Report from AI Agent and Copilot Summit NA – Day 2

I’m back with another day of insights from #AIAgentCopilotSummit! Day 1 was all about career transformation in a post-AI world, but Day 2 shifted focus to something equally compelling: AI’s role in redefining work itself.

Daily Themes:

  1. From Users to Creators – AI isn’t just something we use; it’s something we shape. Everyone can become a builder, creator, or entrepreneur with AI.
  2. Copilots and Agents Are the New Apps – AI-driven agents are not just RPA 2.0; they redefine workflows, augment human decision-making, and break down silos.

Full Agenda Here       


Morning Sessions & Insights

🔹 Keynote: How AI Agents Are Defining the Future

Speaker: Ray Smith (VP of AI Agents, Microsoft)

  • AI transformation is outcome-driven, impacting employee productivity, process efficiency, and product innovation.
  • Copilots function as the UI for AI – they are the bridge between users and intelligent agents.
  • The evolution of AI-driven work:
    • Human-first
    • Human + Agents
    • Agents-first
    • Agents-only (the future?)
  • Memorable quote: “Technology is no longer the limiting factor—creativity and use cases are.”

🔹 Fireside Chat: Microsoft Partner Alithya

Speaker: Jason Wickman

  • “Time to remedy”—the speed at which AI can solve bottlenecks in business is critical.
  • Copilot Academy is emphasizing education first—because understanding personal productivity gains leads to enterprise adoption.

🔹 From Board Members to Staff: How to Set Organizational Priorities for AI Success

Speaker: Kirstie Tiernan

  • AI adoption isn’t just about tools—it’s about strategy, risk, and culture.
  • Three key AI governance challenges: cost, regulatory compliance, and data security.
  • AI literacy is becoming a core skill across all job roles—not just Gen Z.
  • Memorable quote: “AI isn’t just a tool, it’s a mindset.”

🔹 Building AI Literacy

Speakers: Brent Wodicka, Prashant G Bhoyar

  • AI vs. Machine Learning: All ML is AI, but not all AI involves ML.
  • Foundational AI concepts: training data, transformer models, RAG (Retrieval-Augmented Generation).
  • The importance of System 1 & System 2 thinking (fast vs. slow reasoning) when designing AI solutions.

🔹 How Agents & Copilots Are Redefining the Value of Dynamics 365

Speaker: Cecilia Flombaum

  • AI-driven automation is turning Dynamics 365 into a business transformation powerhouse.
  • 10 pre-built AI agents in D365 offer solutions for sales, supply chain, and finance.

🔹 Industry AI Panel: Accelerating Innovation & Streamlining Supply Chains

Speakers: S. David Brown, Tom Gerdes, Kenny Mullican, Tony Uphoff

  • AI is accelerating operational change in manufacturing, finance, and HR.
  • Use cases include automating field procedures, financial reporting, and accounting workflows.
  • Memorable quote: “Start where you are. AI isn’t a future thing—it’s already here.”

🔹 How PriceSmart Executive Leadership Aligns Business and Tech Strategy Around AI

Speakers: Francisco Velasco, David Price, Wayne Sadin


Afternoon Highlights: AI Solution Showcases

Attendees could choose from these showcases:

  1. Al Financial Insights in Dynamics 365 Business Central
  2. How to Automate Copilot Testing
  3. From Hours to Minutes: Real-World Al Wins with Copilot
  4. Get Al Ready: Creating a Copilot Roadmap
  5. Prepare for Al with a Modern Data Platform
  6. Revolutionizing Dynamics 365 with Copilot: Faster, Smarter, More Cost-Effective Implementations

🔹 Session 8: Revolutionizing Dynamics 365 with Copilot

Speakers: Lucas Diaz, Rachel Profitt

  • The Challenge: Traditional Dynamics 365 implementations often suffer from long deployment times and reliance on extensive consultant support.
  • The Goal: Reduce implementation time and shift consultants’ roles from configurators to business enablers.
  • Key Features:
    • Focus on process optimization rather than repeatable configuration tasks.
    • Configuration Copilot simplifies and accelerates deployments.
    • Business Process Excellence provides an end-to-end view of Dynamics 365 processes.
  • Demo: Showcased the role of Copilot in streamlining business processes, reducing redundant configuration efforts, and enhancing implementation efficiency.

