The Power of Copilot SharePoint Agents (Use Cases) en de

SharePoint Agents have arrived! What’s their purpose, and where are they available? In this session, I'll show you the capabilities, limits, and examples from customer projects where we already use SharePoint-based Copilot Agents.

Microsoft is bringing AI and Copilot to the masses with these agents, providing an expert for your SharePoint site with just a few clicks, based on the site's information and documents. But is it really that simple?

We'll explore together what these agents can do and what is already possible as of March 2025. We'll also discuss existing limitations, announcements, and licensing information.

In a brief demo, I'll show you which agents customers are already using and what concrete use cases might look like.

This session covers the capabilities, limits, licensing and use cases of SharePoint Copilot Agents. We explore real customer use cases and important technical background information.

SharePoint Agents: AI-Agents für jedermann!? (Copilots) en de

SharePoint Agents sind da! Was ist ihr Sinn und Zweck? Wo sind Sie überall verfügbar? In dieser Session zeige ich euch die Möglichkeiten, Limits und Beispiele aus Kundenprojekten, in denen wir die SharePoint-basierten Copilot Agents bereits verwenden.

Microsoft bringt mit diesen Agents AI bzw. Copilot in die breitere Masse und bringen uns wenigen Klicks stellen einen Experten für die eigene SharePoint Site zur Verfügung. Alles basierend auf den Infos und Dokumenten der Site. Doch stimmt das?

Wir gehen gemeinsam durch, was diese Agents alles können und was damit Stand März 25 bereits möglich ist. Wir gehen aber auf noch vorhandene Limits und Ankündigungen ein und sprechen über die Lizenzierung.

In einer kurzen Demo zeige ich auch, welche Agents Kunden bereits nutzen und wie konkrete Use Cases aussehen könnten.

Diese Session stellt die neuen SharePoint Agents vor, zeigt ihre Möglichkeiten und Grenzen sowie Beispiele aus der Praxis. Mit wenigen Klicks können eigene Copilot-Agents erstellt werden, die auf SharePoint-Informationen basieren. Es werden aktuelle Funktionen, noch bestehende Grenzen und zukünftige Entwicklungen besprochen. Eine kurze Demo zeigt, wie Kunden die Agents bereits nutzen und wie mögliche Anwendungsfälle aussehen.

The Microsoft 365 workplace in 2024 - which tool for what?! en

If you want to x than you can use A or B or C. But what is the best way? Microsoft provides us with more and more tools - Copilot, Viva, Loop, Teams (Premium), SharePoint Online, Planner & co. But which tool is best suited for which requirement? I give an overview of the various strengths, weaknesses and best use cases of the apps and talk about my practical experience as a project manager and consultant

EN or DE possible
Concrete information and takeaways
Always updated before the conference with latest news

Podcast: https://open.spotify.com/show/5uFnf5jhyzruHYhmTRao5U?si=67986d44634c467e
Blog: https://www.rohregger-it.de/blog

The Agents coming! Prepare & Explore Copilot Agents en

The arrival of Microsoft’s Copilot Agents signals a new era of AI-driven productivity. This session will guide you through the necessary preparations to harness their full potential and build a governance for the agents.

I’ll showcase real examples of how organizations are using AI agents to simplify complex tasks and maximize the value of data across M365 and other platforms. Get inspired by innovative use cases that are driving efficiency and success.

Copilot Admin Controls – The Settings You Need to Know en de

Copilot offers powerful features—but do you know which settings truly matter? And where to find them?

In this 45-minute session, you’ll get a concise yet comprehensive overview of the most important admin controls, along with my best practice recommendations. We’ll walk through key configuration options, discuss their impact on end users, and ensure you know how to optimize Copilot for your organization.

Topics include:
✅ Access to website content & Bing Web Plugin
✅ Copilot licensing & user pinning
✅ Copilot in Edge – configuration & limitations
✅ Loop sites & Copilot
✅ DLP & SharePoint control
✅ Copilot agent management

Additional topics may be covered depending on the latest releases. This session isn’t just for admins—it’s for anyone working with Copilot who wants to maximize its potential.

Copilot Admin Controls - Diese Einstellungen solltest du kennen en de

Copilot bietet viele leistungsstarke Funktionen – doch welche Einstellungen sind wirklich entscheidend? Und wo verstecken sich wichtige Konfigurationsmöglichkeiten?

In dieser 45-minütigen Session bekommst du einen kompakten Überblick über die wichtigsten Admin-Einstellungen, inklusive meiner Best Practices. Wir gehen gemeinsam durch die relevanten Konfigurationsoptionen, besprechen deren Auswirkungen auf Endbenutzende und klären, wie du Copilot optimal für dein Unternehmen einstellst.

