Integrate agents with enterprise systems in Microsoft Copilot Studio

  • Learning Path
  • 4 Modules

At a glance

Learn to integrate Copilot Studio agents with enterprise systems. This learning path covers evaluating integration patterns, configuring connectors and REST API tools, grounding agents with enterprise knowledge sources, and connecting agents to external systems via MCP.

Prerequisites

  • Ability to create and publish an agent in Microsoft Copilot Studio
  • Access to Microsoft Copilot Studio
  • Permissions to create solutions and agents in a Power Platform environment
  • Conceptual familiarity with REST APIs and web services

Modules in this learning path

Design integration strategies for agents in Microsoft Copilot Studio

Learn to evaluate and select integration patterns for your Copilot Studio agents. Explore tools, knowledge sources, and agents as integration options and identify appropriate authentication models to design integrations that meet your requirements.

Take action in external systems using connector and REST API agent tools in Microsoft Copilot Studio

Configure Power Platform connectors and REST APIs as tools for your Copilot Studio agents. Learn to add prebuilt and custom connectors, upload OpenAPI specifications to create REST API tools, and configure authentication to integrate your agent with external services.

Ground agents with enterprise knowledge using connectors and Azure AI Search in Microsoft Copilot Studio

Ground your Copilot Studio agents in enterprise knowledge by connecting to Copilot connectors, Power Platform connectors as real-time knowledge sources, and Azure AI Search vector indexes. Distinguish between index-based and real-time knowledge approaches and configure authentication settings for publishing knowledge-grounded agents.

Integrate agents with external systems via MCP in Microsoft Copilot Studio

Connect your agent to Model Context Protocol (MCP) servers to access standardized tools and resources. Learn to use the MCP onboarding wizard, configure API key and OAuth 2.0 authentication, manage tool selection, and determine when MCP is the right integration approach compared to connectors or REST APIs.

Start