TechCon 365,&nbsp;a Microsoft 365 Conference &amp; Power Platform Conference, brings to you the world’s leading experts in&nbsp;Microsoft 365,&nbsp;SharePoint, Power Platform, Microsoft Teams, Microsoft Viva and Azure.
Whether you are&nbsp;new to Microsoft 365, Power Platform and SharePoint or an experienced power user, admin or developer, TechCon365 has content designed to fit your experience level and area of interest. Our workshops and sessions are taught by Microsoft Certified Trainers, Microsoft MVPs, Microsoft Regional Directors and Microsoft engineers.
At&nbsp;TechCon 365, a Microsoft 365 Conference and Power Platform Conference, subject matter is divided into tracks and each session is designated for beginner, intermediate, advanced or expert. Tracks are offered for the following subjects:&nbsp;Microsoft 365 Apps, SharePoint, Azure / 365 Development, Microsoft Teams, Power Apps, Content Management, Power Users, Business Value, Implementation/Administration, Power Automate (Flow)/Workflow, Power BI - Business Intelligence, SharePoint Development, and more. Choose one complete learning track or mix and match based on what content best meets you and your organization’s current needs!

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TechCon 365 Dallas

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Expo Hall

General Session

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Level 3 Registration

Level 4

Discover how to transform your business efficiency with the powerful features of Copilot for Microsoft 365 and the Power Platform. This hands-on workshop is designed to equip you with practical skills and insights to optimize your workflow, automate tasks effectively, and significantly enhance productivity.

Join Daniel Christian and Andy Huneycutt as they share their expert tips and tricks to transform your workday and help you become a Copilot star. In this session, they will dive into the powerful features of both Copilot for Microsoft 365 and Copilot for the Power Platform, demonstrating how Copilot can revolutionize your approach to everyday tasks.

Key Takeaways:

* Microsoft 365 Copilot: Explore how Copilot integrates with Word, Excel, PowerPoint, Forms, Loops, Outlook, and Teams to boost efficiency and collaboration.
* Copilot Studio: Discover how Copilot Studio elevates your experience with advanced AI, allowing you to effortlessly build, automate, and create copilot agents.
* Practical Demos: Watch live demos showcasing real-world applications of Copilot, helping you see its potential in action.
* Expert Tips and Tricks: Gain insights from Daniel and Andy's experiences, including best practices and advanced techniques to maximize Copilot's impact on your workflow.

Don't miss this opportunity to learn from the experts and transform your work routine with the power of Microsoft Copilot. Whether you're new to these tools or looking to deepen your understanding, this session will equip you with the knowledge and skills to excel in your role.

Enhance Business Efficiency with Microsoft 365 Copilot and Copilot Studio

This workshop is for beginners and I will cover a range of topics to help participants understand and utilize Power Automate effectively. Here are some key topics:

Introduction to Power Automate:

Overview of Power Automate and its capabilities.
Understanding the different types of flows (cloud flows, desktop flows, business process flows).
Creating Your First Flow

Step-by-step guide to creating a simple automated workflow.
Using templates to get started quickly.
Working with Connectors:

Connecting to various data sources and services.
Using standard and premium connectors.
Building Advanced Flows:

Using conditions, loops, and variables.
Integrating with other Microsoft services like SharePoint, Teams, and Outlook.

Setting up error handling in your flows.
Monitoring and troubleshooting flows.
Best Practices and Governance:

Tips for designing efficient and maintainable flows.
Understanding governance and security considerations.
Hands-on Labs and Exercises:

Practical exercises to apply what you've learned.
Building real-world automation scenarios.

These topics provide a comprehensive overview and hands-on experience with Power Automate, enabling participants to automate and optimize their business processes effectively

Automation Accelerator: Power Automate Bootcamp - From Basics to Brilliance

In recent years, the amount of digital content moving to the cloud has been dramatic. This has undoubtedly made collaboration easier and more versatile, but it's also brought with it a new set of problems, such as non-compliant data destruction. Additionally, since storage is managed in the cloud, many organizations are more aware than ever that they can't keep everything, but they lack the capabilities to manage this redundant data.  

In this workshop, your expert presenter will share his knowledge and experience with a deep dive into what Microsoft Purview can do to help you manage ROT (Redundant Obsolete Trivial) in your organization while ensuring the important and vital data is there when it needs to be.  The workshop will cover key features in  Purview, including Data Lifecycle Management and Records Management.  You will also learn the various ways to ensure the content you need to be removed is actually disposed of. 

But it's not all theory. You'll leave the workshop with a recommended implementation approach: a Day 1/Day 2/Day 3 incremental model that balances the user experience and your organization's necessary protections.

Now is the time to ensure your data is safe from accidental removal and maintained throughout its lifecycle. Don't miss this opportunity to learn from one of the best in the industry how to do just that.

Planning, Implementing, and Achieving Data Lifecycle Management in Microsoft Purview

Join us for a full-day workshop designed to introduce you to the powerful suite of Microsoft 365 tools. This session is perfect for anyone new to Microsoft 365 who needs to understand what to use when across the available solutions.

Workshop Highlights:
1. Communication and Collaboration: Dive into Microsoft Teams, SharePoint Online, Viva Engage, and Copilot to enhance your organization's communication and collaboration.

2. Power Platform Capabilities: Explore the capabilities of Power Platform and other Microsoft 365 solutions to streamline your workflows and boost productivity.

3. Hands-On Activities: Engage in practical, hands-on labs that will guide you through the implementation of these tools in your environment.

4. Cost-Free Resources: Discover a wealth of cost-free resources that can empower your journey with Microsoft 365, helping you to increase productivity, communication, and collaboration within your organization.

Whether you're a corporate entity, educational institution, government agency, or nonprofit, this workshop will provide you with the insights and skills needed to leverage Microsoft 365 effectively.

Unlocking the Power of Microsoft 365: A Comprehensive Introductory Workshop

This session will provide you with the knowledge that you need to quickly become productive using Power BI and Microsoft Fabric.

First, you will be introduced to Power BI:
- Power BI licensing
- Power BI Components
- Using the Power BI Desktop app
- Using the Power BI Service
- How to create reports and dashboards
- Learning Resources

Then, you'll explore Microsoft Fabric:
- What is Fabric and why should you care?
- Basic Fabric concepts and components
- OneLake and Lakehouses
- Dataflows and data pipelines
- And more!

Don't have a Power BI or Fabric license? You can start using Power BI and Fabric for free!

Attend this demo-rich session and get started with Power BI and Microsoft Fabric!

Beginners Guide to Power BI and Microsoft Fabric Workshop

Unlock the transformative power of AI for your enterprise at our full-day workshop, "Information Architecture (IA) for Enterprise AI."

Dive into the world of AI as it explodes across enterprises, and learn how to use it to drive real value for your organization. This comprehensive event is designed to equip you with the knowledge to confidently initiate and deliver Microsoft AI across your organization.

Discover the diverse types of AI in the enterprise and understand how to organize, structure, and label enterprise content corpuses to ensure AI can best leverage existing content. Learn about popular technical stacks, LLMs, cognitive services, and how to identify the right tools for your unique needs. Prepare to run a proof of concept, find hidden opportunities for AI value, and leave with a clear roadmap for next steps.
 
This session is for you if:
- You're curious about AI but unsure where the immediate benefits are. 
- You want to understand how AI can help your organization and deliver ROI. 
- You're eager to understand what programs can be used for long-term growth & scaling. 
- You need an AI strategy and a getting started checklist. 

Don't miss this opportunity to unlock the incredible potential of AI for your business. Secure your spot today!


Information Architecture (IA) for Enterprise AI

In this all day workshop, learn to transform your SharePoint expertise into intelligent, business-driven solutions using Power Apps and Copilot. Tailored for Microsoft 365 power users, this session dives into building low-code apps that supercharge SharePoint’s capabilities for team collaboration and process automation. Learn how to create dynamic apps for scenarios like forms and approval workflows, seamlessly integrated with SharePoint lists and libraries. Discover how Copilot’s AI-powered features can accelerate development and enhance maker productivity. We will also explore best practices for designing responsive apps and the solution life cycle. With live demos and real-world case studies, this workshop, led by Microsoft MVP Laura Rogers, equips SharePoint power users with the tools to modernize workflows and drive business impact without coding expertise.



Supercharging SharePoint with Power Apps and Copilot: Building Intelligent Business Solutions

Let’s be honest—everyone’s excited about agents right now. But excitement without guardrails leads to chaos. This full-day workshop is for IT leaders, platform owners, and system admins ready to move beyond "let's build cool stuff" and into “let's build cool stuff responsibly."

We’ll unpack the risks associated with letting everyone in your organization build their own Copilot Studio agents: data exposure, compliance gaps, cost creep, and agent sprawl. Then we'll cover what you can do about those risks today with current capabilities and what's coming in the future. 

You’ll leave this workshop with a governance game plan that includes:

- Who should build which types of agents (and who shouldn’t)
- What environments and controls should be in place from day one
- How to reduce risk without stifling innovation
- When to say “that’s not an agent use case”

This workshop gives you the context, controls, and confidence to help your organization move quickly and stay safe.

