Advanced Features and Training Agenda

In this advanced webinar, we will delve deeper into Microsoft Copilot’s capabilities, exploring its more sophisticated features and providing in-depth training on how to leverage Copilot for optimal productivity and efficiency across Microsoft 365 apps, Business Central, and Microsoft CRM.

Agenda:

Advanced Access and Configuration

· How to customize Copilot settings and permissions for specific needs

· Advanced data integration techniques to enhance Copilot’s insights and recommendations

· Managing Copilot updates and new feature releases

Utilizing Copilot for Complex Tasks

· Automating complex workflows across Microsoft 365 applications

· Advanced document creation and collaboration in Word and PowerPoint

· Comprehensive data analysis and visualization in Excel

· Enhanced note-taking and project management in OneNote and Planner

· Advanced brainstorming and collaboration techniques using Whiteboard and Teams

· Creating and managing intricate surveys and forms with Forms

Integrating Copilot with Business Central and CRM

· Utilizing Copilot for advanced financial analysis and reporting in Business Central

· Enhancing customer relationship management workflows with Copilot in Microsoft CRM

· Case studies and practical examples of business applications

Advanced Features and Capabilities

· Deep dive into Copilot’s natural language understanding and AI-driven insights

· Personalization tips to tailor Copilot’s functionality to individual user needs

· Leveraging Copilot for advanced automation and task management

· Exploring Copilot’s integration with third-party apps and services

Training and Best Practices

· Step-by-step training for using advanced features

· Best practices for maximizing productivity with Copilot

· Tips for troubleshooting and optimizing performance

· Resources for ongoing learning and support

Cost and Product Recommendations

· Detailed breakdown of costs for advanced features

· Recommended product bundles and subscriptions for getting started

Copilot 101 Training – (Getting started with Copilot)

If you are looking for a way to improve your productivity, collaboration, and creativity, you might want to consider using Microsoft Copilot with your Microsoft Software. Copilot is a powerful and intelligent assistant that can help you with various tasks across different Microsoft 365 apps, such as Outlook, Word, PowerPoint, Excel, OneNote, Planner, Whiteboard, Forms, Business Central, Microsoft CRM, and Teams. Copilot can also provide you with insights and recommendations based on your data and goals. In this webinar, we will give you an overview of what Copilot is, what are its benefits and costs, and how to use it with Microsoft Office Products, Business Central & Microsoft CRM.

Agenda:

1. How to access and activate Copilot?

You can access Copilot from any device and any channel that supports Microsoft 365, such as the web app, the desktop app, or Teams. To activate Copilot, you need to enable Copilot in your settings and give it access to your data and permissions. Once you do that, you can start using Copilot by clicking on the Copilot icon, saying “Hey Copilot”, or typing “@Copilot” in the chat window.

1. How to use Copilot with different Microsoft Products

– Show how to use Microsoft Copilot in different Microsoft 365 apps, such as Outlook, Word, PowerPoint, Excel, OneNote, Planner, Whiteboard, Forms, and Teams

– Highlight the features and capabilities of Microsoft Copilot, such as insights, recommendations, automation, personalization, and natural language understanding

– Provide examples of common tasks and scenarios that Microsoft Copilot can help with, such as scheduling meetings, creating documents, designing presentations, analyzing data, taking notes, managing projects, brainstorming ideas, creating surveys, and communicating with colleagues

– Using Copilot with Microsoft BC and CRM

How much does it cost, what products to buy to get started

How to use Copilot in manufacturing

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.

2. 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.

3. 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.

4. 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.

5. Service

· Increase customer loyalty by providing exceptional service.

· Proactive field service including AI-optimized scheduling

· Omnichannel and self-service customer service.

(How to use Copilot to streamline your quote to cash process in Business Central)

· Extract order details from emails and create quotes automatically

· Identify new contacts and add them to your database

· Reply to customer inquiries and requests with smart responses

· Convert quotes to orders with a few clicks

· Retrieve previous order information and apply discounts or promotions

· Send invoices and reminders with personalized messages

· Predict payment behavior and manage your cash flow effectively

Did you miss our Seminar in Mississauga? Don’t worry we at VOX ISM are proud to announce our RECAP event. We will highlight the material covered and present it again for all those who could not attend.

