ON-DEMAND EVENT
Your users want Copilot to answer real business questions—pipeline by region, order status, customer health scores across systems. But Microsoft's Work IQ intelligence layer only sees Microsoft 365 data. When an agent needs Salesforce deal status, NetSuite invoice history, or SAP inventory levels, it hits a wall. And while you're evaluating options, employees are already finding workarounds: copying sensitive data and uploading spreadsheets to agents, bypassing governance entirely.
In this workshop, Sabin Nair, Principal Group Product Manager at Microsoft, walks through building a cross-functional agentic workflow that spans CRM, ERP, and billing systems—then deliver an architecture pattern for scaling agents across your organization. Sabin will share best practices for agent design and deployment, while demonstrating how CData Connect AI—the managed MCP platform integrated with Microsoft Copilot Studio and Agent 365—extends enterprise intelligence beyond Microsoft's perimeter to the 350+ systems where your business actually runs.
This session is for technical leaders building the foundation for enterprise AI:
Enterprise Architects designing agentic architectures that move from systems of record to systems of action
IT Directors fielding requests to "connect Copilot to everything" while maintaining governance
Copilot Studio Developers building agents that need complete business context, not just collaboration data
What's Covered
Architecture & Security Foundation
Connectivity: How MCP (Model Context Protocol) enables the Open Agentic Web—and why Microsoft built it into Copilot Studio, Agent 365, and Azure AI Foundry
Context: Semantic intelligence that helps agents understand what data means, not just where it lives—preserving business logic across systems
Control: The passthrough security model that inherits existing RBAC automatically, with audit configuration for complete visibility into AI-data interactions
Building a Cross-Functional Agent in Copilot Studio
Connect CData Connect AI to multiple enterprise sources (Salesforce, Dynamics 365, and billing systems) via MCP—the protocol Microsoft has standardized across the Copilot ecosystem
Build a trigger-based agentic workflow that detects a Salesforce event and orchestrates an order-to-cash process across CRM and ERP
Surface conversational analytics and agent workflow insights through Microsoft Teams
Best Practices from Microsoft
