Seattle, WA

Pre-Conference Workshops - Tuesday

Tuesday 9:00 AM - 5:00 PM · Room 421-422

Power Platform with Copilot and AI: A master class for every Information Worker

Gokan Ozcifci

Gokan Ozcifci

Consultant. Entrepreneur. Microsoft Regional Director & MVP.

Mike Maadarani

Mike Maadarani

Microsoft MVP, Cloud Solution Architect, MCM Consulting

In a world where digital transformation is key to staying ahead, mastering the tools that drive innovation is essential. This workshop is designed to empower users ranging from beginners to experienced, with the knowledge and skills to leverage Microsoft Power Platform's full potential, enriched by Copilot for Power Platform.

Our workshop will explore the entire Power Platform ecosystem, including: Power Apps Copilot, Power Automate Copilot, Copilot Studio, AI Builder, Power Pages Copilot, and Dataverse.

This workshop is designed to be interactive and hands-on, as it is free today, with real-world examples and exercises that ensure every participant can apply what they've learned to their own work environments. Whether you're an end user looking to simplify daily operations or a power user seeking to build sophisticated solutions, this workshop will equip you with the knowledge of AI to innovate and drive impact.

Join Gokan and Mike, Microsoft MVPs, Microsoft RD, and MCTs, for an engaging and informat

Tuesday 9:00 AM - 5:00 PM · Room 423-424

Everything You Wanted to Know About Microsoft Fabric and Power BI, But Were Afraid to Ask.

Jason Himmelstein

Jason Himmelstein

BIFocal.show host

John White

John White

CTO of tyGraph and Evangelist with AvePoint.

"Everything You Wanted to Know About Fabric and Power BI" is an intensive, full-day tutorial designed to equip participants with a comprehensive understanding of Microsoft Fabric, which includes Power BI. This tutorial delves into the core functionalities and advanced features of the platform, enabling attendees to harness its full potential for their organizational needs.

Participants will explore the robust capabilities of Microsoft Fabric, including its seamless integration with various Microsoft services, advanced data management, and analytics tools. The tutorial covers essential topics such as creating and managing fabric instances, deploying and configuring Fabric applications, and utilizing built-in security and compliance features to ensure data integrity and privacy.

The session is structured to cater to a diverse audience, from IT professionals and data analysts to software developers and business managers. Through interactive demonstrations, real-world scenarios, and practical exercises, attendees will gain practical skills and insights to effectively implement and manage Microsoft Fabric in their respective environments.

By the end of the day, participants will have a solid foundation in Microsoft Fabric, empowering them to drive innovation, enhance productivity, and achieve their business objectives with confidence.

Tuesday 9:00 AM - 5:00 PM · Room 431

Power Automate Multi-Stage Approval Workflows - Workshop

Amarender Peddamalku

Amarender Peddamalku

MVP | Practice Lead - Microsoft Modern Work @Perficient

In every organization there are a number of scenarios which require an Approval process. It could be Contract approvals, PTO/Leave Approvals, Event approvals and many other business processes.

In this workshop we'll learn how to design and develop Multi-Stage Approval Workflows using Power Automate. The workflow will move back and forth b/w different stages and will also learn how to restart a workflow from a given stage. We'll learn how to include Dynamic Approvers in the workflow process.

We'll also learn how to design and develop Automated escalations and Automated reminders. We'll implement timeout features in the workflows to escalate it to the next approver in the process. We will learn how to log and retain workflow history beyond what Microsoft Power Automate offers out-of-box. We'll develop a button to kick off the workflow from a SharePoint library/list.

Tuesday 9:00 AM - 5:00 PM · Room 432

Data Protection, Collaboration, and User Engagement: Assisting Your Organization in Doing it All

David Drever

David Drever

Microsoft 365 MVP - Compliance, Data Protection, and M365 Specialist

Sarah Haase

Sarah Haase

Microsoft MVP | M365 enthusiast | Principal Product Manager | User adoption advocate

With the ever-changing cloud landscape, organizations struggle to help their employees collaborate and be effective in their day-to-day responsibilities. Adding data protection and security could raise the difficulty even more, as the business needs to balance the ability to collaborate while keeping its information and users safe. Ensuring user engagement and adoption is fundamental to success.

