Elevate Your Budgeting, Forecasting, Reporting & Analysis with Copilot for Microsoft 365

If you are looking for a way to improve your budgeting, forecasting, reporting, and analysis processes, you don’t want to miss this webinar. In this 45 minute session, we will show you how Copilot Microsoft Dynamics 365 Business Central can help you streamline and automate your financial planning and performance management. You will learn how to:

· Create and manage G/L budgets

· Create and manage Sales Budgets (Forecasts) with built-in tools and templates

· Generate and share out of the box reports that measure and compare against actuals

· Use artificial intelligence and machine learning to enhance your analysis and decision making

· Collaborate and communicate with your team and stakeholders securely and efficiently.

By the end of this webinar, you will see how Business Central can help you elevate your budgeting, forecasting, reporting, and analysis in one day. You will also discover how you can get started with a free trial or a personalized demo of Business Central. Don’t miss this opportunity to take your financial planning and performance management to the next level with Business Central. Register now and join us for this informative and interactive webinar.


Microsoft Cloud for Canadian Manufactures with Copilot for Microsoft 365

Strengthen your manufacturing business by connecting systems and data, allowing you to anticipate change, minimize disruptions, and reduce time to market—all while building better customer relationships using real-time insights. Also learn about the integration of Copilot for Microsoft 365.

Agenda:

  1. Product Design and Control
  • Introduce new products and services quickly.
  • Centrally manage product information.
  • Streamline engineering change management processes.
  • Improve safety, quality, and productivity with hands-free work instructions.
  1. Supply Chain
  • Six trends shaping supply chain transformation
  • Stay ahead of supply chain disruptions and keep up with customer demand by transforming from a legacy approach to a resilient manufacturing supply chain model.
  1. Production and Distribution
  • Get support for discrete, process, lean, and mixed-mode manufacturing.
  • Drive sustainable manufacturing with connected factories using IoT and AI.
  • Fulfill orders effectively with Intelligent order and warehouse management.
  • Manage inventory with real-time data.
  1. Sales
  • Build trust and strengthen relationships with customers.
  • Streamline and automate sales processes to sell new leads and identify opportunities with existing customers.
  • Track relationship needs and relationship health with real-time insights.
  • Personalize customer engagements across multiple channels to cultivate and maintain long-term relationships.
  1. Service
  • Increase customer loyalty by providing exceptional service.
  • Proactive field service including AI-optimized scheduling
  • Omnichannel and self-service customer service.


Chat GPT is Microsoft Copilot with Microsoft 365

You will learn how to use Chat GPT (Microsoft Copilot), the ultimate AI companion for everything you do and discover how Copilot can help you boost your productivity and creativity, collaborate, and communicate, and manage and optimize your work and life.
Agenda
  • Training on how to use Microsoft 365 Copilot
    • Excel
    • Chat
    • Outlook
    • PowerPoint
    • Word
  • Presentation on Copilot inside Dynamics 365 and Business Central
  • Microsoft AI throughout the Power Platform
  • How to write better prompts
  • AI Security and Governance
  • Next Steps to get started!


How Copilot for Microsoft 365 can make you more Efficient

If you are looking for ways to increase your speed and productivity with minimal extra investment, you won’t want to miss our next webinar on Business Central. Business Central is a cloud-based business management solution that integrates all your core processes, from finance and supply chain to sales and service. In this webinar, you will learn how Business Central can help you:

· Automate and streamline your workflows and approvals across departments and locations.

· Batch posting and bulk processing of transactions.

· Copying and pasting and editing in Excel

· Popular Keyboard short cuts

· Saving Views and queries

· Analyzing data and gaining insights

· Simplify and accelerate your reporting and analysis with real-time data and insights with Power BI.

· Enhance your collaboration and communication with Copilot for Microsoft 365 integration and mobile access.

· Review of some of more popular add-ons from the Microsoft AppSource marketplace.

· Scale and adapt your solution as your business grows and changes.

By implementing Business Central, you can achieve more speed and productivity with minimal extra investment and gain a competitive edge in your market. Don’t miss this opportunity to see Business Central in action and ask your questions to our experts. Register now and join us for this informative and interactive webinar.

– Artificial intelligence and machine learning capabilities that provide suggestions and predictions based on your data and behavior, such as cash flow forecasts, payment reminders, inventory replenishment, and sales opportunities.


Excel & Copilot for Microsoft 365

What you’ll learn:
• Copilot for Microsoft 365 Intergration
• Removing Duplicates
• Data Validation
• Math Functions
• Freeze Panes
• Working with Dates
• Search and Replace
• Formulas – IF, TRIM, LEFT, MID, SEARCH
• VLookup
• Pivot Tables, Charts and Graphs
• Working with ERP – Budgets, add/modify/delete


Best Practices: Copilot for Microsoft 365 to Elevate your Business in 2024

Understanding Microsoft 365 Copilot: This segment will delve into what Microsoft 365 Copilot is, its key features, and capabilities. We will explore how Copilot integrates seamlessly with Microsoft 365 applications, providing a solid foundation for its practical use.

Enhancing Productivity with Copilot: In this part of the webinar, we will discuss how Copilot can automate routine tasks, improve collaboration and communication, and utilize AI for better decision-making. The focus will be on practical applications that can significantly boost productivity.

Best Practices for Implementation: Here, we will share strategies for successful Copilot adoption, including how to customize Copilot to meet specific business needs and the importance of training and support for employees. This segment aims to equip attendees with actionable steps for implementing Copilot effectively.

Security and Compliance: Ensuring data privacy and security with Copilot is crucial. This segment will cover how to maintain compliance with industry standards and regulations, and best practices for securing business operations when using Copilot.

