Write instructions and conversation starters
  
• Exercise: Integrate knowledge and actions
  
• Module evaluation
  
• Summary

Learning objectives:

• Explain the purpose and advantages of TypeSpec in creating declarative agents.
  
• Create a basic declarative agent using TypeSpec and the Microsoft 365 Agent Toolkit in Visual Studio Code.
  
• Configure and customize agent behavior, including adding conversation starters and functionality tests in Microsoft 365 Copilot.
  
• Integrate advanced functionalities into a declarative agent, such as web content, OneDrive/SharePoint data, Teams messages, and Python-based code interpretation.
  
• Validate and implement a fully customized agent for specific organizational needs.

Lab 2: Create the first declarative agent action with the API plugin using Visual Studio Code

• Practical exercises for creating, customizing, and integrating advanced functionalities in declarative agents.
  
• Module evaluation and summary of advantages and achievements.

Module 3: Introduction to actions with API plugins for declarative agents

• General information on the reporting agents
  
• Main objective of API plugins
  
• Key features of API plugins
  
• API plugins for declarative agents
  
• How API plugins work
  
• Invocation of the function performed by agents
  
• Decision criteria for API add-ons
  
• Guide summary
  
• Knowledge test
  
• Summary

Learning objectives:

• Evaluate whether extending your declarative agent with an API plugin action is suitable for your scenario.
  
• Describe how API plugins allow a declarative agent to retrieve and modify external data.

Lab 3: Create the first declarative agent action with the API plugin using Visual Studio Code

• Create an API plugin that connects to an anonymous API.
  
• Configure the API plugin to display API data.
  
• Extend a declarative agent with an action using an API plugin.
  
• Load the declarative agent into Microsoft 365 Copilot and validate the results.

Lab 4: Authenticating the API plugin for declarative agents with protected APIs

• Identify how an API is protected.
  
• Design a secure way to integrate an API plugin with a protected API (API key and OAuth2).
  
• Run the API plugin in Microsoft 365 Copilot to validate the results.

Module 7: Introduction to Microsoft 365 Copilot Connectors
Program:

• What are Microsoft 365 Copilot connectors?
  
• Description of external connections and diagrams
  
• Methods for data retrieval and transformation
  
• Data access and security controls
  
• Summary

Learning objectives:

• Describe the role and advantages of Copilot connectors in Microsoft 365.
  
• Explain how external connections and schematics work.
  
• Explore methods for data retrieval and transformation.
  
• Describe the access controls and security limitations for data protection.

Lab 5: Compile the first Microsoft 365 Copilot connector

• Apply scaffolding to a new connector project.
  
• Configure the connector to extract data from a public GitHub repository.
  
• Run the connector to ingest data into Microsoft Graph and check the indexing.
  
• Expand the connector schematic and re-enter data.
  
• Test Copilot's access to indexed data.

Module 9: Monitoring and Maintaining Microsoft 365 Copilot Connectors

• Introduction
  
• Monitor and manage connector operations
  
• Troubleshooting connector problems and errors
  
• Manage access permissions and security
  
• Optimize connector performance
  
• Module evaluation
  
• Summary

Learning objectives:

• Monitor connector operations and manage connection states using the Microsoft 365 admin center.
  
• Diagnose and troubleshoot common connector problems.
  
• Review and manage access permissions to ensure data security and protection.
  
• Optimize connector performance through trace scheduling, quota management, and capacity planning.

Prerequisites

It doesn't have

Language

• Course: English / Spanish