Samir Makwana
MCT | Founder of Cloudtrify | Cloud Solution Architect | Angel Investor
Collingwood, Canada
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Samir Makwana is on a mission to help enterprises and governments to build and grow secure and value driven businesses using Microsoft Cloud Services. Trained as Software Developer, Pre-sales and Solution Architect, he has a unique 17 years of experience in delivering diverse IT projects from initiation to completion, providing his clients with unique advantages.
He is a leading expert in security, automation, messaging and collaborative technologies; He has designed multiple Automation and Office 365 Architecture solutions for various enterprises and governments. Over the years, he has been instinctive in coordinating large-scale projects, handling designs, deployment, upgrades, and documentation of large IT Cloud Environments.
He is currently the founder and Principal Architect of Cloudtrify Inc. He has innovative ideas to develop and implement short- and long-term automation and cloud solutions, increasing user adoption, ROI, security, and ease of maintenance.
Outside the professional sphere, he enjoys spending quality time with family and friends.
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The Masterclass on Copilot Studio: Designing Intelligent AI Automation
This full-day, immersive masterclass empowers participants to create intelligent, scalable AI-powered solutions using Copilot Studio. The workshop is designed for professionals eager to explore real-world applications, build actionable solutions, and gain practical skills in designing, deploying, and refining AI agents. By the end of the session, participants will have created a functional AI-powered Helpdesk Bot and learned best practices for integration, security, and personalization.
Participants will explore:
- Building foundational knowledge of Copilot Studio.
- Designing dynamic workflows for AI interactions and automated data retrieval.
- Deploying scalable AI agents integrated with Microsoft Teams, Email, and custom APIs.
- Configuring security, personalization, and real-world adaptability.
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Workshop Objectives:
1. Learn Core Copilot Studio Features: Build a strong understanding of Copilot Studio and its capabilities for AI-driven automation.
2. Design Intelligent AI Agents: Create a helpdesk bot capable of handling real-world IT scenarios with advanced integration.
3. Apply Customization & Security: Tailor solutions with branding, ensure data protection, and optimize for real-world deployment.
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Agenda:
#Morning Session
1. Introduction to AI-Powered Solutions
- Overview of Copilot Studio and how it enhances automation workflows.
- Real-world applications: Examples of AI solutions driving business transformation (e.g., customer support, IT service desk).
2. Setting Up the Environment
- Installing and configuring tools for Copilot Studio.
- Connecting to Microsoft Azure/M365 and integrating APIs (e.g., Microsoft Graph).
Hands-On Lab:
- Configure the environment for Copilot Studio projects.
- Validate Azure connectivity and set up project repositories.
3. Building the Foundation: A Simple FAQ Bot
- Explore interface, features, and integrations of Copilot Studio.
Hands-On Lab:
- Build a basic "FAQ Bot" using a dataset of frequently asked questions.
- Train the bot for accuracy and deploy it to Microsoft Teams for live interaction.
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#Afternoon Session
4. Advanced Features & Helpdesk Bot Development
- Understanding Conversational Flows: Create workflows for dynamic user interactions.
- Adding Functionality with APIs: Enable the helpdesk bot to retrieve user-specific data (e.g., account details, service statuses).
Hands-On Lab:
- Build an IT Helpdesk Bot that can handle tasks such as password resets and troubleshooting connectivity issues.
- Integrate the bot with Power Automate for backend actions and custom API triggers.
5. Personalization, Security, and Deployment
- Personalization: Customize the bot's tone, branding, and context-aware interactions.
- Security: Implement access controls, data encryption, and error-handling logic.
- Deployment: Deploy the bot to Teams and Email for live testing.
Hands-On Lab:
- Configure personalized responses using user profiles.
- Test security measures and deploy the Helpdesk Bot across multiple communication platforms.
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Key Deliverables for Participants:
- A fully functional AI-powered Helpdesk Bot ready for customization and deployment.
- Step-by-step understanding of integrating AI solutions with Microsoft tools like Teams, Power Automate, and Azure.
- Practical skills for designing secure, personalized, and adaptive AI workflows tailored to real-world use cases.
- Confidence to lead AI-powered transformations within their organizations.
This workshop combines hands-on exercises, real-world applications, and expert insights to empower participants to master Copilot Studio and its transformative potential. Let me know if you'd like any refinements!
Unleashing the Power of Copilot Studio: A 4-Day AI Masterclass
Here’s a detailed outline for a 4-day hands-on Copilot Studio training course with real-world scenarios, designed for an 8-hour-per-day workshop. Each day includes practical exercises, real-world applications, and step-by-step labs to ensure comprehensive skill-building.
By the end of this course, participants will not only master Copilot Studio but also leave with deployable solutions and the confidence to lead AI-powered transformation within their organizations.
