Microsoft Teams Insider Copilot and Agent Adoption in the Big Four Professional Services Firms
Dec 16, 2025
Mo Khalifa, an AI Workforce Specialist at Microsoft, dives deep into AI adoption in the Big Four professional services firms. He reveals how Copilot enhances personal productivity with email summaries and morning briefings. The conversation explores creating custom agents using Copilot Studio and personalizing workflows through WorkIQ. Mo tackles concerns around data sovereignty and compliance, while emphasizing a 28-day habit-building strategy for successful adoption. He also highlights the evolution of agent workflows and the importance of tailored prompts for specific roles.
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AI Adoption Is Supercharged
- AI adoption is accelerating far faster than past tech shifts like smartphones.
- This pace forces rethinking deployment, update cadence, and governance models.
Form Copilot Habits In 28 Days
- Build a 28-day habit plan to get users comfortable with Copilot for personal productivity.
- Start with daily, role-relevant prompts and examples to form lasting usage patterns.
Personal Agent Grew Into Team Agent
- Mo built a personal agent in Copilot Studio to hold customer EA agreements and notes.
- He then shared it with his team to scale the agent into a team productivity tool.