Microsoft 365 Copilot Masterclass: Automation & AI Agents

June
18
2026 (Thursday)
Time 08:00 AM PDT | 11:00 AM EDT
Duration: 60 Minutes
25 Days Left To REGISTER
Id: 212564
Instructor
Allen Evitts 
Live
Recorded
Live + Recorded

Overview

This one-hour masterclass takes participants beyond basic Copilot prompts and into the world of true workplace automation. You'll see live demonstrations of Microsoft 365 Copilot automating multi-step tasks across Outlook, Teams, Excel, and SharePoint, and learn how to build custom AI agents using Copilot Studio that handle real business processes such as ticket triage, meeting follow-ups, document drafting, data summarization, and approval workflows. The session focuses on practical, ready-to-deploy techniques rather than theory, so attendees leave with concrete examples they can implement in their own organization the same week.

Why you should Attend

Most organizations are paying for Copilot licenses but capturing only a fraction of the value. Teams that fail to master Copilot automation and AI agents now risk being out-produced by competitors who do, while employees who can't operate these tools effectively will find themselves falling behind in an AI-driven workplace. Don't let your team be the one still doing manual work everyone else has automated.

Areas Covered in the Session

  • What's new in Microsoft 365 Copilot: agents, actions, and the unified Copilot experience
  • Mastering high-impact Copilot prompts across Word, Excel, Outlook, Teams, and PowerPoint
  • Building your first custom AI agent using Copilot Studio (no-code walkthrough)
  • Automating multi-step workflows: meeting prep, follow-ups, reporting, and approvals
  • Connecting Copilot agents to SharePoint, Dataverse, and external data sources
  • Using Copilot Actions to trigger Power Automate flows and third-party services
  • Governance, security, and data-protection best practices for enterprise rollouts
  • Measuring Copilot ROI: usage analytics, adoption metrics, and productivity benchmarks
  • Common pitfalls to avoid and real-world deployment lessons from enterprise rollouts
  • Live Q&A and resource toolkit for attendees

Who Will Benefit

  • IT Directors and Managers
  • Microsoft 365 / Modern Workplace Administrators
  • Digital Transformation Leaders
  • Chief Information Officers (CIO) and Chief Technology Officers (CTO)
  • Power Platform Developers and Solution Architects
  • Automation and RPA Specialists
  • Business Analysts and Process Improvement Managers
  • Project and Program Managers
  • Operations Managers and Department Heads
  • Knowledge Workers and Productivity Champions
  • Compliance, Security, and Governance Officers
  • Training, Learning & Development Professionals

Speaker Profile

Allen Evitts is a seasoned project management professional with extensive experience in the field. With a career span of over two decades, Allen has successfully led numerous projects across various industries, including technology, healthcare, and construction. Allen's expertise lies in both traditional and Agile project management methodologies, making them a versatile and knowledgeable instructor. Allen has a proven track record of delivering projects on time, within budget, and to the satisfaction of stakeholders. Their ability to organize, communicate, and lead teams has earned them recognition as a top project management consultant. Allen's approach to project management is rooted in practical, real-world experience, ensuring that participants in their webinars gain valuable insights and actionable skills.

In addition to their professional experience, Allen is a certified Project Management Professional (PMP) and holds certifications in Agile methodologies, including Scrum Master, and in Cybersecurity. Allen is also an active member of the Project Management Institute (PMI).

Allen's passion for teaching and mentoring has led them to develop and deliver comprehensive training programs that empower project professionals to excel in their roles. Their engaging and interactive teaching style ensures that participants not only learn the essential skills but also feel confident in applying them to their projects. Join Allen Evitts in the webinar "Organize, Communicate, Lead: Essential Skills for Project Professionals" to enhance your project management skills and lead your projects to success!
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