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!
My hotmail account is blocked by Microsoft
My Hotmail account has been blocked by Microsoft due to “unusual activity,” and I urgently need help. I’ve attempted recovery multiple times, but the phone verification system is not working and all my requests keep getting rejected with the reason "that information I provided was not sufficient enough". I also have an active Microsoft 365 subscription tied to this email, and I can no longer access any of my Office 365 services. This issue needs immediate resolution.
Intermittent Delay in Loading Files Tab in Microsoft Teams Channels
Description: Within our municipality, we are experiencing an intermittent issue where the Files tab in Microsoft Teams channels takes >5 seconds to load. This behavior appears to be random and is not tied to specific users, devices, or locations. We have conducted several internal checks and can confirm the following: The issue occurs in both small and large Teams channels, regardless of the number of files or folders. It affects various Surface laptops, so it does not appear to be device-specific. It happens both inside and outside our municipal buildings, ruling out local network dependency. We exclusively use Microsoft products, including Surface devices, Microsoft Defender, and Intune for device management. We would like to know: Is this a known issue within Microsoft Teams? Are there specific tenant-level settings or Intune configurations that could influence the performance of the Files tab? Are there any recommended diagnostics or optimizations we can apply to improve consistency? We appreciate any guidance or insights you can provide. Kind regards, Dick Noort Advisor Information ServicesReady to accelerate your Zero Trust journey? Discover what’s next
For admins | 1-minute read Zero Trust isn’t just a security buzzword—it’s the new baseline for protecting your organization in a world where threats are always evolving. But what does it really take to move from strategy to action? Find out by reading our recent blog, Accelerate your Zero Trust journey: Using the Microsoft Zero Trust workshop for impact on the M365 Accelerator site. In it, we break down some of the real-world challenges IT admins face and show how this hands-on workshop can help you build a clear roadmap forward. For example, learn how you can use the workshop to: Assess and improve your security posture by evaluating your organization’s current security maturity across six critical Zero Trust pillars (Identity, Devices, Data, Network, Infrastructure, Security Operations), identify gaps, and prioritize actions for improvement. Drive cross-team alignment and executive buy-in by bringing together stakeholders from security, infrastructure, networking, and compliance for communication, consensus building, and creating a data-driven roadmap that resonates with leadership. Turn security strategy into actionable results with practical steps for leveraging the Zero Trust Workshop to transform security from a reactive task into a proactive, strategic advantage for your organization. Next steps Ready to move beyond theory and see how Microsoft’s approach can help you secure identities, apps, and data? Then Accelerate your Zero Trust journey is your next must-read. Get the full story and workshop details here.Governing Copilot agents: Your next step starts here
For those of you navigating this shift, Rob Howard, Microsoft’s VP of Product Management for Microsoft 365 Copilot Extensibility, offers a practical governance framework in his article, What IT admins need to know about governing AI agents. The article introduces three key governance pillars: Security controls using Microsoft Purview. Management controls through admin centers and deployment planning. Agent reporting to monitor usage and stay ahead of compliance. You’ll also get a first look at governance zones—a planning model to help segment Copilot deployment based on your organization’s risk tolerance and data sensitivity. Think sandbox, controlled, and trusted zones, with guidance on how to phase rollout. What else you’ll find: A checklist to assess your readiness. Real-world examples of phased deployment. Links to tools you already use, like Purview, Power Platform admin center, and Microsoft 365 admin center. A preview of the upcoming white paper and webinar. Next Steps Ready to securely and strategically lead your organization into the future of AI? Read Rob’s blog today for reliable advice on governing Copilot agents. It’s part of a broader initiative by FastTrack for Microsoft 365 to support IT admins with actionable, admin-relevant content on governing Copilot AI agents—so stay tuned for future articles, webinars, and more on the topic!Driving adoption and measuring impact with the Microsoft 365 Copilot Dashboard
Since 2023, nearly 70% of Fortune 500 companies have integrated Microsoft 365 Copilot’s advanced AI into their daily workflows, unlocking new efficiencies and streamlining collaboration—and they’re seeing measurable business impact. For example, Vodafone discovered employees who use Copilot save an average of 3 hours per week, reclaiming 10% of their workweek. Lumen Technologies estimates that using Copilot will help their sales teams save $50 million per year. These are game-changing outcomes. But how do these companies know their numbers are accurate? And how did they achieve them? The key to maximizing the value of AI-driven productivity tools is more than simply licensing your end users and waiting for them to make the most of it. In fact, the key lies in measuring its impact. To drive meaningful adoption and maximize ROI with Microsoft 365 Copilot, organizational leaders need clear visibility into how their workforces are using it. This means understanding: Who’s adopting AI with Copilot. How effectively is Copilot supporting workflows. What measurable productivity gains are users achieving. In this article, business leaders and IT can learn more about the Microsoft 365 Copilot dashboard, including its key features and core metrics. We'll also go over IT's tasks for configuring the dashboard and granting access to business leaders so they can analyze Copilot usage patterns themselves, refine their Copilot engagement strategies, and help drive productivity gains in their teams and throughout the organization. What is the Copilot Dashboard? The Microsoft Copilot Dashboard