Microsoft 365 Copilot is transforming the way organizations interact with data, automate workflows, and leverage AI. But for many organizations, rolling out Microsoft 365 Copilot is just the beginning. While Copilot’s default capabilities are impressive, there’s far more you can achieve by customizing it with custom agents.
What is Microsoft 365 Copilot, and Why Customize It?
Out of the box, Microsoft 365 Copilot interacts with data stored within your Microsoft 365 tenant, utilizing large language models (LLMs) to summarize content, answer queries, and generate text. However, this baseline functionality is limited to only what’s in your Microsoft environment. For many organizations, that’s not enough.
Custom agents allow you to extend Copilot’s reach beyond your Microsoft 365 ecosystem, enabling it to interact with external data sources—such as CRMs, ERPs, inventory systems, and other business-critical applications. This flexibility enables Copilot to take action in existing systems, automate workflows, and significantly enhance productivity.
How Do Custom Agents Work?
Custom agents are small, specialized programs that help Microsoft 365 Copilot perform specific tasks beyond its default scope. These agents allow Copilot to access external data sources, tailor its responses based on your unique business processes, and take actions across systems.
For example, you could create an agent that pulls real-time sales data from your CRM to generate reports, or an agent that accesses your inventory system to provide up-to-date stock levels for team members. The use cases are wide-ranging, but the result is clear: Copilot is no longer just a summarizer; it becomes a true actionable assistant.
Why Is Customization Critical?
Without customization, Microsoft 365 Copilot operates within a limited data set and lacks the ability to interact with other essential systems. Custom agents expand Copilot’s capabilities, making it more intelligent, action-oriented, and tailored to your needs.
For organizations with large amounts of data outside of Microsoft 365, this customization is crucial. It allows businesses to seamlessly integrate their workflows, making Copilot an indispensable tool for driving efficiency and productivity across the organization.
Join the Webinar: Learn How to Customize Microsoft 365 Copilot
To fully unlock the potential of Microsoft 365 Copilot, it’s important to understand how to implement and manage custom agents. In the “Bespoke AI: Customizing Microsoft 365 Copilot with Agents” webinar, I’ll guide you through:
- How Microsoft 365 Copilot works and its extensibility options
- The tools available for creating custom agents
- Best practices for integrating agents into your existing systems
- Real-world use cases and examples that showcase Copilot’s power when customized
Don’t miss this opportunity to learn how to extend Copilot’s capabilities to meet the specific needs of your organization.
In this webinar with Orchestry, Bespoke AI: Customizing Microsoft 365 Copilot with Agents, you’ll first learn how Microsoft 365 Copilot works. Then, we’ll explore the different extensibility options, when to use each one, the tools you can use to create custom agents, and answer your questions. Not only will you learn from an expert, you’ll also get answers to all your questions about putting Copilot to good use.
Join me on April 24, 2025, and let’s take your Copilot experience to the next level!
Microsoft MVP, Full-Stack Developer & Chief Course Artisan - Voitanos LLC.
Andrew Connell is a full stack developer who focuses on Microsoft Azure & Microsoft 365. He’s a 20+ year recipient of Microsoft’s MVP award and has helped thousands of developers through the various courses he’s authored & taught. Whether it’s an introduction to the entire ecosystem, or a deep dive into a specific software, his resources, tools, and support help web developers become experts in the Microsoft 365 ecosystem, so they can become irreplaceable in their organization.
