Crowe Copilot and AI Workshop

prepare your organization for the successful implementation of Copilot for

Microsoft 365. This workshop will cover a comprehensive range of topics, from

basic to advanced, around Microsoft Copilot and AI. We will explore multiple

toolsets where Microsoft has embedded AI, providing extra context and

real-world examples of using the technology.

Throughout the workshop, we will include:

• Overview

of Basic, Intermediate, and Advanced Topics: We will guide you through

the foundational concepts, intermediate applications, and advanced

functionalities of Microsoft Copilot and AI, ensuring a thorough

understanding at each level.

• Multiple

AI-Embedded Toolsets: We will showcase various Microsoft tools that

incorporate AI, offering practical insights and examples of how these

technologies can be leveraged in real-world scenarios.

• Demos

at Each Level: To enhance your learning experience, we will provide

demonstrations at each level—basic, intermediate, and advanced. These

demos will illustrate how Copilot and AI can be practically implemented in

your organization using Crowe's methodology.

During this workshop, we will collaborate with you to gain a

comprehensive understanding of your current environment, business goals,

challenges, and expectations from Copilot for Microsoft 365. By the end of the

workshop, you will have a clear roadmap for the successful implementation of

Copilot for Microsoft 365, tailored to your organization's specific needs.

Key Objectives

• Understanding

What Copilot and AI Can Do Out of the Box

Gain insights into the fundamental

capabilities of Microsoft Copilot and AI, including features like chatting with

documents, summarizing online data and meetings, matching transactions, and assisting

with email responses.

• Understanding

Low-Code Quick Wins with AI/Copilot

Learn how to achieve quick wins using AI and

Copilot with low-code solutions. Examples include quickly locating content from

thousands of documents, coding custom tools yourself, and extracting key terms

from large volumes of contracts.

• Understanding

and Preparing to Use AI Agentic Workflows

By the end of the workshop, participants will

have a foundational understanding to start contemplating and planning the use

of advanced AI agentic workflows. Examples include converting online content

into podcasts or newsletters, reading emails to populate ERP fields, and

turning calls into structured requirements documents.