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Day 1: Understanding Copilot Studio and Laying the Foundation
Objective:
Build foundational knowledge of Copilot Studio, explore its core features, and set up the training environment.
Morning Session (4 Hours)
1. Introduction to AI-Powered Solutions:
- Overview of Copilot Studio and its capabilities.
- Understanding how AI is transforming industries and workflows.
- Real-world example: Explore use cases such as AI-driven customer service and automated data management.
2. Setting Up the Environment:
- Installing and configuring tools and prerequisites.
- Connecting to Microsoft Azure/M365 and setting up project repositories for the course.
- Hands-On Lab:
- Configure a basic environment for Copilot Studio projects.
- Validate Azure access and integrate Microsoft Graph API for upcoming scenarios.
Afternoon Session (4 Hours)
3. Getting Started with Copilot Studio:
- Exploring the interface, features, and integrations of Copilot Studio.
- Hands-On Lab: Build a foundational AI application:
- Create a simple "FAQ Bot" powered by Copilot Studio.
- Load a dataset of frequently asked questions and train the bot.
- Deploy it to Microsoft Teams for live interaction.
4. Lab Wrap-Up and Q&A:
- Review concepts and troubleshoot configurations.
- Open discussion on potential use cases and practical applications.
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Day 2: Building Intelligent AI Agents for Real-World Problems
Objective:
Learn to build, train, and integrate advanced AI-powered agents to solve practical business challenges.
Morning Session (4 Hours)
1. Understanding Bot Architecture and AI Flows:
- Explore conversational flows, intents, and entities.
- Designing workflows for user interaction and data retrieval.
2. Hands-On Lab: AI Helpdesk Agent for IT Support:
- Create a helpdesk bot to handle IT tasks such as:
- Password resets.
- Troubleshooting common issues (e.g., connectivity or software problems).
- Integrate Power Automate for backend processing.
Afternoon Session (4 Hours)
3. Advanced Data Integration:
- Connect the helpdesk agent with external APIs like Azure Functions and Microsoft Graph API.
- Add functionality for dynamic data retrieval (e.g., fetching user details or service status).
- Hands-On Lab:
- Enable the bot to trigger automation flows for tasks like creating user accounts or generating reports.
4. Q&A and Real-World Insights:
- Discuss challenges and best practices for implementing similar solutions in enterprise environments.
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Day 3: Personalization, Security, and Deployment
Objective:
Learn to customize AI solutions for branding, ensure security compliance, and test thoroughly.
Morning Session (4 Hours)
1. Personalizing AI Solutions:
- Customizing Copilot responses with organizational branding and tone.
- Using conditional responses to create contextual interactions.
- Hands-On Lab:
- Personalize the helpdesk bot’s tone and responses based on user profiles.
2. Security Best Practices:
- Implementing data encryption and access controls.
- Understanding permissions and compliance requirements.
- Hands-On Lab:
- Configure security features to protect sensitive data shared with the bot.
Afternoon Session (4 Hours)
3. Testing and Fine-Tuning:
- Simulating real-world scenarios to evaluate performance and accuracy.
- Iterative improvements based on feedback and testing results.
- Hands-On Lab:
- Test the IT Helpdesk Agent against multiple queries.
- Optimize responses for improved accuracy and user satisfaction.
4. Deploying Across Channels:
- Strategies for deploying AI solutions to Microsoft Teams, Email, and other communication platforms.
- Hands-On Lab:
- Deploy the helpdesk bot to Teams and Outlook for live testing.
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Day 4: Advanced Integrations, Monitoring, and Future Trends
Objective:
Explore advanced integrations, analytics, and strategies to scale AI-powered solutions for enterprise use.
Morning Session (4 Hours)
1. Integrating AI with Business Processes:
- Use Logic Apps and Power Automate for complex workflows.
- Leverage Azure Cognitive Services for advanced AI capabilities (e.g., sentiment analysis and translation).
- Hands-On Lab:
- Enhance the helpdesk bot with advanced features, such as sentiment detection for prioritizing tickets.
2. Real-World Demo: Comprehensive Use Case:
- Build a complete automation pipeline:
- Trigger workflows via Logic Apps.
- Manage tasks with Azure Queue Storage.
- Automate user management via Graph API.
Afternoon Session (4 Hours)
3. Monitoring and Optimization:
- Use analytics to track bot performance and user interactions.
- Best practices for improving AI accuracy and relevance over time.
- Hands-On Lab:
- Implement dashboards in Power BI to monitor the bot's performance and generate actionable insights.
4. Future Trends and Scalability:
- Discuss emerging trends in AI and their potential impact on business applications.
- Explore strategies for scaling AI-powered solutions across organizations.
- Wrap-Up Lab: Deploy and demonstrate a fully functional helpdesk bot solving end-to-end IT queries.
