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Build a foundation to build AI agents and extend Microsoft 365 Copilot (MS-4014)

Item: build-a-foundation-to-build-ai-agents-and-extend-microsoft-365-copilot-ms-4014-course
Rating: 10
Author: Stephen Ridgway

The Build a foundation to build AI agents and extend Microsoft 365 Copilot (MS-4014) course equips participants with the knowledge to customize and extend Microsoft 365 Copilot. Learn the essential tools, techniques, and strategies to tailor Copilot capabilities to suit organizational needs effectively.

course: Build a foundation to build AI agents and extend Microsoft 365 Copilot (MS-4014)

Duration: 1 day

Format: Virtual or Classroom

Attend this and 60+ other Microsoft courses for FREE with Unlimited Microsoft Training

Overview

This one-day course introduces participants to the foundational skills needed to extend Microsoft 365 Copilot capabilities. Discover how to tailor Copilot to meet unique business requirements using tools and strategies designed for customization and optimization. With practical exercises and real-world scenarios, this course empowers IT professionals to leverage Copilot's full potential, ensuring it aligns seamlessly with organizational workflows. Ideal for IT admins, developers, and business leaders, this training provides the essential knowledge to maximize the value of Microsoft 365 Copilot.

This course includes

Instructor-led training
Personal Learning Path
Email, chat and phone support

Who is the Build a foundation to build AI agents and extend Microsoft 365 Copilot (MS-4014) course for?

The Build a foundation to build AI agents and extend Microsoft 365 Copilot (MS-4014) course is designed for IT administrators, developers, and business professionals who want to customize and enhance the capabilities of Microsoft 365 Copilot. It is ideal for individuals aiming to tailor Copilot functionality to meet organizational needs, streamline workflows, and improve productivity. Whether you're responsible for managing IT solutions or looking to expand your knowledge of Copilot customization, this course provides the foundational skills to maximize the value of Microsoft 365 Copilot.

Curriculum

What you will learn during our Build a foundation to build AI agents and extend Microsoft 365 Copilot (MS-4014) course.

Examine the Microsoft 365 Copilot design

This module examines the Microsoft 365 Copilot design, how it works, its service and tenant logical architecture, and how it generates searches and responses.
Examine the Microsoft 365 Copilot logical architecture
Examine the key components of Microsoft 365 Copilot
Explore the Microsoft 365 Copilot service and tenant architecture
Extend Microsoft 365 Copilot with plugins and Microsoft Graph connectors

Microsoft 365 Copilot extensibility fundamentals

This module explores how extending Microsoft 365 Copilot with agents, connectors, and plugins can help organizations address the challenges of increasing productivity and reducing costs by leveraging AI to orchestrate business processes more effectively.
What is Copilot extensibility?
What are agents?
What are declarative agents?
What are custom engine agents?
Add knowledge with Graph connectors
Add skills with plugins

Choose a Microsoft 365 Copilot extensibility development path

This module provides a comprehensive guide to choosing the right approach for extending Microsoft 365 Copilot, covering various extensibility options, development tools, and methods, while emphasizing the importance of data privacy and security practices.
Why extend Copilot?
Which path for extensibility should you choose?
Which development approach should you take?
What development tools are available to extend Microsoft 365 Copilot?
How are companies extending Microsoft 365 Copilot?
How can I secure my data and ensure privacy?

Introduction to Graph connectors

This module describes how you can use Microsoft Graph connectors to enhance search within Microsoft 365 Copilot by configuring connections and integrating external data sources and improving query understanding.
Add a connection
Configure the connection settings
Set up the search schema attributes
Set the refresh and crawl schedules
Deploy and monitor your connection

Introduction to declarative agents for Microsoft 365 Copilot

Determine the scenarios which declarative agents are suitable for customizing and extending Microsoft 365 Copilot. Describe the function of custom knowledge and custom actions.
What are declarative agents?
How declarative agents work
When to use declarative agents

Manage agents for Microsoft 365 Copilot

This module describes how to manage your agents using the Microsoft 365 admin center, ensuring that you have the knowledge to tailor Copilot, limiting or granting permissions to data based on your organization's needs.
Manage agents for Copilot in the Microsoft 365 admin center
Enable or disable Copilot extensibility

Preparation

How to best be prepared for our Build a foundation to build AI agents and extend Microsoft 365 Copilot (MS-4014) course.

At Readynez, we provide many resources and have experienced experts in the field. That is why we are also very successful with many satisfied customers. You can therefore safely take your course with us.

In order to take the Build a foundation to build AI agents and extend Microsoft 365 Copilot (MS-4014) course, however, some prerequisites are required. You have the perfect starting point to take this course with these prerequisites:

Familiarity with Microsoft 365 tools and features.
Basic understanding of application customization.
Experience with IT administration or development is helpful but not required.

