Session
The Definitive Zero-to-Hero Copilot Studio Workshop For Business Central Professionals (v3.0)
Are you feeling like everyone else knows how to make an AI Agent except you? Have you seen a lot of demos and do you have a lot of ideas, but you just can't find the place to learn the right skills to build agents for your company?
Do you want to build a smart Agent that your team would actually WANT to use? Leveraging all the newest agentic technologies and the very best of Generative AI?
This is the workshop for you! We have been delivering this highly-rated workshop at BC TechDays the last two years, and this year, we are back with even more content and coverage of the latest features in Copilot Studio!
Together, we will build the third generation of Agent BeeCee, your company's new trusty Copilot. Every Batman needs a Robin, and every Business Central professional and company needs an Agent BeeCee.
Agent BeeCee can:
• Act as a first line of support for Business Central functionality based on knowledge sources you specify (Web, Files, SharePoint)
• Act as your company's HR and Benefits Assistant, answering questions about policies, insurance coverage, holidays, remaining paid vacation days and more
• Retrieve structured data from Business Central tables like Customers, Vendors, Items or your own customer tables, filtered, sorted and grouped just the way you want it
• Create new records in Business Central using professional looking Adaptive Cards
• Visualize your data in charts and graphs and export data as tabular or visual reports
• Generate file exports in various formats (Excel, PDF, Word, Markdown)
• Compare and analyze files for reconciliation or validating against your company policies
• Send professionally formatted e-mails on your behalf with just a prompt, or as part of a multi-step process
• Autonomously reason over incoming e-mails for support requests or account status and respond to them per your company's operational policies
• Execute code actions in Business Central
• Schedule meetings with customers
Skills you will learn:
• Build Agents with Copilot Studio, Microsoft 365 Copilot, SharePoint and OneDrive
• You will learn how to implement RAG (Retrieval Augmented Generation) patterns to ground your agent's answers using sources like Web, uploaded files, SharePoint documents, and the gold standard in the Microsoft ecosystem, Azure AI Search
• Work with AI Orchestration as well as Classic Orchestration (using Topics)
• Work with the newest MCP tools (the Business Central MCP Server and various Microsoft Frontier MCP Servers like Office 365 Outlook, M365 Copilot Chat, etc.) and understand their strengths and weaknesses
• Work with Tools like Power Platform connectors for Business Central and Dataverse
• Work with Agent Flows, and Prompt Builder (and brief primer on custom connectors)
• Work with Triggers to build autonomous agents
• How to leverage Code Interpreter for generating and analyzing files
• How to write complex process-based Instructions, and compose strong Descriptions for Tools and Knowledge Sources
• Understanding different AI Models (LLMs) offered in Copilot Studio and when to use each
• Understanding how Dynamic Chaining and AI Orchestration Planning works to maximize your Agent's accuracy and efficiency
• Deploy your Agent to various channels (we will focus on Teams and M365 Copilot)
• Deploy your Agent in a PagePart in Business Central
• How to export your Agent and import it to another environment (classic method and using Pipelines)
• A primer on Agent 365, the new registry for all agents in your M365 tenant
This is the Copilot Studio Workshop everyone is talking about, and the one you can't afford to miss.
AJ Ansari
Microsoft MVP (Copilot Studio & Business Central), Digital Media Publisher, Podcast Host, C-Suite Executive
Houston, Texas, United States
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