AI Copilot Podcast: Tasklet’s Bob McAdam on Copilots Increasing Sales, Back-Office Efficiency

Welcome to the AI 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, Bob McAdam, head of strategic partnerships at Tasklet, discusses the upcoming AI Copilot Summit with Tom Smith. McAdam is a member of the event’s programming committee.

Highlights

Role in AI and the Microsoft Business Apps Community (01:30)

McAdam has decades in the Microsoft Dynamics market and he highlights his work with Dynamics GP. He has worked as an implementer, customer, community leader, reseller, and ISV in the ecosystem. He recently joined Tasklet and is focused on mobile warehouse management for Dynamics 365, BC, NAV, and AX.

Most Compelling AI Projects (02:56)

Tasklet’s team includes coders and developers working on integrating AI into Tasklet’s products. Initially, they will release AI tools internally for employees to test and evaluate their effectiveness. Once a level of comfort has been established, the company will integrate AI into Tasklet Mobile for warehouse management.

Excitement, Advice Around AI Copilot Summit (05:40)

McAdam expresses interest in how AI and copilots will impact ERP systems and back-office tasks and shares his experience at Directions EMEA 2024 in Vienna, where copilots were demonstrated for sales orders and customer email follow-ups. He emphasizes the potential of copilots to streamline mundane tasks and increase efficiency in sales and back-office operations.

2025 Copilot/Agent Outlook and Predictions (08:30)

McAdam anticipates a gradual adoption of AI and copilots, with customers moving towards the technology slowly due to excitement and fear. He highlights the importance of events like AI Copilot Summit in helping customers learn and adopt new technology without feeling overwhelmed. He looks forward to the event as an opportunity for people to gain insights and leverage AI and copilot technology for better business outcomes.

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.