Build the foundation for extending Microsoft 365 Copilot with enterprise data and business processes.

Learn how Microsoft 365 Copilot can be extended to deliver more personalized and business-specific AI experiences.

Develop foundational knowledge of Microsoft Graph, connectors, plugins, declarative agents, and Copilot extensibility concepts that help organizations unlock greater value from their Microsoft AI investments.

  • Why get trained: Gain a practical understanding of the technologies and architecture that enable Microsoft 365 Copilot customization, integration, and extensibility across business applications and enterprise data sources.
  • Why it matters: Organizations are increasingly looking to connect AI assistants with internal knowledge, business systems, and workflows to improve productivity, automate tasks, and deliver more relevant AI-driven experiences.
  • Who should attend: Microsoft 365 administrators, business application specialists, solution architects, Power Platform professionals, technical consultants, developers, and professionals exploring Microsoft Copilot extensibility.

Accelerate AI transformation with Microsoft AI Skills for Everyone. Build the knowledge needed to extend Microsoft 365 Copilot and create more intelligent, connected workplace experiences. HRD Corp Claimable

Overview

Curious about building AI agents but not sure where to start? 

The MS-4014: Introduction to building AI Agents course is a practical introduction to how AI agents work, what tools and services Microsoft offers for building them, and how to plan an agent solution before you start building.

You’ll explore what agents are and the business value they unlock, tour Microsoft’s agent platform — including Copilot Studio, Microsoft Foundry, and the Microsoft 365 Agents Toolkit — and learn how to choose the right development approach, channels, grounding services, integrations, and governance posture for your scenario.

After completing this course, you’ll be prepared to translate a business problem into a complete agent design and development plan.

Skills Covered

  • Examine the Microsoft 365 Copilot design
  • Microsoft 365 Copilot extensibility fundamentals
  • Choose a Microsoft 365 Copilot extensibility development path
  • Introduction to Graph connectors
  • Introduction to declarative agents for Microsoft 365 Copilot
  • Manage agents for Microsoft 365 Copilot

Prerequisites

Students should have basic functional experience with Microsoft 365 services, which can be gained by attending AB-900T00: Introduction to Microsoft 365 and AI Administration.

Target Audience

  • Administrator
  • Functional Consultant
  • Solution Architect
  • Technology Manager

Course Curriculum

Module 1: Introduction to developing AI Agents

Explore what AI agents are, understand their core components, and discover a range of impactful use cases driving AI-powered transformation.

  • Introduction
  • AI transformation and agents
  • AI agent use cases
  • AI agent components
  • Module assessment
  • Summary

Module 2: Choose tools and services for your agent on Microsoft’s agent platform

Explore the tools and services Microsoft provides across each area of agent development so you can select the options that fit your agent scenario and requirements.

  • Introduction
  • Explore agent development approaches and tools
  • Explore agent channels and publishing options
  • Explore Microsoft IQ grounding services
  • Explore agent integrations and multiagent solutions
  • Explore governance and identity for agents
  • Knowledge check
  • Summary

Module 3: Plan an AI Agent Solution

Plan a complete AI agent solution on Microsoft’s agent platform — from defining outcomes and success metrics to mapping data sources and workflows, choosing interaction patterns and channels, and establishing an identity, governance, and responsible AI posture.

  • Introduction
  • Plan outcomes and success metrics
  • Plan data sources, workflow, and dependencies
  • Plan interaction patterns and channels
  • Plan identity, governance, security, and responsible AI
  • Module assessment
  • Summary

 

Dates & Locations

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February 9, 2027 - February 9, 2027

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February 9, 2027 - February 9, 2027

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April 15, 2027 - April 15, 2027

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April 15, 2027 - April 15, 2027

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June 2, 2027 - June 2, 2027

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June 2, 2027 - June 2, 2027

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August 23, 2027 - August 23, 2027

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August 23, 2027 - August 23, 2027

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October 4, 2027 - October 4, 2027

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October 4, 2027 - October 4, 2027

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December 16, 2027 - December 16, 2027

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December 16, 2027 - December 16, 2027

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Trainocate exam and cert

Exam & Certification

Note: There is no exam directly associated with this course. However, Microsoft offers an extensive portfolio of industry-recognized certifications that can help you stand out as a tech professional in 2026 and beyond. Achieving Microsoft certification is one of the most effective ways to validate your skills and accelerate your career.

