Supercharge Your Business. Getting Small Businesses Ready for 2025 with Microsoft 365
How Microsoft 365 is Empowering Small Businesses In the ever-changing world of productivity and collaboration tools, Microsoft 365 continues to shine as a vital tool for small businesses. With a treasure trove of applications designed to boost efficiency, security, and innovation, Microsoft 365 rolled out some game-changing features in 2024, earning high praise from industry experts. Last year was a rollercoaster for business owners and their customers. They faced rising inflation, tighter budgets, and the AI revolution. Through it all, Microsoft 365 was the trusty partner that helped businesses run smoothly and operate productively. The suite introduced exciting new features, integrated smart AI capabilities, and laid out a promising roadmap to tackle current trends and challenges. Recapping An Exciting 2024 Here are some notable new features we released in Microsoft 365 -- starting with Teams and Teams Phone: We introduced the Queues App in the fall, a Teams-native solution designed to empower organizations to manage Teams Phone engagements directly from within Teams. With it, they can manage call queues, auto attendants, get real-time metrics, and see reporting – to ensure they’re conducting customer engagement efficiently. We introduced Shared Calling, which makes a single phone number and calling plan sharable by a group, so teams can better manage calls in coordination. We enhanced survivable calling with the Survivable Branch Appliance (SBA), a backup solution designed to keep your phone services running smoothly, even during network outages. It now supports call transfer, forwarding, and incoming calls during network outages. In Microsoft Excel, we added some powerful updates: The ability to automatically sync data from Forms to Excel for the web. In real-time, responses can be synced between the two apps, ensuring data is always up-to-date. There’s seamless integration so if you go to an active Form and the Responses page, you can click “Open results in Excel” to create an Excel worksheet in OneDrive to do deeper manipulation of your data. The addition of checkboxes that can drive and be driven by existing Excel functions. With Interactive Checkboxes, they automatically check or uncheck based on the value of another cell. And finally, we integrated Python into Excel for users to have the ability to manipulate data in the familiar Excel environment but now with access to powerful Python's libraries and plots to make even deeper analysis possible. We made generally available a brand new Outlook: It has an exciting, newly redesigned interface, new productivity features, and integration with Copilot. Small and medium-sized businesses currently on Microsoft 365 are already moving to it but the choice to keep using classic Outlook will still be available. To help small businesses conserve their marketing budget, we introduced Microsoft Clipchamp in the fall of 2023 and Microsoft Designer in the summer of 2024. Clipchamp is a user-friendly video editor for creating professional-quality videos without needing technical skills. In Clipchamp, we rolled out over 100 pre-built templates, transitions, noise-suppression, background removal, auto-compose, and text-to-speech – saving users tons of time in making videos that may have taken many hours to do before. Designer is a powerful, AI image-generating and graphic design tool that can help any small business create professional-quality visuals with ease – without needing technical skills. Key updates were: We integrated Designer into Word and PowerPoint so users can generate images and use those images within these apps. In addition, Designer will suggest design templates for your slides. A Microsoft 365 Copilot subscription is needed and unlocks the use of Copilot in Microsoft 365 apps. And lastly, in 2024, we empowered SMBs to see how AI could make them more productive by expanding Microsoft Copilot into our popular apps like Outlook, Word, Excel, and Teams. Users can now summarize emails, generate insights in Word and Excel, and unlock powerful meeting insights in Teams. Among many new AI-powered features, we introduced Intelligent Call Recap in Teams which serves up AI-powered insights and recaps for your VoIP and PSTN calls in Teams, helping you stay on top of important details. Microsoft’s Continued Recognitions With Analysts and Customers As a testament to our excellence, Microsoft was once again crowned a Leader in the 2024 Gartner Magic Quadrant for Unified Communications for the sixth year in a row! Here’s what Gartner called out: Microsoft Teams is the top pick for businesses, especially when using it for internal collaboration. With a super reliable 99.999% uptime, it has solid telephony services to keep you connected. Teams is perfect for global cloud telephony, offering flexible PSTN options. Plus, Gartner called out our Operator Connect feature, which allows businesses to connect their existing telephony services directly to Teams, is now available in over 96 countries, including India. Copilot in Teams and Teams Premium brings cutting-edge AI features to meetings, chats, and calls. Gartner said that for those seeking the latest in AI, Microsoft is rapidly innovating. Teams now has over 350 million monthly active users. This growth highlights the platform’s continued popularity and widespread adoption among businesses worldwide. If you haven’t tried running your meetings on Teams, there’s