Bizz Summit 2024: Diferentes maneras de extender Microsoft 365 Copilot

Extend Microsoft 365 Copilot with Low Code using Copilot Studio and Pro Code

Transcript

1. Diferentes maneras de extender Microsoft 365 Copilot David Schneider
2. PATROCINADORES BIZZ SUMMIT ES 2024 PLATINO ORO PLATA En colaboración con:
3. DAVID SCHNEIDER David Schneider since 2017 in Barcelona from Fribourg, Switzerland CTO of isolutions, Swiss Digital Agency General Manager of isolutions Barcelona background as a SharePoint software developer passionate about technology and generative AI Ask me about: https://linkedin.com/in/david-schneider
5. Microsoft’s AI Platform Story Ubiquity Available everywhere & at any time Multimodality Text, speech, images & avatars different languages Autonomy Run and orchestrate tasks with backend systems Microsoft Cloud is built on trust: Your data is your data
7. By: loyal customer To: Best Seller Subject: Order Dear Seller, I am happy to confirm the order of offer no. 2024-1 at the price of CHF 45,000 excl. VAT. Can you send me an order confirmation that I can sign? Sincerely Your customer 8 Please confirm that opportunity XYZ will be adjusted. New Status: Won Amount: 45'000 CHF Create new project XYZ with my budget of 45'000 CHF and the end date 31.12.2024. Please confirm? Order confirmation XYZ is created and stored on SharePoint. The response email is prepared and is in your Drafts folder. The Teams message to you boss has been sent. What else can I do for them? Hello, please use the information from this email to perform the following actions: 1. Updating the CRM 2. Opening a Project in the Project System 3. Create Order Confirmation 4. Preparing a reply email 5. Teams message about success to my boss
9. Copilot
12. GitHub Copilot Microsoft 365 Copilot Chat with an application and application data Copilot for Azure Copilot for Sales Custom Enterprise Copilots Custom Copilots Access to proprietary systems Chat with your data Emails, documents, etc. A Copilot for every Microsoft Cloud experience Copilot for Power Automate Write Code … Microsoft Copilot ChatGPT but with commercial data protection https://copilot.microsoft.com/ https://m365.cloud.microsoft/chat/
15. Microsoft 365 Copilot Extensibility Microsoft 365 Copilot Microsoft 365 Copilot: Knowledge vs. Skills LLM Knowledge Skills
16. Microsoft 365 Copilot Viva Goals Copilot Extensibility Store Graph Connector Trello Jira Cloud Azure DevOps Service Now … Salesforce … Low Code Pro Code Copilot Studio Visual Studio or Visual Studio Code Self Service Admin Low Code Developer Pro Code Developer
17. Copilot Studio
18. Retrieval Augmented Generation • Access to 1’800+ different 3rd party systems Connector Power Platform Connectors Conversational Topic Chat Bots • Mix and match actions, classic backend integration, and RAG. Flow Actions • Dynamically asks for Input parameters. Retrieval Augmented Generation • Custom prompt templates Prompt Natural Language Actions Agents Automate tasks (private preview) • Automate work & created by power users 5 types of extensions
21. Create a Copilot agent • Available to everyone → drives engagement, motivation and user adoption • Creation on demand • Specific use case • Easy to share
22. Modify and Deploy Agents • .copilot file, JSON format • Define the prompt • Add source (Website, SharePoint, Graph Connector & Open API) • Use VS Code and Teams Toolkit to create and modify own agents
24. Microsoft 365 Copilot Extensibility Microsoft 365 Copilot Pro Code Extensability LLM Knowledge Skills
25. Taking the train with a Microsoft 365 Copilot Plugin This Photo by Unknown Author is licensed under CC BY-NC-ND • Teams Message Extension • Search a SBB train connection • Share it with colleagues or buy a ticket
26. Microsoft 365 Copilot in Microsoft Teams Open Data API Azure Backend Teams App Store Distribute your plugins via Teams App Store M365 Copilot calls a Teams Message Extension Visual Studio Teams Message Extension
27. Let Copilot plan your session schedule • Add all session details using custom Graph connector to Microsoft Graph
28. Graph Connector Microsoft 365 Copilot Microsoft Graph LOB System Microsoft Graph Register Schema Microsoft 365 Search Push Items to Graph
29. When to use what
30. Low Code vs Pro Code Low Code (Copilot Studio) Pro Code Flexibility Limited, depends on Power Platform connectors Full flexibility Predictability Pretty good Deployment effort Low to Medium Large Languages Works best in English, some features are not available or in preview in other languages No restrictions Scalability Medium High, distribution via App Store (for SaaS providers and ISVs) Cost Copilot Studio Tenant License Copilot Studio User Pay per use Azure OpenAI, Azure Search, Azure App Service
31. GRACIAS David Schneider
32. Redes sociales y contacto https://bizzsummit.es https://twitter.com/bizzsummites http://youtube.com/bizzsummites info@bizzsummit.es