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Key Deliverables for Attendees
- A fully customized AI-powered helpdesk bot tailored for IT support scenarios.
- Hands-on experience integrating AI with business processes using Copilot Studio.
- Skills to personalize, secure, and scale AI solutions in real-world environments.
- Insights into advanced AI trends and their applications in enterprise workflows.
Streamlining Invoice Processing for SMBs with AI-Powered Workflows in Power Automate
Unlock the potential of automation tailored for small and medium-sized businesses (SMBs) in this engaging session. Designed with SMBs in mind, this one-hour session demonstrates how Power Automate can transform invoice processing, reduce manual effort, and drive operational efficiency—without requiring large-scale resources or heavy investments.
What You'll Learn:
- Why Automation Matters for SMBs: Discover how AI-powered workflows with Power Automate help small businesses save time, lower costs, and enhance productivity while staying agile.
- Affordable and Scalable Solutions: Learn how Power Automate enables SMBs to scale workflows as their business grows, ensuring seamless operations at all levels.
- AI Model Creation: Build and train AI models for extracting key data from invoices quickly and accurately, saving valuable employee time.
- End-to-End Workflow Integration: Integrate Power Automate with your email systems (Exchange Online), manage approvals and audit logs, and establish automated processes that fit within SMB operations.
- Real-World Demo: See a live demonstration showcasing an SMB-friendly workflow, from receiving invoices via email to automating approvals and audits for simplified processing.
- Step-by-Step Guide to Building Your Lab: Receive clear instructions to recreate the workflow, allowing participants to replicate the automation in their own businesses.
Why Attend?
This session is especially beneficial for SMBs looking to:
- Automate repetitive manual tasks and focus on strategic growth initiatives.
- Achieve greater efficiency and accuracy in handling invoices and related processes.
- Leverage affordable, easy-to-use tools to optimize operations without the need for extensive IT support.
- Gain practical knowledge that can be applied immediately to their unique business needs.
With interactive engagement, a step-by-step lab guide, and a knowledge-check quiz, attendees will leave with actionable skills and insights to elevate their invoice processing workflows. Join us to empower your small or medium-sized business with AI and automation!
Securing AI Interactions: Building Data Security in Copilot Studio Agents
This hands-on session is for IT professionals, developers, and business leaders committed to safeguarding sensitive data while utilizing AI-powered solutions in Copilot Studio. Participants will gain practical knowledge in implementing robust data security, including encryption, data redaction, and role-based access control. Through guided demos and real-world applications, attendees will learn to secure their AI agents across multiple communication channels, such as Teams, Email, and Web Portals, to meet organizational needs.
The session emphasizes relevant and practical skill-building, encouraging participants to directly apply what they learn to their real-world challenges. Attendees will leave with actionable insights and the confidence to deploy secure, scalable solutions.
Real-World Scenarios Demonstrated:
Scenario 1: Data Redaction for Customer Support Queries
Scenario 2: Role-Based Access for Sensitive Data Retrieval
Revolutionizing Customer Support – Build Your Helpdesk Agent with Copilot Studio
Workshop Overview:
This full-day hands-on workshop is carefully structured to guide participants through the exciting journey of designing, developing, and deploying an AI-powered helpdesk agent using Copilot Studio. With a mix of guided instruction, hands-on practice, and real-world demonstrations, attendees will leave with practical knowledge and an AI solution ready to implement.
Workshop Topics:
1. Introduction: The Future of Customer Support with AI
- Understanding the role of AI in customer support and its transformative potential.
- Benefits of AI-driven helpdesk agents in enhancing efficiency and customer experience.
2. Getting Started with Copilot Studio
- Exploring the key features and capabilities of Copilot Studio.
- Navigating the platform and understanding its integration potential with existing systems.
3. Planning and Designing Your Helpdesk Agent
- Identifying key challenges in customer support workflows.
- Structuring AI solutions tailored to organizational needs and aligning with customer expectations.
4. Building Your AI Helpdesk Agent
- Step-by-step instructions for creating a basic helpdesk agent.
- Training the AI with FAQs, knowledge bases, and customer support scenarios.
5. Advanced AI Customization
- Integrating agent actions with Power Automate/Logic Apps to trigger Azure Function or Graph API.
- Creating a consistent tone and language aligned with organizational branding.
- Integrating
6. Interactive Demo: Real-World IT Support Scenarios
- Identity Management: Automating user account creation, password resets, and access management.
- Microsoft 365 Management: Handling license allocation, mailbox creation, and troubleshooting common issues.
- Troubleshooting support tickets with Azure Functions and Power Automate/Logic Apps:
- Demonstrating how to trigger Azure Functions using Power Automate or Logic Apps to resolve complex IT support tickets.
- Examples include running PowerShell scripts for directory cleanups or automated notifications for account issues.
- Attendees will follow along with a detailed step-by-step guide provided during the session.
