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AI agents and Copilot for Microsoft 365 are transforming how teams manage data, but the sheer volume of options often leads to organizational paralysis. Nathan Taylor and Brittney Saultman address how the agent store can be overwhelming. By beginning with specific business outcomes, the way forward becomes easier to chart.
They highlight the dramatic improvements in Cowork and the importance of personalizing Copilot to match your brand voice. The conversation covers the competitive edge of staying within the Microsoft ecosystem for security and auditability. Brittney shares how her own team automated repetitive CRM tasks and meeting follow-ups. By strengthening what only humans can do, you can delegate the rest to your digital assistant and reclaim your work week.
What You’ll Learn:
- How to identify business opportunities for AI agent implementation
- The functional advantages of the Copilot Frontier program
- Why staying in the Microsoft ecosystem ensures better data security
- Strategies for forcing behavior change during AI adoption
- The impact of Work IQ on personalized AI responses
- How to automate CRM entry and meeting management with Copilot for Sales
About the Guest:
Brittney Saultman is a Partner Profitability Director with The Partner Masters, a business consulting firm specializing in Microsoft partnerships. She helps technology companies grow their Microsoft business by unlocking incentives and funding that expand customer technology needs. Her focus is on leveraging Microsoft partnership programs, AI and automation to increase organizational profitability and efficiency.
About the Host:
Nathan Taylor is the Senior Vice President and Global Microsoft Practice Leader at Sourcepass, where he leads the Sourcepass Center of Excellence for Microsoft. His work is grounded in a simple idea: Microsoft should not be complicated. By removing complexity, confusion, and frustration from the Microsoft ecosystem, Nathan helps organizations focus on outcomes while getting the most from their Microsoft investment.
Episode Highlights:
Brittney advises against shopping for agents like they are car parts. Instead, identify the specific business problems or profitability goals you want to solve before looking at technology.
Nathan shares how he uses Cowork to review daily meetings and correlate email context. This simple automation makes his day more efficient by providing summaries of past interactions before he joins a call.
Enabling the Frontier program in your admin portal allows key users to access early features like cloud models. This gives organizations a head start on testing new capabilities before they hit the general commercial space.
Hear now Brittney's delivery resources managed to double their client portfolios in two years by implementing Copilot for Sales. By automating CRM data entry and platform access, they saved enough time per task to significantly scale their operations.
Modern Copilot features allow users to tell the AI to avoid emojis or use specific factual tones. This personalization ensures that the output aligns with organizational branding and messaging across all documents.
Episode Resources:
Reach out to Sourcepass MCOE to understand how to leverage AI agents for your business: https://sourcepassmcoe.com/demystifying-microsoft-contact ?utm_source=podcast&utm_medium=show-notes&utm_campaign=demystifying-microsoft-show;
Brittney Saultman on LinkedIn
Quotes:
- "We don't have problems in our companies. We have opportunities. And so if you start with what your goals are, right? And so your goals could be to be more profitable as an organization. Okay, well, what is your current profitability and what types of things are stopping you from becoming more profitable?"
- "Gone are the days of taking notes during your meetings. Like you get to be fully present and listening to everything. Cause if you're sitting there taking notes, then you're not listening, right? You're thinking that you're taking notes of what just occurred."
- "At what point will co pilot know you better than your spouse? That's a good question, honestly. Cause we spend so much time working, you know, and it's it's monitoring our behaviors."
- "I'm glad you brought it up because it's all the integration, right? It's pulling from and looking at your behavior like we just talked about. It's pulling from documents internal. And so there's a lot of security risks to other models, right? The free models that you have to be aware of."
- "My favorite frontier feature has been the inclusion of work IQ, which is Microsoft's underlying data layer where Copilot just has a better understanding of me and what I'm doing every day. It just knows my context, my emails. The power of researcher is not only that it can go do all that maybe Googling you would have done... but it also knows all your email and your teams and your recent documents."
- "I figure out the things that only I can do and try to focus on those and things other people can do, I try to delegate those. And I think that mindset's kind of necessary for a co pilot world of, Hey, you just got another coworker. What can you delegate to them and what can't it do that only you can do?"
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