Microsoft Copilot Studio Agents for IT Help Desk, Finance, and HR

Описание: See how Microsoft Copilot Studio creates custom agents for IT help desk, finance, and HR. This short focuses on practical automation that reduces tickets, speeds up budget insights, and answers policy questions with information grounded in Microsoft 365.

Agents connect to knowledge in SharePoint and Teams, take actions with Power Automate, and operate within existing permissions. Use them to handle password resets and troubleshooting, summarize spend and forecasts, or guide onboarding and benefits.

What can an agent do for the help desk? It automates responses, routes tasks, and works around the clock.

How does an agent support finance? It pulls data from spreadsheets and ERP sources, summarizes variance, and shares updates in Excel and Outlook.

How can HR use an agent? It provides policy answers, holiday schedules, and onboarding guidance without waiting in a queue.

Want to build one in your tenant? Start with Copilot Studio and try a scoped agent grounded to your SharePoint site.

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Disclaimer: This video is for educational purposes only and does not constitute professional advice. Always consult a qualified expert before making any business or licensing decisions.

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