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News

 

Azure Analytics Advanced Specialization

Velosio has officially achieved the Azure Analytics Advanced Specialization–a major milestone that validates our deep expertise in data and analytics and strengthens our position as a trusted Microsoft partner.

Contact us to learn more about how we can help with your next project.

Copilot Prioritized Specialization

Velosio is excited to earn Copilot Prioritized Tier, the highest level in the Jumpstart partner framework! This designation proves that Velosio can deploy Copilot across organizations in ways that truly help users see a real benefit and get the most out of their investment.  

Contact us to learn more about how we can help with your next project.

ScaleFast Partner

Velosio is proud to be part of the Microsoft ScaleFast program. Our AXIO Core Financials solution helps customers go live in Dynamics 365 Finance in an average of four months, giving them faster time to value on their investment. Click here for our one-pager on AXIO.

 


 

New Copilot Agents

Velosio has launched three new Copilot Agents available in Dynamics 365 Finance & Supply Chain Management.

The Work Assignment Agent assigns work across warehouse and operational teams by using AI to match tasks with the most qualified resources automatically and in real time. The Inventory Reservation Agent enhances standard reservation processes by using AI to intelligently evaluate demand, prioritize orders, and optimize inventory allocation in real time.
Orange Button with white text that reads "View on AppSource" Orange Button with white text that reads "View on AppSource"
The Intercompany Transactions Agent enables Dynamics 365 Finance users to quickly access, analyze, and manage intercompany transactions across legal entities without switching between multiple modules.

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Customer Sucess Stories


Recent Videos

In this comprehensive video guide, Tommy Cuevas, a cloud engineer at Velosio, dives deep into the world of Microsoft Word empowered by Copilot. Tommy introduces Copilot, a tool powered by Microsoft that enriches your Office applications like Word, Excel, and PowerPoint, along with other Microsoft products. Learn how to maximize your use of Word for a variety of tasks, from creating sales documentation and blog posts to authoring intricate biographies, all aided by the power of AI.Tommy also walks you through using Copilot for referencing Microsoft Dynamics account information, crafting legal documents, and even generating AI-based images. If you've ever wondered about leveraging the power of AI in your Office applications, this video serves as an excellent starting point.For a deeper understanding, reach out to us at Velosio, and remember, our aim is to make your job easier by integrating AI into your Office applications.Chapters:00:00 Introduction00:15 What is Copilot?00:37 Using Copilot in Microsoft Word00:59 Writing Documentation with Copilot01:16 Integration of Copilot with other Microsoft 36502:09 Referencing Legal Material with Copilot02:29 Creating PowerPoint with Copilot02:40 AI-Generated Images with Copilot03:05 Impact of Copilot on Microsoft and Partnerswww.velosio.com | 888.725.2555 | info@velosio.comLinkedIn: https://www.linkedin.com/company/velosio/ X: https://x.com/velosio Facebook: https://www.facebook.com/velosio1Blog: https://www.velosio.com/blog/ Podcast: https://campfire365.castos.com/ #velosio #microsoftpartner #microsoft365 #copilot #microsoftword #microsoftoffice

In this comprehensive video guide, Tommy Cuevas, a cloud engineer at Velosio, dives deep into the world of Microsoft Word empowered by Copilot. Tommy introduces CoPilot, a tool powered by Microsoft that enriches your Office applications like Word, Excel, and PowerPoint, along with other Microsoft products. Learn how to maximize your use of Word for a variety of tasks, from creating sales documentation and blog posts to authoring intricate biographies, all aided by the power of AI.

Tommy also walks you through using Copilot for referencing Microsoft Dynamics account information, crafting legal documents, and even generating AI-based images. If you've ever wondered about leveraging the power of AI in your Office applications, this video serves as an excellent starting point.

For a deeper understanding, reach out to us at Velosio, and remember, our aim is to make your job easier by integrating AI into your Office applications.

Chapters:
00:03-00:14 - Introduction
00:15-00:36 - What is CoPilot?
00:37-00:58 - Using CoPilot in Microsoft Word
00:59-01:15 - Writing documentation with CoPilot
01:16-01:48 - Integration of CoPilot with other Microsoft products
01:49-02:06 - Referencing legal material in Word with CoPilot
02:07-02:28 - Creating a statement of work and PowerPoint presentation with CoPilot
02:29-02:36 - How CoPilot aids in spelling, grammar, and resource pulling
02:37-02:51 - Adding illustrations in Word with CoPilot
02:52-03:03 - The impact of CoPilot on Microsoft and its partners
03:04-03:25 - Conclusion and how to learn more about CoPilot

www.velosio.com | 888.725.2555 | info@velosio.com

LinkedIn: https://www.linkedin.com/company/velosio/
Twitter: https://twitter.com/velosio
Facebook: https://www.facebook.com/velosio1
Blog: https://www.velosio.com/blog/
Podcast: https://campfire365.castos.com/

