Course overview

The MS-4014 (Build a foundation to build AI agents and extend Microsoft 365 Copilot) course prepares you to build AI agents and extend the capabilities of Microsoft 365 Copilot. You will learn to use tools such as Copilot Studio, Azure AI Foundry, and the Microsoft 365 Agents Toolkit. The course deeply explores AI agent use cases, various development paths, available tools, and key considerations for designing and deploying them in enterprise environments.

Program highlights

• Introduction to AI agent development and use cases.
• Exploring the Microsoft AI agent solutions ecosystem.
• Customizing and extending Microsoft 365 Copilot capabilities.
• Creating and deploying declarative agents (using Copilot Studio, Visual Studio Code, and M365 Agents Toolkit).
• Extending Copilot's knowledge base using custom connectors.
• Choosing the appropriate path for advanced custom AI agent development.
• Building multi-channel agent solutions with the Microsoft 365 Agents SDK.
• Developing scalable generative AI solutions for enterprises on the Azure platform.

Audience profile

This course is designed for:

• Administrators and Microsoft 365 Administrators.
• IT Professionals looking to manage and extend Microsoft 365 Copilot capabilities.
• Functional Consultants and Solution Architects.
• Technology Managers.
• Any professional interested in implementing agentic AI solutions in business environments.

Course objectives

After successfully completing this course, participants will be able to:

• Understand the core components, architecture, and use cases of AI agents.
• Maximize the use and customize the capabilities of Microsoft 365 Copilot.
• Identify and choose the best extensibility path (Copilot connectors, declarative agents).
• Use Copilot Studio to build and manage custom agents.
• Develop and integrate agents using Visual Studio Code and the Microsoft 365 Agents Toolkit.
• Design and implement advanced, future-ready AI solutions in the Azure environment.

Course details

Module 1: Introduction to developing AI agents

• AI transformation and agents
• Business use cases for AI agents
• AI agent components and architecture

Module 2: Introduction to Microsoft AI agent solutions

• Microsoft AI agents ecosystem
• Maximizing Microsoft 365 Copilot, Copilot chat, and agents
• Customizing and extending Microsoft 365 Copilot
• Building custom AI agents and applications
• Comparing different AI agent solutions

Module 3: Choose the best Microsoft 365 Copilot extensibility path for your scenario

• Identifying extensibility options and architectures
• Analyzing decision criteria
• Extending Copilot knowledge using Copilot connectors
• Building declarative agents in Copilot Studio
• Building declarative agents with Visual Studio Code and Microsoft 365 Agents Toolkit
• Deploying custom agents directly into Microsoft 365 Copilot

Module 4: Choose a custom AI agent development path

• Identifying options for advanced custom AI agent development
• Analyzing technical and business decision criteria
• Building custom agents with Copilot Studio
• Building custom engine agents specifically for Microsoft Teams
• Building multi-channel agent solutions using Microsoft 365 Agents SDK
• Building scalable, advanced generative AI solutions on the Azure platform

To successfully participate in and understand the content of the MS-4014 (Build a foundation to build AI agents and extend Microsoft 365 Copilot) course, Microsoft recommends the following prerequisites to ensure you can seamlessly follow the concepts and practical examples.

Required Prerequisites:

• Familiarity with the Microsoft 365 Copilot environment and functionalities.
• Basic knowledge and understanding of generative AI concepts (understanding terms such as agent, model, orchestration, etc.).
• Familiarity with key Microsoft cloud platforms, with an emphasis on the Microsoft 365, Power Platform, and Azure ecosystems.

Recommended Prerequisites:

• Understanding the foundational concepts covered by certifications such as MS-900 (Microsoft 365 Fundamentals) or AI-900 (Microsoft Azure AI Fundamentals). Passing these exams is not an official requirement, but their content provides an excellent basis for understanding the broader context of artificial intelligence within the Microsoft cloud.

Certification and Learning Path

The MS-4014 (Build a foundation to build AI agents and extend Microsoft 365 Copilot) course is designed to provide robust, foundational knowledge in AI agent development within the Microsoft ecosystem.

While this specific foundational course does not map to one single, standalone certification exam, it is a critical stepping stone for IT professionals aiming to validate their AI and automation skills. The concepts and practical exercises covered in this course align directly with the broader Microsoft AI learning paths and provide essential preparation for advanced Microsoft 365, Power Platform (Copilot Studio), and Azure AI certifications.

Why take this training?

• Skill Validation: Prove your ability to navigate the Microsoft AI agent ecosystem.
• Career Advancement: Gain highly sought-after skills in generative AI implementation and Copilot extensibility.
• Future-Ready: Build the necessary foundation to pursue upcoming specialized Microsoft AI developer and administrator certifications.

Tomaž Vodušek​

Power Platform, Copilot Consultant & Trainer

He began his IT career over 20 years ago as a support engineer at Microsoft's support service, where he supported server and desktop applications. The knowledge he gained in practice was passed on in an educational center, initially in the field of Windows Server Technology, and later he focused on the Microsoft CRM platform.

For the last 17 years, he has been working with the Microsoft CRM business platform, and since 2018, he has been involved with the Power Platform, participating in many projects in Slovenia and the United Kingdom.

He also shares his practical knowledge and experience with students in the field of Microsoft Power Platform through PL courses.

Specialized areas:

• Copilot AI
• Copilot Studio
• Power Platform expert
• Developing on Dataverse
• Power Apps
• Power BI