Mastering: Custom Agentic Development and Enterprise Governance

Architect Low-Code Agents, Connect Enterprise Systems, Lead AI Governance.

Are your core business processes bogged down by manual handoffs, repetitive ticket routing, and typing data across disparate CRM or ERP systems? Artificial intelligence isn't about passive chat assistance... it’s about active, low-code enterprise execution. In this 60-minute advanced session, technical leads and digital champions cross the threshold into custom agentic development, utilising Microsoft Copilot Studio to engineer low-code agents that execute multi-step business logic, connect directly to enterprise data (like Dynamics 365), enforce bank-grade governance, and track operational telemetry.

Leader-Led & Ready-to-Run: Designed for internal leaders to facilitate easily, the complete guide includes step-by-step facilitator scripts, timing breakdowns, hands-on practice worksheets, and troubleshooting solutions needed to seamlessly run the session.

One-Time Investment, Unlimited Scale: Purchase the kit once and deliver it over and over again across your entire organization. Upskill unlimited teams and new hires without per-seat licensing fees, subscriptions, or expensive external facilitators.

Best for: Advanced technical leads, process architects, digital champions, and departmental advocates designing enterprise AI solutions and leading peer adoption.

Key Takeaway: You’ll gain a practical framework for building low-code Copilot Studio agents, integrating enterprise data connectors (e.g., Dynamics 365), configuring human-in-the-loop confirmation guardrails, monitoring telemetry metrics, and coaching organizational peers.

Requirement: Microsoft 365 Copilot Premium License Required (not supplied)

The 60-Minute Workshop Journey:

• Agentic Maturity & Workflow Friction Audit: Transition from passive information synthesis to active cross-system execution by mapping manual cross-system friction points.

• Low-Code Agent Architecture (Copilot Studio): Master Topics, Trigger Phrases, Entity extraction, and memory variables to balance deterministic business logic with generative AI.

• Enterprise Connectors & Action Logic: Connect agents to core databases (like Dynamics 365) via Power Automate, map input/output schemas, and enforce explicit user confirmation nodes before database write-actions.

• Governance Guardrails & Telemetry Dashboard: Implement Data Loss Prevention (DLP) rules, build human-in-the-loop fallback escalation nodes, and track operational metrics like deflection rate, CSAT, and escalation rate.

• Dynamics 365 Agent Build & Audit Challenge: Construct, connect, and stress-test a live support and lead routing agent in Copilot Studio, verifying variable extraction and human handoff paths.

• Architecture Check & Champion Coaching Commitment: Validate enterprise safety standards and lock in a 30-day process re-engineering project paired with peer mentorship.