Extend-Microsoft365-with-Copilot-agents.pptx

Extend Microsoft
365 with agents

Agenda
Microsoft 365 + agents overview
Building agents with Copilot Studio
IT control and management for agents
Customer examples and resources
2

Microsoft 365 Copilot
+ agents overview
3

What are agents?
Agents use AI to automate and execute business processes, working alongside or on behalf
of a person, team, or organization.
Agents vary in level of complexity and capabilities depending on your need
Simple Advanced
Retrieval
Retrieve information from
grounding data, reason,
summarize, and answer
user questions
Generally available
Task
Take actions when asked,
automate workflows, and
replace repetitive tasks for users
Generally available
Autonomous
Operate independently,
dynamically plan, orchestrate
other agents, learn and escalate
Coming soon
4

Spectrum of agents
Simple
IT Helpdesk
How do I connect to the corporate
network?
Project
Tracker
What is the status of phase 2 for
project X and the remaining budget?
Device Refresh
Request a new laptop and send
approvals via IT Service tool.
Expense
Report
Review outstanding open purchase
orders and begin financial planning.
Lead Gen
The agent has identified and
researched 15 new leads for you
to review.
Customer
Support
The agent identified new support
issues and triaged to multi-agents
to handle.
Advanced
5

Optimize and reinvent your business processes with agents
Transform complex
and dynamic
processes
Reimagine possibilities
with multi-agent
collaboration
Enable every employee to
augment their jobs with agents
Agents can handle highly
variable situations in real time,
using judgment to plan their
steps and perform specialized
tasks required to complete the
job.
Agents can collaborate with
multiple users and other agents to
accomplish tasks that span
disconnected systems, long time
horizons, and organizational
boundaries.
Using natural language, any
employee can be empowered to
design and operate custom
tailored agents for their
workflows.

Redefine business processes and functions with agents
Find agents in the store or build your own
Boost productivity with domain-specific LLMs
and automate workflows
Enable sales teams to quickly find documents
and summarize for more effective meetings
Provide rapid, personalized support to handle
employee issues with tailored conversations
Offer legal assistance, analysis, and drafting for
legal and professional services users
Enable employees to understand company
goals, streamline their work, and grow
Provide timely marketing insights
Use AI for effortless, more efficient work
cross-platform
Give employees easier access to information
they need and take actions across enterprise
systems
Find and summarize murals and templates to
save time and improve collaboration
Align teams on shared goals for onboarding,
support, and post-sale upsell
Search and summarize content to help
win customers
Automate end-to-end enterprise workflows
within Copilot conversations
Promote employee recognition by identifying
and acknowledging key behaviors
Enable customers to manage IT tickets and
resolve queries faster
Enhance service experiences and boost agent
productivity
Copilot for Service
Help sellers maximize their sales productivity
Copilot for Sales
Transform the way finance works and accelerate
time to business impact
Copilot for Finance
Help protect your brand and quickly create
compliant high-value business document

Building agents with
Copilot Studio
8

Copilot Studio
Copilot Studio is our low code tool for creating agents and extending M365 Copilot.
For end
users
Copilot Studio agent builder
in Microsoft 365 Copilot BizChat and SharePoint
For IT & developers
Copilot Studio
Full featured graphical authoring environment
9

IT control and management
for agents
12

Copilot Control System
Data Protection Management Controls Measurement & Reporting
The Copilot Control System is designed to enable IT confidently adopt and
accelerate the business value of Copilot and agents. This includes
Equipping IT to lead AI transformation
Identify and mitigate
oversharing
Control which agents are available
and who can access agents
View core usage telemetry and track
license utilization
RAI checks for every prompt
protect from AI risks
Track and manage agent
lifecycle, access usage and
operational insights
Analyze Copilot & agents impact
to business outcomes
Intelligent grounding respects
your permissions and security
controls
Review agent permissions and
actions before making available in
your tenant
Track improvements in user
productivity and compare impact
across groups