Welcome to the responsible side of Copilot Studio.

Guardrails for the Generative Era: A Deep Dive into Copilot Studio Governance

Gartner predicts, “by 2026, over 65% of medium to large enterprises will have adopted a Low Code Application Platform as one of their strategic application platforms.” Microsoft Power Platform is a low-code platform for rapidly building customized end-to-end business solutions. It consists of five product areas: Power Apps, Power Automate, Power BI, Copilot Studio, and Power Pages. Each area can be used individually or together. Thanks to native integration with Azure, developers can use their cloud development skills to extend Microsoft Power Platform with different Azure services. With a low-code integrated development approach, business goals can be achieved faster and free up time for the developers.

In this hands-on workshop, Microsoft AI and Business Applications MVP and Microsoft Certified Trainer, Prashant G Bhoyar, will cover these topics in detail:.

1) Microsoft Azure Key Concepts
2) Azure AI Foundry Key Concepts
3) Authentication and Authorization in Azure
4) Azure OpenAI Key Concepts
5) ChatGPT key concepts
6) How can fusion teams take advantage of Azure OpenAI, ChatGPT, Azure AI Foundry, and Microsoft Copilot Studio?
7) Authentication in Microsoft Copilot Studio
8) Azure AI Foundry + Microsoft Copilot Studio
9) Azure AI Foundry + Power Automate
10) Azure AI Foundry + Power Apps
11) Azure AI Foundry + Power BI
12) Azure AI Foundry + Microsoft Fabric
13) Copilot Studio Plugins
14) Copilot Studio Copilot Connectors and Actions
15) How to create multimodal agents and custom copilots?
16) How to create Autonomous agents?
17) Copilot Studio and MCP ( Model Context Protocol)
18) How to use DeepSeek R1 with Azure AI Foundry?
19) How to evaluate a use case and find the ROI?
20) Responsible AI: Delve into the ethics and responsible use of AI.
21) Enterprise-level applications, Custom Copilots, and AI Agents: Learn to develop robust, scalable multimodal applications, Custom Copilots, and AI Agents using Power Platform, Copilot Studio, Azure AI Foundry, and Azure OpenAI, focusing on industry requirements and best practices.

At the end of the workshop, attendees will have a working knowledge of Azure, Azure OpenAI, and how to use it to implement the customizations in the Microsoft Power Platform.

Access to Microsoft Power Platform ( Power Apps, Power Automate, Copilot Studio, and Power BI ), Azure, Azure AI Foundry, DeepSeek, and Azure OpenAI services (valued at USD 500) will be provided for hands-on labs, allowing you to build enterprise-grade multimodal applications and agents. However, you're encouraged to use your own Power Platform, Copilot Studio, and Azure subscriptions if available.

The target audience of this hands-on workshop is Developers, Power Users, and IT Pros who want to get into development.

Please note: Attendees will need to bring their laptops with internet access and modern browsers like Microsoft Edge, Google Chrome, Firefox, and Safari. The tablets will not work.

Hands-On: Azure, ChatGPT, DeepSeek, Azure OpenAI For Power Platform Developers Masterclass

Level 200-300. SPFx is now a mature Framework for building solutions for Office 365, Microsoft Teams and the newest product, Microsoft Viva. This workshop will cover how to get started in SPFx by configuring a very flexible development environment and creating our first SPFx solution. 
We will then expand our sample solution to interact with data in SharePoint. Our solution will use the latest development acceleration tools from the Microsoft-led Patterns and Practices (PnP) community effort to build modern solutions in webparts, extensions, and adaptive cards for SharePoint Teams and Viva.

Workshop: Modern Development using the SharePoint Framework (SPFx)

Copilot for Microsoft 365 is revolutionizing how employees work, combining AI and large language models with your data to provide personalized assistance and productivity enhancements in day-to-day activities. Effective Copilot rollout requires understanding how it will best benefit your organization, building the business case, and preparing the enterprise to embrace it both from a technical governance, security and change management perspective. Copilot also allows you to customize it, using Copilot studio and other techniques, enabling you to provide rich, custom AI-based experiences for your users.

Join Mark and Antonio in this full day workshop to discover how to identify your use cases and desired outcomes for Copilot for Microsoft 365, and how to build a business case to get leadership buy-in. We’ll look at Copilot Studio and how you can customize the experience so that users get the best benefits from AI. We’ll talk about how Copilot works with sensitive data and how you can leverage Microsoft Purview to protect your organizations information when using Copilot. Finally, we'll talk about change management programs for Copilot and how to prepare your environment from a technical perspective, putting in place the necessary prerequisites and governing permissions and access to content at scale.

Prepare Your Organization to Embrace Copilot for Microsoft 365

In this comprehensive workshop, we will delve into the fundamentals of Information Architecture (IA) and its pivotal role in crafting effective intranets using Microsoft 365. Discover why IA is crucial to AI and how you can ensure your intranet content serves as a valuable partner in your AI solutions.

Whether you are just beginning or seeking to enhance your current intranet design, this tutorial will equip you with the essential tools and techniques to leverage new and upcoming features, capabilities, and best practices. Key topics include how to gather or revisit organizational outcomes to ensure that your intranet aligns with the metrics that your stakeholders care about, creating and organizing content to optimize AI experiences, building effective site structures and page designs, developing metadata, and optimizing search.

You will take away:

•	How to plan site structures to optimize user experience, content management, and successful intranet discovery with Copilot agents for SharePoint.
•	Strategies for planning navigation.
•	Tips and best practices for designing pages that support accessibility and exceptional user experiences, including how to use Copilot to help author content and improve outcomes.
•	Effective use of metadata on pages and documents.
•	How to leverage Viva Connections to integrate your intranet into the flow of work.

By the end of this workshop, you will have a clear understanding of what IA is, why it matters (and its significance to AI), and how to design an intranet that aligns with your organization's goals while providing outstanding user experiences.

Building effective intranets: The Information Architecture (IA) Blueprint for AI Integration

Power Apps and Power Automate Hands-On Quick Start for M365 Makers
 
New to Power Apps and Power Automate? Attend this hands-on workshop to elevate your M365 maker game by adding these Power Platform tools to your skillset.
 
Work through a common business use case from requirements to solution.  We'll extend a M365 foundation with Power Apps and Power Automate.  Whenever possible, we'll highlight Copilot capabilities offered in both Power Apps and Power Automate.  Along the way, you'll receive a solid understanding of the capabilities and features of both technologies.
 
This is a hands-on session.  You walk through clearly defined steps when creating Power Apps and Flows that extend Lists data. 

Notes and Requirements:
Attendees must come prepared with:
A laptop computer (Attendees who bring tablets with keyboards will likely have a sub-optimal experience)
A Microsoft 365 (M365) environment where you can create lists, Power Apps, Power Automate Flows, a Team and potentially other Microsoft 365 components 
If you do not have an M365 environment in which you can work, please consider "purchasing" a Microsoft 365 Business Basic plan currently priced at $6 per month with a 30-day free trial.  The subscription can be cancelled within the first 30 days.
If you are using a company owned laptop, please verify that you can create Power Apps, Power Automate Flows, a Team as well as other M365 components.  Employers frequently lock down laptops.


Power Apps and Power Automate Hands-On Quick Start for M365 Makers

In every organization there are a number of scenarios which require an Approval process. It could be Contract approvals, PTO/Leave Approvals, Event approvals and many other business processes.

In this workshop we'll learn how to design and develop Multi-Stage Approval Workflows using Power Automate. The workflow will move back and forth b/w different stages and will also learn how to restart a workflow from a given stage. We'll learn how to include Dynamic Approvers in the workflow process.

We'll also learn how to design and develop Automated escalations and Automated reminders. We'll implement timeout features in the workflows to escalate it to the next approver in the process. We will learn how to log and retain workflow history beyond what Microsoft Power Automate offers out-of-box. We'll develop a button to kick off the workflow from a SharePoint library/list.

Power Automate Multi-Stage Approval Workflows - Workshop

SharePoint Online (SPO) integrates with many services that you need to be familiar with to successfully manage your collaboration content. In this full day workshop, we are going to learn about these different services and how to manage the integration with them by exploring and discussing SharePoint Online best practices for configuring, securing, optimizing, and implementing redundancy. 

We will begin by discussing and creating a new Microsoft 365 tenant, followed by exploring how to customize both the M365 and SharePoint administrator dashboards so they only display information related to the Microsoft 365 services and SPO-related components like SharePoint Online and OneDrive. 

We will also explore how to create and assign users to access SharePoint Online as both an end user and as administrators. 

Being most scenarios require the migration of content, we will discuss several options for migrating content from many different sources to SharePoint Online and OneDrive.  

Most migrations require at least an interim hybrid configuration, so we will introduce and explore the components that can be configured for a hybrid environment as an interim solution, or as a long-term solution.