7. Testing Your Helpdesk Agent
- Simulating customer queries to evaluate the agent’s responses.
- Gathering feedback for iterative improvements.
8. Deploying Your AI Agent Across Channels
- Best practices for deploying the AI agent across email, chat, and other support channels.
- Ensuring seamless integration with CRM and ticketing systems.
9. Security best practices, Performance Monitoring and Optimization
- Security best practices to protect sensitive informations
- Leveraging analytics to measure your AI agent's impact on customer support.
- Continuous improvement strategies to maintain performance and relevance.
10. Future Trends in AI Customer Support
- Exploring innovations in AI and their implications for support services.
- Roadmap for scaling and evolving your AI helpdesk agent.
Key Takeaways for Attendees:
- A fully functional AI-powered helpdesk agent ready for deployment.
- Practical knowledge of integrating advanced tools like Azure Functions and Power Automate.
- A detailed “how-to” guide for replicating real-world IT scenarios in their environments.
- Insights into AI trends and opportunities for future growth.
- Real-World scenario based hand-on lab and Quiz will help retain the knowledge and encourse attendees to apply to thier organization requirement.
This workshop promises to equip attendees with the tools, knowledge, and confidence to revolutionize their organization's customer support. Join us to unlock the future of service excellence!
Power FX in 5 Minutes
Welcome to "Power FX in 5 Minutes"! In this quick and informative session, we'll introduce you to Power Fx, the low-code language revolutionizing the Microsoft Power Platform. Whether you're new to Power Fx or looking for a refresher, this video will provide you with the essentials to get started. Let's dive in and see how Power Fx can simplify your automation tasks and enhance your workflow efficiency in just five minutes!
M365 Automation Using PowerShell in Azure Functions
This immersive, hands-on lab/workshop is designed to empower IT professionals, administrators, and developers to automate Microsoft 365 workflows using PowerShell in Azure Functions. Through guided instruction and interactive practice, attendees will build a complete automation pipeline by integrating Logic Apps, Azure Queue Storage, and the Microsoft Graph API/Exchange PowerShell.
hands-on lab/Workshop Flow:
1. Setting the Stage: Understanding Automation in M365
- Explore the transformative power of automation within the M365 ecosystem.
- Understand the roles of Azure Functions, PowerShell, Logic Apps, and Graph API in simplifying workflows.
2. Introduction to Azure Functions and PowerShell
- Learn the fundamentals of creating and deploying serverless PowerShell scripts in Azure Functions.
- Build a foundational understanding of triggers, bindings, and runtime execution.
3. Hands-On: Building Your First Azure Function
- Step-by-step guidance to create a PowerShell-based Azure Function.
- Configure triggers for seamless integration with Logic Apps and external workflows.
4. Integrating Logic Apps for Workflow Automation
- Discover how to use Logic Apps for orchestrating workflows between services.
- Learn to trigger Azure Functions from Logic Apps and handle conditional logic for diverse scenarios.
5. Enhancing Scalability with Azure Queue Storage
- Set up Azure Queue Storage to manage large-scale or asynchronous workflows.
- Learn to integrate queue storage into your PowerShell-based Azure Function to improve efficiency and resilience.
6. Harnessing the Power of Microsoft Graph API and Exchange PowerShell
- Explore Microsoft Graph API capabilities for M365 resource management, such as user accounts, mailboxes, and security groups.
- Performing a message trace upon user requests.
- Use PowerShell to make Graph API calls and retrieve real-time M365 data for automation tasks.
7. Real-World Demo: Comprehensive M365 Automation Pipeline
- Build a real-world scenario integrating all components:
- Trigger workflows via Logic Apps.
- Use Azure Queue Storage to manage requests.
- Call Graph API to automate M365 tasks (e.g., creating users, managing licenses, or generating reports).
- Run complex tasks like message trace for missing email using Exchange PowerShell
- Follow along with a detailed, step-by-step guide provided during the session.
8. Optimizing and Securing Your Automation Pipeline
- Best practices for monitoring, troubleshooting, and optimizing Azure Functions.
- Learn security strategies to protect sensitive data and ensure compliance, including managing permissions and implementing robust access controls.
9. Scaling for the Future
- Explore strategies to scale your automation solutions for growing organizational needs.
- Discuss emerging trends and future possibilities in serverless automation within M365.
Why Attend?
This workshop offers a practical, hands-on approach to mastering M365 automation. By the end of the day, attendees will have built and deployed a fully functional automation pipeline. The knowledge gained will be immediately applicable, enabling participants to streamline operations and enhance productivity in their own organizations.
Be ready to roll up your sleeves, engage deeply with real-world scenarios, and walk away with the confidence to transform your workflows through automation!