Future Trends and Innovations: We will look ahead to the future, discussing upcoming features and updates for Copilot. This segment will also explore how AI is shaping the future of business operations and how businesses can prepare for these technological advancements.


ChatGPT=Microsoft Copilot In Person Training Seminar: Recap

ChatGPT=Microsoft Copilot In Person Training Seminar: Recap

Thank you to the hundreds of Microsoft/Vox customers and Copilot enthusiasts who attended yesterday’s first in-person Copilot training course in Canada in Mississauga. See the 3 pictures below, the summary of the event, and most importantly, here is a link for an online 1 hour Copilot Training course for all those who could not attend on May 14th!

Event Summary:

Microsoft Copilot for Microsoft 365 is an AI-powered tool that uses large language models (LLMs) with content from your Microsoft 365 apps to help you work more efficiently with the tools you rely on daily, including Word, Excel, PowerPoint, Outlook, Teams, Dynamics BC & CRM, and more.

The first segment highlights how to use Copilot across Microsoft 365 apps, uncovering best practices for usage and prompt creation.

The second segment shows you how the security protects your confidential information, such as your accounting information (security and compliance features that administrators must configure within their Microsoft 365 tenant to protect organizational data before implementing Copilot for Microsoft 365)

ChatGPT = Co-Pilot Training

This webinar will recap our in-person session on May 14th for those who missed it. It will show you Copilot, Microsoft’s new twist on ChatGPT, a powerful tool that can write natural language for you. You will learn how to use Copilot for different office tasks, like emails, financial analysis using Excel, reports, presentations, blogs, and more. You will also see how Copilot can help you improve your writing in style, tone, and clarity. After this webinar, you will know the basics of how Microsoft 365 Copilot can help you and your company.


ChatGPT = Co-Pilot Training

This webinar will recap our in-person session on May 14th for those who missed it. You will learn how to use Chat GPT (Microsoft Copilot), the ultimate AI companion for everything you do and discover how Copilot can help you boost your productivity and creativity, collaborate, and communicate, and manage and optimize your work and life.
Agenda
  • Training on how to use Microsoft 365 Copilot
    • Excel
    • Chat
    • Outlook
    • PowerPoint
    • Word
  • Presentation on Copilot inside Dynamics 365 and Business Central
  • Microsoft AI throughout the Power Platform
  • How to write better prompts
  • AI Security and Governance
  • Next Steps to get started!


Teams 201: Copilot for Microsoft 365

Learn more about Teams and Copilot for Microsoft 365.

The future of calling is where calling meets collaboration—bringing together different
communication modalities to support the way you work.
Incorporate calling into the flow of work
• Seamlessly transfer calls between devices: Teams Phone now offers the ability for
you to transfer a call from your computer to a mobile device or vice versa, without
interrupting the call.
• Spam call identification: Teams Phone uses advanced industry techniques to identify
likely spam calls, allowing users to avoid unnecessary interruptions to your day by spam
calls.
• Apple CarPlay support: Apple CarPlay support for Teams enables users to join calls
and meetings using your vehicle’s built-in controls or hands-free using Siri.
• “Better together” device experience: The new “better together” experience means
that Teams devices now complement each other, allowing users to answer a call, mute
or unmute, and end the call on either the device or the Teams client.
• Walkie-talkie for desk phones: Connect quickly with colleagues with a push-to-talk
function available on desk phones.
Connect existing telephony with Microsoft Teams
• Operator Connect: Operator Connect, enables our customers to simply connect your
operator-based public switched telephone network (PSTN) service into Teams with a
managed experience, now extending the ability to enable PSTN calling in Teams to
three great options.
• Microsoft Teams Calling Plans expansion: Microsoft Teams Calling Plans offer a
simple way to deploy calling in Teams without on-premises equipment, available in 33
markets.
• Bring your own contact center (certification): Teams Phone integrates with your
existing contact center solution, and the connected contact center program provides a
new level of validation from rigorous third-party testing to ensure seamless and reliable
integration. There are now 8 certified contact center solutions, including NICE
InContact, Genesys, and Five9, with an additional 12 in the process of certifying.
These are just a few examples of the innovation from this past year. As your communications
needs continue to evolve, we’ll be investing and expanding our capabilities to help you
modernize your organization.
Join a Teams meeting
• Explore how teams can be used to prepare for a meeting, run a meeting, and follow-up
on meeting objectives
• Join a meeting from a hyperlink, meeting chat, dial-in, calendar, or a channel
• Navigate the pre-meeting screen and selecting the right devices
• Explore main actions in a Teams meeting
• Share video, audio, and content
• Show and chat with participants and raise hand
• Explore meeting views
• Mobile capabilities
Calendar and meetings
• Overview of the relationship between Outlook and Teams calendar
• Book an online meeting
• Create in Teams or Outlook
• Difference between meeting and channel meeting
• Scheduling assistant
• Invite people outside the organization, including those who don’t have a Teams
license
• Change calendar view
• RSVP, chat with participants and join
• Meeting details
Remote meetings that are as effective as being in-person


Ivey Alumni Network - AI Open House

I and 125 fellow Western MBA alumni attended the Artificial Intelligence (AI) session at Deloitte’s last night in Downtown Toronto.  The key topic was the rapid advancement of AI in our daily lives.  What was most surprising was that > 50% Canadians are not at all aware of these rapid changes.  The main message from the panel of 5 hosts was that AI is in its early days.

As a Microsoft implementer of Copilot, this was never mentioned, even though it is the most commonly used AI after Chat GPT and will become # 1 soon.  Why?? – Copilot is heavily integrated into Office 365 now (the most commonly used software in the world today) and Microsoft is devoting $13 Billion in R&D for Copilot this year, a huge sum!

Vox uses Copilot daily, the expected benefit is a 19% reduction in effort, per US Government studies.  Well worth the time to learn.