We will then roll up our sleeves and explore the configuration of several components of SharePoint Online using both the GUI and PowerShell. These SPO components and configurations include; 

Creating, configuring, and managing site collections

Configuring the user profile service (UPS) to ensure your Active Directory data is included in your search index 

Exploring several search service configuration options, to ensure your users are able to quickly find the information they need, along with how to access some search-related reports, as well as some suggestions on how to help your users submit better search queries for more accurate search results

Discussing both SharePoint Online and OneDrive configuration options for managing and securing your collaboration content

Create and implementing a structured taxonomy to provide consistent and reliable data in SPO by using published tenant-level content types and managed metadata fields via the term store, as well as other custom column types, that can all be managed by information architects. 

As we discuss these topics throughout the day, I’ll be sharing best practices, as well as tips and tricks that every SPO admin should know about while working with SPO. 

When you leave the workshop, you’ll have all the skills and best practices to migrate to, configure, manage, and secure SharePoint Online and OneDrive components using the SharePoint Online Admin center, OneDrive admin Center, and PowerShell.


Establishing SharePoint Online Admin Rockstar Status

NOTE: YOU WILL NEED A COMPUTER WITH THE LATEST VERSION OF POWER BI DESKTOP INSTALLED PRIOR TO WORKSHOP TIME. THIS IS A HANDS ON BOOTCAMP.

Need to create stunning dashboards from your SharePoint data?

Yes you do!

In this bootcamp, we’ll show you:
• How should I approach my BI need?
• What things should be considered when creating dashboards?
• What are the best practices?
• How much is this going to cost me to license?
• What security aspects should concern me?

Who should take this course:
If your company uses Office 365 or SharePoint 2013/2016 and you are a:
• Manager
• Business Analyst
• Power User
• SharePoint Administrator
• Consultant

If you work in these areas, you will see value:
• Marketing
• Information Technology
• Finance
• Sales
• Social Media

The class assumes no prior knowledge of Power BI and Data Concepts.

What is required for this class:
Install Microsoft Power BI Desktop on your laptop (recommended but not required)
We'll provide an Office 365 site for you to use for exercises

In this workshop you will:
• Learn how to create Production Dashboards using Power BI, from SharePoint list and document library data
• How to use Power BI in a multitude of situations, including ad hoc analysis and the creation of formal dashboard.
• Learn the Power BI components: Power BI Desktop, PowerBI.com, Power BI mobile applications and how they can be used with Office 365 and SharePoint
• Receive an introduction into the core functions of Power BI; Data extraction, loading and transformation using Power Query Formula Language (“M”) and DAX.
• Receive some guidelines on how to extract Project data in fast manner.
• Discover some data modeling practices that will ensure you have maximum flexibility in analysis. You'll also learn some visualization best practices to ensure you can tell your digital story effectively
• Learn best practices for maintaining content with your organization

This workshop provides an end to end view of Power BI for SharePoint reporting, so that you are able to use Power BI immediately for your needs.

Power BI Bootcamp for SharePoint Professionals

With the ever-changing cloud landscape, organizations struggle to help their employees collaborate and be effective in their day-to-day responsibilities. Adding data protection and security could raise the difficulty even more, as the business needs to balance the ability to collaborate while keeping its information and users safe. Ensuring user engagement and adoption is fundamental to success. 

In this workshop, David and Sarah will cover the design and implementation of Microsoft 365's collaboration tools, such as SharePoint, Teams, Viva Engage, and more, while ensuring the solution is safe, secure, and fully collaborative.  They'll help you understand how you can work together to protect your organization's information and employees in a manner that encourages endorsement from those using the tools. 


Data Protection, Collaboration, and User Engagement: Assisting Your Organization in Doing it All

In today’s AI-driven workplace, intelligent agents are rapidly becoming essential tools for enhancing productivity and streamlining operations. This hands-on workshop will guide you through the process of building custom AI agents using Microsoft Copilot, Copilot Studio, and SharePoint.

Participants will explore how to design, build, and deploy smart agents that can assist with everyday tasks—such as answering questions, generating content, and automating workflows—tailored to their organization’s unique needs. You'll learn how to use Copilot Studio’s low-code interface to create agents with conversational intelligence, integrate them seamlessly into SharePoint, and extend their capabilities with Microsoft 365 tools.

Through guided demos and practical exercises, you’ll gain the skills to:

- Build custom AI agents with Copilot Studio
- Build custom AI agents with M365 Copilot
- Build custom AI agents with SharePoint
- WWW (What, Where & Why) to use
- Pricing
- Tips & Tricks

Whether you're a developer, IT pro, or business user looking to harness the power of generative AI, this workshop will equip you to transform the way you and your teams work—with agents that are as smart as they are useful.

Toolkit for building Agents: M365 Copilot, Studio & SharePoint in Action

During this half-day workshop, we’ll share an overview of why and how to set up a new management framework aimed at operational transformation and the reinvention of current processes for annual planning, quarterly reviews, and weekly meetings. Just like your computer, you may be due for an upgrade to your company operating system. Additionally, we’ll offer a practical guide on implementing and tailoring Microsoft Viva, Power BI and more to optimize your company OS, drive organizational change, improve team cohesion, and optimize communication across all levels of your company.

Transform organization management and operations with Microsoft Viva

In this workshop you will learn how to effectively manage and govern your Power Platform environment with a focus on maintaining control, ensuring compliance, and optimizing resources. This session will cover:

1) Controlling and Monitoring Copilot: Learn best practices for governing AI capabilities like Copilot, ensuring responsible use while enhancing productivity.
2) License and Capacity Management: Understand how to track and allocate licenses, monitor usage, and optimize capacity to meet organizational needs.
3) App and Workflow Creation Control: Explore strategies for managing app and workflow development, enforcing governance policies, and empowering users within boundaries.

This workshop is perfect for administrators, governance leaders, and IT professionals looking to maintain a well-managed and secure Power Platform environment.


How to Effectively Manage and Govern Your Power Platform Service

With ChatGPT, other large language models and generative AI have caught the attention of global consumers, enterprises, and c-suite. Microsoft's CEO Satya Nadella Says Microsoft is THE Copilot company. With the adoption of Copilots increasing at a rapid space, there is an exponential rise in the demand for custom Agents and Agent Flows ( Custom Copilots).

Microsoft Copilot Studio is a graphical, low-code tool for building agents and agent flows. One of the standout features is its ability to connect to other data sources using either prebuilt or custom plugins. This flexibility enables users to create and orchestrate sophisticated logic, ensuring that their agent experiences are both powerful and intuitive.

In this demo-driven workshop, we will cover advanced topics to create multi-agent systems and autonomous agents using Copilot Studio.

We will cover:
1) Microsoft Copilot Studio Key Concepts
2) Azure AI Foundry Key Concepts
3) What are multi-agent systems and autonomous agents?
4) How can organizations use the Microsoft Copilot Studio and Azure AI Foundry to build multi-agent systems and autonomous agents following industry best practices?

Copilot Studio Deep Dive

Ready to transform your workday? Discover how Microsoft 365 Copilot can automate tasks, streamline collaboration, and enhance productivity. This isn’t just training—it’s your gateway to a smarter, more innovative way to work.

Why Attend?
Discover how Microsoft 365 Copilot can:
	•	Automate Repetitive Tasks: Save time and focus on impactful work.
	•	Streamline Collaboration: Work smarter across apps and teams.
	•	Boost Productivity: Achieve more with less effort.

What You’ll Learn
	•	Harness Copilot’s Power: Automate workflows, get instant answers, and generate ideas effortlessly.
	•	Master Copilot Agents: Leverage tailored assistance for consistent and precise results.
	•	Maximize Key Apps: Excel, Word, PowerPoint, Outlook, Teams, and more—all enhanced by Copilot.

Take Your Skills to the Next Level
Gain hands-on experience and practical strategies to:
	•	Simplify workflows with Copilot Agents.
	•	Free up time for creative tasks by automating mundane work.
	•	Streamline meetings, collaboration, and content creation with Microsoft 365 Copilot.

Don’t Miss Out!
The future of the workplace is here. Join us to experience how Microsoft Copilot can help you achieve more with less effort. With hands-on exercises and actionable insights, you’ll walk away ready to transform your workflow.

Unlock Your Productivity Potential with Microsoft 365 Copilot

Metadata in SharePoint Online is essential for efficient content management and retrieval. Entering metadata manually is a simple and powerful way to start organizing your content. However, as the complexity and volume of content grow, this approach becomes difficult to manage. This session will guide you through transitioning from basic metadata management in SharePoint Online to leveraging the advanced features of SharePoint Premium. 

We will explore scenarios for choosing SharePoint Premium, focusing on the use case of managing legal documents. Learn how this advanced capability can streamline content management by automatically populating metadata fields, reducing manual entry, and minimizing errors. Discover how SharePoint Premium can enhance document accuracy and compliance, ultimately improving the efficiency of your legal operations. We will also discuss the one-to-many relationship of Matters to Cases and how to manage various content types including Contracts, Pleadings, Affidavits, Legal Briefs, Discovery Documents, Court Orders, Case Files, and Correspondence. 

Mastering Metadata in SharePoint Online: Unlocking the Power of SharePoint Premium

Creating and delivering compelling and consistent corporate communications messages across multiple channels can be challenging, especially in the fast-paced and dynamic business environment. In this session, you will learn tips and best practices to improve internal communications. We will talk about new and emerging capabilities in SharePoint News and Viva Engage along with premium capabilities available with Viva Amplify and Copilot. Whether you’re a seasoned communicator or a curious novice, this session promises actionable insights, practical tips, and a dash of innovation.

