Recap Event: Microsoft Software: A 2027 Preview
This online webinar will be a 1 hour recap session of VOX ISM's In-Person Seminar on: Microsoft Software: A 2027 Preview
-
Microsoft Copilot
Discover the newest Microsoft Copilot capabilities across business applications and productivity tools, including AI agents, enterprise search, automation, content generation, and emerging autonomous workflows designed to reduce manual effort and accelerate decision-making. -
Dynamics 365 Business Central (Wave 2 Fall Release)
Review the latest Business Central enhancements from the Wave 2 release, including AI-driven productivity features, finance and supply chain improvements, manufacturing updates, reporting enhancements, and expanded Copilot experiences that help organizations operate more efficiently. -
Dynamics 365 Customer Engagement (CRM Fall Release)
Explore new capabilities across Sales, Customer Service, Marketing, and Customer Insights. Learn how AI-powered selling, customer engagement automation, and enhanced analytics are helping organizations improve customer relationships and drive revenue growth. -
Microsoft 365 Productivity Suite
See what’s new across Microsoft Teams, SharePoint, Power BI, Outlook, and the broader Microsoft 365 platform. We’ll cover collaboration innovations, modern intranet capabilities, advanced analytics, reporting enhancements, and productivity features designed for today’s hybrid workplace. -
Questions, Discussion & Strategic Planning
Wrap up the session with an open discussion on Microsoft’s roadmap, emerging trends, licensing considerations, and how your organization can take advantage of new capabilities in the year ahead.
Best Practices for Implementing Business Central, CRM and Copilot
A practical roadmap for getting ERP, CRM, and AI right the first time
For business and project leaders planning a Microsoft business applications rollout. Learn how to sequence ERP, CRM, and AI decisions so the program delivers measurable value without creating avoidable scope, data, or adoption problems.
WHAT YOU WILL LEARN
● Define the business outcomes, decision owners, and success measures before selecting features
● Use a configure-first approach to control scope, integrations, and customization
● Build a realistic data migration, testing, training, and cutover plan
● Live demonstration: trace one customer process across CRM, Business Central, and Copilot
● Takeaway: a practical implementation-readiness checklist and phased roadmap
How to use AI Assistants Better in Outlook, SharePoint, and Teams
Get more from Copilot in the places you work every day
For knowledge workers who already use Copilot but receive inconsistent results. Learn a practical method for choosing sources, framing requests, and checking answers across email, documents, chats, and meetings.
WHAT YOU WILL LEARN
● Diagnose whether poor results come from the prompt, source content, or permissions
● Use a consistent prompt structure: outcome, context, sources, constraints, and format
● Connect Outlook, SharePoint, and Teams into one evidence-based workflow
● Live demonstration: investigate a customer request and produce a grounded response
● Takeaway: a troubleshooting guide for improving weak Copilot answers
Copilot in Office
AI across the Microsoft 365 apps you use every day
For Microsoft 365 users who want one practical workflow across Outlook, Teams, Word, Excel, and PowerPoint. See how to move from incoming information to a finished business deliverable without repeating work in every app.
WHAT YOU WILL LEARN
● Choose the right Copilot experience for chat, app-based work, or multi-step tasks
● Ground requests in the right emails, meetings, files, and business context
● Move one assignment across Outlook, Teams, Word, Excel, and PowerPoint
● Live demonstration: create an executive update from source communications and data
● Takeaway: a cross-app workflow map and prompt pattern for everyday work
Copilot in Excel
Analyze data, build formulas, and create charts using plain language
For business users who analyze operational or financial data but do not want to become formula experts. Work through one realistic data set from cleanup to explanation, with clear checks for accuracy.
WHAT YOU WILL LEARN
● Prepare tables and labels so Copilot can interpret the workbook correctly
● Ask progressively better questions to find trends, exceptions, and drivers
● Generate and explain formulas without losing control of the logic
● Live demonstration: clean data, investigate a variance, and build a management summary
● Takeaway: an Excel prompt sequence and a five-point validation checklist
Copilot in Teams
Master essential skills for effective team collaboration
For managers, project teams, and frequent meeting participants who want less time spent catching up and documenting decisions. Learn a repeatable meeting workflow that turns conversation into clear actions.
