Sizing Copilot Credits for Cowork? Let Your Users Use Cowork Investment Advisor Agent.
Right, let's talk about a headache. If you're helping a customer allocate Copilot Credits for M365 Copilot Cowork, you have to size it all up first — and doing that by hand is a fiddly, time-consuming job. Here's the problem, and a much easier way to solve it. Start with the Cowork Estimator Here's the good news: you don't have to start from scratch. Microsoft has published the Customer Cowork Estimator — a handy tool that turns personas, prompt complexity and expected usage into an estimated credit number. It's the perfect place to begin, and it does the core maths for you. To get the most out of it, you just need to feed it good inputs — and that's where a little groundwork comes in. For each part of the business, you'll want to: Work out who's who. There are four types of user — corporate knowledge workers, management and senior leaders, customer-facing folks, and technical staff. Count how many of each. Quick for a small team, a bit more involved for a big one. Pin down what they'd genuinely use Cowork for. The real multi-step workflows that hop across apps and actually do things — not just a quick chat or a summary. Judge how heavy each workflow is. Light, Medium or Heavy — since each level uses a different number of credits per run. Estimate how often it runs. Daily adds up to a lot of runs a month; weekly is far fewer. The estimator handles the sums beautifully once those inputs are in. Gathering the inputs themselves — persona by persona, workflow by workflow, across a few thousand people — is simply the part that takes time. And that's exactly where this agent lends a hand: it builds on the estimator by automating the groundwork that feeds it. How this agent helps This agent takes on that groundwork for you. Instead of sizing everyone from the outside, the admin simply switches the agent on for every user. Each person then sizes their own needs — and the agent does the clever bits for them, ready to drop into the estimator. Here's what it does behind the scenes: Spots the right persona. It works out which of the four personas each user fits. Finds the real workflows. It looks at the top Cowork scenarios the user would actually run. Keeps it honest. It checks each one is a genuine Cowork job — several steps, more than one app, real actions and a bit of decision-making — not something a Scheduled Prompt or plain Copilot Chat could do just as well. Grounds it in evidence. It reads the signals from recent work — emails, meetings, documents and Teams chats — so the estimate is based on what people actually do, not thin air. Does the sums. It maps each workflow's complexity to credits per run and totals it up — giving you numbers that line up neatly with the estimator. Shows the value. It gives a view of pay-as-you-go versus a pre-purchase plan, and a sense of the return on the spend. Stays transparent. It states its assumptions, flags how confident it is, and sticks to permitted data and the usual privacy and compliance rules. And here's the kind of report it hands back — persona, the top workflows, complexity, credits, cost and a clear recommendation, all in one place: Why this approach works better So why hand it to the users? A few good reasons: More accurate. The numbers come from each person's real workload, not a top-down guess. Consistent by design. Everyone follows the same method — same personas, same complexity bands, same maths — so the results line up and roll into one clean figure. No over-buying. Because it weeds out the workflows that don't really need Cowork, your customer only pays for credits they'll genuinely use. A proper business case. You get cost clarity and a feel for the return, so you're handing over more than just a number. It scales. Ten users or ten thousand — the effort on your side stays much the same. It saves you hours. You swap manual sizing for gathering and rolling up. Your time goes on advising, not tallying. Not ready to roll it out? Other ways in If an admin isn't quite ready to switch the agent on for everyone, that's OK— there's no need to. This agent is an M365 Copilot agent, and it has free access to Work IQ — the same engine that will eventually power Cowork. Because that access is free, the agent can read how people really work and take the guesswork right out of sizing. And there's more than one way to get at it: Build it with Agent Builder. Ready-made instructions, a description and a starter prompt are all sitting in the GitHub repo. Anyone with access to M365 Copilot can pop them into Agent Builder and stand the agent up in minutes. Prefer not to build an agent? Just use the prompt. There's a comprehensive prompt you can drop straight into the M365 Copilot Chat experience. Same sizing, same evidence — no agent to create. Ready to give it a go? Whichever route suits you best, getting started is dead simple. If you're rolling the agent out to your users: Have a quick word with your customer's admin about switching the agent on for their users. Let each person size their own Cowork needs. Gather it all up and roll it into a single estimate. Prefer to keep it in your own hands? Build the agent from the GitHub repo with Agent Builder, or drop the comprehensive prompt into M365 Copilot Chat — you'll get to the same place with even less setup. THE BOTTOM LINE That's the heavy lifting done for you. You'll save yourself hours, spare yourself the guesswork, and hand your customer a credit plan they can genuinely trust — with the numbers and the business case sitting right behind it. Give it a spin on your next engagement and see how much quicker it gets you there. Resources Everything you need is in one place: Customer Cowork Estimator — https://aka.ms/CustomerCoworkEstimator GitHub repo — agent instructions, description, starter prompt and the full Copilot Chat prompt: Cowork Investment Assessment
