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 for Canadian Businesses’. We will explore how Copilot integrates seamlessly with Microsoft Dynamics BC & CRM, and Office 365 (Power BI, Teams, & SharePoint) 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.
Power BI Dashboard in a day with Copilot for Microsoft 365
Join Microsoft & VOX ISM for a virtual workshop for business analysts that covers all the capabilities of Power BI with Copilot for Microsoft 365. This session will be especially useful for any companies using Dynamics 365 Business Central.
After the workshop, you’ll better understand how to:
• Connect to, import, and transform data from a variety of sources.
• Define business rules and KPIs.
• Explore data with powerful visualization tools.
• Build stunning reports with Power BI.
• Share dashboards with your team and business partners, and publish them to the web.
Power Platform Summit (Power BI, Teams, Chat GPT)
Intro
- Welcome and introductions from Microsoft.
- Brief overview of the Microsoft Power Platform and its capabilities.
Power Platform Fundamentals
- Introduction to Power Apps.
- Overview of Power Automate.
- Understanding Power BI and its data visualization capabilities.
Power Platform Use Cases and Customer Stories
- Real-world examples of Power Platform implementations in various industries.
- Discussion on the benefits and ROI of Power Platform adoption.
The Future of Power Platform: Integrating Chat GPT and OpenAI
- Overview of OpenAI and Chat GPT.
- Discussion on how Microsoft will leverage these technologies in the Power Platform.
- Hands-on demonstration of how Chat GPT and OpenAI can be integrated into the Power Platform.
Power Platform Advanced Topics
- Deep dive into advanced features and capabilities of Power Apps, Power Automate, and Power BI.
- Discussion on how to extend the Power Platform using custom connectors and APIs.
Power BI Dashboard in a Day
Join us for a virtual workshop for business analysts that covers all the capabilities of Power BI. This session will be especially useful for any companies using Dynamics 365 Business Central.
After the workshop, you’ll better understand how to:
• Connect to, import, and transform data from a variety of sources.
• Define business rules and KPIs.
• Explore data with powerful visualization tools.
• Build stunning reports with Power BI.
• Share dashboards with your team and business partners, and publish them to the web.
Best Microsoft Software & Tools for 2023
Microsoft’s Dynamics 365 CRM and ERP platform continues to evolve with new features and capabilities. In 2023, we can expect to see further integration with other Microsoft products such as Teams and Power Platform, as well as new capabilities such as AI and machine learning. This webinar will focus on software and tools that a typically Canadian Manufacturer or Distributor will require for 2023 and beyond.
Agenda
1. Security and Infrastructure
2. ChatGPT and Project Cortex
3. Sales, Marketing and Service
4. Accounting
5. Manufacturing and Distribution
6. Microsoft 365
7. Power Platform
Power Platform Summit
Experience the first annual Power Platform conference, designed to empower everyone to achieve more in the modern workplace with Power Platform.
Vox ISM will be featuring the best Power Platform thought leaders from Microsoft, our partners, consultants, community experts and customers. Attendees will have the opportunity to gain deep insights through educational sessions, hands-on workshops, community networking and more.
Agenda
Time Topic Speaker Theme
1:30 Keynote Speaker Microsoft Strategic direction of Microsoft
1:40 The rise of the citizen developer
1:50 How to do Hybrid Work
2:00 How Voice and phone technology is transformation customer support
2:20 How I run my company with Power BI
2:25 Embracing Change Management
2:30 Closing/Break Out Rooms
Forget Everything you Know about Reporting
If you are like many business leaders, you may be drowning in reports. Spreed sheets come at a speed that makes it impossible to make sense of it all. What if reporting was more than just something you team had to “get done” and instead helped them “get things done”? Learn how changing the way you understand and interact with reports will prepare you for success with Power BI. In this session, our Power BI Expert Mike Fontaine will go through strategies your business can use to adapt this paradigm and utilize the data at your fingertips in more impactful ways.
Microsoft Business Suite
Take the right steps to future-proof your business with Microsoft Business Solutions.
Microsoft offers a market-leading set of business solutions that suits such a wide range of sizes and types that it can be challenging to understand which software works best for your requirements.
Join this exclusive webinar to learn about different Microsoft apps and different markets that they are suited to so that you can get an idea of which software suits your business.
In this webinar, we’ll talk about all the top Microsoft solutions of 2022:
- Sales: Your sales team needs more than traditional sales force automation to respond to today’s unpredictable selling environment. We will cover the 5 screens each sales rep uses every day, sales management tools and forecasting, supported by marketing and social.
