TechCon 365 Dallas Resources
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Sessions Overview
Teams First Information Architecture and Governance
When planning or updating a Microsoft 365 implementation, SharePoint remains important, but it should start with Teams, with the underlying SharePoint structure largely flowing out of that. It's not just about answering planning questions, but also ensuring that everyone understands that Teams is more than just a meeting and chat platform.
Key Topics Covered
- Introducing a maturity model of how organizations leverage Teams, SharePoint, Email, and OneDrive
- Level setting on how they work together
- Understanding the differences between Standard, Private, and Shared Channels and the underlying SharePoint site collections
- Where do standalone Communication and Team Sites fit into the Teams and SharePoint structure?
- Guests versus B2B Direct Connect in Teams, and external sharing in SharePoint
- Open-source scripts and Power BI dashboards to inventory and analyze your file shares, SharePoint on-premises, and SharePoint Online
- Answering the question - what does a Team and a Channel represent in my organization
- MindJet as a tool for planning your IA
- Commercial and open-source solutions for implementing your IA
- Real-world scenarios and case studies
Copilot Studio vs. Azure AI Foundry
AI-powered agents are ubiquitous, but how can organizations securely utilize their own data for both internal staff and external guests? This session shows how to safely enable data-driven AI experiences with Power Automate (for user profile injection) and Power Pages (supporting both anonymous and authenticated sites). We’ll demonstrate practical ways to integrate AI agents into both scenarios, securely and effectively.
Key Topics Covered
- How AI really works, with a focus on Retrieval Augmented Generation (RAG), a powerful blend of search and large language models
- Why RAG matters for secure, context-aware answers using internal content repositories
- Ensuring responses respect user permissions and only return authorized data from Dataverse, Microsoft 365, or other integrated sources
- Introduction to Copilot Studio: a low-code platform for creating secure, AI-driven dialogues with pre-built language models, dialogue management, and robust connectors
- Deploying these experiences to Power Pages while maintaining enterprise-grade security
- How AI Foundry complements or replaces Copilot Studio with a component-based approach
- Leveraging Microsoft and third-party tools to assemble full AI solutions across the Azure ecosystem
- Breaking down Microsoft’s licensing and pricing models and guidance to make informed decisions aligned with organizational needs
Meet Your Speaker
Peter Carson
President & CEO
Envision IT
Peter Carson is a 15-time Microsoft MVP for Office Apps and Services and a recognized leader and conference speaker on Microsoft 365 and Azure solutions. He has led his team at Envision IT in the use and deep customization of Microsoft 365 and Azure for over 10 years.
He is well recognized as an evangelist in the Microsoft 365 and Azure community, speaking regularly at user group meetings, conferences, and Microsoft events. Peter is celebrated for his expertise in Microsoft, AI, and search and will share his insights and stories from his decade-plus experience.
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