How SharePoint & OneDrive Agents Really Work — Directly from Mark Kashman
In this 2.5-hour deep-dive session, Mark Kashman explains how Agents are designed, grounded, secured, and used inside SharePoint and OneDrive.
Get instant access to the recordings of this session with Mark Kashman, host of The Intrazone podcast, for an exclusive session focused on unlocking the power of Agents inside SharePoint and OneDrive.
Expect demos, real-world scenarios, and practical architectural guidance — designed to help you implement Agents confidently in your own environment.
Format
OnDemand Workshop
Duration
2.5 hours
Suitable For
Everyone
Presenter
Mark Kashman
Why This Session Is Valuable
Agenda:
Explore how agents interact with Microsoft Graph, search indexing, and existing site permissions to ensure secure, relevant, and helpful results—without overexposing content.
See how to create and manage SharePoint agents using clicks, not code. Learn how to set up agents on team sites, define their data sources, test their responses, and publish them for team or org-wide use.
Dive into practical examples from Microsoft’s internal teams (like Legal and Event teams), showing how agents are used to reduce repetitive questions, improve access to knowledge, and streamline user support.
Learn how to integrate agents into Microsoft Teams chats, meetings, and OneDrive—putting answers and automation directly where people work.
Understand licensing options (Copilot vs. Pay-as-you-go), data access boundaries, and limitations like current lack of list support or deep metadata access
Get insights into what's coming next for SharePoint Agents—including tighter integration with Copilot Chat, enhanced controls, and broader data source support. Plus, leave with key links and learning resources to go deeper.
Description:
Mark demonstrates how Agents can turn everyday sites and workflows into intelligent, time-saving experiences using simple tools and powerful capabilities available inside Microsoft 365.
You’ll see how Agents enhance engagement, automate repetitive tasks, and improve knowledge discovery across SharePoint and OneDrive — while maintaining the integrity of your existing permission model.
This session includes live demos, practical real-world scenarios, and open Q&A discussion — offering both strategic clarity and technical depth.
Mark also shares roadmap context and product direction discussed at the time of recording — giving insight into how Microsoft was thinking about the evolution of Agents across Microsoft 365.
This Workshop includes:
Thoughts from the Collab365 Team:
Mark has an incredible ability to break down complex capabilities and explain how they work at a fundamental level.
With SharePoint Agents opening up powerful new possibilities inside Microsoft 365, there’s never been a better time to understand how they actually work — directly from someone who helped shape the experience.
This session is packed with architectural insight, practical demos, and the kind of perspective you only get from being close to product development.
Meet your workshop host:
Mark Kashman - Microsoft Senior Product Manager
Mark is a Microsoft 365 Consultant with 20 years of Microsoft insider knowledge. Proven track record launching major products. Trusted adviser. Dynamic spokesperson. Creative powerhouse and team player, driving impactful narratives.
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As for our Platinum Plan, we invite you to take advantage of our Collab365 Academy with a full-access, 7-day trial. It's a wonderful opportunity to experience all that we have to offer. Please note, due to the nature of this comprehensive trial, we are unable to provide refunds for plan purchases.
Frequently Asked questions:
We're thrilled to have you explore our content! Like many of our happy customers, we're sure you'll find great value in what we offer. If, for any reason, you're not completely satisfied with a stand-alone purchase, please reach out within 30 days. We're more than happy to process a refund for you.
As for our Platinum Plan, we invite you to take advantage of our Collab365 Academy with a full-access, 7-day trial. It's a wonderful opportunity to experience all that we have to offer. Please note, due to the nature of this comprehensive trial, we are unable to provide refunds for plan purchases.
Absolutely, we also offer discounts for multiple purchases and offer Platinum Team Plan please email us for details at hello@collab365.com.
No, only the person who purchases the pass will be able to watch the videos and will receive the ebooks. We ask that you do not share them.
Send us an email at hello@collab365.com and we can help.
If you already have an active Lifetime or Platinum Plan, access to the event recordings along with any session resources are provided by default after the event, and you are able to register to attend the event live for free. If you are interested in becoming a platinum member, please contact hello@collab365.com or sign up HERE
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