In a Day (XIAD) Partner Events Program - Train the Trainer Events (AgIAD, AIAD, AuIAD, PPIAD)
We invite you to attend an upcoming Train the Trainer session for Microsoft Partners to learn more about the In a Day (XIAD) Partner Events Program and how to lead workshops that empower customers to use and adopt Microsoft products. Our Train the Trainer events are designed to provide you with the knowledge and tools necessary to deliver successful Microsoft In a Day (XIAD) sessions. *Please note, participation is restricted to individuals representing a Microsoft Partner organization. You must register using your corporate email address that is associated with your Partner ID. Personal emails will not be approved. ✨ Why Attend? Expert Guidance: Learn from experienced trainers and get your questions answered. Comprehensive Resources: Access all the content and support you need to succeed. 📅 Upcoming Events: Agent in a Day Discover the basics of building agents with Microsoft Copilot Studio, including generative AI orchestration and integrating external data sources. Full day session (8 hours): Thursday, June 25 | 09:00–17:00 GMT+2 (Central European Summer Time) Trainer ready session (1.5 hours): Tuesday, June 30 | 09:00–10:30 GMT-5 (Central Daylight Time) Recordings available on-demand. Inquire at xiadevents@microsoft.com App in a Day Explore the fundamentals of building apps with Microsoft Power Apps, including creating custom business applications without writing code. Full day session (8 hours): Tuesday, June 23 | 09:00–17:00 GMT+2 (Central European Summer Time) Trainer ready session (1.5 hours): Tuesday, June 30 | 11:00–12:30 GMT-5 (Central Daylight Time) Recordings available on-demand. Inquire at xiadevents@microsoft.com Automation in a Day Explore automation solutions with Power Automate, including creating workflows and automating business processes. Trainer ready session (1.5 hours): Tuesday, June 30 | 14:00–15:30 GMT-5 (Central Daylight Time) Recordings available on-demand. Inquire at xiadevents@microsoft.com Power Pages in a Day Get hands-on building simple, secure business websites with Microsoft Power Pages. More sessions coming soon! Recordings available on-demand. Inquire at xiadevents@microsoft.com 👉 Register for all upcoming sessions at https://aka.ms/xiadTTT/pp Partner with us! Are you a Microsoft Partner interested in the opportunity to join the program and deliver In a Day (XIAD) events? 🔍 Learn more about the program and review partner eligibility criteria: https://aka.ms/xiadpartneropportunity. 📧 Contact the XIAD Program team: xiadevents@microsoft.com 🚀 Get started today: https://aka.ms/XIADGetStarted 📤 Submit requests to deliver events: https://aka.ms/xIAD/PartnerEventsScale Microsoft 365 Copilot for SMBs with targeted sales and technical skilling
Build the skills to land, deploy, and scale Microsoft 365 Copilot solutions for small and medium-sized businesses (SMBs) with the Microsoft 365 Copilot SMB Learning Journeys. Now available on the Microsoft Partner Skilling Hub, the Microsoft 365 Copilot SMB Learning Journeys are designed for both sales and technical roles. These structured paths offer on-demand skilling to guide teams from foundational knowledge to real-world execution. Built so your teams can land deals and deploy, configure, and scale Copilot solutions with confidence, there are two paths available: Sales + Tech Deal Ready: Empower your sales teams to show SMBs the immense benefits of deploying Copilot, resulting in new deals, upsell, and cross-sell. Project Ready: Tech teams can build the skills to deploy, configure, and scale the solutions that will set SMBs up for success. Encourage your teams to sign up today to take their Copilot knowledge to the next level.Partner Blog | Copilot monetization for SMBs: Convert renewal momentum into wins
Partners serving small and medium-sized businesses (SMBs) continue to tell us that customers are excited about AI, but they want clear guidance on what to buy, how to buy it, and how to justify the investment. For partners, this creates a critical opportunity to simplify the path to decision and translate that momentum into measurable wins. This is the third installment in our Copilot series focused on SMB monetization. Earlier posts covered how Microsoft 365 Copilot Chat introduces AI in an approachable way and how Microsoft 365 Copilot Business embeds AI into everyday work, and how agents extend AI into core processes. This month, we are focusing on the moment that matters most: converting interest into action. Stage 3: Empower & Achieve is the inflection point Stage 3 of the Microsoft Customer Engagement Methodology (MCEM), Empower & Achieve, is built for customers approaching a decision point. This is where partners can accelerate deals and create a more predictable path to conversion. As customers evaluate their options, partners can help move them forward by: Bundling Microsoft 365 Copilot Business with Microsoft 365 at renewal or upgrade moments Reducing friction with promotion kits, in-market offers, and CSP incentives Reinforcing value with ROI tools, business case builders, and customer success stories These actions help simplify decision-making while addressing the two things SMB buyers care most about: clarity and confidence. This is also where Customer Zero partners stand out. By sharing first-hand experience with Copilot, partners can bring practical insights into conversations and build the trust customers need to move forward. With the recent announcements on transitioning Microsoft 365 Business with Copilot promotion bundles into two durable SKUs, partners are well positioned to help organizations scale from intent to action, while giving organizations the controls to scale AI responsibly. Stage 3 is also where you can align go-to-market efforts to a repeatable framework. When you consistently apply the Empower & Achieve motion, you can improve conversion at renewal and upgrade moments, strengthen your value story, and create a clear on ramp to ongoing adoption and expansion. Continue reading blog here
