The following reference materials were provided as context. Use them as guidance only -- always prefer the latest, most current information over any potentially outdated content in these files.
--- Reference: LFSCAB.pptx ---
AB-730T00: Transform business workflows with generative AI
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AB-730: Transform business workflows with generative AI AB-731: Drive AI transformation in your organization PL-7008: Create agents in Microsoft Copilot Studio
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Module 1: What is generative AI?
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What is generative AI?
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What is generative AI?
Generative AI is an exciting branch of artificial intelligence designed to produce brand-new content--like images, videos, text, or even audio--just from a simple description.
It’s designed to help you:
Generate content with simple prompts.
Generate realistic images from textual prompts.
Create videos or animations based on scripts.
Write articles, reports, or summaries.
As a business user, generative AI can help you with:
Content creation: Writing blogs, creating social media posts, or designing promotional materials.
Task automation: Generating reports, summarizing meeting notes, or drafting contracts.
Customer interactions: Enhancing chatbots with natural language responses or personalizing customer communications.
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How does generative AI work?
Learning from Large Datasets
Generative AI models learn patterns from vast amounts of data to generate accurate content. This learning enables understanding of complex inputs.
Classification vs Generative Models
Classification models categorize information, while generative models create new content based on input prompts. Both serve different AI functions.
Human Language Understanding
Generative AI replicates human language, making interactions natural and accessible for users with various technical skills.
User-Friendly Tools and Templates
Prebuilt AI tools and templates simplify use, allowing business users to leverage AI without programming knowledge.
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Generative AI and Microsoft 365 Copilot
Microsoft 365 Copilot is an AI assistant integrated into apps like Word, Excel, and Teams, using Large Language Models and Microsoft Graph to access organizational data such as emails and calendars.
This combination enables Copilot to:
Generate new content (emails, documents, presentations)
Summarize meetings and chats
Analyze data and visualize insights
Automate workflows and repetitive tasks
Support decision-making with contextual recommendations
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Module 2: Employ Copilot Chat as your workflow companion
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Employ Copilot Chat as your workflow companion
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Understand the basics of Microsoft 365 Copilot Chat
Microsoft 365 Copilot Chat is an enterprise-ready AI chat available at no extra cost to your Microsoft 365 subscription.
It integrates AI into your Microsoft 365 apps to automate tasks, streamline workflows, and deliver insights using both web-grounded and work-grounded data.
Copilot Chat includes:
Secure, AI chat grounded in the web and powered by GPT-4 or GPT-5.
Agents accessible right in the chat interface
IT controls, including enterprise data protection and agent management
Features like Copilot Pages, Notebooks, file upload, and image generation
Copilot Chat’s features becomes even more powerful with a Microsoft 365 Copilot license in addition to your standard Microsoft 365 subscription.
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Access Copilot Chat
Important: You must sign in using your work email account.
Copilot Chat is accessible through:
Microsoft 365 Copilot app
the web (www. m365copilot.com )
Microsoft 365 apps
Microsoft Edge browser
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The difference between work and web-grounded modes
Copilot Chat uses web data by default. With a Microsoft 365 Copilot license, it can also access your work data, which is why you’ll see both Work and Web tabs in the interface.
In work mode (work-grounded), Copilot Chat uses Microsoft Graph to ground responses in your organizational data, giving you access to files, emails, meetings, and other Microsoft 365 resources.
In web mode (web-grounded), Copilot Chat uses Bing’s web data with generative AI to provide up-to-date insights for research, brainstorming, and staying informed.
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How to chat in 3 steps
1. Enter your prompt
Enter your detailed prompt in the text box at the bottom. If you would like Copilot to source information from any reference files, you can upload them in your prompt by selecting the “Add content” button.
2. Check sources
Copilot Chat is transparent about the sources of its information. See these sources listed underneath the answer.
Vet these sources and validate your answers.
3. Continue the conversation
You can ask follow-up questions as you would in a conversation. You can refine the answer too.
For example, try “Write a shorter answer" or "Give me more detail." You can also select suggested prompts.
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Understand the basics of Copilot prompts
A Copilot prompt is a question or instruction you give to Copilot to help you get work done.
An effective prompt has four components:
Context
Goal
Source
Expectations
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Apply Copilot prompts to common business scenarios
Draft emails:
"Write an email congratulating the team on the successful project launch."
Create presentations:
"Generate a 10-slide presentation on quarterly sales performance."
Prepare for meeting:
"Based on my prior interactions with [/person], give me five things likely top of mind for our next meeting."