In this workshop, David and Sarah will cover the design and implementation of Microsoft 365's collaboration tools, such as SharePoint, Teams, Viva Engage, and more, while ensuring the solution is safe, secure, and fully collaborative. They'll help you understand how you can work together to protect your organization's information and employees in a manner that encourages endorsement from those using the tools.

Tuesday 9:00 AM - 12:30 PM · Room 437-439

Taking Ownership: Microsoft 365 for Site and Team Owners

Nate Chamberlain

Nate Chamberlain

Microsoft MCT

This intermediate workshop, tailored for Microsoft 365 site and team owners, delves into the intricacies of group and site roles, focusing on exclusive capabilities and strategies essential for effective management of SharePoint sites and Microsoft Teams.

In SharePoint, elevate your skills with advanced techniques in page and news scheduling, audience targeting, as well as in-depth list and library settings and permissions management. In Teams, master channel optimization for greater usability and member productivity.

Engage in practical, real-world scenarios to apply your knowledge in solving organizational challenges with Microsoft 365. Understand when and how to integrate Planner, Forms, and the Power Platform to broaden your site's or team's capabilities and meet business requirements.

Gain a better understanding of permissions management, learn when to responsibly break inheritance, and apply item-level permissions when appropriate. This workshop emphasizes security, privacy, and workflow efficiency, enhancing your skills in user access management when solution planning.

This workshop is ideal for those eager to explore Microsoft 365's behind-the-scenes workings, boost team collaboration, and innovate with out-of-the-box solutions. Uncover the full potential of Microsoft 365 and revolutionize your work approach.

Tuesday 9:00 AM - 5:00 PM · Room 443-444

Establishing SharePoint Online Admin Rockstar Status

Brian Alderman

Brian Alderman

Six-year MVP Alumni, 28-year MCT, Author, Speaker, Consultant

SharePoint Online (SPO) integrates with many services that you need to be familiar with to successfully manage your collaboration content. In this full day workshop, we are going to learn about these different services and how to manage the integration with them by exploring and discussing SharePoint Online best practices for configuring, securing, optimizing, and implementing redundancy.

We will begin by discussing and creating a new Microsoft 365 tenant, followed by exploring how to customize both the M365 and SharePoint administrator dashboards so they only display information related to the Microsoft 365 services and SPO-related components like SharePoint Online and OneDrive.

We will also explore how to create and assign users to access SharePoint Online as both an end user and as administrators.

Being most scenarios require the migration of content, we will discuss several options for migrating content from many different sources to SharePoint Online and OneDrive.

Most migrations require at least an interim hybrid configuration, so we will introduce and explore the components that can be configured for a hybrid environment as an interim solution, or as a long-term solution.

We will then roll up our sleeves and explore the configuration of several components of SharePoint Online using both the GUI and PowerShell. These SPO components and configurations include;

Creating, configuring, and managing site collections

Configuring the user profile service (UPS) to ensure your Active Directory data is included in your search index

Exploring several search service configuration options, to ensure your users are able to quickly find the information they need, along with how to access some search-related reports, as well as some suggestions on how to help your users submit better search queries for more accurate search results

Discussing both SharePoint Online and OneDrive configuration options for managing and securing your collaboration content

Create and implementing a structured taxonomy to provide consistent and reliable data in SPO by using published tenant-level content types and managed metadata fields via the term store, as well as other custom column types, that can all be managed by information architects.

As we discuss these topics throughout the day, I’ll be sharing best practices, as well as tips and tricks that every SPO admin should know about while working with SPO.

When you leave the workshop, you’ll have all the skills and best practices to migrate to, configure, manage, and secure SharePoint Online and OneDrive components using the SharePoint Online Admin center, OneDrive admin Center, and PowerShell.