Empowering corporate communications with Microsoft 365

In this illuminating session, we delve into the latest advancements within Power Automate, Microsoft's premier workflow automation platform, to unveil 10 groundbreaking features every enthusiast should be acquainted with. 
With the rapid evolution of digital workflows, staying abreast of the latest tools and functionalities is paramount for maximizing productivity and efficiency. Whether you're a seasoned Power Automate user or just embarking on your automation journey, this session offers invaluable insights into the platform's newest capabilities. 
Through a blend of insightful analysis, live demonstrations, and practical examples, attendees will discover how these features can streamline processes, enhance collaboration, and drive innovation within their organizations. Join us as we explore the forefront of automation technology and empower you to harness the full potential of Power Automate.


10 new features in Power Automate everyone should know

Learn when and how to start with Power Apps for M365 makers - within your existing M365 licensing.  

If you create business solutions with SharePoint/Microsoft Lists 
If you surface information and solutions via Microsoft Teams or SharePoint
If you're concerned with the potential complexity of Power Apps

This session will show why Power Apps canvas apps should be considered part of your toolset. 

We will cover:
 - Simple extensions of the SharePoint/Microsoft List experience with Power Apps
 - How to take data from Lists to Teams and mobile experiences
 - Power Apps examples that bring immediate value and set the stage for further enhancements

Intro to Power Apps for Microsoft Teams, SharePoint, and Lists

Have you seen all the new features in OneDrive lately?  Are you getting ready to roll-out OneDrive to your enterprise? Or are you just looking to see what you’re missing if you aren’t actively working with OneDrive yet? OneDrive in M365 is changing quickly and we as end-users and IT professionals need to try keep up. Join me as we walk through the newest improvements to the world of OneDrive for users and administrators. This session will be demo filled and by the end you will see the investment and dedication that Microsoft has too provide a solid file solution.  

What’s New with OneDrive?

Participate in this workshop to delve into the capabilities of Microsoft 365 Copilot, empowering you to elevate your creativity, supercharge your productivity, and boost your skill proficiency for a more dynamic work environment.

Microsoft 365 Copilot integrates the capabilities of Large Language Models (LLMs) with your Microsoft Graph data, encompassing your Outlook, Teams, SharePoint, documents, meetings, and many other services. This intelligent engine operates in real-time, offering invaluable assistance to augment creativity, boost productivity, and elevate skill levels, ensuring a seamless and enhanced user experience.

In this workshop, you will learn all about the inner workings of Copilot, how you can prepare for it, and what are the best ways to make the most of it.

Get started with Microsoft 365 Copilot

This session will provide you with the knowledge that you need to quickly become productive using Power BI.

You will be introduced to:
  - Power BI licensing
  - Power BI Components
  - Using the Power BI Desktop app
  - Using the Power BI Service
  - How to create reports and dashboards
  - Learning Resources

Don't have a Power BI license?  You can start using Power BI for free!

Attend this demo-rich session and get started with Power BI!

Beginners Guide to Power BI

Agents are all the buzz right now, but how do you get started, and where are businesses realizing value? In this session, we’ll explain where agents fit into your technology ecosystem, cover the types of agents, and then dive into real-world scenarios. We'll discuss practical use cases for streamlining business processes, delivering value, and maintaining compliance.

Building Real World Agents Using Copilot Studio

When Microsoft Purview is discussed with organizations, it is usually in the context of Information Protection or Records Management.  Sometimes, both are known as being part of Purview.  But in reality, Microsoft Purview is so much more than just either of these features.  Purview is a suite within the Microsoft 365 platform and provides several services to organizations that understand the power of the toolset.

Join David as he highlights, defines, and describes the many features of Microsoft Purview.  You'll come away with a working knowledge of Purview and it's many parts. 
 He'll explain the intended use of each feature and provide you with the knowledge you need to answer the question, now what?

I've Got Microsoft Purview!... Now What?

Congratulations, on your decision to move to Microsoft 365. If your mind is running rampant on how to complete the migration, this session is for you.

We will begin by exploring the steps necessary during the following migration phases
• Before the migration
• Completing the migration
• Managing the cloud-based content after migration

As you can guess, you’re going to need to know what the best approach is to complete the migration, so we will also discuss what your migration options are, and what tools are available, including out of the box tools like the SharePoint Migration Assessment Tool (SMAT), the SharePoint Migration Tool (SPMT), Migration Manager, as well as several other tools to help streamline and successfully complete your migration to Microsoft 365.

Exploring Microsoft 365 migration considerations and tools

Microsoft Copilot Studio is a graphical, low-code tool for building agents and agent flows. One of the standout features is its ability to connect to other data sources using either prebuilt or custom plugins. This flexibility enables users to create and orchestrate sophisticated logic, ensuring that their agent experiences are both powerful and intuitive.

In this demo-driven deep dive, we will explore the top five real-world use cases in different domains for intelligent and autonomous AI agents built with Copilot Studio. Attendees will gain actionable insights and best practices to design, deploy, and scale AI agents that meet enterprise demands.

What you’ll learn:
✔ Core Concepts of Microsoft Copilot Studio
✔ Top 5 Use Cases for Intelligent & Autonomous AI Agents in different domains
✔ Best Practices for Building Scalable, Enterprise-Grade AI Solutions

Top 5 Use Cases: Building Intelligent & Autonomous AI Agents with Copilot Studio

Back by popular demand and constantly evolving, this fast-paced and engaging session from Microsoft MVP + RD Christian Buckley delivers 20 of the most practical Microsoft 365 productivity tips you can put to use immediately. With each edition of this session freshly updated, you’ll discover new time-saving tricks and overlooked features across Teams, SharePoint, Outlook, and the Office suite—all aimed at boosting personal and team productivity.

Whether you’re a seasoned user or just getting started, expect to leave with at least 4 or 5 actionable tips that will change the way you work—plus a few surprises you’ll wonder how you ever lived without. 

Expect a fun, interactive experience with audience participation. No fluff, no filler—just useful, real-world advice for working smarter in M365.

20 Microsoft 365 Productivity Tips You Need To Know

Tired of manual tasks and automation that feels like a maze? This session is your shortcut to smarter workflows! We're diving deep into how SharePoint Online, combined with Power Automate, empowers everyone to simplify their daily grind.

Join us to learn how to leverage SharePoint's native "Rules" for quick reminders and notifications, streamline approvals with powerful new in-library features, and supercharge your efficiency with one-click "Quick Steps." Plus, we'll show you how Power Automate takes these automations to the next level for truly complex, multi-step scenarios.

Make automation work for you, not the other way around!

Key Takeaways:

- Master SharePoint Rules: Get instant reminders and notifications.
- Streamline Approvals: Implement easy in-library and multi-stage approvals.
- Boost Efficiency with Quick Steps: Automate common tasks with one-click actions.
- Unleash Power Automate: Build complex, cross-service automations.
- Choose Your Tool: Pick the right automation solution for any scenario.

Ditch the Manual Grind: SharePoint & Power Automate – Beyond the Basics for Every User!

With all the machine learning (ML) and artificial intelligence (AI) available in Microsoft 365 these days, do we still need to think about information architecture? Can automation fulfil the promise of reducing the load on information architects and developers?

In this session, we’re review some of the better practices for constructing a powerful information architecture and why it still matters. We’ll look at real-world examples and talk about what automation can and can’t do for you. 

Technology is evolving quickly, so expect to see a few tidbits you don't expect, as well as healthy doses of reality.

Does Information Architecture Matter Anymore?

Power Apps is an incredible platform for building quick, functional apps, but when it comes to design and styling, many users feel limited. In this session, we’ll dive into different ways to bring advanced styling techniques into your Canvas Apps using CSS. Whether you’re looking to create a sleek, professional interface or align with your company’s branding guidelines, understanding how to apply styles can elevate your apps from functional to fantastic.

From Power Apps' built-in capabilities for colors and fonts, to Component Controls and Environment Variables, you'll explore several methods for incorporating CSS-like styles into your Canvas Apps. We’ll dive into the benefits and challenges of each approach, helping you decide which method works best for your specific needs.

By the end of this session, you'll walk away with practical solutions for creating visually stunning apps that perform as great as they look. If you've ever wanted more design control in Power Apps, this session is for you.



Let's talk about Power Apps with Style(s), a look at different ways to pull CSS into Canvas Apps

Copilot for Microsoft 365 is a game changer for organizations! The insights and productivity gains are unlike anything we’ve ever seen before. Organizations have vivid images in their minds about all the amazing things Copilot will do to make their lives better. Most of these ideas started with well-intentioned marketing or communications, but there is a LOT of education needed to level set users on what Copilot for Microsoft 365 can and cannot do. Plus, without proper preparation for Copilot, your organization may face more frustration than transformation. Preparing your organizations data, policies and change management programs is absolutely key to a successful Copilot rollout.

