MS-4009: Extend Microsoft Copilot for Microsoft 365

Course Prerequisites

• A solid understanding of Microsoft 365 and its core applications such as Word, Excel, Teams, Outlook, and PowerPoint.
• Familiarity with Microsoft Power Platform (PowerApps, Power Automate) is recommended but not required.
• Basic experience with PowerShell, Microsoft Graph API, or Azure Active Directory is helpful for customizing and integrating Copilot more effectively.
• Knowledge of AI or machine learning concepts is not required, though it would be advantageous to those looking to develop custom AI features with Copilot.

Learning Objectives

By the end of the MS-4009: Extend Microsoft Copilot for Microsoft 365 course, you will be able to:

1. Understand the core components of Microsoft Copilot and how it interacts with the Microsoft 365 ecosystem.
2. Learn how to extend Copilot’s features across Microsoft 365 apps, such as creating custom workflows and automating repetitive tasks in Excel, Outlook, and Teams.
3. Configure Copilot’s AI tools for more personalized and efficient automation, document creation, and data analysis across Microsoft 365 applications.
4. Leverage Microsoft Graph API to build custom connectors and integrations that enhance Copilot’s functionality.
5. Develop customized Copilot templates to streamline repetitive business tasks and automate complex processes within Microsoft 365 apps.
6. Integrate third-party applications with Microsoft 365 Copilot, enabling seamless data transfer and smarter decision-making workflows.
7. Explore Copilot’s customization options for different user roles and permissions, ensuring tailored access to features and data across departments.
8. Scale Copilot integrations across large organizations while ensuring security and compliance in line with enterprise standards.
9. Troubleshoot and optimize Copilot implementations, addressing common issues and performance bottlenecks in custom workflows and integrations.
10. Gain hands-on experience by developing a project that demonstrates how to extend Copilot’s capabilities and implement them within a real-world Microsoft 365 environment.

Target Audience

This course is ideal for:

• Microsoft 365 administrators and IT professionals looking to customize and extend Copilot functionality within their organization.
• Business analysts and solutions architects who want to design and integrate AI-driven workflows and automation tools with Microsoft 365 Copilot.
• Developers interested in learning how to extend Copilot’s capabilities by building custom applications, connectors, or integrations within the Microsoft 365 suite.
• Enterprise leaders or project managers who want to understand how to scale Microsoft Copilot for broader organizational use and maximize productivity.
• Power users or Microsoft 365 power users interested in learning how to configure and extend Copilot to solve specific business challenges.