Event Moment: WorldMax’s Mary Myers on Using AI Models for Automating Invoice Processing
Mary Myers demonstrates a use case example of how to use AI Builder models, showing how flows work.>
Event Moment: HSO’s Asad Mahmood on the Value of Business User Input for AI Prediction Workflows
Asad Mahmood emphasizes the importance of business user input on the accuracy of AI for prediction workflows.>
Brent Wodicka of AIS Details AI Organizational Model That Increases Human Scalability
An Analyst-Agent Pair, augmented by agent orchestrators, drives greater human and business productivity. AIS leaders shares key drivers and metrics…>
Event Moment: Circle of Friends’ Shayna Robinson on How Employers Can Use AI to Provide Quality Employment to Underrepresented Workers
Shayna Robinson defines ways that employers can apply AI tools for quality employment and support underrepresented workers.>
HSO’s Jim Bretschneider explains ways that AI agents help organizations navigate challenges with data migration.
Event Moment: Circle of Friends’ Shayna Robinson on How Individuals with Disabilities Can Use AI to Prepare for Interviews
Shayna Robinson explains how Copilot and AI tools can help individuals with disabilities prepare for job interviews and training.
PwC Digital Modernization Leader Explains How AI Impacts People, Finance, and ERP Migrations
Modernization leader cites need for ‘psychological safety’ of employees during AI initiatives, explains how one customer reduced revenue booking time by 75% with AI.
Event Moment: Microsoft’s Dewain Robinson Describes the Possibilities of Copilot Studio
Microsoft’s Dewain Robinson breaks down the difference between Copilot and agents, and debunks Copilot Studio misconceptions.
Community Summit proved AI is not hype. It’s a burgeoning technology that demands intentional learning, trial, and shared knowledge to unlock its full potential.
Event Moment: Two Pillars Advising’s Diane Gardner on Maintaining Balance with Risk and Innovation
Diane Gardner highlights considerations for boards and management teams about company culture, innovation, and talent.
Event Moment: Cloud Wars’ Bob Evans on How the Pace of AI Development Opens Limitless Opportunities
Cloud Wars founder Bob Evans reflects on the early years of AI and how the pace of change has accelerated.
Event Moment: Crowe LLP’s Mitchell Mathews and Jack Fallon on Using Power Automate Flows
Crowe LLP’s Mitchell Mathews and Jack Fallon demonstrate a technical walkthrough to highlight Power Automate flows.
C5 Insights’ Geoff Ables connects people-centric businesses with the ability to apply modern AI to empower better outcomes.
Community Summit’s second day focused on translating Copilot’s promise into measurable outcomes for teams across industries.
Microsoft Presents Roadmap to Integrate Copilot Studio, Azure AI Foundry at Community Summit NA
Microsoft Copilot Studio now offers enhanced AI agent creation, seamless M365 integration, Azure AI Foundry connectivity, and improved analytics for enterprise solutions.
WalMart’s Deal to Sell Products Through ChatGPT Portends AI-Driven Retail Transformation
WalMart’s embrace of AI chatbot purchases, along with similar moves to Etsy and Shopify, suggest major changes in retailer and consumer shopping practices are on the horizon.
Columbus’ Michael Simms explains the results from AI they have achieved and how it improves accuracy over time.
Event Moment: Argano’s Corey Bakhtiary Highlights the Benefits of Order Status Visibility
Argano’s Corey Bakhtiary breaks down the benefits of having visibility into order statuses for insights and an improved customer experience.
Latest Wave of AI Agents Automate Key Functions In Dynamics 365 Sales, Service, and Contact Center
AI-powered automation tools provide a better handle on the performance of sales and service teams, as well as the AI platforms that are being injected into these core business processes.
Event Moment: PriceSmart’s Wayne Sadin on Key Initiatives of Building Integrated Retail
PriceSmart’s Wayne Sadin highlights elements that organizations should prioritize to build integrated retail.
Event Moment: sa.global’s Stephen James on Bridging the Gap of AI Adoption to Optimize Benefits
sa.global CEO Stephen James provides his two-fold perspective on new technologies — the opportunities they offer and the work yet to be done.
Orchestration manages flow of context, error recovery, and handoffs between agents; Microsoft offers services and apps tailored to diverse requirements.
BDO’s Jason Greene demonstrates how to use the Copilot sidecar for users of Microsoft’s Finance & Operations application.
AIS’s Brent Wodicka notes why it’s clear that not all AI works the same way through use case examples.
The Transformative Power of Retrieval Agents, Which Summarize Data From Diverse Systems
An AI retrieval agent can help a medical provide to quickly access a patient’s vaccination history or a finance manager to delve into monthly variances. Both examples highlight their transformative power.
2toLead’s Kanwal Khipple provides a formula for organizations to drive success and maximize ROI while on their AI journey.
BDO’s Kirstie Tiernan discusses why individuals must develop skills to use AI and agents for the future workforce.
With Agent Mode, users can simply ask Excel to create a project portfolio tracker with specific formatting and data relationships. It’s a valuable digital teammate.
AI Agent & Copilot Podcast: Greg Kaupp on AI Literacy, Driving Transformation, Business Central Trends
ArcherPoint by Cherry Bekaert’s Greg Kaupp discusses the importnace of AI literacy before applying agents, and how the technologies can drive organizational transformation.
HSO’s Zain Baquar compares the differences of processes with and without Fabric to demonstrate the value of the application.
Founded by veterans of Dynamics 365 projects, elevaite365 tackles test automation with a vision tailored for today’s business needs.

Hilton La Jolla Torrey Pines
San Diego, CA
March 17-19, 2026
The 2nd annual AI Agent & Copilot Summit will welcome 750+ business & technology leaders for main stage & masterclass sessions to define the opportunities, impact, and outcomes of AI business solutions. Register Now
AI Agent and Copilot Podcast
Brent Wodicka of AIS Details AI Organizational Model That Increases Human Scalability
An Analyst-Agent Pair, augmented by agent orchestrators, drives greater human and business productivity. AIS leaders shares key drivers and metrics of success.














