Report from AI Agent and Copilot Summit NA – Day 3

Report from AI Agent and Copilot Summit NA – Day 3

The final day of #AIAgentCopilotSummit brought a mix of big-picture thinking, hands-on learning, and a call to action for businesses and individuals alike. If Day 1 was about career transformation and Day 2 focused on AI’s role in redefining work, then Day 3 was all about the future—how AI will shape industries, decision-making, and even our identity.

Full Agenda Here

Daily Themes:

  1. AI as a Reimagination Machine – AI isn’t just improving processes; it’s reshaping how industries and businesses operate.
  2. Be Intentional with AI – Change is happening fast. The question isn’t if AI will impact your business, but how you’ll choose to shape that impact.
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Morning Sessions & Insights

🔹 Keynote: How Agents & Copilots are the Business & Industry Reimagination Machine

Speakers: Bryan Goode, Bob Evans

  • The pace of AI change is accelerating.
  • “Magic moments with AI”—small but powerful experiences where AI enhances human work.
  • Start experimenting now—but be intentional about how you use AI.
  • Consider the Agent-to-Human ratio—AI shouldn’t replace people, but augment them.

🔹 Keynote Fireside Chat with sa.global CEO Stephen James

  • Challenges in AI adoption—it’s not just about technology, but mindset.
  • The “Hyperautomated Future” is coming.
  • Don’t start with the tool—start with the problem AI needs to solve.
  • Reduce cycle time—AI should make processes faster, not just different.

🔹 Presenting the AI Use Case: How to Speak the Language of the C-Suite and Board of Directors

Speaker: Diane Gardner

  • Know your audience—Executives care about risk, ROI, and business impact.
  • The 10 critical elements of an AI proposal:
    • The Project: Goals, Timeline, Costs, Benefits.
    • Protection: Security, Intellectual Property, Regulatory Risks.
    • The Future: Employee training, maintenance, and ongoing evaluation.
  • “Take a critical pain point and fix it… Show how it may be applied in other ways.”
  • Memorable Quote: “The key to AI success is failing fast.”

🔹 Better Together: When and How to Build Agents Leveraging Copilot Studio & Azure AI Foundry

Speakers: Prashant G Bhoyar, Dewain Robinson

  • Copilot Studio is a conversational AI platform that enables both low-code and no-code development.
  • Agents range from simple (retrieval-based) to advanced (autonomous decision-making).
  • “Every employee will have a Copilot. Every business process will have an agent.”
  • Demo: Building a custom Copilot agent integrating Azure AI services.

🔹 Artificial Intelligence for Authentic Inclusion

Speaker: Shayna Robinson

  • AI can help neurodivergent employees and individuals with disabilities in the workplace.
  • AI assists in communication, confidence, and accessibility.
  • Employers need to actively engage with and support diverse communities using AI.

🔹 Co-Creating Agents & Copilots: A Case Study with Vixxo & Microsoft Partner

Speakers: Lucas Diaz, Bobby Hunnicutt, Jim McCarthy

  • Lessons learned from AI adoption in a real business setting:
    • AI won’t drive adoption—people will.
    • Turn super-users into AI advocates.
    • Outcomes > Outputs—focus on the business impact, not just AI features.
    • Flexibility, change management, and communication are critical.

🔹 Fireside Chat: Data Innovation Profile

Speakers: Miyoshi Tokuno, Michael Simms

  • AI success requires clear success criteria—they used the 80/20 rule to aim for 85% accuracy.

Afternoon Masterclasses

Attendees had five tracks to choose from. I actually played mix and match.

  1. Data Modernization with AI
  2. Using Agents & Copilots in D365 Finance & Operations/SCM
  3. Building Agents & Copilots in Copilot Studio & Azure AI Foundry
  4. Using Agents & Copilots in M365 Modern Work
  5. Using Agents & Copilots in Power Platform

🔹 Session 8: Copilot and D365 Finance & Supply Chain

Speaker: Jason Greene

  • Getting Copilot set up and enabled—many features are included but require activation.
  • Three types of Copilot experiences:
    • Sidecar – Free, included in solution, but must be enabled.
    • Embedded – Built into dashboards, interactive.
    • External – AI chat that integrates with enterprise data.
  • Demo: Using Copilot to automate finance and supply chain workflows.

🔹 Session 9: Using Copilot Agents to Chat with Structured & Unstructured Data

Speakers: Mitchell Mathews, Jack Fallon

  • Leveraging Azure AI Search to interact with both structured and unstructured data.
  • Power Automate & AI Builder to extract, parse, and process business data.
  • Key Takeaway: The quality of your data determines AI success.

🔹 Session 10: AI Builder in Action – Smart Contract Automation with AI & Power Platform

Speakers: Jack Fallon, Mitchell Mathews

  • Business Problem: High-volume, manual contract processing was inefficient.
  • Solution: AI Builder extracts, processes, and integrates contract data into Power Automate & Dataverse.
  • Demo: Step-by-step walkthrough of building an AI-powered contract processing workflow.

Closing Keynote: How to Survive AI as Companies & Humans

Speaker: Lambert Hogenhout (United Nations)

  • AI isn’t just changing work—it’s changing identity.
  • The world is on fire with AI change—how will we navigate it?
  • Advice:
    1. Be very aware of everything happening in AI.
    2. Decide what you want to keep and what you want to stop doing.
  • Final Thought from John: “Let’s be intentional with AI.”

Key Takeaways from Day 3

AI adoption is not just about tools—it’s about strategy.

Business leaders need AI fluency to make the right decisions.

Success requires an AI-friendly culture, not just AI tools.

Data is everything—if your AI isn’t performing well, check your data.

The future of AI is about augmentation, not just automation.


💡 Go-Do: Experiment with Copilot in Your Workflow

AI won’t drive adoption—people will. Start small:

  • Identify a process in your business that could benefit from AI augmentation.
  • Enable Copilot features in your existing tools (Microsoft 365, Dynamics, Power Platform).
  • Test it, tweak it, and get feedback from real users.

Dag Drew an Easter egg.


This blog post was written with the assistance of AI.

That’s a wrap for #AIAgentCopilotSummit! What are your biggest AI takeaways? Drop a comment! 🚀

#AIforEveryone #FutureOfWork #Copilot #AITransformation

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About janeteblake

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