Get Set for Copilot: Ensuring Data Protection & Security for AI Integration
Prepare your organization for the seamless integration of Microsoft Copilot by focusing on data protection and security. This session will cover the essential steps to safeguard sensitive data, comply with regulations, and implement robust security measures. Learn how to protect your data while harnessing the power of AI to enhance productivity and efficiency. Understand the importance of encryption, data isolation, and access controls in maintaining a secure environment. Discover best practices for managing sensitive information and ensuring compliance with global data protection standards. Equip your organization with the knowledge and tools needed to confidently embrace AI integration with Microsoft Copilot.
Empowering SMBs with RPA: Automating Invoice Management and Payment Approvals Using Power Automate
This one-day hands-on lab demonstrates how to leverage Robotic Process Automation (RPA) with Power Automate to streamline complex invoice processing and payment approval workflows. Participants will create an end-to-end solution that extracts invoice data, validates it against business rules, incorporates a multi-level approval workflow, and automates communication with the accounts payable team to release payments.
By tackling a real-world, multi-step scenario, participants will gain practical experience in building scalable, efficient automation pipelines that reduce manual effort and improve process accuracy.
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Workshop Objectives:
1. Build a fully automated workflow to process invoices, validate data, and execute multi-level payment approval workflows using Power Automate.
2. Apply advanced conditional logic to handle real-world complexities, such as routing approvals based on invoice amounts and vendor categories.
3. Automate notifications to accounts payable and relevant stakeholders to ensure smooth payment processing.
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Agenda:
Morning Session
1. Introduction to Invoice Automation and RPA
- Understanding the challenges of manual invoice processing and approvals.
- Benefits of automating invoice workflows with Power Automate.
- Overview of AI Builder, SharePoint integration, and approval flows.
2. Environment Setup
- Configure Power Automate and AI Builder for the lab.
- Set up SharePoint as a data repository for tracking invoices and approval status.
3. Automating Invoice Data Extraction
- Step 1: Trigger the workflow when an email with an invoice attachment is received.
- Step 2: Use AI Builder’s form processing modelto extract key details from invoice PDFs (e.g., invoice number, vendor name, date, amount).
- Step 3: Store the extracted data in a SharePoint listfor tracking and reporting.
- Step 4: Implement data validation logic:
- Ensure invoice data is complete and complies with business rules (e.g., "Amount must be greater than $1,000 for multi-level approval").
- Hands-On Activity: Build this workflow using sample vendor invoices.
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Afternoon Session
4. Designing a Multi-Level Approval Workflow
- Step 1: Route invoices for approval based on predefined rules:
- Invoices below $1,000 are sent to a single approver (e.g., Team Lead).
- Invoices above $1,000 require multi-level approvals (e.g., Manager and Finance Head).
- Step 2: Use Power Automate’s Approval connectorto create the following approval steps:
- Notify the first approver via email or Teams, with options to approve or reject the invoice.
- If approved, notify the next-level approver for review.
- If rejected at any stage, notify the vendor and stop the workflow.
- Step 3: Track approval status in the SharePoint list to provide real-time updates on workflow progress.
Hands-On Activity:
Participants will create and test the multi-level approval flow with sample invoice data, simulating both approval and rejection scenarios.
5. Automating Notifications to Accounts Payable
- Step 1: Once all approvals are completed, configure the workflow to send an email to the accounts payable team with the invoice details, approval status, and payment instructions.
- Step 2: Use conditional logic to ensure notifications are triggered only after final approval.
- Step 3: Include error handling to alert stakeholders if the workflow encounters issues (e.g., missing data or delayed approvals).
Hands-On Activity:
Participants will test the notification system by simulating different approval outcomes and verifying the accuracy of email notifications.
6. Workflow Optimization and Wrap-Up
- Discuss best practices for optimizing RPA workflows, including security measures and performance monitoring.
- Explore opportunities to extend the workflow with additional features like compliance tracking or analytics dashboards.
- Provide participants with a step-by-step guide to replicate the workflow in their own environments.
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Demo Details:
Participants will design and execute the following real-world invoice automation workflow:
1. Trigger: Start the process when an email with an invoice attachment is received.
2. Extract and Validate: Use AI Builder to extract data from the invoice and validate it against business rules.
3. Approval Workflow: Implement a complex approval structure with conditional routing based on invoice amounts:
- Single-level approval for small invoices.
- Multi-level approval for larger invoices, including notifications for rejected invoices.
4. Notify Accounts Payable: Once approved, send a detailed email to the accounts payable team with payment instructions and relevant attachments.
5. Track and Report: Store all invoice and approval data in a SharePoint list for visibility and reporting.
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Tools and Technologies Covered:
- Power Automate Cloud Flows: To create and manage the RPA workflows.
- AI Builder: For extracting data from invoices.
- SharePoint Online: To track and store invoice and approval data.
- Microsoft Teams and Email: For notifications and approval requests.