From insight to action: how Adobe and Microsoft are helping marketers move faster with AI
Today’s marketing leaders are under pressure to do more than ever—deliver meaningful personalization, accelerate execution, and prove measurable business impact. At the same time, teams are navigating increasing complexity: fragmented data, disconnected tools, and insights that arrive too late to act on. AI can change this—but only when it’s embedded directly into how people already work. That’s why Microsoft and Adobe are deepening our partnership: bringing customer experience intelligence, AI-powered workflows, and enterprise-grade AI directly into Microsoft 365 Copilot—so teams can move from insight to alignment to execution in one continuous workflow. The result is faster decisions, more coordinated execution, and clearer business outcomes—without breaking flow or context. Bringing customer experience intelligence into the flow of work Marketing teams don’t struggle because they lack data. They struggle because insights live in one place, collaboration in another, and execution somewhere else entirely. That disconnect slows teams down and creates unnecessary friction between analysis and action. Together, Adobe and Microsoft are changing that dynamic by connecting Adobe’s customer experience capabilities with Microsoft 365 Copilot and Copilot Cowork—so insight, collaboration, and next-best action can happen where work already happens: in Copilot Chat and in everyday apps like Teams, Word, and PowerPoint. Marketers can ask questions, explore insights, align with teammates, and take action without jumping between tools—turning intelligence into impact at the moment it matters. Adobe Marketing Agent for Microsoft 365 Copilot: now generally available A major milestone in this journey is the general availability of the Adobe Marketing Agent for Microsoft 365 Copilot, now available via Microsoft Commercial Marketplace. The Adobe Marketing Agent brings Adobe customer experience intelligence directly into Copilot, enabling marketing teams to: Accelerate time from insight to decision Move seamlessly from analysis to execution Keep humans firmly in control, with AI supporting—not replacing—decision‑making Importantly, the agent is enterprise-ready by design. IT administrators can deploy and manage the experience through the Microsoft 365 admin center, ensuring security, governance, and compliance at scale. Expanding executive experiences with Copilot Cowork Looking ahead, Adobe skills designed for customer experience orchestration will be accessible in Copilot Cowork—in a future release. This upcoming experience will enable customer experience leaders to engage with customer experience insights in a more direct, conversational way, bringing strategic visibility into the same Copilot environments where decisions are made and actions are coordinated. Built on Azure to scale securely and responsibly The technology foundation of this innovation is Azure. Adobe Experience Platform, Adobe Experience Platform Agent Orchestrator, and Adobe AI Agents are built on Azure and leverage Azure AI models, providing the scalability, security, and reliability enterprises require. By running on Azure, these agentic experiences benefit from Microsoft’s global infrastructure, enterprise‑grade security, and responsible AI commitments—supporting customer trust as organizations scale AI across their business. Designed for interoperability across agent ecosystems Modern enterprises don’t operate in a single ecosystem—and their agents shouldn’t either. Adobe agents are built to interoperate with agents created using Microsoft Azure AI Foundry or Copilot Studio, enabling customers to orchestrate richer, cross‑functional workflows across marketing, sales, service, and operations. This architecture is designed to enable organizations to compose agentic solutions that reflect how work actually happens—across systems, teams, and business processes. Moving from experimentation to execution This partnership reflects a broader shift in how organizations adopt AI—moving from experimentation to embedded, enterprise‑ready execution. By bringing the full power of Adobe Experience Platform together with Microsoft’s AI platform, cloud infrastructure, and Copilot experiences, we’re helping teams move faster with clarity, confidence, and control. This is how AI becomes not just powerful—but practical. Learn more Adobe + Microsoft partnership page Adobe Marketing Agent for Microsoft Copilot pagePitch Maker Agent: Turn Copilot Chat Signals into Microsoft 365 Copilot Deals
Executive Summary Customers are already using free Copilot Chat at scale, but adoption is often ungoverned and disconnected from the Microsoft 365 workloads where measurable productivity and risk controls live. The Pitch Maker Agent (BETA) helps partners convert Partner Center Copilot growth opportunity signals into customer-ready narratives—reducing pitch preparation from days to minutes and improving consistency across stakeholders (replace with your measured baseline). What it enables (partner outcomes) Turn raw usage signals into an executive business case with clear opportunity, risk, and next steps. Standardize value conversations across IT and business buyers while keeping customer context specific. Accelerate conversion from exploration to governed deployment by anchoring on Microsoft 365 workloads. Why it’s different Evidence-led: uses Partner Center Copilot growth opportunities (ASPX) signals rather than generic prompts. Buyer-ready: outputs a structured narrative (not a feature list) designed for executive alignment and action. Inputs required Partner Center Copilot growth opportunities export (all columns) for the target customer. The Opportunity: From