Background In October 2024, an Industrial Supply organization attended a Copilot workshop by Velosio to explore its features, including meeting summaries, PowerPoint creation, and chatbots. Following the workshop, they deployed Copilot for meeting management, data analysis, and document creation. Meeting summaries and action items generated with Copilot improved accessibility and follow-up, while data insights from…
Background A leading provider of healthcare technology solutions for behavioral health and human services providers encountered communication barriers with outdated phone systems from legacy virtual phone software, 8×8. The limitations of unintegrated calling with their old provider, complex licensing, and inefficient call management were impeding their operational efficiency and growth. Solution Recognizing the need for…
Microsoft designed its various productivity platforms to bring out the best in each other. For example, Microsoft Dynamics 365 becomes a much more powerful resource when connected to Microsoft Excel, Word, Outlook, SharePoint, OneNote, Power BI, and Teams. Here are some ways that you can combine Microsoft 365 (formerly Office 365) with Dynamics 365 for…
No matter whether it is in the bustling corridors of a trade conference, the boardroom of a client’s office, or the comfort of a home office, sales professionals need to remain not just productive but agile and responsive to unexpected customer needs. In just a few short years, the ability to stay connected and productive…
Over the past several weeks, we’ve been introducing you to Copilot, Microsoft’s AI-powered virtual assistant. Companies will soon integrate this new technology into their products. Some examples of these products include Microsoft 365, Dynamics 365 Sales, Viva Sales, and Dynamics 365 Supply Chain Management. But how can Copilot for Teams streamline workflow? Microsoft Teams, the…
In today’s fast-paced business environment, the ability to work from anywhere is not just a luxury; it’s a necessity. According to Forbes, by 2025, 32.6 million Americans will work remotely, which equates to about 22% of the workforce. This projection suggests a continuous, yet gradual, shift towards remote work arrangements. Interestingly, workers’ preference for remote…
Copilot for Microsoft 365 has started revolutionizing the way we work! We’ve covered much of the Microsoft Copilot rollout in our continuing Copilot blog series, and Microsoft itself does a great job with additional details in their official GA announcement. So, rather than simply list the features you’ll find in each M365 application, we’re taking…
Hybrid work, the blend of in-office and remote work, has become a staple in the modern workplace. It offers flexibility and a balance between personal and professional life, but it’s not without its challenges. The key hurdles in hybrid work environments include communication, coordination, connection, creativity, and culture, often referred to as the “5C challenges.”…
In the modern workplace, collaboration between remote and hybrid workers is not just a convenience; it’s a necessity. Today, 54% of remote-capable workers are hybrid workers, and they acknowledge that collaboration tends to be more difficult online, with only 35% reporting collaborative work is best done remotely. Leaders and managers further emphasize the point, stating…
Introduction In today’s fast-paced and competitive world, organizations need to leverage the power of technology to optimize workflow, enhance communication, and unleash creativity. Copilot for Microsoft 365 is a suite of AI-powered tools that integrate seamlessly with Outlook and Teams, providing smart suggestions, insights, and feedback to help users write better emails, messages, and documents.…