In this candid, real-world session Join MVP's Antonio Maio and Mark Rackley as they help you get the most out of your investment in Copilot while discussing how to effectively prepare you organization so that not only is your infrastructure ready, but so are your users’ expectations.

Expectations and Preparation: Keys to Copilot Success

In this session, you'll learn about Power BI Metrics and how they can be used in your organization to track the metrics that matter to you.

You'll learn about:
1. Scorecards
2. Goals
3. Check-ins
4. Target and Current values

What are Power BI Metrics?

SharePoint agents are changing the way we work with content - quietly powerful, always available, and built right into Microsoft 365 Copilot. In this session, Heidi will show you how these agents can turn SharePoint content into meaningful, in-the-moment answers that help people get things done faster. She'll walk through real-world use cases, show you exactly how agents behave in a live demo, and talk through the governance controls that help you manage them responsibly. Whether you're just getting started or looking to scale, this session will give you a clear, practical look at what SharePoint agents can do - and how to make the most of them. 

From Content to Conversation: SharePoint Agents in Microsoft 365 Copilot

Microsoft Information Protection and Teamwork in Microsoft 365 has come together. You don't need to look at how to always lock down and limit access to solutions. You should be looking at how to empower your employees to work with content securely. The ability to classify M365 Groups and their supporting solutions such as Teams and SharePoint is possible. In this session we will go through how classifications for Microsoft Information Protection work specifically with Teams and SharePoint to keep your content more safe and secure.

Utilizing sensitivity labels for Teams, Groups, and SharePoint 

Learn how Microsoft Viva, SharePoint, Microsoft Teams, and Copilot come together to foster company culture, unlock communication and engagement opportunities, organize content, and spark employee creativity.

Power employee engagement with Microsoft Viva, SharePoint, Microsoft Teams, and Copilot

The fast growing popularity of the Power Platform as a low code/no code alternative to traditional software development is often coupled with the challenge that organizations face when it comes to the management and governance needed to ensure successful outcomes.

The Power Platform enables citizen developers and business users to quickly create simple business solutions in production.  However, such practices are strongly discouraged when it comes to solutions that impact larger teams or perform on sensitive information.  In those scenarios, proper Application Lifecycle Management practices and tools, such as Azure DevOps and GitHub are recommended.  Yet these tools are complex in nature and time consuming to set up.

In this session, I will present two relatively new ALM alternatives that exist for citizen developers and business users - Managed Environment Pipelines and the ALM Accelerator.  Specifically, we will cover the following topics:

- Overview of the ALM solutions
- Installing prerequisites
- Configurations
- Using them to deploy and track progress

We will end the session by discussing when to use each of these options.

Getting Started with Power Platform Application Lifecycle Management

For the most part, your imagination is the limit when it comes to extending the Microsoft 365 platform. Join me for a complete look at the PnPjs library, a collection of fluent libraries for consuming SharePoint and Microsoft Graph REST APIs that make building solutions 10x easier and faster. This free, open-source initiative, part of the Microsoft 365 & Power Platform Community can be used within the SharePoint Framework, NodeJS, or any JavaScript/TypeScript based project.

This session will cover using the library within the SharePoint Framework and Azure Functions NodeJS project. We'll cover:
	• How to get started, your project template, and establishing context
	• An overview of all the packages available and outline the ease of use
	• More advanced scenarios like batching and cross site execution.

Build Solutions for Microsoft 365 with a Fluent API Library

Successful organizational change management is key to maximizing the benefits of Microsoft 365 and Copilot—but it’s often underestimated. In this session, we’ll explore field-tested strategies to help your users seamlessly integrate AI-driven solutions into their daily workflows.
You'll gain a practical adoption framework and critical insights into planning your next Microsoft 365 initiative. Instead of simply driving adoption, we’ll focus on designing change for lasting cultural acceptance in the age of AI.
By the end of this session, you’ll be equipped to:
✔️ Develop an effective organizational change-management strategy for Microsoft 365
✔️ Foster user adoption of Copilot and AI-powered productivity tools
✔️ Build a network of AI advocates and solution champions
✔️ Create a targeted communication plan for seamless implementation
✔️ Apply real-world strategies to maximize the impact of Microsoft 365 and Copilot

Embracing AI-Powered Change: Driving Sustainable Adoption in Microsoft 365 with Copilot

This 60-minute session, delve into the dynamic world of Power Apps as we unveil the top 10 new features transforming the landscape of app development. With the ever-evolving demands of modern businesses, Microsoft's Power Apps continues to evolve, empowering users to create custom applications with unprecedented ease and efficiency. 
From enhanced data integration capabilities to advanced automation features, this session will provide a comprehensive overview of the latest innovations in Power Apps. Through live demonstrations, practical examples, and expert insights, attendees will gain valuable insights into harnessing the full potential of Power Apps to streamline processes, boost productivity, and drive digital transformation within their organizations. 
Whether you're a seasoned Power Apps user or just beginning your journey, join us to discover the game-changing features shaping the future of app development.


10 new features in Power Apps everyone should know

Branding is essential for creating a cohesive image across your organization, improving user experience, increasing engagement, building trust in custom solutions, and reinforcing your organization’s identity. 

Microsoft 365 offers various branding capabilities through the new Brand Center, Organizational Settings, and themes in the Power Platform to help you achieve brand cohesion. 

This session will provide a comprehensive overview of these tools and demonstrate how to use them to enhance your brand’s presence and consistency.

We'll explore the SharePoint Brand Center, a centralized application that allows you to manage and deploy your organization’s brand assets seamlessly. You’ll learn how to use custom fonts, images, logos, colors, templates, and site themes across Microsoft 365 to ensure a unified look and feel. Finally, we'll demo themes in the Power Platform, showcasing how to create branded apps and workflows that reflect your organization’s identity backed by user experience better practices.

Creating a Cohesive Brand Identity in Microsoft 365 and Power Platform

A deep knowledge of expressions is critical to maximizing the power of Power Automate. In this demo rich session, we'll take a deep dive into the types of expressions available and how to apply them. You'll also see how Copilot can be a big timesaver when creating and learning about Power Automate expressions.

You'll see how to combine expressions, use expressions to simplify or eliminate conditions, how to use and apply date and string expressions, how to use expressions with collections and arrays and more...

If you have a casual knowledge of Flow and want to "step up your game" with the use of expressions, attend this session!

Power Automate Expressions With Copilot

There are a number of analytics within the M365 Admin center that help understand users' adoption and use of Copilot. This session will explore the analytics and will cover: what you get with Entra AD vs Insights, what are the most common places users take actions, what are the typical prompts being used within the organization. Understanding how your users are interacting allows you to create campaigns for better adoption stickiness while helping to discover where Copilot isn't being used. Create some clarity in your organization and make better decisions using the data that is provided already. 

Copilot Analytics

With Power BI Premium capacities to Fabric capacities customers are having many questions and doubts. This session aims to provide a comprehensive understanding of Capacities, focusing on key fundamental concepts, basic licensing, and understanding of capacity units. Attendees will gain insights into how capacities are allocated, utilized, and monitored, ensuring optimal performance and cost-efficiency.
	• Understand the fundamental concepts of capacities and their importance in managing workloads.
	• Gain knowledge of the basic licensing options and how they impact capacity management.
	• Learn effective techniques for provisioning, monitoring, and optimizing capacity units.
	• Explore strategies for handling workload spikes and ensuring smooth performance.
Target Audience: This session is designed for IT professionals, program managers, and anyone involved in managing and optimizing capacities. Whether you are new to Power BI premium Capacities or looking to deepen your understanding of capacities, this session will provide valuable insights and practical knowledge.

Capacities Made Simple: Essentials for Smarter Operations

In this session, we explore how to leverage Microsoft Graph to seamlessly integrate custom data into your Microsoft 365 environment, resulting in optimal output when using Copilot. Furthermore, we explore an Agent that seamlessly incorporates personalized data to provide relevant answers and perform actions. Join and see how to integrate custom data into M365 Copilot!

Enhance Microsoft 365 Copilot and Microsoft Graph with your own data

Join us as we explore the power of SharePoint Advanced Management (SAM) found within SharePoint's premium services. SAM can help you keep your content fresh and discoverable for Microsoft Copilot. We will delve into strategies for managing your content lifecycle, including how to enable discovery and collaboration on hundreds of file types, as well as how SAM empowers other facets of SharePoint Premium. 

You will learn how to leverage the capabilities of SharePoint Advanced Management to streamline your business processes and enhance user experiences. You will walk away with practical knowledge and actionable strategies to: 

- Safely keep your SharePoint content fresh and up-to-date 
- Enable discovery and collaboration on a wide range of file types 
- Manage your content lifecycle with SharePoint Advanced Management 

Keep your content fresh and discoverable for Microsoft Copilot with SharePoint Advanced Management

Delve into the new Power Pages site search capabilities that incorporate generative AI summarization. Learn how to configure and deploy AI-driven search functionalities that provide users with precise and relevant summaries, improving information retrieval and overall user experience

Enhancing User Engagement: Implementing Generative AI Summarization in Power Pages Site Search

As of November 2023, Microsoft made the announcement that Microsoft Fabric was Generally Available. In the time since, many organizations jumped into the exciting world of this emerging technology.

