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Agents in Microsoft 365 overview

The Ignite Announcement for November 2024 introduces Microsoft Copilot and Agents, aiming to enhance employee productivity by providing personalized assistance and automating business processes. Key features include an Employee Self-Service Agent for HR and IT tasks, real-time collaboration tools in Teams, and project management capabilities that streamline task delegation and completion. These tools are set to be available in public preview in early 2025, with a focus on improving efficiency and reducing costs across organizations.

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Luis Mas
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13 views

Agents in Microsoft 365 overview

The Ignite Announcement for November 2024 introduces Microsoft Copilot and Agents, aiming to enhance employee productivity by providing personalized assistance and automating business processes. Key features include an Employee Self-Service Agent for HR and IT tasks, real-time collaboration tools in Teams, and project management capabilities that streamline task delegation and completion. These tools are set to be available in public preview in early 2025, with a focus on improving efficiency and reducing costs across organizations.

Uploaded by

Luis Mas
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Ignite Announcement

November 2024
Copilot Agents

Human augmentation Connected to Copilot or autonomous

Private, Personal Assistant Automates tasks and processes

Every employee will have a Copilot Every business process will have an agent
Copilot Copilot Studio Agents

Data access, governance, Agent management and outcome measurement


Agents in Microsoft 365

Agents in Employee Facilitator Interpreter Project


SharePoint Self-Service Manager
Agent

Public preview
Generally available Private preview Public preview Public preview
early 2025
Use the ready-made agent or create a
custom agent with specific SharePoint
content

Just like other Microsoft 365 apps,


share the link via email or Teams chat

Add to a Microsoft Teams chat and


@mention the agent for instant interaction

Launch Microsoft Copilot Studio directly


from SharePoint for deeper customizations

Defaults to your existing SharePoint See agents in action!


permissions and sensitivity settings
Agents in SharePoint scoped to specific SharePoint content for your business needs

Scoped to your SharePoint site Tailored to your projects


Users only have access to
the content they are
authorized to view or edit.

The agent responds with the


permissions of the requestor.

The agent will notify the


requestor if some of the
users in the chat do not have
access to the knowledge
sources in the response. The
requestor can decide
whether the response should
be shared.
Introducing

Employee Self-Service Agent

Retrieve information from Take action on essential Customize with pre-


authoritative sources and HR and IT tasks-in line configured, OOB
deliver personalized without navigating templates, workflows, and
responses based on multiple tools and connectors to 3P systems
employee context workspaces all in one place

Private preview
Retrieve information

• Find answers to common workplace


policy questions
• Get tailored responses based on
employee data(ex: location) and
sensitive topics
• Retrieve personalized data from third-
party systems for completeness
(ex: PTO balance)

Benefits:
• Fast, accurate knowledge retrieval
Pre-pinned in Microsoft 365 BizChat (App, Teams & Web)
• Reduced inquiries to Service teams
Take action

• Complete support related tasks with the


agent (ex: log PTO hours, start a LOA
request or submit IT helpdesk ticket)
• Get self-help for Microsoft products
• Retrieve status update on tasks

Benefits:
• Reduced support tickets
• IT/HR efficiency and reduced costs
Out-of-the-box & customizable

• Configure employee self-service


workflows with pre-designed templates
• Connect workflows to knowledge
sources such as SharePoint and HR/IT
systems Screenshot/placeholder
• Rely on advanced security and
configuration to deliver trusted
responses on sensitive topics

Benefits:
• IT/Admins see faster time to value using
Copilot Studio
Dedicated admin experience in Copilot Studio
• Adoption of apps and systems
Common Pain Points How Agents Help

Meetings are cumbersome to • Frees up participants to focus on the discussion


manage and stay focused • Drives alignment and more efficient outcomes

Lengthy-long running chats are • Ensures important information is surfaced


hard to keep up with • Drives faster alignment and decision-making

• Instantly break down language barriers


Overcoming language barriers is
• Fosters connection and inclusivity
difficult and expensive
• Reduces costs for hiring an interpreter
Teams Meetings

Starts taking real-time notes during


Teams meetings, allowing everyone to
co-author and collaborate seamlessly

Available in public preview


Teams Chats

Generates an up-to-date summary of


important information in Teams chats,
including key decisions, action items,
and open questions to resolve

Available in public preview


Teams Meetings

Enables real-time speech-to-speech


interpretation in Teams meetings so
each participant can speak and listen
in the language of their choice

Available in public preview early next year


Common Pain Points How Agents Help

• Reduces costs for hiring a project manager

Managing projects are challenging • Saves up to 15–30 hours kicking off a project
and costly
• Achieve shared goals faster with better
outcomes

• Task management with AI saves 25% each week


Tracking and completing tasks is • Task delegation to AI saves 30–50% of time
overwhelming and time-consuming
• Task completion time by AI reduces by 30%+
Planner

Easily create new plans by inputting


goals and generate tasks; and assign
tasks to the agent to complete with
progress tracking

Available in public preview


Create a new AI-enabled plan with
the Project Manager agent:
• Plan from scratch
• Pre-configured templates
• Input a specific goal and attach
files for additional context to
help the Project Manager
generate relevant tasks
• Easily assign all or as many tasks
to the Project Manager to start
completing on behalf of the
team
• Assign tasks directly to the
Project Manager and review the
progress end-to-end
• For any task that the Project
Manager needs help
completing, it will notify the
team to provide more input
• As tasks are completed, the
team can review the content
generated and update as
needed
• The Project Manager generates
the content for the team to review
• The team can co-author content
and add feedback via comments
• As the content is regenerated, the
Project Manager is updating
based on the feedback from the
team to finalize the output
• Users can use Whiteboard to
brainstorm and collaborate with
others by jotting down ideas and
tasks on sticky notes
• Sticky notes will be converted
from Whiteboard to tasks in
Planner, and the Project Manager
updates the plan in real-time
• Read the announcement blog: Introducing new
agents in Microsoft 365

• Learn how to deploy these agents:


• Set up Facilitator in Microsoft Teams for collaborate AI-
generated notes

• Turn off Project Manager in Planner for your organization

• Help end-users get started with support resources


• Agents in SharePoint

• Facilitator in Teams meetings and chats

• Project Manager in Planner

• Check out the adoption page

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