Best Practices for Running Meetings with Teams and Copilot

Setting Up for Success

· Preparing Your Meeting Space

· Technical Check: Ensuring Equipment and Software are Ready

· Creating an Effective Meeting Agenda

Leveraging Teams for Meetings

· Scheduling and Inviting Participants

· Using Teams Features for Collaboration

· Recording and Transcribing Meetings

Enhancing Meetings with Copilot

· Introduction to Copilot in Teams

· Using AI for Real-Time Meeting Assistance

· Automated Note-Taking and Action Items

Best Practices for Engaging and Effective Meetings

· Facilitating Interactive Discussions

· Ensuring Participation and Inclusion

· Managing Time and Staying on Track

Post-Meeting Follow-Up

· Distributing Meeting Summaries and Action Items

· Tracking Progress and Accountability

· Using Teams and Copilot for Ongoing Collaboration

Q&A Session

· Addressing Participant Questions

· Sharing Additional Resources

Conclusion

· Recap of Key Takeaways

· Next Steps and Additional Training Opportunities

· Closing Remarks


Streamline Accounting with AI Tools

Join us for an informative webinar designed for accountants, financial managers, and business leaders. Discover how integrating AI tools in Business Central and Excel can streamline your accounting processes, enhance data analysis, and improve decision-making efficiency. Our experts will provide valuable insights into leveraging AI technology to transform your accounting practices.

Agenda

Current Challenges in Accounting

· Manual data entry and its errors

· Time-consuming reconciliation processes

· Difficulties in data analysis and reporting

AI in Business Central

· Automated financial forecasting

· Predictive analytics for better decision-making

· Streamlined invoice processing AP and AR

· Bank Reconciliations

· Natural language queries for reports and inquiries.

AI in Excel

· Data cleansing and preparation tools

· Automated data visualization

· Automated Reconciliation using Copilot Finance

· Advanced formula suggestions

Don’t miss this chance to learn how AI technology can revolutionize your accounting processes. Register now to unlock the potential of AI tools in Business Central and

Excel,and drive your business towards greater efficiency and accuracy.


ChatGPT = Microsoft Copilot Training

Welcome to our exclusive webinar designed to introduce you to the powerful capabilities of Chat GPT as Microsoft Copilot. This session will guide you through the features and functionalities of Copilot 365, demonstrating how it can revolutionize your workflows and enhance productivity.

Webinar Agenda

· Welcome and Introduction

· Exploring Copilot 365

· Overview of Copilot 365

· Integration with Microsoft 365 Suite

Understanding Chat GPT as Microsoft Copilot

· Natural Language Processing Capabilities

· AI-driven Assistance for Common Tasks

Deep Dive: Enhancing Productivity with Copilot

· Smart Email Drafting

· Automated Meeting Summaries

· Data Insights and Visualization

Why Attend?

· Gain a comprehensive understanding of Copilot 365 and its integration with Microsoft 365 Suite.

· Learn how to leverage Chat GPT’s natural language processing to streamline daily tasks.

· Discover practical applications for enhancing productivity, from smart email drafting to automated meeting summaries.

Join us to explore how Chat GPT as Microsoft Copilot can transform your professional routine, making your work smarter and more efficient.


Copilot 101 Training

We are thrilled to announce the latest advancements in Copilot for 2025! This webinar will uncover groundbreaking features designed to elevate your business operations. Join us to discover how Copilot’s new functionalities can enhance your workflows, boost productivity, and integrate seamlessly with other essential Microsoft tools.

Webinar Agenda

· Introduction & Welcome – Overview of the session and key objectives

· New Features in Copilot 2025

· Capabilities and Improvements of Copilot Agents

· Enhanced AI Actions for better task automation – Copilot Actions

· New Copilot Pages functionality

· Copilot Analytics to measure adoption

· Innovative Apps and service connectors integrated with Copilot

· Advanced Security Features and Protocols


What's New in Copilot in 2025

We are thrilled to announce the latest advancements in Copilot for 2025! This webinar will uncover groundbreaking features designed to elevate your business operations. Join us to discover how Copilot’s new functionalities can enhance your workflows, boost productivity, and integrate seamlessly with other essential Microsoft tools.

Webinar Agenda

· Introduction & Welcome – Overview of the session and key objectives

· New Features in Copilot 2025

· Capabilities and Improvements of Copilot Agents

· Enhanced AI Actions for better task automation – Copilot Actions

· New Copilot Pages functionality

· Copilot Analytics to measure adoption

· Innovative Apps and service connectors integrated with Copilot

· Advanced Security Features and Protocols


How to use AI for Accounting

Unlocking Efficiency and Innovation in Financial Management

Join us for an exhilarating session where we delve into the transformative power of AI in accounting. Discover how artificial intelligence can streamline your financial processes, enhance accuracy, and drive business growth. Secure your spot now and be part of the technological revolution with Microsoft Business Central.