Any fabric, technical or not, needs to be well maintained to retain its initial quality and usefulness. In the same way, your approach to implementing Microsoft Fabric could either set yourself up for a successful, long-term implementation, or one that needs a rebuild in 1-2 years.

In this session, I'll walk through features of Fabric that have lived up to the hyped labels and work as prescribed. I'll also provide demos challenges I've faced with the product and how I've worked through them. Finally, I'll recommend routine activities that should be performed on any Fabric environment to keep it nice and clean.

(If this wasn't enough Fabric references and you need more, check out this session for even more puns!)

Microsoft Fabric: Lessons from the first 2 Years

In this session, we'll dive deep into the world of intelligent agents and explore how Azure AI Foundry empowers developers to build and deploy sophisticated AI-driven solutions. Learn how to create agents that can reason, learn, and interact with their environment, automating tasks, enhancing decision-making, and delivering personalized experiences.

Key Topics:

Understanding AI Agents: A comprehensive overview of AI agents, their components, and their potential applications.

Leveraging Azure AI Foundry: Explore the core features and benefits of Azure AI Foundry, including its powerful tools and services.

Building Intelligent Workflows: Design and implement complex workflows that orchestrate multiple AI services to achieve desired outcomes.

Training and Deploying Custom Models: Fine-tune pre-trained models or train your own custom models to tailor your agent's behavior.

Integrating with Real-World Systems: Connect your agent to various systems and data sources to automate tasks and gain valuable insights.

Monitoring and Optimizing Performance: Track your agent's performance and make necessary adjustments to ensure optimal operation.

Through hands-on demonstrations and practical examples, you'll gain the knowledge and skills to build intelligent agents that can revolutionize your business processes and user experiences.

Building Intelligent Agents with Azure AI Foundry

Is the confusion of TMO (Too Many Options) in M365 getting to you?
SharePoint, Teams, OneDrive, Viva Engage, Outlook... When do we use what for communication? Collaboration?
In this session Joy will break down our Microsoft 365 options and bring clarity on how the M365 tools work better together for collaboration. We'll address leveraging our "Swiss Army Knife" of applications to be better equipped when communicating with the various audiences we interact with day in and day out. 

TMO (Too Many Options) In M365?

Ready to transform your intranet into a cutting-edge platform that drives productivity and engagement? Join this exciting session where we reveal ten critical activities to update your intranet using the latest features in Microsoft 365.

In this presentation, we’ll review opportunities to update and enhance your intranet using the latest AI-powered tools from Microsoft and more. With Copilot, you can generate new content for your intranet in seconds, from catchy headlines to informative articles – and use agents to quickly deliver the information your users need. With the new branding and personalization capabilities, you can customize your intranet to match your organization’s brand and culture and provide a seamless experience for your employees in the flow of work. With flexible options for page design, you can unleash your creativity without the strict column structure of the past. With the latest best practices for discovery and governance, you can ensure that your intranet revitalization is successful and transforms it into a more powerful tool for communication, collaboration, and innovation.

Elevate Your Intranet: Practical Present-Day Tips for a Future-Ready Platform

Related lists and parent-child forms, also known as repeating tables or sub-lists, and are an important part of many business forms. With related lists and SharePoint lookup columns, there are some important details to understand to work with these types of relationships in Power Apps. 

In this session, learn how to configure your sub-forms and repeating tables with SharePoint lists and libraries. This session covers a few different approaches with varying levels of complexity.  

With this knowledge, you’ll walk away with a fundamental understanding of how to build your own business solutions the right way with Power Apps, and apply these principals in many types of SharePoint scenarios.

Mastering Power Apps & SharePoint Related Lists

In this session we’ll learn how to design and develop Multi-Stage Approval Workflows Using Power Automate. 

We will also learn how to restart the workflow from a given stage and how to include Dynamic Approvers. We'll dig into how to design and develop Automated escalations and Automated reminders. We will also learn how to log workflow history and ways to retain the history indefinitely. 

Power Automate Multi-Stage Approval Workflows

Traditional file migrations often come with a heavy lift: custom scripts, manual oversight, and many Excel spreadsheets. In this session, we’ll explore a real-world case study where the Power Platform was used to drive an automated, scalable, and user-centric file migration from legacy storage to Microsoft 365. 

You’ll learn how Power Automate, Power Apps, Dataverse, and Copilot Studio were orchestrated to manage a stakeholder review and validation, manage migration jobs, compliance controls, and change management – all without writing traditional code. We’ll walk through key architectural decisions, lessons learned, and the impact on IT workload, business readiness, and file management transformation. 

Whether you’re planning a migration or looking to expand the Power Platform’s role in enterprise transformation, this session will provide practical insights and re-usable patterns to accelerate your journey.

Beyond Lift and Shift: Automating File Migrations with Power Platform – A Case Study

Power BI has revolutionized the industry by accelerating our ability to deliver Data Analytics solutions.  But how do we ensure the code we build is reliable and the data is produced in a timely and trustworthy manner? Enter DataOps, a better way to develop and deliver Data Analytics Solutions.  In this session, I’ll cover the concept of DataOps, why it matters to Power BI, and the principles that can drive you to continuously improve.

DataOps 101 – A Better Way to Develop and Deliver Data Analytics

Not all Copilot Agents are created equal—so how do you know which one is right for your SharePoint setup? In this session, we’re diving headfirst into the ultimate face-off between out-of-the-box Copilots and custom-built solutions in Copilot Studio. Whether you’re looking to get up and running quickly or unleash your inner architect, we’ll help you make sense of the options and show you how to get the most out of Microsoft Copilot.
 
You’ll walk away with the know-how to:
	•	Deploy and Harness Out-of-the-Box Copilots: Learn how to get instant wins with built-in capabilities.
	•	Design Next-Level Custom Solutions in Copilot Studio: Build advanced, tailored agents that work exactly how you need them.
	•	Navigate Licensing Like a Pro: Understand the latest requirements so you’re always one step ahead.
	•	Know When to Go Big or Keep It Simple: Compare the pros and cons of off-the-shelf agents versus custom builds for SharePoint.
 
Join Andy Huneycutt and Daniel Christian as they bring their expertise to the table. This session will arm you with the insights, strategies, and maybe even a few laughs to tackle your Copilot decisions with confidence. It’s time to get clear, get creative, and get Copiloting! 

Microsoft Copilot Agents Face Off - Choosing the Right Agent for SharePoint

For years, organizations have struggled with information sprawl, file oversharing, and poor data management in collaborative spaces like Teams, SharePoint, and file shares. Now, GenAI tools like Microsoft 365 Copilot are exposing these long-standing challenges, making strong data governance a critical first step in securing data and ensuring Copilot readiness. Without clear structures, access controls, and permissions, AI surfaces these issues – amplifying risk, eroding trust, and halting adoption.

In this session, you’ll learn practical governance strategies to secure your Microsoft 365 collaborative environment while enabling effective Copilot and GenAI use. We'll cover best practices for collaborative information architecture, data inventory, workspace-based RBAC, and external sharing management, along with key steps to prepare your content for Copilot while maintaining security and compliance.

Attendees will also receive a starter template to jumpstart their Copilot and content governance strategy.


Build your Data Estate: A framework for Secure, Copilot-Ready Success

Join us for an insightful session where we explore how real-life organizations have successfully leveraged Microsoft Copilot to transform their data landscape and drive meaningful business outcomes. Using real world customer learnings, we’ll uncover how data cleansing and discovery laid the foundation for impactful Copilot usage—and how strategic change management ensured widespread adoption across teams.
You’ll walk away with the Top 10 essential actions every organization must take to ensure a smooth and successful Copilot rollout. Whether you're just starting your Copilot journey or looking to optimize adoption, this session will equip you with practical strategies, proven frameworks, and lessons learned from those who’ve done it right.

From Data Chaos to Copilot Clarity: Real Customer Journeys to Successful Adoption

Level 300. SharePoint Framework (SPFx) opens the door to crafting stunning, contemporary solutions for Office 365, Microsoft Teams, and Viva. Yet, the true magic happens when these solutions seamlessly connect to real-time data sources.

In this exciting journey, we'll dive deep into the art of connecting SPFx to SharePoint and Microsoft Graph, unleashing the full potential of your creations. We'll master the art of harnessing REST APIs to forge direct links with these data sources. Moreover, we'll unveil the secrets of PnPJs and the Microsoft Graph toolkit (MGT), transforming your development process and supercharging the performance of your SPFx solutions.

Join us as we bridge the gap between innovation and data, making your SPFx projects come alive with real-time information. Elevate your solutions to a whole new level of excellence and impact.

Enhancing SPFx projects with Live Data integration to SharePoint, MS Graph and beyond

Manual approval chains and inbox overload slow every organization. This demo-heavy session shows how to drop Copilot directly inside Power Automate to read incoming documents, extract intent, summarize risks, and route decisions—all within Microsoft Teams. We’ll build a flow that uses Azure OpenAI for extraction, GPT function calls for policy checks, Adaptive Cards for human-in-the-loop review, and Dataverse tables for auditable storage. You’ll learn prompt-engineering tricks to keep legal happy, fallback patterns for offline users, and live metrics for cost control. By the final “F5,” attendees will have a blueprint they can retrofit to expenses, contract review, or support tickets.