With our expert-led training, you’ll be prepared to:

  • Master in-demand capabilities across Cloud, Data & AI, and Cybersecurity — areas driving global digital transformation.
  • Prove your expertise with a globally respected credential recognized by employers worldwide.
  • Advance your career by enhancing your credibility, increasing your earning potential, and opening doors to new opportunities.

Explore our full range of Microsoft certifications and start building the skills that matter today.

Training & Certification Guide

Mastery Program: Learn AI with Microsoft in 2025

Artificial Intelligence (AI) has been one of the hottest topics in the tech industry for the past decade. With its rapid advancements and potential to impact our daily lives, learning AI has become a highly sought-after skill.

We are thrilled to announce the launch of our Microsoft AI Mastery Program in 2024, made possible through our partnership with Microsoft, a renowned leader in AI technology. This program is tailored for individuals and tech professionals passionate about acquiring and mastering the fundamental and advanced principles of AI.

Top AI Skills Malaysia Needs Today: Advance Your IT Career in 2025

In the quest for AI-driven innovation, Malaysia seeks sharp minds with the right IT skills. Data science, machine learning—these are the tools in high demand. This article examines the AI skills Malaysia needs, the industries driving this change, and how to develop these skills to enhance your career trajectory.

Which AI Certification Is Right for You? A Role-by-Role Guide to Upskilling in 2025

Certifications are more than just a résumé boost—they’re often a key deciding factor. Employers are prioritizing candidates with industry-recognized credentials, not only for technical roles but also for positions in operations, strategy, and product development that now rely on data fluency and AI awareness.

Top 5 High-Paying Cloud Jobs in Malaysia & How to Get Them

In this blog, we break down the top five highest-paying cloud roles in Malaysia, what they entail, and how you can start building a career in this space.

Addressing the AI Skills Gap in Malaysia

The Artificial Intelligence (AI) surge across global industries has created immense potential for innovation and economic growth. For Malaysia, AI is pivotal in its ambition to become a digital-first economy. However, despite this goal, the country faces a significant AI skills gap—a shortfall in the number of skilled professionals equipped to meet the rising demands for AI expertise across various industries.

This blog examines the causes, impact, and initiatives underway to bridge this gap, ensuring Malaysia remains competitive in the digital age.

Top Microsoft Applied Skills Courses to Boost Your Career

Microsoft Applied Skills are scenario-based practical credentials that confirm your ability to tackle real-world challenges using Microsoft technologies.

In this article, we will dive into what these skills are, how they differ from traditional certifications, and the benefits they bring to your career. Expect insights on top courses, the assessment process, and tips for success.

Top AI Machine Learning Certifications to Boost Your Career in 2025

Looking to excel in AI and machine learning? The right certification can make all the difference. This article covers the top AI machine learning certifications for 2025 that can boost your career and validate your expertise in this ever-evolving field.

The Ultimate Guide to the Top Data and AI Skills for 2026

This guide serves as your comprehensive roadmap to navigating this new landscape. We will deconstruct the four essential pillars of Data and AI mastery for 2026, providing a clear blueprint for a future-proof career.

This cornerstone article will provide a high-level strategic overview, setting the stage for our deep-dive blog series that will explore each pillar in granular detail.

Mastering the Foundational Data Analytics Skills That Get You Hired in 2026

This article is your deep dive into the three non-negotiable, must-have data analytics skills that will get you hired in 2026.

Which AI and Machine Learning Skills Will Define 2026?

This article will guide you through the specific, advanced skills that separate a data professional from a true AI specialist in 2026.

Why Data Engineering is the Hottest Tech Career of 2026

In the race to dominate the AI-powered future, companies are investing billions in advanced algorithms and brilliant data scientists. This article explores the essential skills you need to become a data engineer and build the very backbone of AI.

4 Strategic AI Skills Every Manager Needs in 2026

This article breaks down the four essential strategic AI skills every leader needs to master to navigate this new frontier

Frequently Asked Questions

You will learn how AI agents work, explore Microsoft’s agent development platform, and plan an end-to-end agent solution for a real business scenario.