- Accounting: Redefine your traditional bookkeeping & accounting operations. Automate processes to increase efficiency. Decrease operational expenses and financial complexities, and get the reporting you need to improve your business.
- Manufacturing: Quote, cost, and track your work. Advanced production scheduling, full traceability, supply chain optimization, all standard with Microsoft for manufacturing.
- Distribution: Track inventory movements and transactions in real-time. Optimize day-to-day warehouse operations by optimizing order processing to procurement, inventory tracking, shipping, logistics and financial management. This way, you gain control, with a 360-degree view of all areas of your business, on your dashboard or phone.
- Management reporting & analytics: There are 4 levels or methods of getting reports/analytics with Microsoft: (1. 550 configurable standard reports, 2. Management dashboards by department, 3. Power BI for analytics, 4. Artificial intelligence suggestions, then how about a quick look at Jet Reports (Excel Based Reporting).
- Microsoft TEAMS for communications and coordination: Teamwork and collaboration are fundamental to build resilience for your people, teams, and organization. Empower people to be productive and secure as they adapt to working in new ways with Microsoft 365 and Microsoft Teams.
- Microsoft Software Pricing, and software implementation timelines
If you can’t make it, register now, and we’ll send you a link to the webinar recording once it’s ready.
Microsoft named a Leader in 2022 for Analytics and Power BI Platforms
Today Microsoft is announcing that for the 15th straight year Microsoft has been positioned as a Leader in the 2022 Gartner Magic Quadrant for Analytics and Business Intelligence Platforms. Microsoft has also been placed furthest to the right for Completeness of Vision and highest in the Ability to Execute within the Leaders quadrant for the fourth straight year.
Microsoft believes that this milestone could not have been happened without the loyal support of millions of active users and community members that are using Microsoft Power BI to drive a stronger data culture in their own organizations.
Empowering the individual
Over the course of the last year, Microsoft has made Power BI even more user-friendly with all new features! For example, the ability to easily share links to reports (just like in your Office applications) or the ability to automatically generate visuals by simply pasting data into Power BI on the web.
Empowering the team
To empower your team, Microsoft weaved Power BI even deeper into the fabric of where your teams already work. For example, we’ve introduced further Microsoft Teams integrations that create a seamless experience when collaborating over data. We’ve made connecting to Excel data even easier. Additionally, SharePoint, Dynamics 365, and Power Apps users can now generate a set of relevant visuals based on the data they’re currently viewing.
With the introduction of goals in Power BI, we’ve also made it easier for teams to drive progress around specific KPIs. Goals enable teams to easily curate and track key business metrics, dive deeper into the related data when needed, and even take automated action based on the status of these goals with Power Automate integration.
Empowering the organization
For your organization, Microsoft has worked hard to ensure Power BI can scale to meet even the most demanding and complex needs of our customers. As part of this effort, we brought many Azure Analysis Services capabilities to Power BI including XMLA endpoints, large models, object-level security, and backup/restore datasets. We also introduced dozens of new features that make it even easier for developers and data scientists to customize, extend, and embed Power BI including automatic aggregations, dataflows for streaming data, embedding in Jupyter notebooks, and so much more.
Finally, Microsoft addressed one of the biggest asks from their customers around pricing flexibility. We introduced Power BI Premium per user earlier this year to make our premium features more accessible to small and medium businesses and workgroups within large organizations. We also introduced a new Autoscale capability to add vCores to capacity during utilization peaks, ensuring you have access to as much computing power as you need, when you need it.
Want to learn more about Power BI: Join VOX ISM for its Free Interactive Training sessions!
Join us for our Power BI training Bootcamp: Power BI 101, Power BI 201, and Power BI how to Get Started.
What is AR Automation and how to automate your AR process?
AR automation is automating the entire accounts receivable process. Dynamics 365 Business Central has many tools that will automate the accounts receivable process and add-on’s to completely eliminate the clerical process.
Agenda
· What is AR Automation?
· Benefits of an AR Automation solution
· What is included with Business Central
o AI to calculate if the customer will pay on time
o Reminders, Interest and Dunning letters
o Automate email and distribution lists
o Dashboards and reports
· Additional software to enhance the process
o OCR
o Payment Portals
o Power Automate
o AI Automation
· Putting it all together
Benefits
· Reduced costs
· Faster handling
· Faster payments
· Improved cash flow
· Greater security
· Increased accuracy
· Better customer relations
This webinar will take place on Microsoft Teams. Once registered, we will send you the links required to join the Live Webinar.
Hope to see you at the webinar. For questions, reach out to linda@voxism.com, or call +1-705-466-7477.