Organize your time:
"Review my calendar and email from the last month and create 5 to 7 buckets for projects I spend most time on, with % of time spent and short descriptions."
Forecast sales data:
“Generate a visual forecast of next year's sales using historical sales data trends, highlighting seasonal patterns, growth projections, and potential anomalies."
Visualize top insights and trends:
“Generate a visual forecast of next year's sales using historical sales data trends, highlighting seasonal patterns, growth projections, and potential anomalies."
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What are agents?
Agents in Copilot Chat are specialized AI assistants that automate tasks, answer questions, and streamline business processes across apps like Word, Excel, Outlook, and Teams.
How to access pre-built agents:
Available in Copilot Chat interface (browser or app)
Browse prebuilt agents in the Agent Store (from Microsoft, partners, internal teams) such as Researcher and Analyst
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Create your own agent
Custom agents let you tailor Copilot to your workflows. Design agents that understand your team's knowledge and respond in your preferred style. Select Create Agent in the Agents tab or left menu.
You can describe your agent or choose a template. Then, configure your agent by including:
Details
Instructions
Knowledge
Capabilities
Suggested prompts
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Module 3: Draft business content with Microsoft 365 Copilot
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Draft business content with Microsoft 365 Copilot
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Draft business content with Microsoft 365 Copilot
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Microsoft Copilot in Word
Start with an introduction
Generate an introduction paragraph in Word: Open Word and select the Copilot icon. Choose between work mode or web mode to tailor your content, and improve it with follow-up prompts for tone, clarity, or focus.
-Example prompt: “Write a professional introduction for our Q3 performance report."
Include industry trends
Choose the right grounding:
Use both work- and web prompts to compare insights and enrich content.
-Work-grounded prompt: "Summarize recent internal insights about wearable tech trends from my documents and emails."
-Web-grounded prompt: "Summarize current trends in the wearable tech industry using recent web sources."
.
Visualize data for a report
Convert text to a table in Word: Select the paragraph and select Visualize as a Table, and refine formatting with follow-up prompts.
Draft a performance report
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Microsoft Copilot in PowerPoint
Prepare for a leadership meeting
Use Copilot Chat in PowerPoint to convert your written content into a visually compelling and organized slide deck.
Open PowerPoint and select the Copilot icon.
Paste your Word content or reference the document using a slash (e.g., /Report.docx) in your prompt to summarize and format it into presentation-ready bullet points.
Prompt Create “5” slides from this document focused on decisions, risks, and next steps.
Refine your prompt with more context and instructions, such as Surface decisions needed this week. Add one risk with mitigation.
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Microsoft Copilot in Outlook
Communicate progress with your leadership team
Summarize long email threads and draft professional updates: Use Copilot Chat to quickly summarize key points from email conversations or effortlessly draft emails.
Open Outlook and select “Summary by Copilot” at the top of the email you want to summarize.
Create a new email and select the Copilot icon, prompt Copilot to: Draft an email to the leadership team based on the summary of the email thread. Keep the tone professional and concise
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Workflow Summary
Draft a performance report in Word
Prepare for a leadership meeting Using PowerPoint
Communicate progress with your leadership team with Outlook
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Module 4: Analyze and visualize data for decision-making
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Analyze and visualize data for decision-making
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Search and import data using Copilot Chat
Use Copilot Chat to search and import data from your files or the web. Choose between work or web mode, then insert the data directly into your sheet.
How to import data from a public web source
Open Excel and select the Copilot icon
Select Web
Ask Copilot to find the data you need using a prompt
To include content from the web, words such as "industry benchmarks," "recent trends," or "using web sources" (if enabled by your organization) are suggested.
Insert results into a new sheet or copy them into your current one
Search for data with prompts like:
"Search the web for a table of countries and their exchange rates."
"Get (blank) from my file about (blank)."
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Find trends in your data using Copilot Chat
Copilot Chat makes it easy to spot patterns and insights in large datasets. Use Copilot to generate summaries, charts, and trends--turning raw data into clear, actionable information.
How to find trends using Copilot Chat in Excel
Open Excel and select the Copilot icon
Ask Copilot to find the insights you’re looking for using a prompt
Request the insights delivered in a specific format such as charts, PivotTable, summaries, trends, or outliers
To add a generated chart to a sheet, select “Add to a new sheet”
Example prompts:
"How many people in this list reside in the United States?"
"Review the customer feedback on this sheet and identify major themes."
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Generate charts and visualize using Copilot Chat
You want to present your findings visually for a leadership meeting. Copilot Chat in Excel can help you create charts from your data with just a prompt.
