How we’re using Microsoft 365 to reduce merchant QBR prep from hours to minutes
Hi Champions, I wanted to share a practical adoption pattern we have been working on for account teams that prepare recurring customer or merchant business reviews. One workflow we kept seeing was quarterly business review prep: an account manager starts with a CSV or TSV export, then manually rebuilds similar scorecards, summaries, PowerPoint slides, and follow-up notes for many accounts. It is important work, but a lot of the prep is repetitive. We built https://marketplace.microsoft.com/en-us/product/WA200010195as a Microsoft 365 agent to explore how much of that workflow can stay inside the tools business users already use. The current workflow is: - Start from a merchant performance export in CSV or TSV format, either from OneDrive or pasted directly in chat. - Generate executive QBR scorecards for one merchant or multiple merchant accounts in a batch. - Include payments-oriented metrics such as transaction volume, authorization rate, top decline reason, chargeback rate, interchange downgrade, and loyalty spend lift. - Create a PowerPoint scorecard for each account. - Organize the run in OneDrive with an index, per-account status, and an optional ZIP bundle. - Draft a follow-up email that the user can review and send from Outlook. The adoption lesson for us has been that Copilot and agents land best when the workflow is narrow, familiar, and already painful. “Prepare this quarter’s account reviews from the export I already have” is much easier for business users to understand than a broad AI promise. I would be interested to hear how other Champions are approaching similar recurring review workflows. Are your teams using Microsoft 365 Copilot or agents for business-review prep, customer success workflows, sales/account planning, or operational reporting? For anyone curious, the app is listed on Microsoft Marketplace here: https://marketplace.microsoft.com/en-us/product/WA200010195.
Measuring success in Microsoft 365 & Copilot adoption
As a student Microsoft 365 Champion, I’m starting to notice that successful adoption isn’t just about enabling tools — it’s about how adoption is measured and guided. In my learning, simple analytics (usage trends, engagement patterns, feedback loops) combined with tools like Power BI seem to make a big difference in understanding what’s actually working and where support is needed. I’m curious — for those working on Microsoft 365 or Copilot adoption, what KPIs or signals have you found most useful beyond basic usage counts?Excel Copilot now supports local files (Preview): what this means for everyday users
In the Microsoft 365 Current Channel (Preview), Excel Copilot Chat now supports local Excel files, not just workbooks stored in the cloud. This is a meaningful usability improvement because many users, especially students and early-career professionals, still work primarily with datasets stored locally on their devices. Why this matters for adoption: Users can now interact with Copilot Chat while analysing local Excel files. This reduces friction for offline work, assignments, and exploratory data analysis. It makes Copilot more practical for everyday learning and productivity workflows. For users learning data analysis, reporting, or business intelligence, this update lowers the barrier to using Copilot consistently rather than only in cloud-based scenarios. I am exploring how these preview features can improve real-world adoption and learning experiences, particularly for students and early-career users who work with Excel daily.Helping students adopt Microsoft 365 tools for learning & productivity
Hi everyone, I’m a Microsoft 365 Champion and MSc Data Science student, and I’m currently helping fellow students get started with Microsoft tools such as: • Power BI (data analytics & dashboards) • Microsoft Learn learning paths • Microsoft 365 productivity tools I’m curious: What are the biggest challenges you’ve seen when introducing Power BI or Microsoft Learn to students or early-career professionals? I’d love to learn from your experiences and share what’s worked in an academic environment.
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!
Adoption Masterminds March Meetup!
Join me and the adoption masterminds on March 14th 11 AM EST for an open conversation about ROI of Adoption!!! I do not have all the answers, so if you have ideas, strategies, questions, we would love for you to come and share!!! This has been a topic that has come up in past meetings, so I thought we should take a hour and talk about it! You can register here: https://events.teams.microsoft.com/event/9cd4b1b5-a264-442b-8d5b-f07a40b24852@8b3dd73e-4e72-4679-b191-56da1588712bTool for training needs analysis
I'm not sure if I'm in the right place to ask this... Part of my role is to drive adoption of O365 in our customer's organisations. I'm looking for a cloud-based tool to assess who needs training, which aspects of the suite they need training in and possibly even how best they like to learn (instructor-led, video, self-paced etc). Ideally the tool would give me a good idea of the digital literacy of each employee and where their strengths and weaknesses lie with each app (e.g Word, Excel, Outlook, Teams, SharePoint etc). Any help with this from the community would be greatly appreciated!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?