Copilot Control System product capabilities
Data Protection Measurement & Reporting
Management Controls
Set permissions and labels [SharePoint and
Microsoft 365]
Set policies: DLP, Labels, Retention and more
[Purview]
Add grounding data with connectors
[Microsoft 365 Admin Center (MAC)]
RAI & policy checks at runtime
Monitor & reporting with Audit logs,
eDiscovery [Microsoft Purview]
Analyze license allocation and Copilot usage
telemetry [MAC & Viva]
Understand how Copilot usage is correlating
to time savings and changes in collaboration
& behavioral outcomes [Viva/Copilot
Dashboard]
Control user and agent access permissions in
tenant [MAC]
Control permissions to create agents using
Copilot Studio [Power Platform Admin Center
(PPAC)]
Review agent actions before approval in MAC
and control allowed actions for agent creators
[PPAC]
Manage agent lifecycle [PPAC]
NEW: SharePoint Advanced Management
now included in Microsoft 365 Copilot to
monitor content oversharing
NEW: Copilot Activity APIs to export prompts
and responses [Graph APIs]
NEW: DLP for Microsoft 365 Copilot prevents
processing and summarizing of protected
content [Microsoft Purview]
NEW: Gen-AI risk detection capabilities
[Microsoft Purview]
NEW: Introducing Copilot Analytics
• NEW: Viva Insights included in M365
Copilot; conduct deeper Copilot impact
and ROI analysis by filters and 3P data with
pre-built reports
• NEW: Copilot Business Impact Report
(VI) analyze M365 Copilot usage across
business KPIs (sales, finance)
NEW: IT admins can now use Copilot in admin
centers to streamline tasks and get AI-
powered insights [Microsoft 365 admin center,
Teams Admin Center and SharePoint Admin
Center].
NEW: No extra cost for indexing your data
into Copilot with connectors [MAC]
Previously
announced
and generally
available
Announcing
at Ignite

IT can directly customize Copilot’s knowledge
Index data with Graph connectors and ground Copilot's responses in your work content
Improve Microsoft 365 Copilot relevance
and context by indexing data from external
sources into Microsoft Graph
Indexed data respects security and
privacy policies to enforce access rights so
you only get access to what you have access
to
Updated entitlement for Microsoft 365
licensing to allow 50 million items indexed
per tenant (Fall 2024)
Graph connectors
15

Customer examples
and resources
16

KPMG revolutionizes
productivity with
Learn more about this story
Challenge
KPMG Australia needed to
prepare its clients to
meet a dramatically
increased demand for
environmental, social, and
governance (ESG)
compliance assessments
due to new mandatory
reporting requirements.
Solution
They built an agent to
automatically assesses the
compliance of multiple
ESG documents. This
proof of concept is
helping them quickly
identify areas of
noncompliance.
Benefits
When fully deployed across
KPMG’s global network, this
will transform how KPMG
subject matter experts work
by expediting data
discovery, automating
time-consuming
administrative tasks, and
enhancing collaboration
with clients and coworkers.
It’s important to embrace new ways of doing things….Gen AI and Copilot really
allowed all of our staff and the clients that we work with to find new ways to
provide value and insights to our clients and get to that endpoint and that
value quickly.”
– Sophie Papworth
Senior Manager, User Research, Strategic Design,
Product Management, KPMG Australia
17

18
Air India harnesses AI
for operational
excellence with
Learn more about this story
Challenge
With a storied 90-year
legacy and a goal to
become one of the
foremost airlines in the
world, Air India needed a
better way to manage its
rapid growth effectively,
streamline operational
efficiency, and enhance
the customer and
employee experience.
Solution
Air India developed an
agent to deliver essential
data and insights on
flight punctuality and
flight operations. This
approach empowers their
business leaders with
valuable insights to
optimize operational
decisions.
Benefits
With the innovative agent, Air
India has unlocked greater
operational efficiency across
reservations, procurement,
and scheduling. They can
quickly analyze large
datasets, outpacing human
speed and gaining insights
faster through natural
language.
Using Copilot allows us to naturally unearth these insights to know, for example,
if there is something impacting the performance in a particular city or a certain
type of aircraft”
– Dr. Satya Ramaswamy
Chief Digital and Technology Officer,
Air India

Resources
Learn more about agents
Microsoft Copilot Studio
Copilot + agent blog post
Copilot scenario library
Copilot + agent demo gallery
19

Getting started guide
Requirement
01
AI for personal productivity and
business processes: Microsoft 365
Copilot grounded in your
• Microsoft 365 productivity data
• Security, Identity, data governance
and compliance policies
• Microsoft 365 skills e.g., Outlook,
SharePoint, Teams
02
AI in your apps: Gen-AI in your internal
and external facing line of business apps
What you should do
Ground in your data
Index and rank your data alongside native data in
Microsoft Graph using Graph connectors
Connect to your tasks
Customize behavior and connect to your apps and
workflows, including 3P apps with agents
Consider: AI optimized for your roles
Streamlined role-specific workflows and out-of-box
integrations to leading 3P solutions
Build your agents in your apps/websites
Grounded in your data and connected to your app
skills and workflows
How to do it
Pick from existing, or build a new Graph connector1
and configure in admin center
For internal users, choose from store or build
a Copilot + agent with Copilot Studio1
For external users: See option 2
Buy and deploy
• Copilot for Sales
• Copilot for Finance
• Copilot for Service
Build your own agent with Copilot Studio1
and
Azure AI and publish to your app or website
21