#velosio

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YouTube Video UExpa05RWmg1eG0td3YtdE9FNkNmQjY1QVFkWHRyal9STS41MjE1MkI0OTQ2QzJGNzNG

Write Better and Faster with Copilot in Microsoft Word

In this video, Velosio Sr. Cloud Engineer, Rachael Singleton, demonstrates how to create a user-friendly PTO request tracking app using Copilot in Power Apps. Follow along as we navigate through the intuitive dashboard, create a data schema, modify columns, and ask Copilot for suggestions, all using natural language. Watch as we launch the app, explore its features, and interact with the built-in Copilot screen to make data-driven queries. Learn how easy it is to manage and track PTO requests with this powerful tool.🚀 Chapters 🚀00:00-00:20: Introduction to Copilot in PowerApps 👨‍💼I introduce the new Copilot feature in PowerApps and show how it can be used to create an application using natural language.00:21-01:29: Visualizing Copilot's Intelligent Schema Creation 🧠Watch as Copilot creates a schema for our PTO tracking app, and see how it anticipates our data needs.01:30-02:16: Modifying Columns and Exploring Copilot Suggestions 🛠️I demonstrate how to modify the columns within the schema and explore Copilot's ability to offer relevant suggestions.02:17-02:44: Creating the App with the Finalized Schema 🏗️See how easy it is to finalize your data structure and use Copilot to create the app.02:45-03:50: Launching the App and Navigating Copilot's In-App Features 🚀Finally, we launch the app and see how Copilot functions from within the app, including the new natural language data querying feature.Remember to hit the 👍 like button if you found this video helpful and subscribe 🔔 to our channel for more tutorials like this. Let us know what you think in the comments below!#powerapps  #copilot  #microsoft What’s your next step? Talk to us about how we can keep you ahead of the competition in today’s digital-first business environment. Velosio has helped thousands of companies like yours. www.velosio.com | 888.725.2555 | info@velosio.comLinkedIn: https://www.linkedin.com/company/velosio/ Twitter: https://twitter.com/velosio Facebook: https://www.facebook.com/velosio1Blog: https://www.velosio.com/blog/ Podcast: https://campfire365.castos.com/

In this video, Velosio Sr. Cloud Engineer, Rachael Singleton, demonstrates how to create a user-friendly PTO request tracking app using Copilot in Power Apps. Follow along as we navigate through the intuitive dashboard, create a data schema, modify columns, and ask Copilot for suggestions, all using natural language. Watch as we launch the app, explore its features, and interact with the built-in Copilot screen to make data-driven queries. Learn how easy it is to manage and track PTO requests with this powerful tool.

🚀 Chapters 🚀
00:00-00:20: Introduction to Copilot in PowerApps 👨‍💼
I introduce the new Copilot feature in PowerApps and show how it can be used to create an application using natural language.

00:21-01:29: Visualizing Copilot's Intelligent Schema Creation 🧠
Watch as Copilot creates a schema for our PTO tracking app, and see how it anticipates our data needs.

01:30-02:16: Modifying Columns and Exploring Copilot Suggestions 🛠️
I demonstrate how to modify the columns within the schema and explore Copilot's ability to offer relevant suggestions.

02:17-02:44: Creating the App with the Finalized Schema 🏗️
See how easy it is to finalize your data structure and use Copilot to create the app.

02:45-03:50: Launching the App and Navigating Copilot's In-App Features 🚀
Finally, we launch the app and see how Copilot functions from within the app, including the new natural language data querying feature.

Remember to hit the 👍 like button if you found this video helpful and subscribe 🔔 to our channel for more tutorials like this. Let us know what you think in the comments below!

#powerapps #copilot #microsoft

What’s your next step? Talk to us about how we can keep you ahead of the competition in today’s digital-first business environment. Velosio has helped thousands of companies like yours.

www.velosio.com | 888.725.2555 | info@velosio.com

LinkedIn: https://www.linkedin.com/company/velosio/
Twitter: https://twitter.com/velosio
Facebook: https://www.facebook.com/velosio1
Blog: https://www.velosio.com/blog/
Podcast: https://campfire365.castos.com/

3 0

YouTube Video UExpa05RWmg1eG0td3YtdE9FNkNmQjY1QVFkWHRyal9STS4wOTA3OTZBNzVEMTUzOTMy

