Course overview

As organizations rapidly transition toward Agentic AI, understanding how to build, govern, and deploy autonomous intelligent agents is a critical business advantage.

This intensive session offers a consolidated, hands-on overview of the core concepts from three official Microsoft courses: MS-4014, PL-7008, and MS-4022. Participants will learn the fundamentals of preparing their Microsoft 365 environment, developing custom low-code AI agents in Copilot Studio, and securely integrating them with external enterprise systems.

Important Note: This masterclass is designed as a strategic overview and introductory primer. It does not replace the official, full-length Microsoft Official Courseware (MOC) tracks for MS-4014, PL-7008, and MS-4022. Rather, it serves as an essential stepping stone, giving technical professionals and decision-makers a clear roadmap of the Microsoft AI ecosystem before they pursue comprehensive certification training.

By the end of the day, you will have a clear, actionable roadmap for implementing scalable and secure AI agents, and a distinct understanding of which deep-dive official courses your team needs next.

Program highlights

This masterclass is designed to cut through the noise and deliver a practical, high-level overview of enterprise AI. Key highlights include:

• Comprehensive 3-in-1 Overview: A uniquely structured syllabus that introduces the most critical concepts of official Microsoft courses MS-4014, PL-7008, and MS-4022 into a streamlined session. (Please note: This is an introductory overview and does not replace the official multi-day training tracks).
• Future-Ready for 2026: Focuses exclusively on the new era of Agentic AI, shifting the paradigm from basic prompt-and-response chatbots to autonomous, task-executing enterprise agents.
• Enterprise-Grade Governance Foundations: Get introduced to the essential security protocols for preparing your Microsoft 365 tenant, ensuring your AI agents strictly respect organizational data boundaries.
• A Taste of Low-Code Development: Experience a guided overview of Copilot Studio, seeing firsthand how to design conversational logic and ground AI responses in secure company documents.
• Action-Oriented Integrations: Discover the potential of plugins and custom connectors. See how AI agents can be empowered to trigger workflows and execute tasks in external systems like SAP or third-party APIs.

Audience profile

This masterclass is specifically tailored for IT professionals, developers, and technical leaders who want a strong foundational understanding of the Microsoft AI ecosystem before committing to full-length certification tracks. The ideal attendees include:

• IT Administrators & Security Architects: Professionals seeking a high-level overview of backend governance, data compliance, and architectural readiness required before deploying Copilot solutions.
• Power Platform & Low-Code Developers: Creators looking for an introduction to Agentic AI to determine their next deep-dive training steps in bot development.
• Business Automation Specialists: Process engineers focused on understanding the capabilities of connecting AI to third-party enterprise systems.
• CIOs & Technical Decision Makers: Leaders seeking a strategic overview of the Microsoft AI ecosystem to assess business value, plan deployments, and map out the official Housing Co. d.o.o. certification paths for their internal teams.

Course objectives

Upon completing this 1-day executive overview, participants will have built a robust strategic and technical foundation, perfectly positioning them for success in the full-length Microsoft Official Courseware (MOC) tracks.

Specifically, you will be able to:

• Understand the Agentic AI Landscape: Define the business value of transitioning from standard AI chatbots to autonomous, task-oriented agents within the 2026 enterprise ecosystem.
• Identify Security & Governance Prerequisites (MS-4014 Prep): Recognize the core Microsoft 365 architectural, compliance, and security requirements necessary for a safe Copilot deployment.
• Grasp Low-Code AI Development Basics (PL-7008 Prep): Comprehend the core mechanics of Copilot Studio, including conversational logic design, generative answers, and grounding AI in secure company knowledge bases.
• Explore Advanced Automation Potential (MS-4022 Prep): Discover how plugins and custom connectors can empower AI agents to trigger workflows and execute actions in third-party systems (e.g., SAP, custom CRMs).
• Define Your Official Certification Path: Accurately assess your organization's readiness, identify skill gaps, and confidently select the appropriate full-length official courses (MS-4014, PL-7008, or MS-4022) required to achieve complete, hands-on Copilot Studio competencies.

Course details

Module 1: Architecture, Governance & Environment Readiness (MS-4014 Core)

• The Era of Agentic AI: Moving from standard prompt-response models to autonomous, task-oriented AI agents.
• Preparing the M365 Tenant: Core architectural requirements for Microsoft Copilot.
• Information Protection: Setting up robust access controls and ensuring your AI respects organizational data boundaries.

Module 2: Introduction to Copilot Studio (PL-7008 Core)

• Navigating Copilot Studio: Interface walkthrough and core development concepts.
• Conversational Design: Structuring topics, triggers, and fallback logics.
• Live Lab Demo: Setting up a baseline custom agent and configuring its initial parameters.

Module 3: Grounding AI and Knowledge Bases (PL-7008 Extended)

• Generative Answers: Moving away from hard-coded dialogue trees to dynamic, AI-generated responses.
• Integrating Knowledge: Grounding your AI agent in specific company data (SharePoint, Dataverse, and external websites).
• Live Lab Demo: Building a functional internal HR/IT support agent utilizing dedicated enterprise documents.

Module 4: Advanced Actions, Plugins & Integrations (MS-4022 Core)

• From Answering to Executing: Empowering Copilot to perform tasks.
• Plugins and Custom Connectors: Extending reach beyond the Microsoft 365 ecosystem.
• Cross-System Automation: Linking Copilot Studio to third-party tools (e.g., SAP, custom CRM systems, external APIs).
• Live Lab Demo: Triggering a complex external workflow (e.g., creating a ticket or updating a database) directly from a Copilot chat interface.

Module 5: Strategic Synthesis & Certification Paths

• Connecting the Dots: A holistic view of secure implementation, from governance to execution.
• Interactive Q&A: Open discussion addressing specific use cases from the attendees' organizations.
• Next Steps: Mapping out the journey toward official Microsoft certifications for IT teams.

Important Note: This masterclass is designed as a strategic overview and introductory primer. It does not replace the official, full-length Microsoft Official Courseware (MOC) tracks for MS-4014, PL-7008, and MS-4022. Rather, it serves as an essential stepping stone, giving technical professionals and decision-makers a clear roadmap of the Microsoft AI ecosystem before they pursue comprehensive certification training.

To maximize the value of this 1-day executive primer, participants do not need deep technical expertise, but should have:

• Microsoft 365 Familiarity: A basic working knowledge of the M365 ecosystem, including common applications like Microsoft Teams and SharePoint.
• Business Process Awareness: A general understanding of enterprise workflows, basic IT administration, or organizational data governance concepts.
• No Advanced Coding Required: Since this overview focuses on strategy, architecture, and low-code solutions within Copilot Studio, prior programming or pro-code experience is not necessary.

Please note that this 1-day executive primer does not include an official exam or yield a standalone certification. Instead, it is strategically designed to prepare you for the official Microsoft training tracks. To achieve formal industry recognition and acquire advanced, hands-on competencies for Microsoft Copilot Studio, participants are encouraged to continue their learning journey by enrolling in the full-length official courses (MS-4014, PL-7008, and MS-4022).

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