Rather than teaching you to build with one specific development tool, MS-4014 establishes the foundation you need to make the right architectural and development choices. You will learn how to:

  • Understand AI agents and their core components
  • Identify practical AI agent use cases
  • Compare Microsoft’s agent development approaches and tools
  • Select appropriate channels and publishing options
  • Explore grounding services through Microsoft IQ
  • Understand agent integrations and multi-agent solutions
  • Consider identity and governance requirements
  • Define outcomes and success metrics
  • Plan data sources, workflows, and dependencies
  • Incorporate security and responsible AI into your design

By the end of the course, you should be able to translate a business requirement into a structured AI agent design and development plan.

Pro Tip: Bring a business process or problem you think could benefit from an AI agent. Use it as your reference scenario when evaluating tools, grounding, integrations, channels, and governance throughout the course.

Yes. MS-4014 is specifically designed as an entry point for learners who are new to AI agent development.

Microsoft currently classifies MS-4014 as a beginner-level course and states that no previous agent development experience is required. It is designed for learners from both low-code and pro-code backgrounds who want to understand Microsoft’s agent development options before they begin building.

This makes the course particularly useful if you want to understand the agent landscape before committing to a particular development technology or approach.

Pro Tip: You do not need to learn agent programming before attending. Instead, familiarize yourself with the business processes, data sources, and workflows in your organization that could potentially benefit from an AI agent.

You will explore Microsoft’s broader agent platform, including Microsoft Copilot Studio, Microsoft Foundry, and Microsoft 365 Agents Toolkit.

The course helps you understand the different approaches available rather than assuming every agent should be built in the same way. Microsoft’s current syllabus covers:

  • Agent development approaches and tools
  • Agent channels and publishing
  • Microsoft IQ grounding services
  • Integrations
  • Multi-agent solutions
  • Identity
  • Governance

The objective is to help you evaluate which technologies and development approaches best fit a particular agent scenario.

Pro Tip: Do not choose an agent development tool simply because it is the one you already know. Use the course to understand when low-code, pro-code, Microsoft 365, or broader Azure-based approaches are better suited to the problem you need to solve.

MS-4014 focuses primarily on understanding and planning AI agent solutions rather than taking you through an advanced end-to-end agent build.

This distinction is important when deciding whether the course meets your objective.

The current three-module curriculum progresses through:

  1. Understanding AI agents
  2. Choosing tools and services on Microsoft’s agent platform
  3. Planning a complete AI agent solution

The final module teaches you to define outcomes and success metrics, map data sources and workflows, choose interaction patterns and channels, and establish identity, governance, security, and responsible AI requirements.

Microsoft describes the intended outcome as being prepared to translate a business problem into a complete agent design and development plan.

Pro Tip: Choose MS-4014 when you need to understand what to build, why, and with which Microsoft technologies. Follow it with tool-specific training when you are ready to concentrate on implementation.

MS-4014 helps you understand and plan AI agent solutions across Microsoft’s agent platform, while MS-4022 focuses specifically on creating agents in Copilot Studio to extend Microsoft 365 Copilot.

The distinction is largely foundation and planning vs. implementation.

MS-4014 helps you understand:

  • What AI agents are
  • Agent use cases and components
  • Microsoft’s available agent-development approaches
  • Grounding, integrations, and multi-agent options
  • Channels and publishing
  • Identity and governance
  • How to plan an end-to-end agent solution

MS-4022 is more focused on actually using Microsoft Copilot Studio to create agents that extend Microsoft 365 Copilot with additional knowledge and actions.

Trainocate’s current Microsoft AI learning portfolio reflects this distinction, positioning MS-4014 for agent-development foundations and MS-4022 for Copilot Studio-based extension. Trainocate

Pro Tip: Start with MS-4014 if you are still deciding how your agent should be designed and which Microsoft approach to use. Move to MS-4022 if you have decided that Copilot Studio and Microsoft 365 Copilot are central to your implementation.

Yes. MS-4014 introduces identity, governance, security, and responsible AI as core considerations when planning an enterprise AI agent.

The course does not treat an agent simply as a chatbot that needs to produce good responses. You will consider the broader requirements involved in deploying agents within an organization.

The current curriculum includes:

  • Governance and identity for agents
  • Data sources and dependencies
  • Interaction patterns and channels
  • Security considerations
  • Responsible AI
  • Success metrics and business outcomes Trainocate

These considerations are incorporated into the final agent planning module so they become part of your design rather than something added after development.

Pro Tip: When planning an agent, ask not only “What should this agent be able to do?” but also “What data should it access, who should be allowed to use it, what actions should it perform, and how will we govern it?”

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