How are you keeping your associates up to date on Microsoft changes? HELP
I’m looking for ideas or best practices from other organizations on how you're keeping associates up to date with the constant changes across Microsoft 365 especially in Teams, Outlook, SharePoint, Planner, Visio, and Copilot. With so many updates rolling out daily from the roadmap and message center, it’s a challenge to make sure users are aware of new features and understand how to use them in our environment. Do you have an intake process for all changes or just some? Do you vet all changes? Do you have a self-service model? Do you have a centralized communication or training strategy? Are you using internal champions, newsletters, Viva tools, or other methods? How do you make updates engaging and easy to understand? Any tips for turning roadmap and Message Center updates into actionable guidance? Thanks in advance for sharing what’s working for you!
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!
Organizing Multiple Shared Inbox's
Multiple people in Multiple shared inboxes within the organization. How do you keep them organized, what works, what doesn't work? We have color coding/tags that mean certain things for different inboxes which doesn't work when it is one person working out of multiple inboxes. For Example: Joe is in three shared inboxes, but each inbox has the color red tagged for different things. Joe can't save red as multiple things. Also, do people tag who is working on what and then move to their personal inboxes, or leave them in the original inbox until it is resolved and then move to a completed folder.Adoption Learning/Sharing Group for MS Customers
Dear all! Are you busy fighting for adoption in your company? Do you have a lot of ideas on what you could do to foster/enhance adoption? Are you constantly thinking about what else you could do to bring users closer to a bit of your amazement for technology? Do you feel you should be doing more to help your colleagues understand and use all the awesome features and possibilities your licenses is already paying for? If you answered yes to any of my questions, then let us connect and talk. I am looking to create a group for Adoption specialists, Champions, TDIs, technology evangelist or how ever we are called working in medium-big organizations that would like to come together to learn from each other and recycle, improve and get new ideas from the sharing of experiences and mistakes. We all have done our mistakes and found our gold, let us share these! I am a Transformation Manager in an big international company. It is my job to find out how to create bridges between my colleagues(aka users) and the technology we are buying from MS... it sounds simple... Anyone?
System for keeping track of and categorize news
Hi, Im New to this forum and is on a mission to find a constructive, informative and structual way of keeping track and break Down consequence of News in Microsoft 365 mainly teams, SharePoint, Exchange, forms, stream, intune, to do and planner (roadmap, user voice, blogs, youtube and the like). My organization is quite Young in this Microsoft 365 world (6 months) and we are currently landing Our operating organization. Can you help me on the way?Standardizing third party apps
Hello, my organization has been using Teams for a while now but with little to no governance with the expected results. I would now like to do some standardization of the available third party apps but for that I would need to know what is being used. Is there a way to find out what apps are installed in what Teams? Please let me know if this is not the right place for this question. Thanks,Learn How to Migrate, Mobilize, and Manage Your Move to Office 365
https://avept.it/2Ul7zot The Belgian Police realized they needed to make the move to Office 365 to ensure the entire country’s police force were agile and able work from anywhere, in a secure way. Learn how they were able to move quickly to Office 365, increase their security capabilities and get their users mobilized today! https://avept.it/2Ul7zotMicrosoft Teams Guide for Rapid Enablement in GCC, GCCH & DoD
This step by step guide will provide several options in getting Microsoft Teams implemented in your US Gov or DoD organization quickly for remote work capabilities. This guide is for Office 365 and/or Teams Service Administrators on GCC, GCC High and DoD who want to turn on Microsoft Teams for their organization in the fastest way possible for remote work capabilities Read more and download the guide here