Tuesday 9:00 AM - 12:30 PM · Room 440-442

SharePoint Data Modeling: From Requirements to Usage

Paul Papanek Stork

Paul Papanek Stork

Don't Pa..Panic Consulting, Owner

Data modeling is an essential first step in any Power Apps or Power Automate project. Power apps provides a user interface for information stored in a data source and Power Automate creates workflows that manipulate data stored in a data source based on specific events or triggers. Data modeling is difficult enough for professional developers, but it is even harder for citizen developers. Citizen developers usually have little exposure to concepts like data normalization and often can’t use true relational databases like SQL or Dataverse because of the cost of Premium licensing. So, they are left trying to figure out how to build their flows or apps using data stored in SharePoint lists or Excel spreadsheets. In this workshop I will show you some real-world techniques for doing data modeling. I’ll start with a typical project requirements definition and show you how to easily convert it into an Entity Relationship model. Next, I’ll show you how to map that Entity Relationship model onto a set of SharePoint lists. Once I have the lists designed, I’ll show you how to use them in a Power App and a flow. Along the way I’ll walk you through what you need to know about using SharePoint as a data source, including: • What Column types work well and which ones to avoid • When to use (or not use) Lookup columns to create relationships between lists • How to plan for Security in SharePoint • Other Common issues I’ll focus on SharePoint in the workshop but the techniques I teach you are also applicable for other data sources like Excel, SQL or even Dataverse.

Tuesday 9:00 AM - 12:30 PM · Room 445-446

Automating Microsoft 365 With Power Automate Cloud Flows

Scott Shearer

Scott Shearer

Microsoft Power Platform Evangelist and MVP

In this demo-rich session, we'll explore how to use Power Automate with a wide variety of Microsoft 365 applications. We will focus on real world requirements and practical solutions using Power Automate.

Demonstrations will include using Power Automate Cloud Flows with: Microsoft Planner Power BI SharePoint (lists and libraries) OneDrive Microsoft Forms OneNote Excel (including Office Scripts) Teams Outlook (including Calendars)

Real-world scenarios will demonstrate: Creating tasks in Planner when a new Form is submitted Generating a Power BI report from Forms data Sending consolidated reminder emails from data in SharePoint lists And more!

Attend this workshop and learn how Power Automate can help increase productivity and save time across a wide variety of M365 Apps!

Tuesday 9:00 AM - 12:30 PM · Room 447-448

Dataverse Bootcamp for M365 Makers

Wes Preston

Wes Preston

Founder and independent consultant working with platform alignment and no-code solutions with M365 and Power Apps

Dataverse, Dataverse, Dataverse… You've heard about it but haven't checked it out yet. Now's the time. Adding Dataverse is an investment in time, skills, and licensing. Know when to engage and what to expect.

  • Learn what Dataverse is and where it fits in the maker toolset.
  • Cover what the differences are between Dataverse, Microsoft Lists, and other data sources and talk through some of the 'what to use when' considerations as Lists solution builders integrate with and shift to Power Platform tools.
  • Get a perspective on the maker skills needed when using Dataverse and how to get started in your organization.

Using Trial accounts and Developer Plans, attendees will get a hands-on look at Creating Dataverse tables, relationships, forms, and more. With Dataverse as a data source, we'll also do a quick compare of model-driven vs. canvas Power Apps.

Tuesday 9:00 AM - 12:30 PM · Room 434 (workshops only)

How to Effectively Manage and Govern Your Power Platform Service

Daniel Christian

Daniel Christian

YouTuber | MVP |MCT | Solutions Architect

In this workshop you will learn how to effectively manage and govern your Power Platform environment with a focus on maintaining control, ensuring compliance, and optimizing resources. This session will cover:

  1. Controlling and Monitoring Copilot: Learn best practices for governing AI capabilities like Copilot, ensuring responsible use while enhancing productivity.
  2. License and Capacity Management: Understand how to track and allocate licenses, monitor usage, and optimize capacity to meet organizational needs.
  3. App and Workflow Creation Control: Explore strategies for managing app and workflow development, enforcing governance policies, and empowering users within boundaries.