WHAT YOU WILL LEARN
● Prepare for a meeting using relevant chats, files, and prior decisions
● Use Copilot during a meeting to clarify decisions, risks, and unresolved questions
● Create a useful recap with owners, due dates, and follow-up language
● Live demonstration: move from pre-meeting brief to post-meeting action plan
● Takeaway: a reusable prompt set for meeting preparation, facilitation, and follow-up
AI for Dummies
Artificial Intelligence in plain English
For non-technical business users who want a practical introduction to AI. Leave with a clear mental model, three safe everyday uses, and the confidence to judge AI output instead of treating it as automatically correct.
WHAT YOU WILL LEARN
● Understand AI, generative AI, copilots, and agents in plain language
● Recognize three useful patterns: summarize, create, and analyze
● Write a reliable prompt using goal, context, source, and output format
● Live demonstration: turn an email thread and document into an action-ready summary
● Takeaway: a plain-language prompt card and an accuracy-check routine
What is Cowork and how can it Transform your Business
From AI that answers questions to AI that carries out the work
For business leaders and Microsoft 365 users evaluating agentic work. See where Cowork fits, which tasks are suitable to delegate, and how to start with a controlled use case that saves time without sacrificing oversight.
WHAT YOU WILL LEARN
● Distinguish Copilot Chat, agents, and Cowork using a simple decision framework
● Identify repeatable, multi-step work that is appropriate for Cowork
● Scope desired outcomes, source material, permissions, and approval points
● Live demonstration: delegate a business briefing from research through final review
● Takeaway: a pilot worksheet for selecting and measuring your first Cowork use case
Best Practices for Implementing Business Central, CRM and Copilot
A practical roadmap for getting ERP, CRM, and AI right the first time
For business and project leaders planning a Microsoft business applications rollout. Learn how to sequence ERP, CRM, and AI decisions so the program delivers measurable value without creating avoidable scope, data, or adoption problems.
WHAT YOU WILL LEARN
● Define the business outcomes, decision owners, and success measures before selecting features
● Use a configure-first approach to control scope, integrations, and customization
● Build a realistic data migration, testing, training, and cutover plan
● Live demonstration: trace one customer process across CRM, Business Central, and Copilot
● Takeaway: a practical implementation-readiness checklist and phased roadmap
Replay: Beyond Copilot: AI Agents That Actually Do the Work
Most AI events show you how to write faster. This seminar shows how Microsoft AI can perform real work across your business.
AGENDA
The AI Shift: From Assistants to Digital Workers Why AI has become a boardroom priority; what changed in the last 12 months; Copilot vs. agents vs. digital coworkers.
What You Already Own Today AI already available across Microsoft 365, Business Central, Dynamics 365, Teams, Researcher, Analyst and Facilitator.
Live Demonstration: AI That Actually Does the Work Watch AI research, create an executive report, build a presentation, prepare follow-up actions and coordinate work across Microsoft applications.
Building Your First Digital Workforce Finance, sales, customer service, payables and executive reporting agents. The journey from people doing work to AI-executed work under human supervision.
What Microsoft Is Building Next Agent Mode, Copilot Cowork, Work IQ, Business Central and Dynamics agents, Microsoft Foundry, Microsoft AI models and Agent 365 governance.
Executive Discussion: If You Had 10 AI Employees Tomorrow Where would AI create the greatest value? Which functions should adopt first? What requires human approval?
Closing Takeaways and Next Steps A practical path from Copilot productivity to a secure, governed digital workforce.
ATTENDEE TAKEAWAYS
UNDERSTAND Copilot, agents and digital coworkers EXPERIENCE A live multi-step AI work demonstration PLAN A practical, governed adoption path
Copilot is the interface. Work IQ provides the context. Agents do the work.