Dynamics 365 Courses6
MS-4014-A: Build a foundation to build AI agents and extend Microsoft 365 Copilot
Duration
1 Day
Upcoming Batch
11 November 2026
Batch Options
4 hours & 8 hours
Language
English / Arabic
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
- This course is ideal for developers, IT professionals, business technologists, solution architects, and consultants working with Microsoft 365. It is also suitable for those who want to build AI-driven productivity solutions using Copilot and integrate intelligent automation into enterprise workflows.
Course Content
6 modules · 21 topics01Module 1: Examine the Microsoft 365 Copilot Design4 topics
- 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
02Module 2: Microsoft 365 Copilot Extensibility Fundamentals4 topics
- Introduction to Copilot extensibility
- Overview of agents, declarative agents, and custom engine agents
- Add knowledge with Microsoft Graph connectors
- Add skills with plugins
03Module 3: Choose a Microsoft 365 Copilot Extensibility Development Path5 topics
- 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
04Module 4: Introduction to Graph Connectors3 topics
- Add and configure external data connections
- Set search schema attributes
- Schedule refreshes and monitor performance
05Module 5: Introduction to Declarative Agents for Microsoft 365 Copilot2 topics
- Understand what declarative agents are and how they work
- Identify use cases for custom knowledge and custom actions
06Module 6: Manage Agents for Microsoft 365 Copilot3 topics
- Manage agents through the Microsoft 365 admin center
- Enable/disable extensibility
- Apply data access controls based on organizational needs
Schedule Dates
4 upcoming batchesSession TypePhysical sessions run at our training facility.
| Batch Dates | Duration | Batch Options | Language | Action |
|---|---|---|---|---|
| 11 November 2026 | 1 Day | 4 hours & 8 hours | English / Arabic | |
| 11 February 2027 | 1 Day | 4 hours & 8 hours | English / Arabic | |
| 11 May 2027 | 1 Day | 4 hours & 8 hours | English / Arabic | |
| 11 August 2027 | 1 Day | 4 hours & 8 hours | English / Arabic |
Can’t find a suitable date? Request a schedule that fits your team.
Request More InformationFAQs
What are AI agents in the context of Microsoft 365, and why are they important?
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.
What skills will I gain from this course?
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
Will this course cover responsible AI and governance?
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.
Can non-technical professionals benefit from this course?
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.
What career opportunities are available after completing this course?
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.
How We Deliver
Flexible Training Options to Meet Your Needs
Choose how you learn — live online, in-classroom, at your workplace, or internationally. CounselTrain delivers certified IT training across the UAE in the format that fits your team.
Select the method that best suits your needs.
Online Instructor-Led Training
Learn from the comfort of your workplace or at home through live virtual sessions led by expert trainers.
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Classroom Training
Participate in interactive, face-to-face training in our top 5-star training facilities in Dubai.
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Onsite Training
Learn a customised curriculum in your workplace to ensure the most impact and team participation.
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Overseas Training
Participate in our international training sessions and improve your abilities with world-class instructors.
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