Create charts with prompts: Create a bar chart showing monthly revenue by region.
Customize easily: Add axis labels and a title to the chart.
Advanced analysis: Generate a PivotChart showing revenue trends by quarter.
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Understand and create formulas
Formulas are an essential feature in Excel, yet they can often be complicated and hard to decipher, particularly in extensive or inherited spreadsheets. Excel’s Copilot can assist you by offering straightforward and concise explanations of what formulas do and how they work.
Choose the Copilot sparkle icon next to the cell. Choose Explain this formula from the dropdown menu.
Copilot streamlines creating precise calculations by generating formulas for individual cells, making tasks like percentage changes or text extraction easier and eliminating manual formula entry.
Open Copilot and choose Suggest a formula from the Copilot pane. Alternately, generate a formula with prompts like:
Calculate the percentage increase from cell A1 to cell B1.
Extract the first name from a full name in cell C1.
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Module 5: Manage meetings, collaboration, and follow-ups
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Manage meetings, collaboration, and follow-ups
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Prepare for meetings using Copilot in Outlook
Copilot in Outlook helps you catch up with your team quickly by summarizing long email threads, scheduling meetings with stakeholders, creating an agenda to keep your meeting on track, and blocking time for focused work. Key features include:
AI-Powered Email Management
Communication Coaching
Integrated workflow tools
Personalized productivity
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Enhance meeting productivity with Copilot in Teams
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During meetings, Copilot can enhance productivity by:
Summarize discussions in real time
Suggest action items and follow-ups
Answer questions using meeting transcripts
Create tables, lists, and summaries
Generate quizzes and engagement activities
How to enable Copilot in Teams Meetings:
Select Meeting Options
Set Allow Copilot to either:
During and after the meeting
Only during the meeting
Enable transcription and cloud recording for full functionality.
Prompts to run with Copilot in Teams meetings
"What are the key takeaways so far?"
"Where do we disagree?"
"Summarize what each participant said."
"Create a table of pros and cons for each idea."
Catch up if you join late: "Tell me what I missed so far."
Use Copilot to summarize meeting discussions
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Copilot provides post-meeting summaries that highlight key contributors, agreements, disagreements, and action items based on transcripts and chats.
Summaries include citations for transparency
Summaries can be exported to Word or Excel for easy sharing.
How to access summaries
Open the Recap tab in the meeting chat.
Select Copilot to view summarized content.
Export responses to Word or Excel if needed.
Prompts for effective meeting follow-ups
"Draft a follow-up email for the LaunchPad Team summarizing today's decisions and next steps."
"List action items from the meeting transcript for each team member." Copilot ensures your team's follow-ups are clear, actionable, and keep everyone moving forward together.
Streamline communication and action with Copilot Chat
Copilot Chat responds to prompts, retrieves company information, and assists with research. It also helps follow up on meetings and organize discussions, keeping your team aligned and projects on track.
With Copilot Chat, you can:
Summarize long chat threads to highlight decisions and unresolved issues.
Organize discussions by topic (for example, launch timeline, marketing assets).
Create actionable task lists with owners and deadlines.
Keep Everyone Aligned and Informed
Copilot Chat drafts stakeholder updates fast by pulling project data, spotting risks, blockers and creating recap messages.
Example Prompts:
“Create a weekly update based on the latest launch roadmap. Include risks for the next five days.”
“Review Teams and Outlook messages for this project and add action items for each team member.”
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AB-731: Drive AI transformation in your organization
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Understand the foundations of generative AI for business leaders
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Microsoft generative AI solutions
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Business value:
Boost productivity
Accelerate decision-making
Enhance customer experiences
Reduce operational costs
Stay competitive
Understand Agents in generative AI solutions
Agents are intelligent entities that perform tasks and orchestrate workflows.
Copilot Agents are prebuilt and ready-to-use AI assistants embedded in Microsoft apps.
Azure AI Agents are customizable, flexible, and tailored to your organization.
Identify and evaluate business value
What problem does it solve?
What outcomes will it deliver?
Does it align with strategic goals?
Key questions:
Understand cost drivers
Why costs matter
Strategic investment
Escalate if unmanaged
ROI
Microsoft 365 Copilot
Predictable
Bundled
Low barrier for adoption
Azure AI
Pay-as-you-go,
token-based
Costs scale with usage
Data and infrastructure requirements
Technical expertise
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Challenges and opportunities in generative AI
Challenges & opportunities
Key challenges
How risks matter
Opportunities
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Build effective generative AI solutions in your organization
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Understand prompt engineering
Key: What is a prompt?