Agenda

Introduction

· Welcome and Overview

· The Impact of AI on Modern Accounting

· Session Objectives and Key Takeaways

AI Services for Accounting

· OCR automation

· E-documents

· Exchange Rate

· Forecasting

· Late payment prediction

· Queries and auto-generated dashboards

Copilot

· Working with Excel

· Managing Tasks in Planner

· Organizing files in SharePoint

· Creating Power Points

· Reconciliation (Copilot Finance)

Power Platform

· Power Automate

· Power BI

· Power Agents

We look forward to your participation in this informative and engaging session. Register now to secure your spot and take a significant step towards revolutionizing your business operations with Microsoft Business Central.


Microsoft CRM with Copilot

Maximize seller efficiency and close more deals.

Copilot for Sales brings together Microsoft 365 Copilot with a role-based agent that connects with your Microsoft Dynamics CRM platform to bring sales insights and generative AI into the flow of work. Copilot is a free tool that is included in Microsoft CRM, saves you $40 per month!

 

Agenda:

1. Show you how to streamline communications -Use AI assistance to draft emails and set up meetings in Outlook with data from your CRM platform and Outlook.

2. Create AI-generated email and meeting summaries in Outlook and Microsoft Teams and save them directly to your CRM platform.

3. Create pitch decks, meeting preparation briefs, and data visualizations in PowerPoint, Word, and Excel with AI assistance.

4. What is better, Microsoft Copilot or Chat GPT (it’s all about security)

5. What is new for 2025, available now!

a. The new user experience brings the Highlights and CRM tabs together into one unified view and combines the data to make a single enriched result. The new view is designed to provide a more streamlined experience by bringing the most relevant information to the top of the view

b. Microsoft 365 Copilot and the role-based sales insights with out of the box CRM integration as part of the core package. Email summary and generative replies are integrated into Outlook as part of the Microsoft 365 Copilot experience. If you’re using the Outlook on the web or the new Outlook for Windows, you can access Copilot for Sales in the Microsoft 365 Copilot side pane in Outlook


Artificial Intelligence for Dummies - ChatGPT and Copilot Explained

Are you new to AI and looking for a simple, easy-to-follow guide?

Join us on December 12, 2024, for a free online webinar from 1:00 PM to 2:00 PM.

Click here to register for the event.

Microsoft Copilot vs. ChatGPT: Simplifying Tasks for Users

This webinar will explore how AI tools like Microsoft Security Copilot and ChatGPT can help automate tasks and improve efficiency. While Microsoft Security Copilot focuses on security management, ChatGPT excels in content creation and communication. Both tools aim to simplify workflows and enhance productivity.

Key Benefits of Microsoft 365 Copilot

A recent study by Forrester highlights the advantages of Microsoft 365 Copilot for organizations:

  • Faster Onboarding: Businesses report a reduction in onboarding times by up to 30%, improving both employee satisfaction and operational speed.
  • Strong ROI: Forrester’s New Technology: Projected Total Economic Impact™ of Microsoft 365 Copilot for SMBs predicts an ROI of 132% to 353% over three years.

Webinar Agenda

During the session, we’ll cover:

  1. What is Microsoft Copilot?
  2. How is Microsoft Copilot different from ChatGPT?
  3. Using Copilot with Microsoft Office Products: A practical look at Outlook, Excel, and Word.
  4. Using Copilot for Accountants: Explore its integration with Microsoft Business Central.
  5. What’s Coming in 2025: Discover how Copilot can help you gain 20% more productivity.

Don’t miss this opportunity to learn how AI can revolutionize your workflow and boost your efficiency. Register today!


Artificial Intelligence for Dummies - Microsoft Copilot Explained

Agenda:

  1. What is Microsoft Copilot
  2. How is it different than Chat GPT
  3. Using Copilot with Microsoft Office Products (Outlook, Excel, and Word)
  4. Using Copilot for Accountants, with a quick look at Microsoft Business Central and Copilot working together
  5. What’s coming in 2025 with Copilot, and how to gain 20% more productivity with Copilot.


The Society of Professional Accountants of Canada – Event Recap

Data to Decisions: AI for Accountants

On October 26, VOX had the honor of serving as a keynote speaker at the Society of Professional Accountants of Canada’s General Meeting. We presented on the topic Microsoft Copilot and explored its transformative impact on the accounting field. The agenda covered three main areas:

  • Understanding AI (Copilot) and Its Capabilities
  • Using Copilot with Key Applications: Excel, Power BI, Outlook, and various accounting software
  • Steps to Get Started with Copilot

It has been nearly a year since Microsoft 365 Copilot became generally available, with around 60% of Fortune 500 companies already benefiting from its efficiencies. Studies indicate that Copilot can reduce office workloads by up to 20%, marking a significant time-saving advantage.

In my own experience, Copilot has streamlined communication dramatically. Now, when I receive an email from a client, the accounting details are presented automatically, and Copilot drafts responses based on prior conversations. Tasks that once took me 10 minutes—reviewing a client’s file and drafting a reply—are now completed in moments.

Below is a photo of the RPA executives, led by President Zubair Choudhry, capturing the interest and engagement of the packed room. The CPA group displayed keen interest in the potential of Copilot to optimize their workflows.

This event was a fantastic opportunity to showcase the future of AI in accounting and how it’s making strides in supporting professionals across the industry.