Themen unter anderem:
✅ Zugriff auf Website-Inhalte & Bing Web-Plugin
✅ Copilot-Lizenzierung & User-Pinning
✅ Copilot in Edge – Konfiguration & Limitierungen
✅ Loop-Sites & Copilot
✅ DLP & SharePoint Control
✅ Copilot-Agent-Verwaltung

Je nach aktuellen Releases greifen wir weitere relevante Themen auf. Die Session richtet sich nicht nur an Admins, sondern an alle, die Copilot effektiv nutzen und steuern möchten.

Top 10 Copilot use cases from real customer projects 🚀 en de

The M365 Copilot can do a lot, but where have customers actually used it so far? In this session, I will show the best scenarios from various departments and roles with lots of inspiration and ideas for day-to-day implementation. As a Copilot MVP, I have already been able to accompany several introductions, PoCs and workshops with various customers and departments. Scenarios are always updated with the latest ideas and packed with examples.

These include IT, purchasing, marketing, HR, project management and many more! The scenarios always consist of several interrelated prompts and business processes that build on each other, so you can also take away individual prompts and ideas.

Interesting for anyone who is interested in AI and wants to think outside the box!

Real scenarios from real customer projects with concrete examples and prompts that inspire and show real added value for (M365) Copilot!

Top 10 Copilot Use-Cases aus Kundenprojekten 🚀 en de

Der M365 Copilot kann viel, doch wo nutzen Kunden ihn bisher tatsächlich? In dieser Session zeige ich die besten Szenarien aus den verschiedensten Abteilungen und Rollen mit vielen Inspirationen und Ideen für die tägliche Einführung. Ich darf als Copilot MVP bereits einige Einführungen, PoCs und Workshops mit verschiedenen Kunden- und Abteilungen begleiten. Die Beispiele sind immer tagesaktuell und mit konkreten Ideen und Beispielen.

Dazu gehören IT, Einkauf, Marketing, HR, Projektmanagement und viele mehr! Die Szenarien bestehen immer aus mehreren zusammenhängen Prompts und aufbauenden Geschäftsprozessen, sodass man sich auch einzelne Prompts und Ideen mitnehmen kann.

Interessant für jeden, der sich für KI interessiert und über den Tellerrand blicken möchte!

Echte Szenarien aus echten Kundenprojekten mit konkreten Beispielen und Prompts die inspirieren und einen wirklichen Mehrwert für (M365) Copilot aufzeigen!

(M365) Copilot for project managers - scenarios from daily work 📅 en

Daily scenarios and use cases for project managers with the M365 Copilot(s) - how can it support you as a PM, Scrum Master, Team Leader, etc.? An extract from my full-day workshop with the most important tips, ideas, use cases and prompts for daily use.

Based on a typical week and the work tasks of a PM, we will work our way through various copilots and build scenarios, use cases and concrete prompts that can help you in your daily work from now on.

In addition to Word, Excel, PowerPoint and Teams, the new Planner and Forms Copilot are also included! We'll talk about kick-offs, risk analyses, forecasting, meeting summaries for professionals and more!

session duration: 45-70 minutes

Make your M365 Copilot implementation success! en

Microsoft Copilot is becoming increasingly popular and the first PoC or pilot implementations are being launched. But how does it really work?

What can Copilot do so far and how can we find out who the suitable candidates are? I have been accompanying customer projects on Copilot since the beginning and share the most important tips and best practices on how the pilot(en)project can succeed!

With my experience as a Copilot MVP and Cloud Architect, I have prepared the best tricks, including the following topics:
- Community
- feedback
- training
- stakeholders
- use cases
and much more!

Exciting session for everyone involved in the Copilot project!

As Cloud Architect and adoption consultant I was using Copilot since early October 23. I am sharing insights from the development of Copilot and from real world experience from customer rollouts.

Podcast: https://linktr.ee/365_checkpoint
Blog: https://www.rohregger-it.de/blog

Effective time management with M365 en

We all have little time and a lot to do. How to be more effective with Teams, Viva and Outlook!

We'll review some theoretical principles of time management and I'll show you how to apply them in your daily work with Microsoft Teams, Outlook and Viva. It's about planning and allocating time effectively, using existing time in the best possible and focused way and saving time while working. Many small tips and helpers as well as a simple procedure to integrate time management into your daily work and life.

Discover MS Planner 2024 - All you need to know! en

Microsoft Planner get's a big update in Q2 2024 including the integration of Project for the web and Microsoft ToDo.
A Copilot has also found its way into the Planner. What it can do and how it helps you to become faster, more productive and more efficient. I'll show you in this session. Plus all the new and "old" tips and tricks for Planner so that you can complete your daily tasks even more effectively. The licensing is also something we take a look on.

Practical tips, automations, reports and hacks for project managers, product owners, team leaders and everyone who works with Planner are included.

Evolution of this session: https://youtu.be/cZI_k9rQIPw?si=Dguy7PEbJAZkN7x4
Podcast: https://linktr.ee/365_checkpoint
Blog: https://www.rohregger-it.de/blog

Self organization with Microsoft 365 en

How to stay organized and keep track of time, tasks, people and Teams with the power of Outlook, Teams, Viva and co!

