Upcoming Webinar

Inside Microsoft Copilot: Build a Connected, Data-Driven Agent with a Microsoft Product Leader

MS Copilot CData Connect AI Event LP

LIVE EVENT: January 28th, 12:30pm ET / 9:30am PT

Your users want Copilot to answer real business questions — pipeline by region, order status, customer health scores across systems. But connecting Salesforce, SAP, or NetSuite to AI without creating security gaps isn't straightforward. And while you're evaluating options, employees are already finding workarounds: copying sensitive data and uploading spreadsheets to agents, bypassing governance entirely.

In this hands-on workshop, Sabin Nair, Principal Group Product Manager at Microsoft, will guide you through building a working AI agent that uses live data. Then, he'll deliver an architecture pattern you can follow for scaling agents across your organization. Sabin will share best practices for agent design and deployment, while you build a working agent with live data connections using CData Connect AI — the managed MCP platform featured by Microsoft for AI data integration across the Copilot ecosystem.

This workshop is for technical leaders who need to enable AI capabilities while maintaining governance:

  • Enterprise Architects designing secure AI data access patterns

  • IT Directors fielding requests to "connect Copilot to everything"

  • Copilot Studio Developers building agents that need multi-source enterprise data

What you'll build

In 45 minutes, you'll build and deploy a Copilot Studio agent that queries live enterprise data using your existing security controls.

Connected agent in Copilot Studio

  • Connect multiple enterprise sources (Salesforce, Snowflake, NetSuite, or your own systems)

  • Configure cross-system queries so Copilot correlates data across sources in a single response

  • Test the agent with real queries against production data

Architecture & security foundation

  • How MCP (Model Context Protocol) enables secure AI data access and why Microsoft built it into Copilot Studio

  • The passthrough security model: inherit existing RBAC automatically, no parallel permission mapping

  • Audit configuration for complete visibility into AI-data interactions — who asked what, which systems were queried

  • Workspace isolation and downscoping for least-privilege AI access

Best practices from Microsoft

  • Agent design patterns for enterprise deployments

  • Production considerations for scaling across your organization

Prerequisites

  • Microsoft Copilot Studio access (trial accounts work fine)

  • Admin or developer access to at least one enterprise system you want to connect

  • Basic familiarity with Copilot Studio interface

Register now