AI Exploration to Enterprise Direction The move from free Copilot Chat to Microsoft 365 Copilot is a timing advantage: customers have intent and familiarity, but need a governed path that ties AI to real work in Teams, Outlook, Excel, and beyond. Advisory gap: translate usage metrics into business insight executives can fund. Governance gap: balance opportunity with security, compliance, and lifecycle controls. Workflow gap: connect AI usage to measurable outcomes inside Microsoft 365 workloads. How the Agent Works (BETA) The Agent follows a simple, repeatable flow to generate an executive-ready pitch narrative from Partner Center Copilot growth opportunity signals. See the agent in action below. In three steps Upload the Partner Center Copilot growth opportunities export (all columns). Run the Agent to translate usage signals into a customer-specific executive narrative. Use the generated business case, recommendations, and next steps in the customer conversation. What the Output Enables Translate Partner Center signals into a fundable business case, faster. Improve executive alignment by presenting opportunity, risk, and plan in one narrative. Increase repeatability across accounts with a consistent structure and messaging. The figure below illustrates how the Agent turns usage signals into a concise, executive-ready pitch narrative and action plan. Figure 1. From Copilot Chat signals to an executive pitch narrative and next-step plan. For customers, the conversation shifts from features to outcomes—clear productivity impact, role-based change, and risk-aware governance. Deployment and Execution The Agent is delivered as a solution package and deployed through Copilot Studio with a straightforward publish-and-run flow. Prepare Partner Center ASPX export (all columns) and validate sensitivity labels. Import the solution package into Copilot Studio. Verify dependencies, publish the Agent, and enable access in Microsoft 365 Copilot and Teams. Run the guided pitch flow by uploading customer data and capturing the narrative output. The run guide provides step-by-step visuals for data preparation, import, publication, and how to use the output in customer conversations. Why This Matters for Partner Practices The Pitch Maker Agent (BETA) supports a repeatable value motion: identify opportunity, align stakeholders, and move customers from experimentation to governed Microsoft 365 Copilot adoption. Higher conversion: clearer executive rationale anchored in evidence and outcomes. Lower effort: less time drafting, more time on discovery and delivery. Better governance: built-in prompts to address risk, readiness, and controls early. Call to Action This week: 15-minute start Locate the solution package and run guide in the Agent folder. Deploy the Agent in Copilot Studio and publish to Microsoft 365 Copilot/Teams. Export Partner Center Copilot growth opportunities data and validate sensitivity labels. Upload the dataset and generate a customer-specific executive pitch narrative. Resources Helpful links to learn more and access supporting materials: Partner Center Copilot growth opportunities data GitHub repository Overview: Run guideAgent Builder, Copilot Studio, or Azure AI Foundry: How We Decide for Every Client
Every client conversation starts the same way. Someone has seen a demo, attended an Ignite session, or read a press release. They want to build an agent. Then comes the question that derails more projects than any technical challenge: "Which tool should we use?" After deploying agents for clients across industries - insurance, professional services, manufacturing, public sector - we have developed a repeatable framework for answering that question. It is not based on which tool is newest or which has the best marketing. It is based on where projects actually succeed or fail in production. The three tools are not competitors The first mistake most teams make is treating Agent Builder, Copilot Studio, and Azure AI Foundry as a hierarchy - basic, intermediate, advanced. That framing leads to bad decisions. They are not a ladder. They are three distinct tools built for three distinct contexts. The right question is not "which tool is most powerful?" It is "which tool fits this project's constraints?" The framework: 4 questions We evaluate every project against four dimensions before recommending a tool: Who is building it? Where do users live? How complex is the logic? Who owns it after go-live? Agent Builder Copilot Studio Azure AI Foundry Builder profile Maker, no code Developer / power user Pro developer, Python User surface M365 Copilot Chat Teams, web, M365 Copilot Custom app, any surface Logic complexity Simple Q&A, task routing Multi-step flows, connectors Fully custom orchestration Post-go-live ownership Business team IT + Business joint Engineering team Governance M365 Admin Center Power Platform DLP Custom, Azure RBAC When we recommend Agent Builder Agent Builder is the right call when the business team wants to own the agent end-to-end, the use case is bounded, and the users already live inside M365 Copilot Chat. The key advantage is distribution - an Agent Builder agent surfaces natively inside Copilot Chat with zero additional deployment work. No IT ticket, no app registration, no Teams app package. The ceiling is real. Agent Builder does not support complex branching logic, external API calls, or dynamic prompt injection. The moment a client asks "can it also update a record in our CRM?" the answer is usually no. Use it when: The maker owns it, the use case is narrow, and M365 Copilot is already the user's primary surface. When we recommend Copilot Studio Copilot Studio is our default recommendation for the majority of enterprise agent projects. It covers the wide middle ground between no-code simplicity and full-code flexibility - within the Microsoft governance perimeter most enterprise IT teams already control. Power