Business Central Overview

• Streamlining Financial Operations
• Enhancing AR/AP Efficiency
• Improving Reporting Accuracy

CFO-Centric Insights

• Integration with Power BI for Financial Reporting
• AI in Action: Using Microsoft AI Copilot for Automated Reports & Charts

Cloud Migration

• Benefits: Security, Privacy, and Compliance
• Transitioning from Excel and QuickBooks
• Strategy and Implementation Process

Accounting Features in Business Central

• Dimensions and Projects Management
• Multi-Currency / Multi-Company Support
• Closing Your Books with Speed and Confidence

Implementation Essentials

• Data Migration: Myths & Realities
• Training Programs
• Budgeting and Speed: From Start to Finish

Unlocking the Future of Business Operations

Join us for an insightful webinar on “Digital Transformation: Technology and Strategies,” where we will explore the strategies and techniques essential for transitioning from traditional paper-based processes to a fully digital environment. This session will delve into the methodologies that drive efficiency, accuracy, and integration across all business operations. Learn how to leverage cutting-edge technologies to optimize your workflows, enhance data management, and improve overall productivity. The objective is to show you multiple ways to save time in your office on a daily basis!

Key Technologies for Digital Transformation

· Electronic Forms: Transition from paper forms to digital formats to streamline data entry and reduce errors.

· SharePoint: Utilize SharePoint for document management and collaboration, ensuring secure and centralized access to all your business documents.

· Power Automate: Automate repetitive tasks and workflows to save time and increase efficiency across your organization.

· Power Apps: Develop custom applications to meet specific business needs without extensive coding knowledge.

· Excel: Transform your data management practices with advanced Excel functionalities for better analysis and reporting.

· Business Central: Integrate Business Central for comprehensive enterprise resource planning and management.

· Dynamics 365 CRM: Enhance customer relationship management with Dynamics 365 CRM, providing a 360-degree view of your customer interactions.

· Copilot: Automate and reduce clerical steps using Microsoft’s Virtual AI Assistant

Introduction

Warehouse management is a crucial aspect of any business that deals with physical goods. Efficient warehouse management can lead to significant improvements in operational efficiency, inventory accuracy, and customer satisfaction. By leveraging Microsoft Business Central, businesses can streamline their warehouse processes, reduce operational costs, and enhance productivity. This webinar will provide you with an in-depth understanding of how to optimize warehouse management using Business Central.

Agenda

· Benefits of Using Business Central for Warehouse Management – Explore how Business Central can improve your warehouse operations.

· Key Features of Warehouse Management in Business Central

· Inventory Tracking and Management

· Order Processing and Fulfillment

· Automated Data Collection

· Real-time Inventory Updates

· Using Copilot to enhance WMS operations

Live Demonstration – A hands-on demonstration showcasing the key features in action.

Maximize Your Financial Planning and Analysis Capabilities

Using budgeting and forecasting in Business Central is crucial for businesses aiming to achieve financial stability and strategic growth. By leveraging these tools, organizations can create detailed financial plans that align with their business objectives, allowing for more accurate predictions of future financial performance. Budgeting helps in setting financial targets, controlling costs, and ensuring that resources are allocated efficiently. Forecasting, on the other hand, enables businesses to anticipate market trends, adjust strategies proactively, and make informed decisions based on historical data and predictive analytics. Together, these processes support effective financial management, improve cash flow planning, and enhance overall organizational agility, thus driving better business outcomes.

Agenda

· G/L Budgeting Fundamentals

· Overview of G/L Budgeting

· Creating and Managing G/L Budgets

· Customer Sales Budgeting

· Understanding Customer Sales Budgets

· Utilizing Copilot for Sales Budgeting

· Strategic Forecasting

· Introduction to Forecasting Techniques

· Using Historical Data for Accurate Forecasts

· Conclusion and Q&A

By the end of this concise webinar, you will have a foundational understanding of how to elevate your budgeting, forecasting, and reporting capabilities using Copilot for Microsoft 365 in Business Central. We look forward to your participation!