Workshop Details

The Definitive Zero-to-Hero Copilot Studio Workshop For Business Central Professionals (version 2.0)

Are you feeling lonely without a Copilot of your own? Is everyone around you making their own Agents except you? Have you seen a lot of demos on building Agents but nothing that you can actually put to use in your business?

Would you want to build an Agent that your team would actually WANT to use? One that uses all the newest features in Copilot Studio leveraging the very best of Generative AI?

Together, we will build Agent BeeCee, your new trusty copilot and sidekick. Every Batman needs a Robin, and every Business Central professional needs an Agent BeeCee.

You will learn all the essential skills to build smart AI Agents that understand both Business Central functionality and your Business Central data. And you will learn how to publish them where your team and your customers need it most, whether it's Teams, M365 Copilot, Slack, a website, or more.

And you will also learn the skills needed to make declarative agents within minutes using Microsoft 365 Copilot, SharePoint and OneDrive for Business so you and your team can harness insights from the volumes of data you have in your Microsoft 365 tenant.

Agent BeeCee can:
• Answer your how-to questions about Business Central and its functionality based on knowledge sources you specify (Web, Files, SharePoint)
• Display, sort and filter lists of Items, Customers, Vendors, etc. (or your custom table) from Business Central
• Reason over your inquiries and give you insights about data from Items, Customers, Vendors, etc.
• Create a new record in Business Central such as an Item, Customer, or Vendor
• Send business-ready e-mails on your behalf with just a prompt, including information from Business Central such as a Sales Invoice or a Quote (yes, it will use your BC report layouts!)
• Show and answer questions about your calendar and schedule
• Create a new calendar event
• Autonomously reason over an e-mail from a customer and provide first line of Business Central support and information about their account
• Tell the weather
• And thanks to the built-in LLM it can also tell you dad jokes or make an origami duck!

Skills you will learn:
• Build Agents with Copilot Studio, Microsoft 365 Copilot, SharePoint and OneDrive
• Ground your Agent's answers in specific knowledge sources (RAG)
• Create Topics
• Create Tools / Actions (built-in Connectors, custom Agent Flows and more)
• Create Triggers to make your Agent autonomous
• Use Instructions and Descriptions to make your Copilot Agent smarter
• Use Dynamic Chaining to improve the efficiency and user satisfaction levels
• Work with Adaptive Cards
• Work with AI Builder and Prompts
• Working with different models, Agent-to-Agent connections, and a primer on MCP (subject to availability at the time of the workshop)
• Deploy your Agent in Teams, a website or even inside Copilot for Microsoft 365 so you can access them inside M365 Copilot Chat or from Word, Excel, etc.
• Securing your Agents with authentication

Want to work with custom data? I'll also show you how to build and deploy custom API pages in Business Central

We will primarily work with the native Connectors in Copilot Studio's Actions, as well as Agent Flows. We will also cover an example with Dataverse.