Afternoon Highlights: Masterclasses

Attendees had the option to dive deep into AI applications with six different Masterclasses:

  1. AI Data Readiness Masterclass
  2. Building Agents & Copilots in Copilot Studio & Azure AI Foundry Masterclass (Attended—see notes below.)
  3. Responsible AI & Cybersecurity Masterclass
  4. Using Agents & Copilots in D365 Business Central Masterclass
  5. Using Agents & Copilots in M365 Modern Work Masterclass
  6. Using Agents & Copilots in Power Platform Masterclass

Masterclass: Building Agents & Copilots in Copilot Studio & Azure AI Foundry

🔹 Copilot Case Studies: Profiles in Transformation

Speakers: Joel Oleson, Geoff Ables, Kenny Mullican

  • AI-powered Teams Premium with AI notes was a standout case study.
  • Articulating the ROI of AI adoption is key—data governance plays a major role.
  • Memorable quote: “Don’t get stuck. Ready, aim, fire! Or fire, aim, ready! Either way—start.”

🔹 Master Class on Building AI Agents and Copilots with Copilot Studio

Speaker: Dewain Robinson

  • Microsoft Copilot Studio is the Visual Studio for conversational AI development.
  • What’s the difference? Agents are what we build; Copilot is what Microsoft builds.
  • Key Features of Copilot Studio:
    • Topics
    • Knowledge
    • Actions (just went GA yesterday)
    • Analytics
    • Channels
    • Variables
  • Implementation options & connectors expand the use cases.
  • Generative orchestration makes Copilot Studio a conversational agent that adapts dynamically.
  • Hands-on Demos:
    • Flow-based automation with triggers and actions.
    • Integration into Teams Apps and Manage Apps.
    • Component collections—create once, use across multiple applications.
  • New analytics portal for better performance insights.
  • Try it now: aka.ms/trycopilotstudio

🔹Empowering Businesses with AI Agents: Harnessing Microsoft Copilot & Azure AI Foundry

Speakers: Samiullah Khan, Brian Ashbrook

  • Not all AI is equal—there’s a clear distinction between Chatbots, AI Assistants, and AI Agents.
  • Where AI delivers maximum value:
    • Reducing manual data work.
    • Improving visibility across departments.
    • Speeding up decision-making with AI-powered insights.
    • Democratizing expertise—making knowledge more accessible.
  • The AI Implementation Approach:
  • Identify high-value opportunities (target 10-30% ROI potential).
  • Assess & prioritize (focus on data-ready processes).
  • Implement with clear metrics (measure efficiency & strategic impact).
  • Scale & expand (accelerate AI adoption across teams).
  • Use Cases:
    • Coordinated project management.
    • AI-driven talent acquisition.
    • Predictive operations management.
    • Enhanced customer engagement.
  • Business Impact: For every $1 invested in AI, businesses see a $3.70 return.
  • Quick Challenge: Identify one workflow in your company that suffers from manual data work, siloed knowledge, or delayed decisions.

🔹 Empower Your Enterprise: Building an AI Copilot for Operations

Speaker: Chris Savage

  • Why AI in Business Operations? AI enhances efficiency by automating workflows while keeping humans in control.
  • Steps to Build an AI Copilot in Copilot Studio:
    • Define the key operational needs.
    • Design workflow automation with AI agents.
    • Implement AI-powered decision support.
  • Live Demo: Showcased an AI Copilot optimizing business operations.
  • Best Practices & Considerations:
    • How to integrate AI without disrupting existing processes.
    • Measuring the impact of AI automation.

🔹 Cocktail and Dinner reception

  • Honestly, their definition of “dinner” is not the same as mine. But at least there was booze.
  • Here is where I heard my favorite quote of the day: “Here I am, drinking Prosecco in a wine glass.”

🔹 Fireside Chat with Marshall Toplansky & Bob Evans

Topic: How AI is changing how people learn

  • AI can personalize education at an unprecedented level, but context matters.
  • “Micro-certifications are replacing degrees.” The way people prove expertise is shifting.
  • AI should enhance critical thinking, not replace it.

Key Takeaways from Day 2

AI Agents are the new apps. Instead of asking, “What software do we need?” companies are asking, “What AI agent can solve this?”AI’s value isn’t in automation—it’s in augmentation. The best AI strategies enhance human decision-making, not replace it.Data matters more than ever. If your AI’s results aren’t great, check your data—garbage in, garbage out!AI education is non-negotiable. AI literacy isn’t just for IT anymore; it’s becoming a must-have skill across industries.“Time to value” is key. Successful AI adoption isn’t about launching new tools—it’s about how fast teams see tangible benefits.

Disclosure

AI assisted with this post!

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About janeteblake

My triple passions are Dynamics AX technical, learning, and AI
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