Build Your First Microsoft 365 Copilot Agent | Live Webinar (March 4)
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Webinar Recap: Building Your First Microsoft 365 Copilot Agent
Copilot Agents take Microsoft 365 Copilot beyond chat and content creation into repeatable, task-focused experiences built on your organization’s content. In this 45-minute webinar, ProArch’s experts walked through the full lifecycle of building an agent—from choosing a strong first use case to design guardrails, connecting trusted knowledge, and testing a working agent end to end.
Watch The Full Webinar
Key Takeaways
- Organizations typically advance through three key phases in AI Adoption: beginning with AI assistants (copilots), moving to task-focused agents, and ultimately deploying autonomous agents that oversee entire workflows.
- Copilot vs. Agent: Copilots help users by providing information and recommendations, while agents can execute tasks and automate processes within established limits.
- Types of Agents: There are several common agent types, including retrieval agents for accessing knowledge, task-based agents for automating routine work, and autonomous agents that function independently.
- Declarative vs. Custom Agents: Declarative agents are quick to deploy and benefit from Microsoft 365’s built-in security and governance, whereas custom agents offer greater flexibility, deeper integrations, and enhanced control for complex automation needs.
- Microsoft Ecosystem: Microsoft tools such as Entra, Defender, Purview, 365 Copilot, and Intune play critical roles in each phase of AI adoption and security management.
- Secure and Govern M365 Copilot: Adopt Zero Trust, proactively discover security and privacy risks, protect sensitive data, and govern Copilot usage to comply with code of conduct and regulatory policies.
- Protecting Data and Users: Prioritize unified and secure access, safeguard data as organizations adopt AI, identify and address Shadow IT (including unmanaged AI applications), and expand threat protection across all identities, devices, and endpoints.
- Live Demo Highlight: The session featured a live demonstration of building a declarative retrieval agent within Microsoft 365 Copilot to answer HR policy questions using SharePoint as the knowledge source.
Who this webinar is for
- Business and IT leaders aiming for consistent Copilot outcomes
- Teams handling frequent policy or process questions
- Copilot adoption and governance champions
- Those deciding between declarative or advanced agents
Want help identifying the right first agent use case or standing up governance for Copilot Agents?
Reach out to ProArch to discuss an enablement workshop or a guided build session.
