AI‑Powered Surveys: More Answers Less Effort with Microsoft Copilot

Описание: 🚀 Turning Boring Surveys into AI-Driven Conversations with Microsoft Copilot
Are your enterprise surveys feeling a bit like a "clipboard at the DMV"? Traditional surveys are often static, cold, and transactional—leading to low response rates and fragmented data.
In this video, Rob Hess, CTO at Beringer Technology Group, demonstrates how to bridge the "innovation gap" by building Agentic Surveys using Microsoft Copilot Studio. Learn how to transform generic forms into intelligent, conversational workflows that engage users, capture richer insights, and sync directly with your Microsoft 365 stack.
🔍 What You’ll Learn in This Session:
• The 3 Pillars of Copilot Studio: Instructions (Personality), Knowledge (Your Library), and Tools (Superpowers).
• Building a "Batman-themed" AI Agent: A fun look at how to use custom instructions to change your agent's tone and engagement style.
• Modernizing Legacy Data: How to move from aging on-prem systems to a cloud-first, AI-ready environment using Dynamics 365 and the Power Platform.
• Overcoming "Bot-Hacks": Why generalist bots fail and how specialized logic grounded in your proprietary data builds "Verifiable Trust."
• Advanced Integration: Connecting your AI agent to Teams, SharePoint, Dataverse, and even non-Microsoft platforms like Salesforce or Slack.
📍 Video Chapters:
0:00 – Introduction - Why Traditional Surveys Are Failing Your Business
1:15 - Why Traditional Surveys Are Failing Your Business
3:45 - The Building Blocks: Instructions, Knowledge, and Tools
5:10 - Live Demo: Building Your First Agent with Copilot
11:08 - Choosing the Right Model – Tailor the model to the purpose of your agent
14:48 - Expanding the Brain: Adding knowledge sources to your agent
18:58 – Adding a Topic: Chatting with the agent
21.43 – Basic agent demo: Interactions with the AI Agent
30:35 – Allow the agent to escalate to a human
32:00 – Give the agent superpowers with more tools
34:17 – Deployment Channels: Email, Teams, Web, Social and more
36:34 - Analytics & Evaluation: Ensuring Your AI Doesn't "Drift"
39:45 - "Batman" Demo: Creative Prompting & Agent Personality
40:44 - Q&A: Licensing, voice capability, and wrap up
💡 About Beringer Technology Group
We are a certified Microsoft Solutions Partner helping organizations move from "we should modernize someday" to "AI is working for us right now." From AI Readiness Workshops to full-scale Dynamics 365 migrations, we synthesize technology to solve real business problems.
🔗 Connect with the Beringer Team: Website: https://www.beringer.net
LinkedIn:   / beringer-technology-group  
Don't just collect data—start a conversation. #MicrosoftCopilot #CopilotStudio #AIStrategy #DigitalTransformation #BeringerTech #Microsoft365 #BusinessAutomation #Dynamics365 #PowerPlatform #TechLeadership