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Participant Takeaways:
- A working RPA solution for invoice processing and payment approvals, ready for customization and deployment.
- Practical experience in handling real-world complexities like multi-level approvals and conditional notifications.
- Confidence in using Microsoft technologies to automate repetitive tasks and improve operational efficiency.
This hands-on lab equips participants with the tools and knowledge to create robust and scalable RPA workflows tailored to complex business needs.
Empowering Organizations with Customer Self-Service Portals Using Power Pages
In this highly interactive hands-on lab, participants will learn how to design and deploy a secure, scalable customer self-service portal using Power Pages. Tailored for IT professionals, developers, and business leaders, this hands-on lab combines practical demonstrations with real-world relevance. Attendees will explore the seamless integration of Power Pages with Dataverse and Power Automate to create a functional, secure portal for handling customer interactions like account management, service requests, or ticketing. By the end of the hands-on lab, participants will walk away with actionable insights and tangible skills to develop their solutions.
Agenda:
- Introduction to the importance of customer self-service portals for enhancing customer experience and efficiency, with examples of real-world applications in enterprises and SMBs.
- Step-by-step guidance on creating a Power Pages site and configuring secure external user authentication with Azure AD B2C.
- Setting up Dataverse tables to store customer profiles and service request data, and connecting the portal for real-time data updates.
- Automating workflows such as service request notifications to support teams using Power Automate.
- Testing of the portal and workflows with sample users, followed by a discussion on scalability, security measures, and future enhancements.
This hands-on lab provides a live demo learning experience, ensuring attendees leave with the confidence and step-by-step instructions to create their customer-facing portals and apply these techniques to solve real-world challenges within their organizations. It’s time to empower your organization with innovative customer solutions!
AI-Powered Productivity for Project Managers: Exploring Copilot's Capabilities
This one-hour session introduces project managers to the suite of AI-driven Copilot tools designed to optimize workflows, enhance collaboration, and accelerate decision-making. Participants will explore how to leverage Copilot across platforms like Teams, Planner, Whiteboard, and Power Automate to automate key project management tasks. Through live demonstrations and interactive labs, participants will gain practical knowledge of integrating Copilot with enterprise tools to improve productivity and ensure team alignment.
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Demo Structure and Tools:
#Part 1: Copilot in Teams for Meeting Efficiency
Objective: Showcase how Copilot in Teams streamlines collaboration and action item management during meetings.
- Demo:
1. Start a meeting in Teams with Copilot.
2. Use Copilot to summarize the discussion in real time, generate action items, and automatically assign tasks to team members.
3. Share action items to Planner for tracking and execution.
- Outcome: Participants learn how to save time in meetings by automating summaries and task assignments.
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#Part 2: Copilot in Planner for Task Management
Objective: Demonstrate how Copilot simplifies planning and task allocation.
- Demo:
1. Use Copilot to generate a project plan based on deadlines, deliverables, and team members' availability.
2. Assign tasks dynamically and set dependencies between tasks.
3. Automate progress updates and notifications for task owners.
- Outcome: Participants understand how Copilot ensures projects stay organized and on track with minimal effort.
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#Part 3: Copilot in Whiteboard for Visual Planning
Objective: Highlight how Copilot enhances brainstorming and visual workflows.
- Demo:
1. Open Whiteboard with Copilot to facilitate a brainstorming session.
2. Turn team inputs into organized visual layouts like Kanban boards or timelines.
3. Save and share the Whiteboard session across Teams for ongoing collaboration.
- Outcome: Participants see how to transform brainstorming into structured plans that drive project success.
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#Part 4: Copilot Studio Integration with Power Automate for Automation
Objective: Demonstrate how Copilot Studio integrates with Power Automate to streamline project setup.
- Demo:
1. Configure a workflow in Copilot Studio to automate the creation of project sites in Microsoft Teams with channels for specific tasks.
2. Automate task creation and assignment in Planner, ensuring alignment with organizational guidelines.
3. Enable notifications to stakeholders when project milestones are completed.
- Outcome: Participants learn how to accelerate project initiation and ensure process standardization.
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Key Learning Objectives:
1. Understand: Gain foundational knowledge of Copilot tools and how they enhance project management.
2. Apply: Use Copilot features across multiple platforms to plan, execute, and track projects effectively.
3. Create: Build automation workflows and collaborative solutions tailored to enterprise project needs.
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Session Wrap-Up:
- Review how Copilot tools enhance collaboration, task management, and workflow automation for project managers.
- Share templates and guides to help participants replicate the demonstrated solutions in their own projects.
- Provide resources for further learning and hands-on exploration of Copilot features.
This session empowers project managers to leverage AI tools effectively, boosting their productivity and ensuring better outcomes for their teams and organizations.