Input text or instruction guiding AI output
Starting point for interaction
Why it matters
Quality affects accuracy & relevance
Poor prompts = irrelevant or incorrect results
Best practices
Clear, specific, contextual,
goal-oriented
Add data & format expectations
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Write an effective prompt
To get the best response, it’s important to focus on some of the key elements when phrasing your Copilot prompts.
Goal
What response do you want from Copilot?
Context
Why do you need it and who is involved?
Source
Which information sources or samples should Copilot use?
Expectations
How should Copilot respond
to best meet your expectations?
Generate 3-5 bullet points to prepare me for a meeting with Client X to discuss their “Phase 3+” brand campaign.
Generate 3-5 bullet points to prepare me for a meeting with Client X to discuss their “Phase 3+” brand campaign. Focus on Email and Teams chats since June.
Generate 3-5 bullet points to prepare me for a meeting with Client X to discuss their “Phase 3+” brand campaign. Focus on Email and Teams chats since June. Please use simple language so I can get up to speed quickly.
Generate 3-5 bullet points
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Ground AI using trusted data
Grounding means connecting AI responses to authoritative data sources.
Ungrounded response
The latest compliance regulation for your industry is ISO 27001:2013.
Grounded response
According to your company’s compliance portal, the latest regulation update is ISO 27001:2026.
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What is RAG?
Retrieval-augmented generation (RAG) is a technique that you can use to ground a language model.
Retrieve grounding data based on the initial user-entered prompt.
Augment the prompt with grounding data.
Use a language model to generate a grounded response.
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Build trustworthy AI
Data quality drives accuracy
Security protects sensitive information
Governance helps ensure compliance and control
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Understand machine learning
What is machine learning?
Common scenarios
Machine learning lifecycle
Business considerations
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Understand the machine learning lifecycle
Machine learning projects follow a structured process.
While technical teams handle the implementation, business leaders play a key role in defining goals, allocating resources, and evaluating outcomes.
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Drive business value with Microsoft Copilot solutions
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Explore Copilot solutions
What is Microsoft Copilot?
AI-powered assistance across Microsoft products
Combines LLMs with organizational data
Built into apps
Key Copilot experiences
Copilot Chat
Microsoft 365 Copilot
Copilot Studio
Benefits for organizations
Boost productivity
Improve decisions
Strengthen governance
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Explore Copilot experiences
Copilot Chat
Fast answers and organizational context
Copilot in Microsoft 365 apps
Embedded intelligence for everyday work
Specialized agents
Researcher & Analyst
Copilot Studio to create and customize copilots and agents
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Map business processes to Copilot solutions
Identify high-impact processes
Document-heavy: Drafting policies, proposals, reports.
Data-heavy: Forecasting, budgeting, performance analysis.
Meeting-heavy: Strategy sessions, project updates, follow-ups.
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Extend and customize Copilot
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Adapts to unique processes | Connects to critical systems | Accelerates innovation
Enterprise context with Microsoft Graph
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Buy
Best fit: Common tasks like document creation, email summarization, meeting recaps
Extend
Best fit: Connect Copilot to ERP, CRM, or industry-specific apps
Build
Best fit: Highly regulated industries or unique processes standard Copilot can’t support.
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Decide when to buy, extend, or build Copilot
Advanced Scenarios: Integrate Copilot with Azure AI for predictive analytics, semantic search, and custom language models--while maintaining compliance and security.
Copilot licensing
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Three main ways to license Copilot:
Included with Microsoft 365
Monthly Subscription
Pay-as-you-go
Drive business value with AI using Microsoft Foundry Tools
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Overview
Build and deploy AI solutions with vision, language, search, speech, and generative AI
Enterprise-grade security, governance, and integration
Why it matters
Insights
Automate processes
Create new experiences while maintaining trust
Key capabilities
Improved productivity, faster decisions, scalable content creation.
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What are Foundry tools?
Language & Content
Generative AI
Natural Language Processing
Perception & Understanding
Computer Vision
Speech
Data & Decisions
Information Extraction
Decision Support
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Core AI capabilities
Agents combine these capabilities to automate workflows--
draft reports, update CRM, or schedule meetings securely.
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Explore core Foundry solutions
Which Foundry tool should I use?
Are you trying to automate document-heavy processes like invoice handling or contract review?
Do you need to improve customer engagement with multilingual support or sentiment analysis?
Or are you looking to orchestrate generative AI across multiple processes for marketing or operations?
Automate visual inspections
Faster inspections, improved accuracy, reduced waste.
