Copilot Studio Workshop: Empowering Finance Community with AI Agents

Copilot Studio Workshop: Empowering Finance Community with AI Agents

Join us at Copilot Studio Workshop to learn how AI agents can empower the finance community!

By Microsoft & iLink Digital

Date and time

Wednesday, May 21 · 9am - 3pm EDT

Location

Microsoft

Microsoft's NY Innovation Hub 11 Times Square New York, NY 10036

Agenda

9:00 AM - 9:15 AM

Introductions & Welcome

9:15 AM - 9:30 AM

Demystify Copilot and Agent Concepts

9:30 AM - 10:15 AM

Demonstration: Out-of-the-Box M365 Agents

10:15 AM - 10:30 AM

Coffee Break

10:30 AM - 11:30 AM

Hands-on Lab: Build Your First Agent in Copilot Studio

Use Copilot Studio to create an agent that answers common Finance questions from employees at your organization and logs items to a quality control database.

11:45 AM - 12:30 PM

Lunch Break

12:30 PM - 2:00 PM

Group Discussion: Identifying & Synthesizing Common Use Cases

2:00 PM - 2:15 PM

Coffee Break

1:45 PM - 2:45 PM

Solution Design: Build Out Top 2 Use Cases

2:45 PM - 3:00 PM

Getting Started Guidance & Next Steps

About this event

  • Event lasts 6 hours

Event Overview:

Join Microsoft and industry experts for an interactive workshop designed to equip finance professionals with hands-on experience in building and deploying AI-powered agents using Copilot Studio. The day will combine expert insights, practical demonstrations, and collaborative solution design - focused specifically on streamlining finance operations and improving internal service efficiency.

Why This Session is Important:

AI is rapidly reshaping the finance function - from automating routine queries to enhancing data accuracy and compliance. This session provides hands-on experience with Copilot Studio, enabling participants to build and deploy practical AI agents tailored to finance needs. Learn how to reduce manual workload, streamline internal support, and drive smarter operations with minimal coding required.

Post Workshop

Enjoy 2 weeks of continued support to help you refine, test, and deploy your AI agent use cases built during the workshop. Our team will be available to guide you through enhancements, integration tips, and best practices to ensure successful adoption within your organization.

Plus, there's more
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Organized by

Microsoft & iLink Digital

iLink is a digital transformation company with 6 subsidiary units and over 10 partnerships that have generated 100+ frameworks and solution accelerators on diverse technologies and form factors.

iLink Systems, a CMMI Level 3 and ISO 9001:2015 Certified Global Software Solution Provider and Systems Integrator, delivers next-generation technology solutions to help clients solve complex business challenges, improve organizational effectiveness, increase business productivity, realize sustainable enterprise value and transform your business inside-out. iLink integrates software systems and develops custom applications, components, and frameworks on the latest platforms for IT departments, commercial accounts, application services providers (ASP) and independent software vendors (ISV). iLink solutions are used in a broad range of industries and functions, including healthcare, telecom, government, oil and gas, education, and life sciences. iLink’s expertise includes Cloud Computing & Application Modernization, IoT, Data Management & Analytics, Enterprise Mobility, Portal, collaboration & Social Employee Engagement, Embedded Systems and User Experience design etc.