Session Abstract

This one-hour session introduces project managers to the suite of AI-driven Copilot tools designed to optimize workflows, enhance collaboration, and accelerate decision-making. Participants will explore how to leverage Copilot across platforms like Teams, Planner, Whiteboard, and Power Automate to automate key project management tasks. Through live demonstrations and interactive labs, participants will gain practical knowledge of integrating Copilot with enterprise tools to improve productivity and ensure team alignment. --- Demo Structure and Tools: #Part 1: Copilot in Teams for Meeting Efficiency Objective: Showcase how Copilot in Teams streamlines collaboration and action item management during meetings. - Demo: 1. Start a meeting in Teams with Copilot. 2. Use Copilot to summarize the discussion in real time, generate action items, and automatically assign tasks to team members. 3. Share action items to Planner for tracking and execution. - Outcome: Participants learn how to save time in meetings by automating summaries and task assignments. --- #Part 2: Copilot in Planner for Task Management Objective: Demonstrate how Copilot simplifies planning and task allocation. - Demo: 1. Use Copilot to generate a project plan based on deadlines, deliverables, and team members' availability. 2. Assign tasks dynamically and set dependencies between tasks. 3. Automate progress updates and notifications for task owners. - Outcome: Participants understand how Copilot ensures projects stay organized and on track with minimal effort. --- #Part 3: Copilot in Whiteboard for Visual Planning Objective: Highlight how Copilot enhances brainstorming and visual workflows. - Demo: 1. Open Whiteboard with Copilot to facilitate a brainstorming session. 2. Turn team inputs into organized visual layouts like Kanban boards or timelines. 3. Save and share the Whiteboard session across Teams for ongoing collaboration. - Outcome: Participants see how to transform brainstorming into structured plans that drive project success. --- #Part 4: Copilot Studio Integration with Power Automate for Automation Objective: Demonstrate how Copilot Studio integrates with Power Automate to streamline project setup. - Demo: 1. Configure a workflow in Copilot Studio to automate the creation of project sites in Microsoft Teams with channels for specific tasks. 2. Automate task creation and assignment in Planner, ensuring alignment with organizational guidelines. 3. Enable notifications to stakeholders when project milestones are completed. - Outcome: Participants learn how to accelerate project initiation and ensure process standardization. --- Key Learning Objectives: 1. Understand: Gain foundational knowledge of Copilot tools and how they enhance project management. 2. Apply: Use Copilot features across multiple platforms to plan, execute, and track projects effectively. 3. Create: Build automation workflows and collaborative solutions tailored to enterprise project needs. --- Session Wrap-Up: - Review how Copilot tools enhance collaboration, task management, and workflow automation for project managers. - Share templates and guides to help participants replicate the demonstrated solutions in their own projects. - Provide resources for further learning and hands-on exploration of Copilot features. This session empowers project managers to leverage AI tools effectively, boosting their productivity and ensuring better outcomes for their teams and organizations.

Note to event organizers

This session is tailored for Project Managers, however, it demos different productivity tools with copilot which can help beginners too.

Samir Makwana

Samir Makwana empowers enterprises and government agencies to harness the full power of Microsoft Cloud—and especially its cutting-edge AI stack—to build secure, value-driven businesses. With 17 years as a software developer, pre-sales engineer, and solution architect, he’s architected end-to-end IT transformations that blend security, automation, and collaboration. A true AI evangelist, Samir designs PoCs and production systems leveraging Azure AI services (Cognitive Services, Azure OpenAI, Semantic Kernel), Copilot Studio, and Power Platform AI—applying deep prompt engineering, vector search/RAG patterns, and grounding techniques to deliver next-gen user experiences. He’s integrated generative AI agents into Office 365 and custom apps, automated workflows with Power Automate and Logic Apps, and secured data with Zero Trust and Microsoft Purview. As Founder & Principal Architect of Cloudtrify Inc., Samir crafts both short- and long-term cloud-native and AI solutions that drive ROI, user adoption, and maintainability—always with responsible AI and compliance top-of-mind.

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