Lisa Crosbie
Copilot Lead - Akkodis |YouTuber, Author, Microsoft MVP, International Speaker
Melbourne, Australia
Actions
Lisa Crosbie is a trusted expert in Microsoft AI and Business Applications, helping businesses understand and realize the value of AI-powered tools like Microsoft Copilot Studio. She works directly with organizations to navigate the rapidly evolving AI landscape, advising on how to rethink and redesign processes using AI-enabled automation and agents, and sharing insights on how to leverage cutting edge technology to solve real-world challenges.
With a passion for sharing knowledge, she is a recognized thought leader, published author, global conference speaker, and content creator. Her popular YouTube channel provides hands-on tutorials and tips for using AI, Microsoft Copilot, and Copilot Studio. She has been awarded Microsoft Most Valuable Professional (MVP) for six consecutive years for her technical community leadership, and she is a Microsoft Certified Trainer.
Lisa is known for her ability to break down complex technologies into easy-to-understand concepts, making them accessible and enjoyable for everyone.
Links
Badges
Area of Expertise
Topics
When AI Agents Join the Sales Team: Designing CRM for Humans and Agents
AI agents are no longer experimental additions to CRM systems. We now have agents that can work with Dynamics 365 Sales to research prospects, draft and personalise outreach, summarise customer interactions, and take on increasing responsibility for follow-ups and administrative work. As these capabilities mature, the important question we need to consider is: how should CRM be designed when both humans and AI agents are active participants in the sales process?
This session explores how Copilot and agent capabilities are reshaping the way we need to think about CRM and therefore how we design and implement Dynamics 365 Sales solutions. Drawing on real conversations with frontline sellers and over a decade of experience working with CRM and sales technology, this session offers a practical perspective on where AI adds value, where it fails, and the future of both the sellers and the system they love to hate.
We’ll look at how sales workflows are evolving, how sellers are adapting their day-to-day work alongside AI, and what this means for designing CRM systems that support both automation and human expertise
This is a practical, experience-led session for consultants, architects, CRM leaders, and decision-makers responsible for shaping Dynamics 365 Sales strategy and solution design in a world where AI agents are becoming part of the sales team.
Still Building Chatbots? It’s Time to Think Like an Agent.
If your Copilot Studio solutions are still built around topics and Power Automate flows, chances are you’re designing chatbots, not agents. And the difference is far more than a name change. Agents don’t just follow scripts and branching workflows - they reason, adapt, and make decisions. Building agents requires a new way of thinking, new skills, and a clear understanding of how to apply generative AI to solve real business problems.
This session is your fast-track to making that shift. Drawing on real-world experience and lessons learned from implementing Copilot Studio agents, I’ll share what works, what doesn’t, and the patterns that set successful solutions apart.
You’ll discover what the “agent mindset” really means and why it matters for solution design. You’ll learn the core principles of knowledge management for AI, how to use knowledge effectively, and when topics still play a role. We’ll explore the more advanced AI capabilities like generative orchestration, and AI-driven tools such as prompts, MCP servers, and Computer Use Agents, that enable agents to go far beyond “if-this-then-that” logic.
Whether you're a maker or a decision maker, you’ll leave with a clear understanding of how to identify high-value agent use cases, practical design patterns and the mindset and skillset to start building smarter solutions in Copilot Studio.
Agentic Power Apps: The Art of Possible for Makers in 2026
Power Apps have traditionally been about forms over data, with users interacting directly with applications to get work done. With the introduction of agentic capabilities, that model is changing. App capabilities can now be made available to agents, which significantly changes and expands what’s possible for makers designing and building model-driven apps.
In this session, we’ll unpack this shift so you leave with a clear understanding of what it really means for agents to use app capabilities. You’ll learn how to think differently about app design, and how these new patterns enable more valuable, forward-looking business applications and business process automation.
Starting with a familiar model-driven app, we’ll explore the art of the possible through agent-assisted form completion, data insights and reporting, and human-agent collaboration. You'll learn about new ways to automate data entry and processes, and how apps can become the central hub for managing collaborative AI workflows. We'll challenge traditional approaches to search, reporting and insights, and explore how apps can share context with productivity tools and business data.
By the end of the session, you’ll have a clear way of thinking about what "agentic Power Apps" actually means, what’s possible today, and how these capabilities open up entirely new ways to design intelligent, highly productive app experiences.
Canadian Power Platform Summit 2026 Sessionize Event Upcoming
Power Platform Conference (Community Content) Sessionize Event
Teams Nation 2022 Sessionize Event
Microsoft Dynamics 365 Urdu Hindi Bootcamp 2021 Sessionize Event
Virtual Scottish Summit 2021 Sessionize Event
Microsoft 365 May 2020 Sessionize Event
Power Platform 24 Sessionize Event
Lisa Crosbie
Copilot Lead - Akkodis |YouTuber, Author, Microsoft MVP, International Speaker
Melbourne, Australia
Links
Actions
Please note that Sessionize is not responsible for the accuracy or validity of the data provided by speakers. If you suspect this profile to be fake or spam, please let us know.
Jump to top