Platform connectors - 1,000+ out-of-the-box connectors means most enterprise data sources are reachable without custom API development M365 Copilot channel - surface a Copilot Studio agent directly inside M365 Copilot Chat, Agent Builder-level distribution with enterprise-grade logic underneath Topic-level governance - fallback behaviors, confidence thresholds, escalation paths configurable without code DLP policy enforcement - the agent operates within the same data loss prevention perimeter as the rest of the Power Platform tenant The most common mistake: under-investing in the knowledge layer. The agent authoring is the easy part. Getting SharePoint content structured, metadata consistent, and documents deduplicated is where most projects hit delays. Budget for it. Use it when: The use case requires connectors, dynamic responses, or M365 Copilot integration - and you want IT to own governance without requiring a developer team. When we recommend Azure AI Foundry Foundry is the right call when you need to bring your own model, build a fully custom orchestration pipeline, or integrate into a surface that has nothing to do with Microsoft 365. In practice, this means one of three scenarios: The client has a model fine-tuned on proprietary data that must be used The agent is embedded inside a custom-built web or mobile application The logic requires Python-level control - complex reasoning chains, multi-agent coordination, custom evaluation loops Foundry projects require a professional developer, take longer, and produce something the business team cannot maintain without engineering support. That is not a reason to avoid it - it is a reason to be honest with the client upfront. Use it when: You need full control of the model, the orchestration, or the surface - and you have a developer team to own it. The question that resolves most debates When a client is torn between Copilot Studio and Foundry, we ask one question: "Who is answering the 2am support call when this breaks in production?" If the answer is a developer, Foundry is viable. If the answer is the IT admin or the business owner, Copilot Studio is the right call. Not because Foundry is unreliable, but because the operational model has to match the tool. More projects fail from ownership mismatch than from technical limitations. What we see go wrong Reaching for Foundry too early. Developers often want full control and reach for Foundry before validating the use case. We have rebuilt several Foundry POCs in Copilot Studio when the production constraints called for it - faster to ship and cheaper to run. Under-scoping Agent Builder. Business teams choose Agent Builder because it looks simple, then hit the ceiling at month two. The re-platform cost is higher than building in Copilot Studio from the start. Ignoring the M365 Copilot channel. Many Copilot Studio projects are deployed as standalone Teams apps when they could surface directly inside M365 Copilot Chat. The distribution advantage is significant and underused. The short version Agent Builder - maker-owned, bounded use case, M365 Copilot surface, fast Copilot Studio - IT + business joint ownership, connectors, production governance, M365 Copilot integration Azure AI Foundry - developer-owned, custom model or surface, full control, higher cost Start with the ownership model. Everything else follows. Elliot Margot - Team Lead Jumpstart, Copilot and Agents at Witivio (Microsoft Partner). Connect on https://www.linkedin.com/in/elliot-margot-52742a156/.Three Tiers, One Platform: Building Agents Together with the Build-Along Series
The Agentic Opportunity Every partner has agent ambition, but a single workshop format cannot serve every builder. Business makers want a fast win without writing code. Citizen developers want to orchestrate real processes across enterprise systems. Pro developers want a code-first surface with evaluations, tracing, and managed identity. Run the wrong session for the wrong audience, and engagement collapses - too abstract for one group, too constrained for another. The Agent Build-Along Series solves that by meeting builders exactly where they are, across three tiers of the Microsoft platform stack. Behind the series sits a self-serve GitHub repository - a curated library of build-along sessions with easy-to-follow, step-by-step instructions, scoped to specific industry scenarios and business functions. Partners pick the scenario that fits the room, clone the assets, and run the session. No bespoke content build, no facilitator guesswork. A Self-Serve Repository for Build-Along Sessions Diagram illustrating three tiers of agent building The repo at Agent Build-Along Github is a self-serve catalog of ready-to-run workshops. Every session is curated for a specific industry and business function, with easy-to-follow instructions a facilitator can pick up and deliver. Pick the combination that matches the room and run the session - the content, scenario, and assets are already there. Sessions are organised across three axes so partners can find the right fit fast: Industry - Financial Services, Healthcare, Retail, Manufacturing, Public Sector, Energy, Professional Services Business function - Sales, Marketing, Finance, HR, Operations, IT, Customer Service Workload - Agent Builder, Copilot Studio and Azure AI Foundry Each session in the repo includes a real-world scenario, step-by-step build instructions, sample data, prompts and configuration, and a facilitator narrative. Clone, brief the room, build the agent - that is the loop. Three Tiers - Meet Builders Where They Are The pyramid is intentional. Builders start where their skills are today and move up as confidence grows. The tier defines platform, audience, duration, and approach - content stays consistent. Tier Platform Audience Duration Approach 1 - Foundation Microsoft 365 Copilot Agent Builder Business makers, end users, departmental