This workshop is perfect for administrators, governance leaders, and IT professionals looking to maintain a well-managed and secure Power Platform environment.

Tuesday 9:00 AM - 12:30 PM · Room 433 (workshops only)

Power Platform Pro-Code Scenarios

Ryan Schouten

Ryan Schouten

SharePoint Knight

The Power Platform is heavily pushed as a low code/no code tool but there is still a need to be able to further customize the different areas of the platform. In this workshop we will build and discuss the different scenarios where a professional developer will need to be called upon. These scenarios include:

  • Code Components
  • Custom Connectors
Tuesday 9:00 AM - 5:00 PM · Room 425 Workshops & Roundtables - Room 425

Information Architecture (IA) for Enterprise AI

Austin Govella

Austin Govella

Head of UX, Synozur

Michelle Caldwell

Michelle Caldwell

Chief Executive Officer – Michelle is a workplace experience leader with over 25 years of experience delivering transformative solutions to diverse organizations powered by Ethical AI

Preparing enterprise content to enhance and support enterprise AI

As AI explodes across enterprises, organizations face a dilemma on how to best leverage AI, improve its effectiveness, and drive real value for the organization. In this workshop, you will learn about the different types of AI in the enterprise and how to organize, structure, and label enterprise content corpuses to ensure AI can best leverage existing content, support and enhance business processes, and generate new content and knowledge that enhances employee productivity.

Tuesday 1:30 PM - 5:00 PM · Room 437-439

How to Maximize Your Intranet Potential with Out-of-the-Box Features in Microsoft 365 and SharePoint

Susan Hanley

Susan Hanley

Information Architect/Business Analyst

Microsoft 365 is packed with powerful tools and features for building an effective intranet. But with so many options, it can be overwhelming to know where to start. In this presentation, we'll take a deep dive into the "out-of-the-box" features of SharePoint Online and Microsoft 365 and show you how to leverage them to build an intranet that meets your organization's unique needs. From creating and organizing content with SharePoint to enhancing communication with Teams and Viva Engage, we'll cover everything you need to get started, including newer capabilities like the Brand Center and Copilot Agents for SharePoint. By the end of the workshop, you'll have a solid understanding of the key features of SharePoint Online and how to use them to build an intranet that helps your organization communicate, collaborate, and succeed. You will also understand what is possible “in the box” and where you may want to invest in third party solutions or custom development.

Tuesday 1:30 PM - 5:00 PM · Room 440-442

SharePoint Premium - Implementation

Chris McNulty

Chris McNulty

CTO & CMO

Microsoft advanced content management and experiences - where AI meets content. Whether SharePoint Premium, Microsoft 365 Backup, Microsoft 365 Archive, or SharePoint Embedded, you now have new ways to engage with your most critical content, while managing and protecting it through its lifecycle.

In this half-day workshop, we'll go hands on for configuring billing, model creation, autofill columns, content assembly,

Tuesday 1:30 PM - 5:00 PM · Room 445-446

Unlock Your Productivity Potential with Microsoft 365 Copilot

William Huneycutt

William Huneycutt

Upskill Tech

Ready to transform your workday? Discover how Microsoft 365 Copilot can automate tasks, streamline collaboration, and enhance productivity. This isn’t just training—it’s your gateway to a smarter, more innovative way to work.

Why Attend? Discover how Microsoft 365 Copilot can: • Automate Repetitive Tasks: Save time and focus on impactful work. • Streamline Collaboration: Work smarter across apps and teams. • Boost Productivity: Achieve more with less effort.

What You’ll Learn • Harness Copilot’s Power: Automate workflows, get instant answers, and generate ideas effortlessly. • Master Copilot Agents: Leverage tailored assistance for consistent and precise results. • Maximize Key Apps: Excel, Word, PowerPoint, Outlook, Teams, and more—all enhanced by Copilot.

