Mastering the M365 Ecosystem: A Deep Dive into Copilot, Agents, and Copilot Studio

Overview:

In this deep-dive session is for users ready to move beyond basic productivity with Microsoft 365 Copilot and unlock its true enterprise potential. We will explore the technical architecture and strategic application of the M365 AI ecosystem, focusing on extending Copilot's functionality. The core focus will be on understanding and implementing custom AI Agents to integrate with external systems (CRMs, ERPs, LOB apps) and build complex, automated workflows using Copilot Studio (formerly Power Virtual Agents). Attendees will learn the difference between out-of-the-box Copilot capabilities and purpose-built agents, and how to govern and deploy these solutions at scale while adhering to enterprise-grade security and compliance.

Why should you Attend: 

In the age of AI, standing still is falling behind. While your competitors are simply using basic Copilot features, you risk being left in the dust if you don't master the next level of M365 customization.

The Reality of the AI Arms Race:

• Fear of Missed Opportunity: Are you missing out on the true ROI of your Copilot license? Without custom agents, your AI is only scraping the surface of M365 data, leaving massive efficiency gains locked away in your external systems (CRM, ERP, etc.)
• Uncertainty about Security and Governance: Are you losing control as employees try to build their own unapproved bots? Learn how to establish an enterprise-grade CoE, govern agent deployment, and ensure your custom AI adheres to all compliance and data security policies
• Doubt in Your Technical Strategy: Will your current M365 architecture fail to scale for complex, multi-system automation? Discover the architectural depth of Copilot Studio and gain the knowledge to confidently integrate AI into your most critical business processes without compromising performance or data integrity

Don't let your competitors define the future of work in your industry. Attend this session to move from AI consumer to AI creator, ensuring your organization is securely leveraging the full power of the M365 AI ecosystem.

Areas Covered in the Session:

• Understanding the AI Landscape: Differentiating between Copilot for M365 (built-in features), Copilot Business Chat, Microsoft Copilot Agents and custom, specialized Agents.
• Copilot Studio Fundamentals: Navigating the Copilot Studio low-code/pro-code environment for agent creation.
• Building Custom Agents: Step-by-step guidance on creating a declarative agent with specialized instructions, knowledge sources (RAG), and custom actions/plugins.
• Data Integration and Extensibility: Connecting Agents to external line-of-business (LOB) applications and data sources (e.g., Dataverse, SQL, custom APIs) using Power Platform connectors.
• Creating Agent Flows and Topics: Designing sophisticated conversational flows and multi-step automation using Power Automate within Copilot Studio.
• Deployment and Governance: Best practices for publishing Agents across channels (Microsoft Teams, SharePoint, M365 Chat) and managing them with enterprise-grade security and compliance frameworks (e.g., Microsoft Purview).
• Real-World Use Cases: Demonstrations of advanced Agents for Finance, HR, IT Helpdesk, and complex Sales/Service scenarios.

Who Will Benefit:

• IT Leadership: Chief Technology Officers (CTO), Chief Information Officers (CIO), VP of IT
• Developers & Architects: Solution Architects, Enterprise Architects, Power Platform Developers, AI Engineers
• Business Leaders: Chief Digital Officers (CDO), Heads of Digital Transformation, Directors of Innovation
• M365 & Power Platform Specialists: Microsoft 365 Administrators, Power Platform CoE (Center of Excellence) Leads
• Process Owners: Business Process Owners, Operations Directors, Department Heads (e.g., HR, Finance, Customer Service)