teams 60 min No-code 2 - Extend Copilot Studio Citizen developers, power users, ops teams 90 min Low-code 3 - Pro-Code Azure AI Foundry Pro developers, architects, AI engineers 180+ min Code-first Tier 1 - M365 Copilot Agent Builder Author your first agent - no code required. Microsoft 365 Copilot Agent Builder virtual workshop overview, What your customers will build A custom agent scoped to a real workplace scenario Grounded with knowledge sources (SharePoint sites, files, web URLs) Configured with custom instructions and conversation starters Tested in the preview pane and shared with a team Session flow Define → Ground → Refine → Test & Share Prerequisites Microsoft 365 Copilot licence (or Copilot Chat free) Modern browser (Edge / Chrome) A workplace scenario in mind, or use our template Outcome Attendees leave with a working agent they can use immediately, plus a repeatable pattern for future use cases. This is the right entry point for departmental teams who want to operationalise Copilot without engineering involvement. Tier 2 - Copilot Studio Orchestrate multi-step agents across enterprise systems. Microsoft Copilot Studio virtual workshop overview What your customers will build A copilot with generative answers and authored topics Custom actions that call APIs and Power Platform connectors Knowledge sources spanning SharePoint, Dataverse, public web, and enterprise data Channel deployment to Microsoft Teams and a public web embed Session flow Design → Connect → Author → Publish Prerequisites M365 Copilot license with access to Copilot Studio Familiarity with Power Platform helpful, not required A multi-step workflow or process in mind Outcome Attendees leave with a published copilot running in Teams or on the web, plus a pattern for connecting copilots to enterprise systems. This is where citizen developers and ops teams turn manual processes into orchestrated, agent-driven workflows. Tier 3 - Azure AI Foundry Ship a code-first agent with evaluations and observability. What your customers will build A code-first agent with custom tools and function calling Grounding via Azure AI Search and the customer's own data Model selection from the Foundry catalog, with optional fine-tuning Evaluations, tracing, and managed-identity deployment Session flow Provision → Build → Evaluate → Deploy Prerequisites Azure subscription with Azure AI Foundry access VS Code, plus Python or .NET familiarity Sample data or a use case ready to ground on Outcome Attendees leave with a deployed agent - code, evaluations, and tracing in place - plus reusable SDK templates. This is the right tier for architects and AI engineers shipping agents into production with the governance bar enterprise customers expect. How the Repository Works The repo removes the heaviest lift in running these workshops: content creation. Every session is curated against the same three axes - industry, business function, tier - and shipped with step-by-step instructions a facilitator can follow with minimum prep. Industry/Business Function × Tier → Ready-to-run Build-Along Each session in the repo ships with: A real-world scenario grounded in the chosen industry and business function Step-by-step build instructions tuned to the selected tier Sample data the agent can ground against Prompts, conversation starters, and configuration snippets Facilitator narrative so anyone can run the session Need an enterprise agent that can handle integrate with CRM data? There is a curated Copilot Studio session with a deal-desk scenario and sample CRM data. Need a pro-code health care agent? Choose the Foundry session with a patient-flow scenario and a grounded dataset. Same repo, different curated paths - at the right depth for the room. What Attendees Walk Away With Agent-Builder - A working agent in Microsoft 365 Copilot, ready to share with colleagues. Copilot Studio - A published copilot running in Teams or on the web, connected to enterprise systems. Foundry - A deployed Foundry agent with evaluations, tracing, and SDK templates for the next build. In all cases attendees leave with assets - not slides - and the confidence to build the next one without facilitation. Next Steps - Host a Build-Along Pick your tier - Start where your skills are today. Move up the pyramid as confidence grows. Drive Registration – Socialise your Build-Along session to maximise attendance. Show up and build. Bring a real scenario. Customers leave with a working agent to share. Where to Next Browse the self-serve repository of Build-Along sessions - curated by industry and business function, with step-by-step instructions ready to run: Agent Build Along.Scaling Seller Impact with ASPX Insights: From Data Access to AI-Driven Execution
ASPX Insights in Partner Center Most sellers are not constrained by opportunity; they are constrained by time and signal. With up to 70% of effort spent on administrative work, portfolio coverage continues to expand while insight quality declines. Sellers are forced to manually interpret fragmented telemetry across multiple systems, slowing decision-making and reducing precision in where they focus. The result is missed revenue signals, delayed interventions, and inconsistent execution at scale. Productivity is not just about efficiency, it is about enabling every seller to consistently identify and act on the highest-value opportunity, in real time. To drive consistent, data-led growth across Security and AI Business Solutions, partners should connect to ASPX Insights within Partner Center. This provides direct access to adoption propensity models, customer telemetry, and actionable account-level insights across Microsoft 365 Copilot, E7, and Agent 365 scenarios. Access to ASPX Insights is only the starting point. The real value comes from how you operationalise that data and surface it directly to sellers in the flow of work. The most effective pattern is to build a lightweight “opportunity agent” that connects to ASPX data via API and translates telemetry into clear actions. This ensures your sales teams have the right conversation with the right customer at the right time - Conversations that are backed by intelligent insights to help guide your customer's on their AI and security journey. The Architecture ASPX Insights is powered by Partner Center data and exposes rich telemetry and propensity signals that can be accessed programmatically. This allows partners to move beyond dashboards and embed insights directly into seller workflows. As demonstrated in internal adoption patterns, partners can connect to ASPX via API and pull Customer-level adoption and usage telemetry Copilot, Security, and Agent usage signals Propensity scores for expansion, adoption, and conversion Licensing, whitespace, and engagement indicators The M365 Partner API – AI Business Solutions & Security Insights allows partners to ground an agent in real, actionable data rather than static pipeline assumptions. By pulling live telemetry and seat-level signals directly into the agent, the solution continuously reflects actual customer usage patterns - who is adopting, who is stalled, and where there is untapped potential. This means opportunity identification is no longer based on periodic reporting or manual interpretation, but on near real-time behavioural insight. As a result, account prioritisation, upsell motions, and intervention strategies are driven by evidence rather than instinct, enabling account teams to act with precision and focus on the highest-impact opportunities across their portfolio. The agent should act as a translation layer between raw telemetry and seller action. The goal is not to expose more data, but to remove ambiguity and tell the seller exactly where to focus. A simple architecture looks like this: Data layer Ingest ASPX Insights data via API on a daily or scheduled basis. Optionally store monthly snapshots to track trends and smooth out variability. This creates both real-time signal and historical context. With the data layer you have a couple of options. You can integrate directly into Partner Centre ASPX Insights by using the API. This is technically complex and may have a longer lead time to see results. Alternatively, to see results with less complexity, you can simply download snapshots of the data monthly from ASPX Insights in Partner Centre. This is manual but easy to achieve and offers a shorter time to value for your agent. Scoring layer Use ASPX propensity outputs directly or combine them with your own logic to rank accounts across a small set of opportunity lenses Expansion ready (Copilot scale) Conversion ready (free to paid) At risk (low adoption vs paid licenses) Transformation ready (Agent 365 and advanced AI scenarios) These align directly with the machine learning models and signals already surfaced in ASPX. Action layer Translate scores into next best actions Who to engage Why now What motion to run (sell, enable, expand, govern) This is where agents create value. Sellers should not see raw dashboards. They should see prioritised accounts and recommended actions. Internal Adoption Path The key design principle is simple: bring insight into the tools sellers already use. CRM integration Push ranked accounts and recommendations directly into CRM as opportunities, tasks, or account insights. This ensures data becomes part of pipeline management, not a separate activity. Copilot / Agent interface Expose the agent through Microsoft 365 Copilot or a custom chat interface where sellers can ask Which customers should I prioritise this week Which accounts are ready for Copilot or E7 expansion Where are my adoption risks The agent queries the ASPX-backed dataset and returns structured recommendations in seconds. Proactive notifications Trigger alerts based on signal changes Spikes in Copilot usage Drops in adoption for paid tenants New high-propensity accounts entering threshold This shifts sellers from reactive to proactive engagement. Portfolio dashboards (secondary) Maintain dashboards for leadership and planning, but not as the primary interaction model for sellers. Dashboards support strategy, agents drive execution. Extending into E7 and Agent 365 scenarios Once the agent is connected to ASPX, partners can extend the same model across broader solution plays E7 opportunities Use signals such as usage depth, licensing posture, and workload adoption to identify customers progressing toward advanced security and compliance requirements. The agent can flag these accounts as ready for E7-led conversations. Agent 365 opportunities Combine Copilot maturity with agent usage signals to identify customers moving beyond productivity into process automation. These are high-value transformation plays where partners should proactively engage. This ensures sellers are not operating in silos but are guided toward the next logical workload based on real behavior, not assumptions. Where to Next If you lead a partner sales team, connect to ASPX Insights and see how these insights can empower your sales teams to achieve more. Check out our ready made ASPX Insights agent in Github.Announcing the general availability of Microsoft Copilot for Sales & Microsoft Copilot for Service