Building a PTO Request App with Copilot for Microsoft Power Apps

In this video, Tommy Cuevas 👨‍💻 delves into the future of PowerPoint presentations 📊 with the power of Microsoft's Copilot. Tommy showcases how Copilot can breathe new life into your presentations, keep your audience engaged, and simplify your work process.🕒 Chapters: 00:00-00:24 - Introduction and PowerPoint's future with Copilot 🚀Tommy Cuevas opens the video by discussing Microsoft's Copilot and its impact on PowerPoint presentations.00:25-01:10 - Building engaging presentations with Copilot 🛠️Learn how Copilot can help you create captivating presentations, reducing manual slide creation and enhancing content quality.01:11-01:49 - Incorporating data from various sources with Copilot 🌐Explore how Copilot can harness data from multiple sources, such as sales documents, to create comprehensive PowerPoint presentations.01:50-02:12 - Creating unique visuals with Copilot 🎨Find out how Copilot can generate unique images for your presentations, freeing you from concerns about copyright issues.02:13-02:59 - Injecting interactive dashboards into PowerPoint with Power BI and Copilot 📈Discover the magic of integrating Power BI dashboards into your presentations for more dynamic and data-driven slides.03:00-03:28 - Conclusion 🎬Tommy wraps up the video and offers information on how to reach out to us at Velosio for any questions about Copilot.Don't forget to like, share, and subscribe! Your support makes our work possible. Thanks for watching! 🎉What’s your next step? Talk to us about how we can keep you ahead of the competition in today’s digital-first business environment. Velosio has helped thousands of companies like yours. www.velosio.com | 888.725.2555 | info@velosio.comLinkedIn: https://www.linkedin.com/company/velosio/ Twitter: https://twitter.com/velosio Facebook: https://www.facebook.com/velosio1Blog: https://www.velosio.com/blog/ Podcast: https://campfire365.castos.com/ #velosio #microsoftpartner #microsoft36 #copilot

In this video, Tommy Cuevas 👨‍💻 delves into the future of PowerPoint presentations 📊 with the power of Microsoft's Copilot. Tommy showcases how Copilot can breathe new life into your presentations, keep your audience engaged, and simplify your work process.

🕒 Timestamps:

00:00-00:24 - Introduction and PowerPoint's future with Copilot 🚀
Tommy Cuevas opens the video by discussing Microsoft's Copilot and its impact on PowerPoint presentations.

00:25-01:10 - Building engaging presentations with Copilot 🛠️
Learn how Copilot can help you create captivating presentations, reducing manual slide creation and enhancing content quality.

01:11-01:49 - Incorporating data from various sources with Copilot 🌐
Explore how Copilot can harness data from multiple sources, such as sales documents, to create comprehensive PowerPoint presentations.

01:50-02:12 - Creating unique visuals with Copilot 🎨
Find out how Copilot can generate unique images for your presentations, freeing you from concerns about copyright issues.

02:13-02:59 - Injecting interactive dashboards into PowerPoint with Power BI and Copilot 📈
Discover the magic of integrating Power BI dashboards into your presentations for more dynamic and data-driven slides.

03:00-03:28 - Conclusion 🎬
Tommy wraps up the video and offers information on how to reach out to us at Velosio for any questions about Copilot.

Don't forget to like, share, and subscribe! Your support makes our work possible. Thanks for watching! 🎉

What’s your next step? Talk to us about how we can keep you ahead of the competition in today’s digital-first business environment. Velosio has helped thousands of companies like yours.

www.velosio.com | 888.725.2555 | info@velosio.com

LinkedIn: https://www.linkedin.com/company/velosio/
Twitter: https://twitter.com/velosio
Facebook: https://www.facebook.com/velosio1
Blog: https://www.velosio.com/blog/
Podcast: https://campfire365.castos.com/

#velosio

0 0

YouTube Video UExpa05RWmg1eG0td3YtdE9FNkNmQjY1QVFkWHRyal9STS41NkI0NEY2RDEwNTU3Q0M2