Zero Trust with Microsoft Defender for Office 365
Phases:
- Protect
- Investigate
- Simulation (For Training)
- Analyze (Reporting)
Use Cases:
- Service Desk / SecOps / SecMon
- Cyber Security Trainings for end-users
- Build a Product Roadmap
- Integration with Sentinel
- Meeting CIS Benchmark
Zero Trust with Microsoft Defender for Office 365
As more governments and enterprises undergoing digital transformation, adopting cloud-based technologies and embracing remote or hybrid work, the traditional perimeter-focused defenses are no longer sufficient to protect or secure users, internal networks and data.
In this session you will learn, Zero Trust (ZT) with Microsoft Defender for Office365, addresses the modern challenges of securing users, protecting hybrid cloud environments and defending against cyber security threats.
• Logical Components of Zero Trust Architecture
• Zero Trust with Microsoft 365 Defender and its components
• Microsoft Defender for Office 365 Architecture and protection stack
• Several Demos, including SafeLinks by defender for office 365, Automated Incident Remediation, Alerts and Incidents, and Reports
• Defender for Office 365 Security Operations Best Practices
• Building a product roadmap for Defender for Office365
Revolutionizing Customer Support: Building Your AI Helpdesk with Copilot Studio
Join us for an enlightening session where we delve into the transformative capabilities of Power Virtual Agents (Copilot Studio) in crafting a state-of-the-art helpdesk bot. This interactive workshop will guide you through the process of designing, developing, and deploying a virtual helpdesk assistant tailored to streamline user interactions and expedite issue resolution. Discover how to leverage the intuitive Copilot Studio platform to create a bot that not only understands and responds to a wide array of user queries but also integrates seamlessly with existing support systems to enhance the overall user experience. Whether you're looking to reduce response times, improve service quality, or simply elevate your customer support framework, this session will equip you with the knowledge and tools to achieve faster, more efficient resolutions across a variety of issues. Don't miss the opportunity to transform your helpdesk operations with the power of AI-driven chatbots.
M365 Automation using PowerShell in Azure Function
In this workshop, we explored the integration of PowerShell with Azure Functions to automate various tasks within the Azure ecosystem. Key topics covered included:
1. Introduction to Azure Functions: Understanding the serverless compute service and its benefits.
2. PowerShell Basics: A brief overview of PowerShell scripting and its capabilities.
3. Creating Azure Functions with PowerShell: Step-by-step guide on setting up and deploying Azure Functions using PowerShell.
4. Automating Tasks: Examples include automating common administrative tasks such as user onboarding and offboarding, resource management, monitoring, and reporting.
5. Best Practices: Tips and best practices for writing efficient and secure PowerShell scripts in Azure Functions.
6. Troubleshooting and Debugging: Techniques for identifying and resolving issues in your PowerShell-based Azure Functions.
By the end of the session, participants gained a solid understanding of how to leverage PowerShell within Azure Functions to streamline and automate their workflows, enhancing productivity and operational efficiency.
Flow Mastery: Crafting Efficient Desktop Flows
Welcome to "Flow Mastery: Crafting Efficient Desktop Flows"! In this concise 5-minute session, we'll dive into the essentials of creating efficient desktop flows with Power Automate. Whether you're new to automation or looking to enhance your skills, this video will guide you through the key steps to streamline your workflows and boost productivity. Let's unlock the power of desktop flows and master the art of automation!
Automate your IT Service Request using Power Automate/M365 and Azure
Welcome to our Automation Workshop!
In recent years, the term “Automation” has become a buzzword in the tech industry. It’s not just a trend, but a significant shift in how we approach business processes and IT service requests. This workshop aims to shed light on this transformative concept and demonstrate its practical applications using the Power Platform, O365, and Azure.
Our goal is to help you enhance the end user experience, get more value from your investment in M365 and Azure, and significantly reduce manual work for recurring requests and reports. We believe that automation is not just about efficiency, but also about unlocking new possibilities for your organization.
During this session, we will delve into real-world scenarios involving SharePoint list, Power Automate, Azure Function, Teams PowerShell, and Teams. Here are some of the topics we will cover:
1. Enabling and Disabling Microsoft Teams Recording
2. Streamlining the Microsoft user on-boarding and off-boarding process (hybrid)
3. Integrating with Power Virtual Agent (Chatbot)
4. Monitoring, Auditing, and Securing Automation
5. Understanding the Product Life cycle
6. Learning Automation Best practices
Join us as we explore the world of automation and discover how it can revolutionize the way we work!
AI-Powered Project Management: Revolutionize Your Workflow with Copilot Studio
Join us for an engaging and interactive session designed to transform your project management approach using the latest advancements in Microsoft AI technology, including Azure and Copilot. This session is tailored for project managers, team leads, and business professionals who are keen on leveraging AI to optimize workflows, improve efficiency, and drive project success. We will explore key Azure AI services, demonstrate Copilot's capabilities, and provide hands-on experience building an AI-powered project dashboard. Learn how AI can revolutionize your workflow and elevate your project management practices to the next level.
