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 practical experience in creating declarative agents using Visual Studio Code and Teams Toolkit. Participants begin with an introduction to declarative agents, followed by hands-on labs that guide them through creating 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 Microsoft 365 Copilot functionality.

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

Course aimed at

The MS-4010 course 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 want to improve their skills in developing plugins and connectors using Visual Studio Code.
• IT Administrators: Individuals responsible for managing and securing applications within an organization.
• Technology Consultants: Experts who advise companies on how to optimize their processes by implementing AI solutions.

MS-4010 training objectives

• Understand extensibility options: Equip participants with a deep understanding of how to extend Microsoft Copilot in Microsoft 365 by creating and customizing connectors and add-ins.
• 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 beginner developers, allowing them to implement and adapt Microsoft Copilot to their specific needs.

MS-4010 course content

Module 1: Introduction to Declarative Agents for Microsoft 365 Copilot

• Introduction to declarative agents
• Agents and declarative agents
• Key features of declarative agents
• Using declarative agents
• How declarative agents work
• Custom knowledge
• Custom instructions
• Custom grounding
• Custom actions
• Integrating custom knowledge and actions
• When to use declarative agents
• Summary

Lab 1: Create your first declarative agent with TypeSpec

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

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

• Introduction to TypeSpec
• Exercise: Create the foundation for a new declarative agent
• Exercise: Write instructions and conversation starters
• Exercise: Integrate knowledge and actions
• Module assessment
• Summary

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

• Practical exercises to create, customize, and integrate advanced functionalities in declarative agents.
• Module evaluation and summary of benefits and achievements.

Module 3: Introduction to Actions with API Plugins for Declarative Agents

• Overview of declarative agents
• Main objective of API plugins
• Key features of API plugins
• API plugins for declarative agents
• How API plugins work
• Invoking the function performed by agents
• Decision criteria for API plugins
• Knowledge check
• Summary

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.
• Upload the declarative agent to Microsoft 365 Copilot and validate the results.

Lab 4: Authenticate 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).
• Execute the API plugin in Microsoft 365 Copilot to validate the results.

Module 7: Introduction to Microsoft 365 Copilot Connectors

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

Lab 5: Build your first Microsoft 365 Copilot connector

• Scaffold a new connector project.
• Configure the connector to pull data from a public GitHub repository.
• Run the connector to ingest data into Microsoft Graph and check indexing.
• Extend the connector schema and re-ingest data.
• Test Copilot's access to indexed data.

Module 9: Monitor and maintain Microsoft 365 Copilot connectors

• Introduction
• Monitor and manage connector operations
• Troubleshoot connector issues and errors
• Manage access permissions and security
• Optimize connector performance
• Module assessment
• Summary

Prerequisites

None

Language

• Course: English / Spanish