Session
The Definitive Zero-to-Hero Copilot Studio Workshop For Business Central Professionals (version 2.0)
Are you feeling lonely without a Copilot of your own? Is everyone around you making their own Agents except you? Have you seen a lot of demos on building Agents but nothing that you can actually put to use in your business?
Would you want to build an Agent that your team would actually WANT to use? One that uses all the newest features in Copilot Studio leveraging the very best of Generative AI?
Together, we will build Agent BeeCee, your new trusty copilot and sidekick. Every Batman needs a Robin, and every Business Central professional needs an Agent BeeCee.
Agent BeeCee can:
• Answer your how-to questions about Business Central and its functionality based on knowledge sources you specify (Web, Files, SharePoint)
• Display, sort and filter lists of Items, Customers, Vendors, etc. (or your custom table) from Business Central
• Reason over your inquiries and give you insights about data from Items, Customers, Vendors, etc.
• Create a new record in Business Central such as an Item, Customer, or Vendor
• Send business-ready e-mails on your behalf with just a prompt, including information from Business Central such as a Sales Invoice or a Quote (yes, it will use your BC report layouts!)
• Show and answer questions about your calendar and schedule
• Create a new calendar event
• Autonomously reason over an e-mail from a customer and respond to their request such as a list of unpaid invoices with due dates
• Autonomously respond to requests based on an organization’s operational policies
• Get the status of a package being delivered by UPS
• Tell the weather
• And thanks to the built-in LLM it can also tell you dad jokes or show you how to make an origami duck!
Skills you will learn:
• Build Agents with Copilot Studio
• Create Topics
• Create Actions (built-in Connectors, custom Power Automate Flows and more)
• Create Triggers to make your Agent autonomous
• Use Instructions and Descriptions to make your Copilot Agent smarter
• Use Dynamic Chaining to make your Agent efficient and increase user satisfaction levels
• Work with Adaptive Cards
• Work with AI Builder and Prompts
• Work with HTTP GET Method to pull data from a public service
• Deploy your Agent in Teams, a website or even inside Copilot for Microsoft 365 so you can access them inside Copilot BizChat or from Word, Excel, etc.
• Securing your Agents with authentication
Want to work with custom data? I’ll also show you how to build and deploy custom API pages in Business Central
We will primarily work with the native Connectors in Copilot Studio’s Actions, as well as Power Automate Flows. We will also cover an example with Dataverse.
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AJ Ansari
COO at DSWi, Microsoft MVP
Houston, Texas, United States
Links
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