Exploring Microsoft Copilot for PowerPoint | Velosio

Join Tommy Cuevas, Cloud Engineer at Velosio, as he introduces the transformative capabilities of Microsoft's Copilot, a tool that leverages the power of AI for Excel.In this video, Tommy explains that Copilot, Microsoft's significant advancement in the generative AI space, allows users to employ natural language to construct complex Excel spreadsheets and formulas. The application spans across numerous use cases, including building general ledgers, KPIs, employee performance sheets, or statistical reports, all achievable through simple requests.By integrating Copilot into the Microsoft infrastructure, users can tap into various data sources without getting entangled in SQL database connections or connectors. Copilot injects the requested information directly into the Excel spreadsheets, offering an efficient and less error-prone approach to handling data.For those who prefer visual data representation, Copilot creates graphs, dashboards, and even pulls dashboards directly from Microsoft Power BI into Excel. As Copilot seamlessly connects to all the data sources within an organization, it speeds up the process of creating Excel spreadsheets and reduces human error.Microsoft Copilot also simplifies formula creation in Excel, freeing users from the hassle of crafting intricate formulas and troubleshooting errors. This significant shift in how users interact with Excel positions Copilot as a game-changer for Microsoft.What’s your next step? Talk to us about how we can keep you ahead of the competition in today’s digital-first business environment. Velosio has helped thousands of companies like yours. Chapters:0:00-0:10: Introduction and Topic Overview 📝Dive in as Tommy introduces the main theme of today's talk – Microsoft Copilot and its potential impact on Excel.0:10-0:44: Understanding Microsoft Co-pilot and Excel 🔍Discover what Copilot is all about, its relation to generative AI space, and how it integrates with Excel to create advanced spreadsheets and complex formulas.0:44-1:27: Efficiency of Copilot and Excel ⏱️Learn how Copilot pulls data from multiple data sources to create Excel spreadsheets, thus enhancing efficiency and reducing human errors.1:27-2:09: Visualizing Data with Copilot and Excel 📊Understand how Copilot not only helps you create dashboards and graphs, but also integrates with Microsoft Power BI for more comprehensive data analysis.2:09-3:05: Eliminating Complexity with Copilot and Excel 💪Find out how Copilot makes formula creation a breeze, taking away the pain of dealing with intricate Excel formulas.3:05-3:23: Wrap-up and Call to Action 🎬Closing remarks and invitation to engage with us more.👍 If you found this video helpful, make sure to hit the like button! It helps us to continue making content for you.What’s your next step? Talk to us about how we can keep you ahead of the competition in today’s digital-first business environment. Velosio has helped thousands of companies like yours. www.velosio.com | 888.725.2555 | info@velosio.comLinkedIn: https://www.linkedin.com/company/velosio/ Twitter: https://twitter.com/velosio Facebook: https://www.facebook.com/velosio1Blog: https://www.velosio.com/blog/ Podcast: https://campfire365.castos.com/#microsoftpartner #microsoft365 #copilot

Join Tommy Cuevas, Cloud Engineer at Velosio, as he introduces the transformative capabilities of Microsoft's Copilot, a tool that leverages the power of AI for Excel.

In this video, Tommy explains that Copilot, Microsoft's significant advancement in the generative AI space, allows users to employ natural language to construct complex Excel spreadsheets and formulas. The application spans across numerous use cases, including building general ledgers, KPIs, employee performance sheets, or statistical reports, all achievable through simple requests.

By integrating Copilot into the Microsoft infrastructure, users can tap into various data sources without getting entangled in SQL database connections or connectors. Copilot injects the requested information directly into the Excel spreadsheets, offering an efficient and less error-prone approach to handling data.

For those who prefer visual data representation, Copilot creates graphs, dashboards, and even pulls dashboards directly from Microsoft Power BI into Excel. As Copilot seamlessly connects to all the data sources within an organization, it speeds up the process of creating Excel spreadsheets and reduces human error.

Microsoft Copilot also simplifies formula creation in Excel, freeing users from the hassle of crafting intricate formulas and troubleshooting errors. This significant shift in how users interact with Excel positions Copilot as a game-changer for Microsoft.

What’s your next step? Talk to us about how we can keep you ahead of the competition in today’s digital-first business environment. Velosio has helped thousands of companies like yours.

Chapters:

0:00-0:10: Introduction and Topic Overview 📝
Dive in as Tommy introduces the main theme of today's talk – Microsoft Copilot and its potential impact on Excel.

0:10-0:44: Understanding Microsoft Co-pilot and Excel 🔍
Discover what Copilot is all about, its relation to generative AI space, and how it integrates with Excel to create advanced spreadsheets and complex formulas.

0:44-1:27: Efficiency of Copilot and Excel ⏱️
Learn how Copilot pulls data from multiple data sources to create Excel spreadsheets, thus enhancing efficiency and reducing human errors.

1:27-2:09: Visualizing Data with Copilot and Excel 📊
Understand how Copilot not only helps you create dashboards and graphs, but also integrates with Microsoft Power BI for more comprehensive data analysis.

2:09-3:05: Eliminating Complexity with Copilot and Excel 💪
Find out how Copilot makes formula creation a breeze, taking away the pain of dealing with intricate Excel formulas.

3:05-3:23: Wrap-up and Call to Action 🎬
Closing remarks and invitation to engage with us more.

👍 If you found this video helpful, make sure to hit the like button! It helps us to continue making content for you.

🔔 Don't forget to subscribe and click on the bell icon to be notified about our future videos. If you have any questions or suggestions, feel free to leave a comment below or reach out to us at Velosio.

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YouTube Video UExpa05RWmg1eG0td3YtdE9FNkNmQjY1QVFkWHRyal9STS4xMkVGQjNCMUM1N0RFNEUx

Exploring Copilot for Microsoft Excel | Velosio

Contact:

Andrea Jack
Microsoft Business Development Manager
Email: ajack@velosio.com

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