Session

Biz Apps & Microsoft 365: Better Together, Customizing Copilot Agents with Copilot Studio & Azure AI


Copilot-Powered Transformation: Unifying Microsoft 365 & Biz Apps with Copilot Studio + Azure AI Foundry

AI is no longer a future vision—it’s transforming how we work today. Join us for a dynamic session exploring how the Microsoft Copilot ecosystem is reshaping business operations by unifying Microsoft 365 and Business Applications (Biz Apps) through Copilot Studio and Azure AI Foundry.
We’ll demonstrate how organizations can customize Copilot Agents to create intelligent, domain-specific solutions across the full enterprise stack—from productivity tools like Outlook and
Overview:
This session dives deep into how organizations can accelerate digital transformation by integrating Microsoft 365 Copilot with Business Applications (Biz Apps) — such as Dynamics 365 and the Power Platform — to deliver tailored, intelligent experiences using Copilot Studio and Azure AI Foundry.
With Copilot now available across both productivity and business platforms, businesses have a unique opportunity to go beyond out-of-the-box capabilities. The session will showcase how to design, build, and operationalize custom Copilot Agents that adapt to specific industry needs, customer journeys, and operational workflows.

💡 What You’ll Learn
🔷 1. The Strategic Value of a Unified Copilot Ecosystem
• How Microsoft 365 Copilot and Dynamics 365 Copilot work better together
• Benefits of aligning front-office (Outlook, Teams, Word) with back-office (Sales, Service, Finance) automation
• Use cases across Sales, Customer Service, and Finance that drive measurable business outcomes
🔷 2. End-to-End Data & Process Integration
• How to establish a seamless flow of data across Microsoft 365, Dynamics 365, and Power Platform
• Leveraging unified identity, data connectors, and contextual AI via Dataverse and Azure OpenAI
• Real-world example: Connecting CRM opportunities in Dynamics 365 with meeting summaries in Outlook and predictive insights in Excel
🔷 3. Copilot Studio: Customizing with No-Code/Pro-Code Agility
• Live walkthrough of customizing a Copilot Agent for a specific business workflow (e.g., onboarding a new client or automating approvals)
• Use of triggers, generative AI skills, plugins, and orchestration actions
• Best practices for governance, security, and user adoption
🔷 4. Azure AI Foundry: Deep AI Customization at Scale
• How to fine-tune foundation models with your enterprise data
• Deploying AI responsibly with enterprise-grade safeguards
• Industry examples: Health chatbot for patients, predictive forecasting for finance, AI concierge for customer service
🔷 5. New Innovations

Sonal Bordia

Visionary AI Copilots BizApps - EB1A MTech MBA PMP

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