no better time to. And over on G2 Reviews, Microsoft 365 currently has 4.6 out of 5 stars. Users like its ease of use, seamless integrations, and the extensive suite of tools it offers. Small businesses have praised the platform’s ability to streamline workflows and supercharge productivity. TechRadar also recognized Microsoft 365 as “the original and best office productivity suite” in December 2024, giving it 4.5 out of 5 stars. We’re thrilled that they said: “What ensured that MS Office became a market leader is the comprehensive way data can be covered by different applications and moved between them, making working more efficient and hassle-free.” Transforming Operations: How ICG Build Scaled with Microsoft 365 ICG, a startup construction firm, has successfully leveraged Microsoft 365 to establish and streamline its entire operations from day one. By utilizing Excel for budgeting, Word and PowerPoint for creating branded templates, Outlook for managing emails, Power BI for data visualization, and Teams for communication and collaboration, ICG has been able to scale its business efficiently. Here are some insights from their experience: Nick Masci, Principal & Co-Founder at ICG, shares: “Having everything in Microsoft 365 makes finding information fast and easy. Microsoft 365 has been instrumental in setting up our entire operations, from budgeting in Excel to managing emails in Outlook.” Melissa McEwen, Principal & Co-founder at ICG, adds, “Using Microsoft 365, we’ve been able to create branded templates in Word and PowerPoint, which has streamlined our client presentations and enhanced our professional image.” These testimonials highlight the transformative impact of Microsoft 365 on ICG’s operational efficiency and client engagement. Navigating 2025 Together Small businesses are in for another exciting ride in 2025 as they face trends like the continued integration of AI into our lives, a shift to returning to the office, and the continued need to be as efficient as possible. Microsoft 365 is here to support you with tools that boost productivity like Copilot; Teams and Teams Phone to support all work models, and powerful features that come included in our core apps like Design Ideas in PowerPoint that gives you multiple layout and design options to help you get your new slide started. Curious to learn more? You can read more about how to choose the right plan here. Are you a small or medium business owner/decision maker currently using Microsoft 365? We'd like to hear from you! We invite you to apply to join the Microsoft 365 SMB Customer Advisory Board. Applications accepted until February 28th, 2025. See aka.ms/SMBCAB for more details.Microsoft Excel—the workhorse for so many jobs
Microsoft Excel is one of the core apps in the Microsoft 365 suite and is quite familiar to many small and medium business (SMB) users. But are you getting the most out of Excel? Excel can do much more than create and edit spreadsheets Customers who explore Excel’s features a bit more find that they can apply it to many tasks. You can quickly learn to use it as a data analytics tool, and it’s also great for building quick custom dashboards. You can also design a custom template so that your work is always on-brand. Excel can do a lot, by being a little inventive in how you use it. Bandido Solutions uses Excel to talk to customers Jimmy Davidson, owner of Bandido Solutions and Bandido Woodworks uses Microsoft 365 to support his business. He’s found that Microsoft Teams is key for working across three locations and Microsoft OneNote helps his team make sure that punch lists are continuously managed and up-to date, but most of all, he looks to Excel to run across his business and directly communicate about complex projects with his customers. “If I had to pick one app in the Microsoft 365 Business suite, it would be Excel,” Davidson says. “It’s the root of our organization.” Davidson stands out because he not only uses Excel for its core spreadsheet features, he also uses it as a communication channel with his customers. And he especially values how Excel allows his work to be transparent to his customers. By sending breakdowns that list the tasks and timelines for a kitchen or bath remodel to customers in Excel, Davidson can show them how their estimates were built, line by line. Since many of his customers are already familiar with Excel, using it allows Davidson and his customers to discuss the work together and quickly clarify any concerns or adjust schedules. The openness of communication builds rapport and trust and helps move projects along more quickly. By using Excel’s template capabilities, Davidson can design a reuseable document format that lets customers see their breakdowns visually, using dashboard graphics to make the project schedule easy to understand and act on. He can still include the source spreadsheets in supplementary tabs, but what the customer sees first will be an easy-to-consume summary of the project that they are looking to his company to do for them. That new kitchen or bath now seems like a reality. Resources Find the right Microsoft 365 business plan for your business. Learn more about how to set up and use your Microsoft 365 subscription and find tips and templates to help you accomplish your business tasks. Get free resources, tech training, and guidance to keep your business thriving and growing. Partners can access training resources, customer decks and deployment checklists to do more with Microsoft 365.