AI Showdown: Microsoft Copilot Studio vs. Azure AI Studio - Which One Will Transform Your Workflow?
Step into the future of productivity with our engaging session, "AI Showdown: Microsoft Copilot Studio vs. Azure AI Studio—Which One Will Transform Your Workflow?" This 70-minute session is designed to provide a comprehensive understanding of these two powerful AI platforms, with real-world scenarios and demos, helping you determine which tool will best enhance your workflow and drive innovation in your organization.
Automate Like a Pro: Power Fx Edition
This session is designed to empower participants with the skills and knowledge to leverage Power Fx in Power Automate Desktop for advanced automation solutions. Attendees will learn how to use Power Fx to create dynamic expressions and conditional logic, enhancing their automation workflows. The session will cover the basics of Power Fx, practical applications, and hands-on labs to ensure participants can apply what they learn immediately.
Power Virtual Agent to resolve an employee’s issue in Teams using native Teams chat experience
In today’s digital age, efficient problem-solving is key. This is why we’re excited to introduce you to the power of Power Virtual Agents in resolving employee issues directly in Microsoft Teams using the native chat experience, all within a compact 45-minute session.
In this workshop, we will explore how Power Virtual Agents can be leveraged to streamline issue resolution within your organization. We will demonstrate how these intelligent chatbots can be integrated into Teams, providing a seamless and intuitive interface for employees to report and resolve their issues.
Here’s what we’ll cover:
Introduction to Power Virtual Agents: We’ll start with an overview of what Power Virtual Agents are and how they can transform your organization’s issue resolution process.
(Demo) Integration with Microsoft Teams: We’ll show you how to integrate Power Virtual Agents into your Teams environment, enabling your employees to interact with the chatbot directly from their Teams interface.
(Demo) Issue Resolution with Power Virtual Agents: We’ll walk you through real-world scenarios where Power Virtual Agents can be used to resolve common employee issues. We’ll also demonstrate how the chatbot can escalate issues to human agents when necessary.
Best Practices: Finally, we’ll share some best practices for implementing and managing Power Virtual Agents in your organization.
Join us as we delve into the world of Power Virtual Agents and discover how they can revolutionize your organization’s issue resolution process, all within a concise and focused 45-minute session!
Zero Trust with Microsoft Defender for Office 365
As more governments and enterprises undergoing digital transformation, adopting cloud-based technologies and embracing remote or hybrid work, the traditional perimeter-focused defenses are no longer sufficient to protect or secure users, internal networks and data.
In this session you will learn, Zero Trust (ZT) with Microsoft Defender for Office365, addresses the modern challenges of securing users, protecting hybrid cloud environments and defending against cyber security threats.
• Logical Components of Zero Trust Architecture
• Zero Trust with Microsoft 365 Defender and its components
• Microsoft Defender for Office 365 Architecture and protection stack
• Several Demo -->
SafeLinks by defender for office 365
Malware block by defender for endpoint
Automated Incident Remediation
Alerts and Incidents
Reports
• Defender for Office 365 Security Operations Best Practices
• Building a product roadmap for Defender for Office365
Automate your IT Service Request using Power Automate/M365 and Azure
Welcome to our Automation Workshop!
In recent years, the term “Automation” has become a buzzword in the tech industry. It’s not just a trend, but a significant shift in how we approach business processes and IT service requests. This workshop aims to shed light on this transformative concept and demonstrate its practical applications using the Power Platform, O365, and Azure.
Our goal is to help you enhance the end user experience, get more value from your investment in M365 and Azure, and significantly reduce manual work for recurring requests and reports. We believe that automation is not just about efficiency, but also about unlocking new possibilities for your organization.
During this session, we will delve into real-world scenarios involving SharePoint list, Power Automate, Azure Function, Teams PowerShell, and Teams. Here are some of the topics we will cover:
1. Enabling and Disabling Microsoft Teams Recording
2. Streamlining the Microsoft user on-boarding and off-boarding process (hybrid)
3. Integrating with Power Virtual Agent (Chatbot)
4. Monitoring, Auditing, and Securing Automation
5. Understanding the Product Life cycle
6. Learning Automation Best practices
Join us as we explore the world of automation and discover how it can revolutionize the way we work!
Microsoft TechCon 365 Atlanta 2025 Sessionize Event Upcoming
Power Summit 2025 - Power Platform & AI Agents Sessionize Event Upcoming
MN Microsoft 365 User Group - In person Workshop Day Spring 2025 Sessionize Event Upcoming
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Samir Makwana
MCT | Founder of Cloudtrify | Cloud Solution Architect | Angel Investor
Collingwood, Canada
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