What I built
I built the M3/EQ Order Quick Guide as a reusable Microsoft 365 Copilot agent for employees working in the Infor M3 order system. The agent turns existing training content into an interactive support experience that can answer process questions when users need them.
What it supports
- Core M3/EQ ordering workflows
- Order editing tasks
- Order tracking questions
- Step-by-step process guidance
- Answers grounded in PING's official SharePoint training resources
How employees use it
The agent can be opened directly in Microsoft 365 Copilot or added to a chat or meeting. This makes the guidance available inside the same environment where employees already work instead of requiring them to search through training material manually.
The project converts static process documentation into an on-demand, conversational knowledge tool built around the actual M3/EQ ordering workflow.