Simple Gen-AI decision guide
I want a generative AI solution
I want to build a solution with custom data
and UI and deploy internally or externally
I want out-of-the-box solutions that work with my existing
data estate for my employees
I want full control over
PaaS services and
customize with code
I want a SaaS tool to
build with natural
language and GUI
I want insights and
actions on Microsoft
365 data and products
I want role-specific insights and actions for sales, service, and
financial professionals that integrate with external CRM and
ERP systems that also connect data to Microsoft 365
productivity apps
Azure AI
Studio
Copilot
Studio
Microsoft
365 Copilot
Enhanced Together
Copilot for
Sales
Copilot for
Service
Copilot for
Finance
Add-ons to Copilot for Microsoft 365
Azure Service Meter Tenant Capacity Pack Per User Per User Per User Per User
22

IT management controls for agents
Power Platform Admin Center
Developer and resource access
Agent & connector catalog
• Admins control whether developers can
publish from Copilot Studio when AI features
are enabled
Management and monitoring
• Admins control which connectors and API
endpoints are allowed in Power Platform
environments
Developer access
• Admins control who has developer
permissions in a Power Platform environment
Microsoft 365 Admin Center
Copilot agent access and deployment
Agent & connector catalog
• Admins can review agents and publish to
tenant catalog
• Admins are notified about new agents awaiting
review via Teams notifications
• Admins can review API endpoint of any Copilot
agent
• Developers are notified about admin decision
on approval of requested apps
Management and monitoring
• Admins can apply tenant postures for
1P/3P/LOB apps with agents.
• Admins can manage agents at an app level for
user access and pre-installation
User access
• Admins can manage who can upload a
package with agents for personal use (planned)
Available now in Teams Admin Center.
• Admins can review and consent to AAD SSO
permission for actions via API endpoints
Teams Admin Center (TAC)
User access
• Admin can manage who can upload and use
custom apps
Resources:
 Developer access via Security roles
 Management of PP Data policies
Resources:
 Demo video: Review and approve an unpublished app
 Agent catalog: App Approval Requests
Resources:
 Secure and trust who can upload and use apps:
Upload of custom apps

Retrieval
Retrieve information from
grounding data, reason,
summarize, and answer user
questions
24
Microsoft 365 Teams AppSource
Agents are available in store and managed by IT

What is enterprise data protection for prompts and responses?
Enterprise data protection (EDP) for prompts and
responses offers the same enterprise terms
available in our Microsoft 365 commercial
offerings.
EDP refers to controls¹ and commitments, under
the Data Protection Addendum (DPA) and
Product Terms, that apply to customer data for
users of Copilot for Microsoft 365 and, starting
mid-September, Microsoft Copilot.
With EDP, prompts and responses are protected
by the same contractual terms and commitments
widely trusted by our customers for their emails in
Exchange and files in SharePoint.
Microsoft 365 Service Boundary
• We secure your data: Encryption at rest and in transit, rigorous
physical security controls, and data isolation between tenants.
• Your data is private: We won’t use your data except as you instruct.
Privacy commitments include support for GDPR, ISO/IEC 27018², and
Data Protection Addendum.
• Your access controls and policies apply to Copilot: Copilot respects
your identity model, permissions, sensitivity labels, retention policies,
audit log, and follows administrative settings. The specific controls and
policies will vary depending on the underlying subscription plan.
• You are protected against AI security risks: We help safeguard
against AI-focused risks such as harmful content and prompt injections.
• Your data isn’t used to train our foundation models: Prompts,
responses, and data accessed through Microsoft Graph aren’t used to
train foundation models.
Enterprise data protection
¹The specific controls will vary depending on the underlying subscription plan.
²Microsoft Copilot for M365 runs on the ISO 27018 certified Microsoft 365 platform

Agents bridge across industries
Retail Optimize store perform
ance and operations
Optimize supply chain
management
Automate store
scheduling
FSI
Financial advisory supp
ort system Centralized underwritin
g knowledge base
AI-assisted broker portf
olio management
Manufacturing Factory asset effectivene
ss and materials process
ing efficiency
Contract management AI driven design-to-mak
e process
Learn more about scenarios
26

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