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Microsoft

Extend Microsoft 365 Copilot with declarative agents using Visual Studio Code

Microsoft via Microsoft Learn

Overview

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  • Learn how to use declarative agents in Microsoft 365 Copilot to automate tasks and workflows.

    By the end of this module, you're able to:

    • Evaluate whether a declarative agent is appropriate 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.
  • Implement a declarative agent with custom knowledge.

    By the end of this module, you're able to:

    • Design a declarative agent to solve a business problem.
    • Implement a declarative agent with custom knowledge.
    • Upload and use a declarative agent in Microsoft 365 Copilot to validate the results.
  • Demonstrate your ability to create a declarative agent for Microsoft 365 Copilot that can answer questions using information from documents.

    In this module, you'll demonstrate your ability to create a declarative agent for Microsoft 365 Copilot that can answer questions using information from documents.

  • Build a declarative agent for Microsoft 365 Copilot optimized for a specific scenario. Bring actions to your agent with API plugins to access external data in real-time.

    By the end of this module, you're able to:

    • Design a declarative agent with actions using an API plugin
    • Integrate a declarative agent with an API plugin connected to an anonymous API
    • Run declarative agent with an API plugin in Microsoft 365 Copilot to validate the results
  • Learn how to enhance the user experience of declarative agents by using Adaptive Cards to render API data visually. Create and configure Adaptive Card templates, integrate them into API plugins, and test the setup in Microsoft 365 Copilot. Learn the practical steps for building and previewing Adaptive Cards in Visual Studio Code.

    By the end of this module, you're able to:

    • Create an Adaptive Card template that shows the data from the API.
    • Verify that the Adaptive Card template correctly renders API data.
    • Configure the API plugin to render the data using the Adaptive Card template.
    • Upload your declarative agent to Microsoft 365 Copilot and validate the results.
  • Demonstrate your ability to create a declarative agent for Microsoft 365 Copilot that access data from an external API.

    In this module, you'll demonstrate your ability to create a declarative agent for Microsoft 365 Copilot that access data from an external API.

  • Build a declarative agent for Microsoft 365 Copilot optimized for a specific scenario. Your agent accesses data stored outside of Microsoft 365 by using a Copilot connector.

    By the end of this module, you're able to:

    • Design a declarative agent with a Copilot connector
    • Integrate a declarative agent with a Copilot connector
    • Run declarative agent with a Copilot connector in Microsoft 365 Copilot to validate the results
  • Demonstrate your ability to create a declarative agent that can chat with your external data ingested to Microsoft 365.

    In this module, your ability to create Copilot connectors to ingest external data into Microsoft 365. You use the data source in a declarative agent for Microsoft 365 Copilot that can answer questions using information from documents stored in an external system.

Syllabus

  • Introduction to declarative agents for Microsoft 365 Copilot
    • Introduction
    • What are declarative agents?
    • How declarative agents work
    • When to use declarative agents
    • Module assessment
    • Summary
  • Build your first declarative agent for Microsoft 365 Copilot by using Visual Studio Code
    • Introduction
    • Create a declarative agent
    • Exercise - Create a declarative agent
    • Custom knowledge
    • Exercise - Configure custom knowledge
    • Conversation starters
    • Exercise - Add conversation starters
    • Module assessment
    • Summary
  • Challenge project - Build a declarative agent to chat with your docs
    • Introduction
    • Prepare
    • Exercise - Start building your declarative agent
    • Exercise - Add grounding data
    • Knowledge check
    • Summary
  • Build your first action for declarative agents with API plugin by using Visual Studio Code
    • Introduction
    • Create a declarative agent with an API plugin
    • Exercise - Create a declarative agent with an API plugin
    • Module assessment
    • Summary
  • Use Adaptive Cards to show data in API plugins for declarative agents
    • Introduction
    • Return rich responses with Adaptive Cards
    • Exercise - Return rich responses with Adaptive Cards
    • Module assessment
    • Summary
  • Challenge project - Build a declarative agent to chat with your data
    • Introduction
    • Prepare
    • Exercise - Create OpenAPI document
    • Exercise - Start building your declarative agent
    • Exercise - Create an action
    • Exercise - Enhance action responses with Adaptive Cards
    • Knowledge check
    • Summary
  • Add custom knowledge to declarative agents using Copilot connectors and Visual Studio Code
    • Introduction
    • Create a declarative agent with a Copilot connector
    • Exercise - Create a declarative agent with a Copilot connector
    • Module assessment
    • Summary
  • Challenge project - Build a declarative agent to chat with your external data ingested to Microsoft 365
    • Introduction
    • Prepare
    • Exercise - Ingest content
    • Exercise - Start building declarative agent
    • Exercise - Add grounding data
    • Knowledge check
    • Summary

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