CPAi Advisors + Copilot Frontier: Accounting Meets Agent Mode
Hey all — I’m Dan, founder of CPAi Advisors, where boutique accounting meets workflow automation and Microsoft Copilot. I spent years in public company accounting, working across GL, AP/AR, reporting, and compliance — plus deep ERP integrations and technical troubleshooting. After seeing firsthand how manual and fragmented financial workflows can be, I decided to go out on my own and build something smarter: a boutique firm powered by Microsoft 365 Business Premium + Copilot. Now I’m exploring how Office Agent (Frontier) can take things further — not just chat in Word or Excel, but actually carry context across apps and orchestrate real accounting tasks. Here’s what I’m testing: Agent Mode in Excel → financial models, ledger reconciliation, anomaly detection Agent Mode in Word → client-ready reports that pull live spreadsheet data Agent Mode in Outlook → turning email threads into task lists and audit prep Cross-app orchestration → one prompt that builds a report, updates the spreadsheet, and drafts the email 💡 Focus: Copilot in accounting workflows Automating compliance & audit readiness Bridging trust in AI for financial advisory Pushing Agent Mode beyond the obvious Excited to share feedback and help shape what’s next. Let’s make accounting workflows smarter — and a little more fun. Take care & be well!How do you measure adoption success?
How do you measure adoption success? In the FastTrack Office 365 Adoption Guide, Microsoft lays out an end-to-end view of a successful Office 365 rollout. One of the key steps in the FastTrack deployment guide is defining what success looks like and defining measurable goals accordingly. Phase 3 of the FastTrack Adoption Guide - Drive Value involves resources and advice around measuring success. As FastTrack indicates “driving adoption is a continuous cycle that doesn’t end after launch or measuring impact.” With that in mind, the metrics and resources discussed below are meant to be tracked over time to ensure continuous use and added value to the business. Here are some of the Adoption Measurement Resources that can help guide you in defining success and tracking adoption after rollout. 1. Microsoft’s Measuring Success Guide 2. Sample User Satisfaction Surveys – While quantitative metrics undoubtedly are a strong way to measure usage rates and ROI, qualitative end-user satisfaction surveys are another valuable way to collect information around adoption. User surveys are a means to gather quotes and more personalized evidence of the success of a deployment. Surveys also make end-users feel more involved in the solution process. Providing a clear picture of business impact, specifically related to ROI, can be a daunting task as Office 365 impacts many areas across the business. The resources above can help you think through both how to gauge adoption at an individual end-user level and on a broader scale understand how O365 is adding business value. Want to learn more about adoption metrics? Check out these links: · New Office 365 Adoption Resources (Jim Dubois Webinar) · O365 Admin Center - Reporting PortalRequesting FastTrack assistance for Microsoft 365 just got easier
FastTrack is a program from Microsoft that was designed with one goal in mind: to help IT departments get the most out their Microsoft 365 investments. It’s delivered by Microsoft engineers and approved partners. We have recently updated our FastTrack web experience for Request for Assistance. Enjoy a more intuitive interface, as well as easy-to-follow scenarios and product selections – learn more here. To learn more about FastTrack in 5 minutes or less, check out overview and videos here.[infographic] Where to start a conversation for teamwork in Office 365
Teams, SharePoint, Outlook, Yammer - all places for teamwork in Office 365. GREAT apps for sure but HOW to start with your teamwork in Office 365 ? It's not about what the products can do (they can do a lot :-) ) but what you as team can do with the products. Microsoft is explaining this with the 'Inner Loop' and 'Outer Loop'. I created an infographic for this - take a look!Nice User adoption video - Office 365 explained in 7 minutes
SharePoint, OneDrive, Teams, Skype, To-Do, Flow, PowerApps, Planner, OneNote, Yammer, Delve, Forms, Sway, Vide … all apps on the Office 365 platform from Microsoft. In this explainer video I created you will learn about what all the apps are in basic. There’s a lot tell, so take your time for this 7 minutes! (the 2017 version of this video was 6 minutes, so Office 365 is changed a lot :-) ) Watch my new (updated) video: https://youtu.be/vgsqg-35z_IConnecting with people to drive adoption
There’s a lot of change in the perception of IT pro roles and what activities IT Pros are involved in. The evolution of your role might require you to work more closely with users than you have in the past. Check out this post where FastTrack’s Sharon Liu discusses how you might engage end users and overcome their resistance to change.Reminder: Office 365 Adption Webinar is Tomorrow!
Register now for the upcoming Microsoft FastTrack: Achieve success with Office 365 Adoption Webinar happening tomorrow, March 22. Tune in for advice from Microsoft CIO Jim DuBois and Mott MacDonald’s Simon Denton on realizing business goals through Office 365 adoption. Date: Wednesday, March 22 Time: 10:00 PDT/13:00 EDT and 13:00/UTC Duration: 45 minutes Join host Dux Raymond Sy, IT adviser and author, for an inside look at successful Office 365 adoption. Microsoft CIO Jim DuBois will share advice on how to enable digital transformation with Office 365. Mott MacDonald's Business Architect, Simon Denton, will walk through how he helped his colleagues boost productivity by moving to Office 365. And FastTrack Product Manager Sharon Liu will demo the best resources for starting your adoption and achieving your goals. Reserve your spot today.Register today for an upcoming Office 365 adoption webinar with Microsoft CIO, Jim DuBois
Looking to get the most out of your Office 365 investment? Success starts with the right approach to user adoption. Register for our upcoming webinar, Microsoft FastTrack: Achieve success with Office 365 for an inside look at realizing your business goals faster through Office 365 user adoption. On March 22, Microsoft CIO Jim Dubois and Mott MacDonald Business Architect Simon Denton share advice for enabling digital transformation through successful adoption of Office 365. Reserve your spot today - http://www.meetfasttrack.com/adoption
