Client Engagement Proof • Enterprise Technology

Global Technology Manufacturer: Custom Copilot AI Agents

How director-level and regional management leadership learned to author, configure, and verify 3 production-ready AI agents inside their live Microsoft 365 tenant in a single 3.5-hour onsite workshop.

Target Audience Directors & Regional Managers
Time Commitment 3.5 Hours (Single Onsite Session)
Facilitator Rating 5 / 5 Rapport Rating
Rollout Scope Broader 100–150 Person Team

1. The Organizational Challenge

A Fortune 200 global enterprise technology manufacturer needed its director-level and regional management leadership to transition from ad-hoc, surface-level chatbot queries to building functional, production-ready AI agents within Microsoft 365 Copilot.

While employees already had access to generative AI features, adoption was uneven across departments, prompting practices were inconsistent, and leadership lacked a concrete methodology for turning repetitive team workflows into automated, scheduled agent routines.

Delivery Standard: Live Corporate Tenant

Rather than generic slide presentations, participants authored and tested customized agents directly on their own production machines within their live corporate Microsoft 365 tenant.

2. The Workshop Delivery

Dynamic Skilling conducted a hands-on technical workshop directly in the client's corporate facility. The engagement focused on declarative agent architecture, prompt framing with ground truth references, and configuring automated triggers.

3. Tangible Outcomes & Employee Reception

Leadership successfully authored, configured, and verified 3 custom AI agents live on their own devices during the session.

The engagement achieved a 5 / 5 facilitator rapport rating, opening the door to a wider IT enablement rollout across their broader 100–150 person team.