Class Central is learner-supported. When you buy through links on our site, we may earn an affiliate commission.

Microsoft

Integrate agents with enterprise systems in Microsoft Copilot Studio

Microsoft via Microsoft Learn

Overview

Google, IBM & Meta Certificates — All 10,000+ Courses at 40% Off
One annual plan covers every course and certificate on Coursera. 40% off for a limited time.
Get Full Access
  • Learn to evaluate and select integration patterns for your Copilot Studio agents. Explore tools, knowledge sources, and agents as integration options and identify appropriate authentication models to design integrations that meet your enterprise requirements.

    After completing this module, you'll be able to:

    • Distinguish between integrating agents with tools, knowledge sources, and other agents
    • Evaluate the appropriate integration approach for a given enterprise scenario
    • Identify authentication models used across integration types
  • Configure Power Platform connectors and REST APIs as action tools on your Copilot Studio agents. Learn to add prebuilt and custom connectors, upload OpenAPI specifications to create REST API tools, and configure authentication to integrate your agent with external services.

    After completing this module, you will be able to:

    • Add a prebuilt Power Platform connector as a tool to an agent
    • Add an existing custom connector as a tool to an agent
    • Configure connector credentials using maker-provided and user-provided authentication
    • Add a REST API tool to an agent using an OpenAPI specification
    • Configure authentication for a REST API tool
  • Learn to ground Copilot Studio agent responses in enterprise knowledge by connecting to Copilot connectors, Power Platform connectors as real-time knowledge sources, and Azure AI Search vector indexes. Distinguish the index-based and real-time knowledge approaches and configure authentication for publishing knowledge-grounded agents.

    After completing this module, you'll be able to:

    • Distinguish between Copilot connectors and Power Platform connectors as knowledge sources
    • Add a Copilot connector as a knowledge source to an agent
    • Configure Power Platform connectors as real-time knowledge sources
    • Connect an agent to an Azure AI Search vector index as a knowledge source
    • Configure authentication settings required for knowledge source–based publishing
  • Connect your Copilot Studio agent to Model Context Protocol (MCP) servers to access standardized tools and resources. Learn to use the MCP onboarding wizard, configure API key and OAuth 2.0 authentication, manage tool selection, and determine when MCP is the right integration approach compared to connectors or REST APIs.

    After completing this module, you will be able to:

    • Explain how MCP enables standardized tool integration for agents
    • Connect an agent to an existing MCP server using the onboarding wizard
    • Configure authentication for an MCP server connection
    • Enable and selectively configure MCP tools on an agent
    • Describe when to use MCP versus connectors or REST APIs

Syllabus

  • Design integration strategies for agents in Microsoft Copilot Studio
    • Introduction
    • Explore the Copilot Studio integration landscape
    • Compare action integration patterns
    • Authenticate and govern agent integrations
    • Select integration patterns for enterprise scenarios
    • Module assessment
    • Summary
  • Take action in external systems using connector and REST API agent tools in Microsoft Copilot Studio
    • Introduction
    • Understand connector and REST API tools in Copilot Studio
    • Add prebuilt and custom connector tools to an agent
    • Configure authentication for connector tools
    • Add a REST API tool using an OpenAPI specification
    • Module assessment
    • Summary
  • Ground agents with enterprise knowledge using connectors and Azure AI Search in Microsoft Copilot Studio
    • Introduction
    • Choose between Copilot connector and Power Platform connector knowledge sources
    • Add Copilot connectors as knowledge sources
    • Configure Power Platform connectors as real-time knowledge sources
    • Connect an agent to Azure AI Search
    • Module assessment
    • Summary
  • Integrate agents with external systems via MCP in Microsoft Copilot Studio
    • Introduction
    • Understand MCP and its role in Copilot Studio integration
    • Connect an agent to an existing MCP server
    • Configure authentication for MCP server connections
    • Enable and manage MCP tools on an agent
    • Module assessment
    • Summary

Reviews

Start your review of Integrate agents with enterprise systems in Microsoft Copilot Studio

Never Stop Learning.

Get personalized course recommendations, track subjects and courses with reminders, and more.

Someone learning on their laptop while sitting on the floor.