Take Your Skills to the Next Level Gain hands-on experience and practical strategies to: • Simplify workflows with Copilot Agents. • Free up time for creative tasks by automating mundane work. • Streamline meetings, collaboration, and content creation with Microsoft 365 Copilot.

Don’t Miss Out! The future of the workplace is here. Join us to experience how Microsoft Copilot can help you achieve more with less effort. With hands-on exercises and actionable insights, you’ll walk away ready to transform your workflow.

Tuesday 1:30 PM - 5:00 PM · Room 447-448

Half-Day Workshop : Copilot Studio 101

Prashant G Bhoyar

Prashant G Bhoyar

6 x Microsoft AI MVP| 3 x Microsoft Business Applications MVP| Speaker| Author| Leading AI Architect | Microsoft Certified Trainer, AI Architect at AIS

With ChatGPT, other large language models and generative AI have caught the attention of global consumers, enterprises, and c-suite. Microsoft's CEO Satya Nadella Says Microsoft is THE Copilot company. With the adoption of Copilots increasing at a rapid space, there is an exponential rise in the demand for custom copilots.

Microsoft Copilot Studio lets you create powerful AI-powered copilots for a range of requests—from providing simple answers to common questions to resolving issues requiring complex conversations. Engage with customers and employees in multiple languages across websites, mobile apps, Facebook, Microsoft Teams, or any channel supported by the Azure Bot Framework.

In this demo-driven workshop, we will cover how organizations can use the new Microsoft Copilot Studio, ChatGPT, and Azure OpenAI services to build next-gen sophisticated enterprise-grade Copilots.

We will cover:

  1. Microsoft Copilot Studio Key Concepts
  2. Azure OpenAI Key Concepts
  3. ChatGPT key concepts
  4. How can fusion teams take advantage of Azure Open AI, ChatGPT, and Microsoft Copilot Studio?
  5. Authentication in Microsoft Copilot Studio
  6. Power Platform Custom Connectors
  7. Best Practices
  8. How organizations can use the new Microsoft Copilot Studio, ChatGPT, and Azure Open AI services to build next-gen sophisticated enterprise-grade Copilots?
Tuesday 1:30 PM - 5:00 PM · Room 433 (workshops only)

(workshop) Agents run amuck! Governing & Securing your agents in M365

Mark Rackley

Mark Rackley

Director Microsoft Practice @ Protiviti

Copilot Studio Agents, Declarative Agents, SharePoint Agents, Copilot Studio use rights agents? Every day, there's another agent and another way for your users to create them. It can quickly turn into a nightmare for your organization trying to make sure these agents are secured and governed correctly. There is hope though! Join this 1/2 day workshop and learn:

  • Where agents are deployed and how to find them
  • What are the capabilities of these agents and what do they have access to?
  • How do control the creation of agents
  • What are the licensing requirements for creating the various agents
  • How to protect sensitive data
  • Self Service Management
Tuesday 1:30 PM - 5:00 PM · Room 434 (workshops only)

RPA Unleashed: Automating Mundane Tasks to Reclaim Your Time

Daniel Christian

Daniel Christian

YouTuber | MVP |MCT | Solutions Architect

Ready to free up your schedule and focus on what truly matters? Join Daniel Christian, a Microsoft MVP and certified training for RPA Unleashed, where you'll master the art of automating everyday tasks using cutting-edge tools. This workshop explores essential strategies for streamlining workflows, including: • Automating repetitive daily activities to save time and reduce errors. • Seamlessly integrating cloud and desktop tools for unified operations. • Effectively managing authentication credentials for secure automations. • Enhancing logging practices for robust tracking and troubleshooting. • Setting up enterprise-level automations with best-in-class requirements. • Unlocking the full potential of Copilot features for advanced automation. Whether you're just starting out or aiming to scale your efforts to an enterprise level, this workshop equips you with the knowledge and tools to unleash the full potential of RPA in your organization.

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