Copilot 365

This session provides an overview of Microsoft Copilot across Office 365 (Microsoft 365), focusing on how Copilot works within everyday productivity tools like Outlook, Teams, Word, Excel, and PowerPoint to help users draft, summarize, analyze, and act on information using their own organizational data securely.

Agenda:

· What Copilot for Microsoft 365 is

· How Copilot uses your tenant data and context

· Copilot in Outlook for email drafting and summarization

· Copilot in Teams for meetings and chat insights

· Copilot in Word for document creation and editing

· Copilot in Excel for analysis and insights

· Copilot in PowerPoint for presentations

· Prompting basics and best practices

· Security, permissions, and data boundaries

· Real-world productivity scenarios

· Adoption considerations and next steps

by Doug Heaton

Microsoft Copilot Security

Microsoft Copilot for Security augments security teams by applying generative AI directly to security data and workflows. It helps analysts move faster by summarizing signals, correlating incidents, and translating natural language questions into actionable security insights—reducing time spent investigating and increasing confidence in decisions.

Core functionality

• Natural language security queries – ask questions like an analyst, not a query engine
• Incident & alert summarization – compress complex investigations into clear narratives
• Cross-tool correlation – reason across Defender, Sentinel, Entra, Intune, and more
• Guided investigations – step‑by‑step analysis with contextual prompts
• Threat intelligence synthesis – enrich incidents with internal and external context
• Response recommendations – suggested actions aligned to security workflows
• Explainability – see how conclusions were reached and what data was used

by Doug Heaton

How to Adopt Microsoft Copilot 365

Buying Copilot licenses is the easy part — getting your team to actually use it is where the value is. This session focuses on practical adoption strategies, from rollout planning to measuring ROI, so your organization gets real productivity gains from Microsoft Copilot 365.

Agenda

· Assessing organizational readiness for Copilot

· Licensing options and how to get started

· Rolling out Copilot: phased approach vs. company-wide

· Training your team: what to show first for quick wins

· Use cases by role: finance, sales, operations, HR, executives

· Measuring adoption and ROI with Copilot analytics

· Security and data governance before turning on Copilot

· Common pitfalls and how to avoid them

by Doug Heaton

Copilot Excel

In this session, you’ll learn how to use Copilot inside Microsoft Excel to analyze data, generate formulas, summarize information, and create charts — all using natural language prompts. We’ll walk through practical examples that show how Copilot speeds up common Excel tasks, reduces manual effort, and helps you extract insights more efficiently. By the end, you’ll know exactly how to use Copilot to work smarter with your spreadsheets.

Agenda

· What Copilot can do in Excel: formulas, summaries, and visualizations

· How to explore and analyze data using natural language prompts

· Generating formulas that calculate results quickly and accurately

· Summarizing data and creating visualizations that highlight key insights

· Automating routine Excel tasks to save time and reduce errors

· Using Agent Mode for advanced data manipulation

· Real-world examples of faster data analysis with Copilot

· Best practices for getting accurate results from Copilot

Copilot in Excel is more than a shortcut — it’s a new way to interact with your data. Whether you’re building financial models, cleaning up datasets, or generating reports, Copilot helps you move faster and with greater accuracy. Join us to unlock the full potential of AI-powered productivity in Excel and see how it can transform your daily work.

by Doug Heaton

Microsoft Copilot: Rolling out Agents to your Staff

The successful use of Copilot Agents can reduce your office staff workload by 30% in 2026. The key is the successful implementation and testing of your new agents. AI agents are autonomous intelligent software components that form the foundation of artificial intelligence (AI) systems. Agents are designed to perform specific tasks independently without the need for human intervention.

Intelligent agents are conversational and can interact with other systems, such as applications and APIs, access data, perceive specific environments, exercise reasoning, make decisions, take actions to achieve defined goals and learn from prior outcomes to refine future decision-making. These capabilities help organizations become more productive by delegating repetitive and mundane tasks to these AI agents and freeing human resources for more complex and strategic activities.

Agenda:

1. Introduction to Microsoft Copilot Agents

2. Which agents has Microsoft already developed for you, top 10 to look at now

3. The tasks to rollout Agents to your staff

a. Define goals

b. Gather and process data

c. Organize and plan tasks

d. Execute Tasks

e. Staff review and feedback

by Doug Heaton

How To Adopt Copilot 365

Buying Copilot licenses is the easy part — getting your team to actually use it is where the value is. This session focuses on practical adoption strategies, from rollout planning to measuring ROI, so your organization gets real productivity gains from Microsoft Copilot 365.

Agenda

· Assessing organizational readiness for Copilot

· Licensing options and how to get started

· Rolling out Copilot: phased approach vs. company-wide

· Training your team: what to show first for quick wins

· Use cases by role: finance, sales, operations, HR, executives

· Measuring adoption and ROI with Copilot analytics

· Security and data governance before turning on Copilot

· Common pitfalls and how to avoid them

by Doug Heaton