Understanding and Managing Microsoft 365 Copilot Agents

This is a Webinar we hosted on April 3rd, 2025 with hosts and presentors, Taylor Kirkland, Nick Stillings, Chuck Lucot, and Michael Goad. This webinar and content is designed specifically IT, executives, and anyone wanting to explore the capabilities of Microsoft 365 Copilot Agents and learn how to effectively manage them within their institutions.

During this webinar, we provided an in-depth overview of Copilot Agents, discuss what they are and how they can be used, showcasing their potential to streamline healthcare processes and enhance productivity. Our live demonstrations will cover various use cases, including a “watch the trainer build an agent live, as well as demonstrating different agents including an HR policy agent. These examples aim to spark creativity and inspire innovative approaches to agent deployment in your organization.

In the second half of the webinar, we focused on the critical aspects of managing Copilot Agents. You will learn how to control access and assign permissions. This comprehensive session aims to equip you with the knowledge and tools needed to leverage Copilot Agents effectively in a healthcare environment.

Agenda:

1. Introduction to Microsoft 365 Copilot Agents
2. Understanding Types of Copilot Agents & How They Work
3. Live Agent Builder Demos
4. Managing Copilot Agents
   1. Access and Permissions
   2. Agent Deployment and Management