We talk about the most important and helpful use-cases in the modern workplace and help you to get more track in your day-to-day business.

Surveys with Microsoft - Masterclass (Forms, Polls, Lists) en de

Microsoft Forms has been around for a while, offering a robust set of features for creating surveys, quizzes, and polls. It’s a versatile tool that's widely used across various contexts, from education to business, enabling users to collect and analyze data with ease. However, in the Microsoft ecosystem, there are other tools like Microsoft Polls, which is deeply integrated into Microsoft Teams Meetings and Channels. While Polls shares some functions with Forms, it targets a different user group and is tailored to specific use cases, such as real-time feedback during meetings and quick pulse surveys in team environments.

Recently, another player has entered the scene: Forms for Microsoft Lists. This new feature streamlines workflows by integrating forms directly with SharePoint Lists, making it easier to automate data collection and subsequent processes. It’s particularly useful for scenarios where structured data needs to be collected and organized for further automation or reporting.

So, how do you decide which tool to use? What are the unique strengths of each, and which scenarios are they best suited for? We’ll explore these questions in detail. Additionally, we'll sprinkle in some insights on how to leverage Copilot with Forms to craft effective questions, ensuring you get the best possible feedback or information collection.

Podcast: https://linktr.ee/365_checkpoint
Blog: https://www.rohregger-it.de/blog

Microsoft Teams is not a project management tool! Or is it? en

How we can use the strengths and possibilities of Teams to efficiently and easily design project management. Small tools and helpers as well as functions that can support us. I report from my experience as PM and consultant and show you can as an individual and a whole team can implement Teams as your base for project management!

Umfragen mit Microsoft - Masterclass (Forms, Polls, Lists) en de

Microsoft Forms ist bereits seit einiger Zeit verfügbar und bietet eine Vielzahl von Möglichkeiten für die Erstellung von Umfragen, Quizzen und Abstimmungen. Es ist ein vielseitiges Tool, das in verschiedenen Bereichen – von Bildung bis hin zu geschäftlichen Anwendungen – eingesetzt wird und es den Nutzern ermöglicht, Daten einfach zu erfassen und zu analysieren. In der Microsoft-Welt gibt es jedoch auch andere Tools, wie beispielsweise Microsoft Polls, das nahtlos in Microsoft Teams Meetings und Kanäle integriert ist. Polls teilt zwar einige Funktionen mit Forms, richtet sich aber an eine andere Nutzergruppe und ist speziell für bestimmte Anwendungsfälle konzipiert, wie etwa Echtzeit-Feedback in Meetings oder schnelle Umfragen in Teamumgebungen.

Ein weiterer Neuzugang in diesem Bereich ist Forms für Microsoft Lists. Diese neue Funktion vereinfacht Arbeitsabläufe, indem Formulare direkt mit SharePoint-Listen verknüpft werden, was die automatisierte Datenerfassung und die anschließende Verarbeitung erleichtert. Besonders nützlich ist dies in Szenarien, in denen strukturierte Daten erfasst und für weitere Automatisierung oder Berichterstattung organisiert werden müssen.

Aber wann sollte man welches Tool verwenden? Was sind die besonderen Stärken jedes Tools, und für welche Szenarien sind sie am besten geeignet? Wir werden diese Fragen im Detail untersuchen. Außerdem zeigen wir, wie man Copilot in Forms einsetzt, um effektive Fragen zu formulieren und so das bestmögliche Feedback oder die besten Informationen zu sammeln.

SharePoint Advanced Management - The Future of Data Governance and Oversharing for Copilot en

This session is all around the now essential feature from the "SharePoint Advanced Management"-Suite. We'll discover what great possibilities we will have with it to bolster our data governance and get ahead of oversharing.

We'll delve into how this feature can revolutionize IT governance, enhance security and compliance, and provide AI-powered insights. I will show about automated policies, lifecycle management, and strategies to prevent content sprawl. We'll also explore optimizing access control, managing inactive sites, and redefining data governance. By the end of this session, you'll have a comprehensive understanding of how SharePoint Advanced Management can empower your IT operations and address key concerns of IT administrators, data stewards, and IT leaders.

Key takeaways include:
- Bringing SharePoint based data governance with SharePoint Advanced Management to a new level
- Enhancing security and compliance through advanced features
- Leveraging AI-powered insights for better decision-making
- Implementing automated policies and lifecycle management

Perfectly suitable if you are planning an Copilot Pilot or Implementation OR if you already using it and want to stay ahead and develop processes to permanently manage your data and oversharing risks.

This session is designed for IT administrators, data stewards, and IT leaders. It will provide insights into the latest advancements in data governance and oversharing prevention with SharePoint Advanced Management.

Practical Demos and videos are integration. Session should be min. 45 minutes.