Meet our instructors

Meet some of the Readynez Instructors you can meet on your course. They are experts, passionate about what they do, and dedicated to give back to their industry, their field, and those who want to learn, explore, and advance in their careers.

Tobias Koprowski

Tobias Koprowski delivers high-quality, LIVE instructor-led IT and cybersecurity training for professionals seeking real-world expertise and certification readiness. With decades of global experience and deep knowledge in Cloud Security, GRC, and data platforms, he helps learners build practical skills and confidence.

Meet the Instructor: Tobias Koprowski

With over 20 years of global experience across IT, banking, education, cloud computing and compliance, Tobias Koprowski is one of the most multifaceted voices in the industry.

As a long-standing Microsoft Data Platform MVP, and an Authorized Instructor for Microsoft, CompTIA, CertNexus and PECB, Tobias has trained professionals across Europe, the Nordics, the US, and beyond.

His training specialties span Cloud Security, Privacy, Governance, Risk, Compliance (GRC), and Data Ethics - helping organizations build secure and regulation-ready environments.

Outside the classroom, Tobias was a regular speaker at international conferences like SQLBits, Microsoft Ignite, and SQL/Data Saturday - until he embraced a new and rewarding role: becoming a double adoptive dad.

That same passion for impact continues in his work today. He’s the founder of the SQLDay Conference in Poland and Shadowland Consulting in the UK, as well as an active STEM Ambassador, promoting tech education across industries.

If you’re taking a course with Tobias, expect practical knowledge, global perspectives, and plenty of energy (plus coffee!)

Explore upcoming Readynez courses with Tobias here: https://www.readynez.com/en/training/courses/all/

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Julian Sharp

Julian Sharp delivers high-quality, LIVE instructor-led training in Microsoft Dynamics 365 and Power Platform for professionals seeking real-world skills and certification readiness. With decades of industry experience and deep technical expertise, he helps learners master complex solutions efficiently.

Meet the Instructor: Julian Sharp
MCT | MVP | Solution Architect | Dynamics 365 & Power Platform Expert

With 20+ years of experience and over 16 years specializing in Dynamics CRM/365 and Power Platform, Julian has trained thousands of professionals and helped organizations solve real business challenges using Microsoft technologies.

A Microsoft Certified Trainer since 2007 and a Microsoft MVP, Julian brings a rare combination of deep technical knowledge and a practical, business-first mindset.

He’s not just an instructor - he’s a community leader, consultant, and solution architect trusted by enterprises across the globe.

Microsoft MVP – Business Applications 
Specialist in Dynamics 365, Power Platform & Azure 
Developer of Microsoft courseware
Speaker & mentor at Microsoft community events

Ready to build solutions with one of the best in the field?

Explore upcoming courses with Julian Sharp to get started.

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FAQ

FAQs for the Build a foundation to build AI agents and extend Microsoft 365 Copilot (MS-4014) course.

What is the Build a foundation to build AI agents and extend Microsoft 365 Copilot (MS-4014) course for?

This course is designed to teach participants how to customize and extend Microsoft 365 Copilot to meet unique business needs effectively.

How do I prepare for the MS-4014 course?

Familiarity with Microsoft 365 tools and basic knowledge of application customization will help you get the most out of the course.

What are the prerequisites for this course?

Participants should have a basic understanding of Microsoft 365 tools and features. Experience in IT administration or app customization is helpful but not mandatory.

How much does the MS-4014 course cost?

The Build a Foundation to Extend Microsoft 365 Copilot course costs €705 and includes live, interactive instruction.

What topics are covered in the MS-4014 course?

Topics include customizing Copilot features, extending capabilities with Microsoft tools, and aligning Copilot with organizational workflows.

Is completing the MS-4014 course worth it for my career?

Yes, this course equips professionals with valuable skills to optimize Microsoft 365 Copilot, enhancing their expertise in IT administration and customization.

What credential does the MS-4014 course provide?

While it doesn’t offer certification, the course provides hands-on knowledge and skills to extend Microsoft 365 Copilot effectively.

Can I take the MS-4014 course online?

Yes, the course is available online, offering flexible learning with live instruction and practical exercises.

How easy or difficult is the MS-4014 course?

The course is beginner-friendly and designed for professionals with basic knowledge of Microsoft 365 and customization tools.

How much salary can I get after completing the MS-4014 course?

While the course itself doesn’t directly impact salaries, IT professionals with Microsoft 365 Copilot expertise can earn competitive salaries ranging from €60,000 to €100,000 annually.

Reviews

Feedback from our delegates.

Johan Andersson

Easy to attend over Teams and an excellent instructor gave me great value for the time I invested.

Stephen Ridgway

Readynez is the best training provider I've used for many years. Their customer service is first class, prices are very competitive and instruction excellent.

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