Summary On February 1, 2024, https://aka.ms/CopilotGAFeb2024 to customers. Copilot for Sales and Copilot for Service bring together the power of Copilot for Microsoft 365 with role-specific insights and actions to streamline business processes, automate repetitive tasks, and unlock productivity. Both provide flexibility to integrate with existing contact center and CRM systems, such as Microsoft Dynamics 365, Salesforce and ServiceNow, to get more done with less effort. Customers can purchase Copilot for Sales or Copilot for Service for $50 per user per month as a standalone license that includes Copilot for Microsoft 365. Customers who already own Copilot for Microsoft 365 can step-up for $20 per user per month to purchase Copilot for Sales or Copilot for Service. Copilot for Sales and Copilot for Service are available now to purchase through EA/EAS, MCA-E, and Buy-Online, and will be available to Cloud Solution Provider (CSP) partners on March 1. Microsoft Copilot for Sales Copilot for Sales is an AI assistant designed for sales teams to maximize productivity and close more deals. Copilot for Sales builds on Copilot for Microsoft 365, enhancing it with connectivity to CRM systems like Microsoft Dynamics 365 Sales and Salesforce Sales Cloud to bring sales-specific insights and recommendations to apps like Microsoft Outlook, Microsoft Teams, and Microsoft Word. Today, Copilot for Sales helps sellers and sales managers: Generate sales meeting preparation briefs in Word. Summarize emails and surface relevant buying intent and BANT (budget, authority, need, timing) analysis in Outlook. Generate emails in Outlook with relevant product, account, relationship, and opportunity information from their CRM system and Microsoft Graph. Add leads and update CRM records directly from Outlook. View meeting preparation notes and real-time sales insights during calls in Teams. View sales meeting summaries in Teams with conversation analysis, sales keywords and KPIs, and suggested tasks. Create collaborative deal rooms in Teams that sync with CRM data. Copilot for Microsoft 365 is also included in Copilot for Sales, providing sellers with additional productivity enhancements, like: Generate presentations in Microsoft PowerPoint. Generate plans and organize team information in Microsoft OneNote. Ask questions in natural language to catch up on customer interactions using Microsoft Copilot chat experience. Later this month, Copilot for Sales will also bring CRM connectivity to Microsoft Copilot chat experience, allowing sellers and sales managers to get quick insights on conversion and win rate, sales cycle, and pipeline. Microsoft Copilot for Service Copilot for Service helps organizations quickly realize the benefits of generative AI by extending their existing investments in CRM and contact center solutions to enhance customer experiences and boost agent productivity. Copilot for Service unlocks an organization’s trusted knowledge to accelerate onboarding and case resolution, improve efficiency, and automate tasks for agents in their flow of work. Without costly development time, organizations can simply point to their data and in a few minutes unlock generative AI-powered conversations across their knowledge bases. And for agents, they can tap into this knowledge with a copilot embedded directly in their desktop of choice such as Salesforce, as well as the other tools they already use every day like Outlook and Teams. Today Copilot for Service can help organizations: Enable generative AI-powered conversations across all their data with simplified “point and click” access to public websites, SharePoint, knowledgebase articles, and offline files. Access knowledge sources with pre-built integrations for Salesforce, ServiceNow, and Zendesk. Embed a copilot in agent desktops from Salesforce and other channels to support agents where they work. Copilot for Microsoft 365 is also included in Copilot for Service. We will introduce additional features in Microsoft 365 apps beginning later this month that will integrate data from CRM systems like Microsoft Dynamics 365 Customer Service and Salesforce Service Cloud—including: In Outlook, use Copilot to summarize and draft emails, access case summaries, browse and update CRM records, and schedule meetings informed by case summaries and other relevant information from CRM records. In Teams, use Copilot to browse and update CRM records during a meeting, as well as recap meetings, suggest follow-up action items, and create tasks that can all be saved to CRM systems directly from Teams. In Microsoft Copilot chat experience, ask questions over cases and contacts, as well as summarize cases—all from CRM data. Partner Opportunities with Microsoft Copilot for Sales and Microsoft Copilot for Service Microsoft Copilot for Sales and Microsoft Copilot for Service offer new opportunity to help your customers transform business operations using the power of AI. Customers are looking for your expertise to help them be more competitive and profitable. By adding Microsoft Copilot for Sales and/or Microsoft Copilot for Service to your practice, you can expand your customer base, and your revenue opportunities - offering services including business advisory, readiness and deployment, and adoption and change management. These open new possibilities for Business Applications Partners, as well as Modern Work partners to expand the value of Copilot for Microsoft 365. Call to Action Learn: Read the https://aka.ms/CopilotGAFeb2024 Attend the https://aka.ms/DYNA066EXT-Register for field and partners on February 13, 8:00-9:00 AM PST for an end-to-end overview of product narrative licensing, and sales motions Register for the Feb. 29 ‘What's Next for CSP Partners and Microsoft Copilot’ event. Register https://aka.ms/WhatsNextCSPRegistration, https://aka.ms/WhatsNextCSPRegistrationPM. Leverage the new content to drive conversations with your customers: Bookmark and visit the Partner Hub and the AI future of work https://aka.ms/AIFutureOfWorkPartner for the latest content including: Updated: https://dynamicspartners.transform.microsoft.com/download/protected?assetname=protectedassets%2FMicrosoft%20Copilot%20for%20Sales%20Pitch%20Deck.pptx&download=1&protected=1 New: https://dynamicspartners.transform.microsoft.com/download/protected?assetname=protectedassets%2FMicrosoft%20Copilot%20for%20Service%20-%20Pitch%20Deck.pptx&download=1&protected=1 Updated: https://microsoft.bl-1.com/h/i/dv6cXD0o/pDnMXBQ?url=https://adoption.microsoft.com/en-us/copilot-for-sales/
