RunAs Radio Copilot Adoption in Financial Services with Christina Wheeler
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Aug 6, 2025 In this discussion, Christina Wheeler, a Senior Solution Engineer at Microsoft, delves into the world of Copilot adoption in financial services. She emphasizes the critical role of data security and governance using tools like Microsoft Purview. Christina highlights the transition from traditional systems to Dataverse for better compliance and scalability. The chat also explores how AI tools enhance productivity and customer interactions, showcasing the potential of Copilot to streamline workflows and improve efficiency in the financial sector.
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Strategic Copilot Rollout
- Plan a controlled Copilot rollout involving security vetting and training for administrators and makers.
- Avoid panic reactions by enabling features strategically and scaling thoughtfully across the organization.
Migrate to Dataverse for Security
- Migrate from SharePoint lists to Dataverse for scalable, secure apps with field-level and role-based security.
- Avoid "security by obscurity" by properly controlling backend database access rather than hiding data in front-end views.
Simplify SharePoint Migration
- Use Dataverse's capability to create tables from SharePoint lists to simplify migration.
- Choose virtual tables for live connection or full conversion for better features when moving data.