Analyze sentiment & streamline documents
Better customer insights, faster workflows, fewer errors.
Retrieve knowledge & scale content
Improved productivity, faster decisions, scalable content creation.
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Explore common scenarios
Prebuilt Tools
Speed and simplicity
Foundry Models & RAG
Flexibility for creative tasks
Fine-tuning & Custom
Accuracy grounded in
enterprise data
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Choose the right model
Tip: Start simple, scale complexity only when business case is strong.
Pay-as-you-go
Flexible, no upfront commitment
Ideal for pilots and variable workloads
Easy to start and scale
Monitor usage to avoid cost spikes.
Pre-paid
Predictable costs and discounts.
Best for mature deployments with steady demand.
Lower unit cost, simplifies budgeting.
Requires accurate forecasting.
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Foundry subscription models
Tip: Align pricing with adoption stage--flexibility first, predictability later.
Leverage AI tools and resources for your business
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The Microsoft AI Approach
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Explore Copilot and agents at work
Opportunities
Accelerate Personal Productivity
Improve Processes
Drive Functional Transformation
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Drive transformation
with Azure cloud and AI platforms
Opportunities
Innovate with Azure
Unify your
data platform
Modernize & build with AI
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Get started with a phased approach
Govern AI
Secure AI
Manage AI
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Create business value with AI
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AI readiness drivers
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1. Business strategy
Prioritize business needs
Measure value with KPIs
Manage AI as a portfolio
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2. Technology and data strategy
Align tech to strategy
Prepare your data estate
Build, buy, and secure
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3. AI strategy and experience
Start small, learn fast
Measure what matters
Build diverse, cross-functional teams
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4. Organization and culture
Lead from the top
Empower diverse teams
Invest in learning & tailor adoption
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5. AI governance
Build a unified governance model
Core governance pillars: data, AI, and regulatory
Operationalize and adapt
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Embrace responsible AI principles and practices
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Prepare for responsible AI
Societal impact and opportunity
Responsible approach and oversight
Risks and safeguards
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Guiding principles for responsible AI
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Design a system for AI governance
Create a governance system that translates values into repeatable
decisions, controls, and accountability across the AI lifecycle.
Chief Ethics Officer
Ethics office
Ethics committee
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Scale AI in your organization
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A best-practice framework to accelerate your AI journey
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Becoming Frontier
Organize for AI success
Key roles in AI adoption:
Line of Business leader
Chief Digital Officer
HR Leader
IT Leader
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AI requires multidisciplinary skills.
AI for everyone
AI creates most value when business users participate.
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PL-7008: Create agents in Microsoft Copilot Studio
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Date
Create agents in Microsoft Copilot Studio
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Date
Create and name an agent in Copilot Studio
Agent creation using conversational builder
Configure Generative AI instructions
AI general knowledge
Accessibility: The agent can instantly access a vast repository of information and expertise across a wide range of subjects
Versatility: It's capable of addressing diverse topics and tasks, making it a versatile resource for a variety of needs
Allow AI to use its own general knowledge
Generative answers
The supported knowledge sources are:
Public Website
Searches the query input on Bing, only returns results from provided websites
SharePoint
Connects to a SharePoint URL, uses GraphSearch to return results
Dataverse
Connects to the connected Dataverse environment and uses retrieval-augmented generative technique in Dataverse to return results
File Upload
Searches uploaded documents, returns results from the document contents
Knowledge sources
Connectors
Microsoft copilot connectors
Augment Microsoft Search to ground agent responses
Test agent
Test panel options
Track between topics
Start a new conversation
Publish
Share with others
Demo website
Make the agent available on channels
Share
Collaborative authoring
Testing
Create agent flows
Core tool types
1
Prebuilt connector action
2
Custom connector action
3
Agent flow
4
Prompt
5
... and more
Use agent flows as tools in Copilot studio
Simplify automation for your agent
Automate tasks with structure and consistency
Utilize AI-driven intelligence to handle complex scenarios
Tools tab
Add a tool
New agent flow
Create an agent flow
Agents and agent flows: better together
Access information from other systems
Handle complex scenarios
Automate fixed components
Deploy the agent to a Teams channel
Channels
Deploy to Microsoft Teams
Options to control the appearance of the agent
Controls how a user can install the agent into a Microsoft Teams team
Teams channel
Turn on Teams
Connects agent to Teams
Agent added to Teams
Customize the appearance of the agent
Icon
Color
Description
Options for installing an agent into a Microsoft Teams team
Availability options
Share a link
Show an agent in the Teams app store
Download a zip file
Skill Level: Beginner