Welcome to the AI Agent & Copilot Podcast, analyzing the latest AI Copilot and agent developments from Microsoft and its partners, delving into customer use cases, and exploring how AI plus the Cloud helps customers reimagine their business.
In this episode, Cole Haddock, a solutions architect in the financial services industry, and Sebastian Sieber, director of product development for proMX, speak with Tom Smith about their upcoming sessions at AI Agent & Copilot Summit. Haddock and Sieber are presenting Masterclasses on:
- What Does Copilot Know about Me and My Data? (Haddock and Sieber)
- 10 Things I Wished I Knew Before Rolling Out Microsoft Copilot (Sieber)
Highlights
Speakers’ Background (01:47)
Haddock has worked with Microsoft business apps for over a decade, with a major focus on Microsoft Dynamics and the Power Platform. He’s recently shifted focus to AI, which he considers the latest tool from Microsoft, integrated into daily life with Dynamics and Power Platform.
Sieber’s company, proMX, is based in Germany with subsidiaries worldwide, and is responsible for the technology stack including Power Platform, Dynamics, and Copilot. The company manages Copilot and AI projects globally for its customers.
AI Agent & Copilot Summit is an AI-first event to define opportunities, impact, and outcomes with Microsoft Copilot and agents. Building on its 2025 success, the 2026 event takes place March 17-19 in San Diego. Get more details.
Preview: “What does Copilot Know About Me and My Data?” (05:25)
Haddock explains the three main areas of focus: security, governance, and licensing, emphasizing the importance of controlling access within Power Platform and Dynamics. He notes the ever-changing nature of technology and the importance of keeping up with new Copilot features and updates. Organizations must understand and implement necessary governance steps from day one. That’s particularly true in highly regulated industries such as financial services and healthcare.
Preview: “10 Things I Wish I’d Known Before Rolling Out Microsoft Copilot” (08:47)
Sieber shares his session’s focus on best practices and potential pitfalls when rolling out Copilot, based on real-life experiences. He aims to highlight benefits and potential pitfalls, sharing tips and tricks to avoid common mistakes. Infrastructure and data quality are key to success with Copilot.
Best Practices and Learnings (11:58)
Haddock shares his best practices, emphasizing the importance of educating everyone in the organization about Copilot and its terminology. He recommends providing documentation and answering questions promptly to ensure a smooth rollout. When it comes to agents, governance and security questions that still need to be addressed.
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