Key Takeaways

    Orchestrate GPT calls in cloud flows without breaking governance

    Surface Copilot conversations in Teams with Adaptive Cards & Loop components

    Measure and cap token usage with environment variables and Azure Cost Insights

    Roll back or re-route if the model or network fails

Copilot in the Loop: Automating End-to-End Workflows with Power Automate, Azure OpenAI & Teams

Strategy and planning doesn’t stop at the whiteboard. This session shows how to turn vision into execution using Microsoft 365. Learn how to connect annual goals to weekly actions using Copilot, Viva, Planner, Loop and Power BI. We’ll explore how to build a rhythm of business that aligns leadership, empowers teams, and drives measurable outcomes—supported by real-world examples from strategic markets and enterprise transformation.

From Insight to Action: Using Microsoft 365 to Operationalize Strategy and Planning

Join us for an exciting, fast paced session that will guide users through practical dos and don'ts, drawn from real-world solutions. The goal is to showcase some quick flow and app building concepts, in a "Do this, Not that" fashion, but also demonstrate our reasoning behind them.  

Key Power Automate topics include: 

- Workflow Architecture: Explore parent/child flows for optimized automation. 
- Avoiding Hardcoded Values: Utilize filter queries and lookups for dynamic and adaptable workflows. 
- Conditional Scenarios: Master controls like condition and switch for intelligent automation. 
- Email Formatting: Enhance communication with HTML and/or Markup. 
- Copilot: Tips for the best prompts to create and edit flows

Transitioning to Power Apps, we'll cover: 

- Triggering Flows: Efficiently trigger flows with a button click for seamless integration. 
- Form On Load Rules: Leverage local data by creating collections for enhanced form behavior. 
- Branding and Design: Easily incorporate themes for a polished user interface. 
- Copilot: Tips for the best prompts to create and edit apps

This session offers a rich experience, filled with tips and tricks inspired by hands-on experience. Whether you're a developer, business analyst, or IT professional, join us to gain practical insights and elevate your proficiency in Power Apps and Power Automate! 

Do this, Not that: Power Apps and Power Automate Edition

Are you tired of your intranet being a mess of unorganized, outdated, and non-compliant content? Do you have a governance plan that no one reads, follows, or cares about? Do you want to learn an approach to make your digital workplace more efficient, engaging, and secure?

If you answered yes to any of these questions, then this session is for you! Learn how to plan and implement governance for your intranet, Microsoft Viva, and Microsoft 365 in a way that actually works – and provides a framework to help you prepare and deploy Copilot. Whether you are new to governance or a seasoned pro, this session will give you the tips, tricks, and templates you need to succeed! 

Ensure your intranet is ready for Copilot: How to plan an effective governance strategy

Adaptive Cards are popping up everywhere! They’re a super flexible way to craft interactive messages that make things happen across the Microsoft 365 and Power Platform world. 

In this session, we’re going to take those old-school email reminders and turn them into sleek, interactive, and actionable user experiences using Adaptive Cards. We’ll dive into Microsoft Lists, Microsoft Teams, and Power Automate with a fun, hands-on approach to solution building. 

By the end of this session, we bet you’ll be itching to add Adaptive Cards to every project you create!

Get started with Adaptive Cards for Microsoft Teams using Microsoft Lists and Power Automate

Explore how Microsoft 365 Copilot can revolutionize your content creation process from ideation to execution. In this session, we’ll demonstrate how to leverage Copilot’s advanced ideation, drafting, and content structuring capabilities to produce engaging marketing materials, compelling presentations, and professional digital content. Learn how to transform initial concepts into comprehensive content strategies by combining Copilot’s natural language generation, creative assistance, and formatting tools. By the end, attendees will be equipped to use Copilot as a co-creator, capable of accelerating every stage of the creative process.


Supercharging Creativity: Transforming Ideas into Impactful Content with Microsoft Copilot

If your organization has big BI dreams and a limited BI budget, you may need a BI Mullet.

Microsoft describes “Managed self-service BI” as “discipline at the core and flexibility at the edge.” This hybrid “BI Mullet” approach empowers end users to develop reports using tools maintained by a central data team.

With the right systems in place, the BI Mullet can encourage innovation and make the most of existing resources. With the wrong ones? Your mullet will get messy fast.

Join this session to learn practical strategies to keep your own BI Mullet on point, including:
• Simplify formatting with customized report themes and templates.
• Eliminate report writing guesswork by tweaking semantic model properties.
• Automate cross-team feedback and collaboration using Power Automate.
• Ensure data stays accessible when it should be and secure when it needs to be.

Every BI Mullet will be a little different. Let’s get yours styled right.

Mastering the BI Mullet – Managed Self Service BI

Copilot agents are transforming how we build intelligent, conversational experiences across the Microsoft ecosystem. In this session, we’ll explore how to design, deploy, and govern Copilot agents using Microsoft Copilot Studio and the Power Platform.

You’ll learn how to structure agent instructions, integrate data sources, and extend capabilities using tools like Model Context Protocol (MCP), custom connectors, and Power Automate. We’ll also cover real-world scenarios, including how to manage agent lifecycle, monitor usage, and ensure compliance with enterprise-grade audit and sensitivity controls.

Whether you're a maker, architect, or IT leader, this session will equip you with the knowledge to create impactful copilots that enhance productivity and deliver value securely and at scale.


Building Smart Agents with Copilot Studio: From Prompt to Production

As an information architect, you may have been ceding understanding of Purview to others in your organization – or ignoring it entirely, especially in smaller organizations.

The first thing many organizations want to do is apply some level of retention (Policies or Labels) to their content. If you don’t plan well for this, you may end up locking down content you don’t intend to lock down, and reversing your decisions can be difficult. This can lead to rapid storage consumption within your tenant, among other issues.

In the end, what you can do well in Purview is dependent on a strong information architecture. Knowing what content is stored where – and being able to identify it in Purview – is the big key to success. Purview depends in part on search, and search works well with a strong information architecture.

If you’re embarking on this journey, perhaps due to wanting to roll out Copilot in your organization, this session will give you some Purview basics, considerations to apply to your information architecture, and some of the pitfalls we’ve seen in the field.


Purview for Information Architects

Curious how your users are interacting with your Microsoft SharePoint environment? Discover how the free Microsoft Clarity tool can transform your understanding with real-time behavioral analytics. No more relying on surveys! 

Learn how to leverage heatmaps, session recordings, and spot key issues like dead clicks and rage clicks to boost user adoption, improve training, and enhance governance. Don't miss this opportunity to take your user insights to the next level!

Get Real-Time User Insights for Your SharePoint Users with Microsoft Clarity

In a world drowning in disconnected tools and manual processes, hyperautomation offers a lifeline—but only if done right. In this session, we’ll cut through the buzzwords and show how to build intelligent, scalable automation using AI (Copilot Studio) and the Power Platform. Learn how to identify high-impact use cases, avoid common pitfalls, and deliver measurable business value. Whether you're a strategist or a maker, you'll walk away with a blueprint for clarity in the chaos.

Expected Outcomes:

1. Strategic Frameworks: Attendees will gain a clear framework for identifying and prioritizing automation opportunities that align with business goals.
2. Real-World Use Cases: Participants will leave with practical examples of how AI and Power Platform can be used to streamline operations and reduce manual overhead.
3. Execution Confidence: Leaders and makers alike will feel empowered to launch or scale hyperautomation initiatives with measurable ROI.



From Chaos to Clarity: Hyperautomation That Actually Works

In this session, we will explore the powerful capabilities of Azure Functions for extending Microsoft 365.

We will begin by discussing the various use cases for Azure Functions, including their ability to trigger actions when items in Microsoft 365 change and their application as Timer Jobs. We will delve into the integration with SharePoint Framework (SPFx) APIs using the On-Behalf-Of (OBO) flow and discuss how queues can be used to provide the most resilient solutions.

The remainder of the session will be devoted to giving an overview how implementing Azure functions using NodeJS (although you absolutely can do them with C#/Visual Studio). We'll include the getting started configuration, and a brief word about CommonJS vs ESModules. We'll then discuss security considerations by showing basic Entra ID application registration but discuss how we can implement Managed Identity using Azure Identity to securely access other parts of your tenant. The session will also include a detailed look at the OBO Flow. We'll finish up by discussing queues and requeuing options.

Join me to gain a comprehensive understanding of how Azure Functions can be used to extend Microsoft 365, improve efficiency, and enhance security.

Azure Functions: Real world scenarios & NodeJS implementation overview

Experience unparalleled team collaboration with Microsoft Loop, the newest addition to the Microsoft 365 suite! Loop redefines teamwork by offering highly collaborative workspaces, customizable pages, and dynamic, reusable components, all seamlessly integrated within the Microsoft 365 ecosystem.

Unlock your team's full potential with Microsoft Loop. Design shared workspaces, tailor pages to fit your specific needs, and effortlessly integrate notes, task assignments, and real-time synchronized lists. This innovative app enhances productivity and ensures that your team remains synchronized and efficient.

Microsoft Loop meets teammates where they work, seamlessly integrating with Microsoft Teams, Outlook, Whiteboard, Word, and more. Plus, explore the possibilities with the brand-new Loop app! This integration facilitates easy access, sharing, and collaboration on content across various platforms, catering to your team's diverse working environments and styles.

Transform the way your team works with Microsoft Loop. Its powerful features and seamless integration make it the go-to collaboration hub for Microsoft 365 users. Dive into the future of teamwork and harness the power of Microsoft Loop today!

Microsoft Loop: The Essential Tool for Microsoft 365 Users!

It's a flat new world in SharePoint. We've moved on from classic and hierarchical site collections and built an array of modern sites. But how do we organize our content, sites, and intranets in this new world? This session introduces home sites and hubs and provides guidance on how to build a strong content management strategy for their use. We'll define what home sites and hubs are, lay the conceptual groundwork for understanding their use, and provide a creative new way of conceptualizing the logical ties between your myriad of flat SharePoint sites. We’ll also discuss how Viva Connections plays into our intranet and home site strategy.

Building your organizational home site & hubs strategy

Microsoft Viva is an employee experience platform that brings together communications, knowledge, learning, resources, and insights. With Viva, foster a culture where people and teams are empowered to be their best from anywhere.

Microsoft Viva offers numerous benefits, its implementation should align with an organization's specific needs, goals, and strategies. The decision to adopt Microsoft Viva or any other platform should be based on a thorough assessment of the organization's requirements and the potential value it can bring.
So, join me for this session and assess the following experiences which are important for an organization.

- VIVA Engage
- VIVA Connections
- VIVA Learning
- VIVA Insights
- VIVA Amplify
- VIVA Goals
- VIVA Glint
- VIVA Pulse

& Yes, we will see LIVE Demos.

Throughout the session, real-world case studies and best practices will be shared, showcasing how organizations are leveraging Microsoft Viva to transform their employee experience, drive business outcomes, and stay ahead in an increasingly competitive market. Whether you are an HR professional, IT leader, or business executive, this session offers invaluable insights and actionable strategies for leveraging Microsoft Viva to unlock the full potential of your workforce and thrive in the digital age.

Enhancing Employee Experience with Microsoft Viva: A Comprehensive Overview

Managing travel requests (or any type of request forms) shouldn’t be a headache—no more lost forms, approval bottlenecks, or endless email chains. In this session, see how to build a no-code travel request system using Power Apps, Power Automate, and Copilot. We’ll create a Power Apps form for employees to submit travel plans, automate multi-level approvals with Power Automate, and use Copilot to generate policy snippets and trip summaries in seconds. You’ll walk away with a practical, no-code framework that improves efficiency and saves admin time. Bring your questions—we’ll tackle real-world challenges together!

Travel Requests Tamed: No-Code Approval System with Power Apps, Power Automate, and Copilot

Excel is one of the most versatile tools for data analysis and a cornerstone of many business processes. However, as organizations grow, the need for solutions that can support complex, multi-user workflows and large-scale applications becomes critical.
	
This session examines Excel's role in these scenarios, highlighting its capabilities and limitations. As organizations grow, relying solely on Excel can limit scalability, security, and collaboration. We’ll focus on seamlessly moving data out of Excel into more robust data sources and show you practical steps to ensure a smooth transition to a platform that supports your organization’s evolving needs.

From Spreadsheets to Scalable Solutions with Power Apps

With the introduction of Power BI Developer Mode, the game has changed for data professionals. This session will explore how Power BI development practices can be enhanced using the PBIP format and the new capabilities it brings. We’ll dive into how Developer Mode supports better version control and share tips for leveraging this feature to accelerate your team's work.

What is Power BI Developer Mode?

Are your teams facing challenges in managing knowledge and encountering collaboration hurdles due to buried SharePoint data? SharePoint Agents provide a robust solution by offering both pre-integrated and customizable intelligent AI agents that streamline workflows, enhance productivity, and improve communication. Join us to explore the world of SharePoint Agents and discover how they can revolutionize your organization's approach to SharePoint data management, collaboration, and task execution. 

In this session, we will delve into a wide array of topics, including the fundamentals of using, creating, and sharing SharePoint Agents, extending their capabilities, licensing, and integrating agents with Microsoft Teams for seamless collaboration. You will learn how to leverage SharePoint Agents to boost team productivity, enhance user experience, and drive innovation within your organization. By the end of this session, you will have a clear understanding of how to harness the full potential of SharePoint Agents to achieve your business objectives. 

Key Takeaways: 
- Master the use, creation, and customization of SharePoint Agents to meet your specific needs. 
- Discover best practices and cost considerations for utilizing SharePoint Agents within your organization. 
-Learn how to integrate SharePoint Agents with Microsoft Teams chats and apps for enhanced collaboration. 

Discover SharePoint Agents: Elevate the Knowledge within Your SharePoint Investment

Organizations have invested heavily in recent years in moving to Microsoft 365 to improve productivity and collaboration.  With this transition comes incredible opportunities to increase business efficiencies.  However, it also brings increased risks as users collaborate more with internal coworkers as well as with external partners and customers.  In addition, the continually changing regulatory compliance landscape makes this an ever evolving challenge.  Microsoft has provided a robust set of capabilities for mitigating risks and meeting compliance obligations with Microsoft Purview, such as information protection, data loss prevention, records management and eDiscovery.  In this session, we'll share real-world experiences implementing Microsoft Purview across different types of organizations.  We'll deep dive into many the features of Purview, share real examples and provide actionable guidance to help you leverage Microsoft Purview to mitigate risks and comply with regulations in your organization.

Real-World Implementation Experiences with Microsoft Purview

Microsoft Teams consist of three main channel categories: Standard, Private, and Shared. In this session, we will review the functionality and differences of each channel and explain the use case scenario of each one. 
We will explain the architecture of each channel, the differences between the previous Guest experience and the current B2B architecture, and how to best collaborate with others within your tenant or external users. We will finish the session by discussing how you can govern access to your data in each channel scenario. 


Deep dive into Microsoft Teams Channels

In today’s interconnected business landscape, organizations often collaborate with partners, suppliers, and customers who use different Microsoft 365 tenants. Microsoft Multi-Tenant Organizations (MTO) provide a solution to seamlessly connect these disparate tenants, enabling efficient collaboration and resource sharing. In this session, we explore the concept of MTO, its use cases, benefits, and configuration.

Unlocking Seamless Collaboration: Microsoft 365 Multi-Tenant Organizations

Azure AI Studio, now generally available with access to 1,600+ foundation and open-source models, lets Microsoft 365 and Power Platform professionals go from a clever prompt to an enterprise-ready Copilot in hours, not months. In this demo-heavy session you’ll learn how to:

    Design multimodal prompts and chains in Prompt Flow.

    Ground large-language models with your SharePoint or Dataverse data using Retrieval-Augmented Generation (RAG).

    Govern outputs with built-in Content Safety, evaluations and cost dashboards.

    Deploy as an Azure function, a Teams app, or a Power Automate connector—then surface the same logic inside Microsoft 365 Copilot.

We’ll walk through a live scenario that turns an internal policy PDF library into a secure “Ask HR” Copilot, highlighting pitfalls (token limits, latency) and best-practice mitigations. You’ll leave with a GitHub starter repo, a cost estimator sheet, and a checklist for responsible rollout.
Microsoft

Key Takeaways

    How Azure AI Studio’s Prompt Flow accelerates prototyping and A/B testing

    Implementing RAG with Azure AI Search in three steps

    Mapping governance features (Content Safety, evaluations) to your compliance needs

    Packaging and sharing your Copilot inside Teams, Power Apps, or Outlook

From Prompt to Production: Building Responsible Gen-AI Apps with Azure AI Studio

It is critical for IT, change managers, and end-user experience management experts to leverage advanced feedback tools and strategies. Creating scalable and repeatable feedback mechanisms is imperative for driving organizational change and enhancing the end-user experience, as well as understanding and analyzing usage, engagement, impact, and calculating ROI, thereby aiding in strategic decision-making processes.

This session promises to equip Leadership, User Enablement, and Technical Readiness experts with the knowledge and tools necessary to implement efficient feedback mechanisms that not only enhance the user experience but also support organizational development in the AI-driven workplace.

Creating, Tracking and Measuring Modern Surveys

Whether you migrate from Lists or start solutions from scratch, Dataverse brings more robust data capabilities and more opportunities to leverage Copilot in the maker process.

If you haven't checked out Dataverse yet, now's the time. Adding Dataverse is an investment in time, skills, and licensing. Know when to engage and what to expect. 

- Learn what Dataverse is and where it fits in the maker toolset.
- Cover what the differences are between Dataverse, Microsoft Lists, and other data sources and talk through some of the 'what to use when' considerations as Lists solution builders integrate with and shift to Power Platform tools. 
- Get a perspective on the maker skills needed when using Dataverse and how to get started in your organization. 

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Community Days | TechCon 365 Dallas