is a tool in Viva Insights that helps IT, business leaders, change managers, and other non-technical stakeholders track usage of Microsoft 365 Copilot with practical insights they can use to: Prepare users to work effectively with AI Drive Copilot adoption across teams Measure impact on workplace behavior Key features and core metrics of the Copilot Dashboard With a Viva Insights license, your unlock advanced dashboard features, including: Comprehensive Metrics A 28-day aggregated view of Copilot usage, adoption, readiness, and impact, to help you understand engagement and Copilot business value. Readiness tracking Based on Microsoft 365 app usage patterns, these metrics can help you identify which teams are ready to adopt AI into their daily workflows and which may need additional support, training or upskilling. Adoption insights With adoption insights, dashboard users can track active Copilot usage patterns within each Microsoft 365 app to measure how effectively teams are integrating Copilot into workflows. They can also pinpoint areas where Copilot users may need training or support to maximize productivity. By default, the dashboard’s Adoption trendline shows the prior six-month trend for all users in the organization. You can adjust filters at the top of the page for specific groups. Impact analysis This insight allows you to analyze how often employees in your organization use Copilot during a specified time period. Leaders can also measure productivity gains through metrics like meeting efficiency, email usage, and document collaboration. Advanced tools, such as before-and-after behavioral data and employee surveys, can reveal early and even deeper insights into Copilot’s organizational impact. Learning opportunities Use qualitative feedback data from Copilot impact pulse surveys to identify Copilot satisfaction levels, challenges, and areas for improvement. For example, you can compare high-adoption teams with low-adoption ones to uncover training or awareness gaps. Managing the Copilot Dashboard: Key admin responsibilities Global admins play a critical role in configuring and managing the Copilot Dashboard. Their roles include: Setting up and configuring the Copilot Dashboard. Granting access and supporting business stakeholders. Integrating data. 1. Setting up and configuring the Microsoft 365 Copilot Dashboard Global IT admins are responsible for setting up and configuring the Copilot Dashboard to align with organizational goals and requirements. This includes managing settings and turning features on and off as needed. 2. Granting access and supporting business stakeholders Admins, you'll also need to assign permissions to specific leaders, stakeholders, or groups through the Microsoft 365 admin center or PowerShell. Make sure stakeholders in different roles have the correct permissions. You'll also play a critical role in supporting and troubleshooting issues that users might encounter, such as technical problems and related assistance. Who should have access to the Copilot Dashboard? Business leaders You can view engagement and adoption metrics directly and make informed decisions about how best to guide users on adopting Copilot. Department heads You'll want to monitor how your teams are using Copilot and identify areas for improvement. IT managers You'll need to oversee the technical aspects of Copilot deployment and ensure smooth operations. HR Managers Track employee sentiment and impact metrics for workforce planning and development. How do admins grant access to the Copilot Dashboard? You can delegate and manage access for individuals or groups to the dashboard in two different ways: 1. The Microsoft 365 admin center Access the Copilot Dashboard here or Sign in to Microsoft 365 admin center Navigate to the Settings tab Select Setup Go to the Copilot Dashboard to Manage access settings. From there you can search for and select users to grant or revoke access. Manage access for groups by selecting the Groups option, searching for Entra ID groups, and adding or removing users as needed. 2. PowerShell Viva Insights admins can delegate access to organizational insights and the Copilot Dashboard using PowerShell. Set policies to enable or disable access to the dashboard at the tenant level using PowerShell cmdlets. This method gives you more granular control. Use it to manage access for larger groups or the entire organization. Note: You can only delegate access to users with a Viva Insights license. Viva Insights is available as part of the Microsoft Viva Suite or as a standalone add-on to Microsoft 365 enterprise plans. How do business stakeholders access the Copilot Dashboard? Business stakeholders, you can access the Microsoft 365 Copilot Dashboard through your Teams Viva Insights app. 3. Integrating organizational data into the dashboard Admins will upload organizational data directly through the admin center and configure it for analysis. If both the Viva Insights admin and the Global admin upload data, the dashboard will merge these uploads and display insights based on the most recent data. Empowering business stakeholders with insights they can act on Microsoft 365 Copilot is transforming productivity, and metrics powered by Viva Insights are proving its impact to the world. Access the Copilot Dashboard today for yourself and unlock Copilot’s full potential for driving organizational success. Learn more For more information on connecting to the Copilot Dashboard for Microsoft 365 customers, watch our recent video, AI Transformation: Maximize the value of Copilot with Copilot Dashboard and check out our article: Connect to the Microsoft Copilot Dashboard for Microsoft 365 customers | Microsoft Learn. Need more assistance? FastTrack is here to help! FastTrack is available to support customers with eligible licenses. Request assistance from FastTrack today or contact your assigned FastTrack Architect (FTA).
Google Workspace migration to Microsoft 365 with multiple domains
I'm managing a project to migrate mail from Google Workspace to Microsoft 365 via (Google Workspace Migration). My scenario is composed as follows: Primary domain in GWS: domain1.com Secondary domain in GWS: domain2.com Routing domain (alias domain) in GWS: m365.domain1.com and gws.domain1.com Microsoft side: accepted domain: domain1.com,domain2.com, m365.domain1.com and gws.domain1.com Users domain1.com have aliases routing domain m365.domain1.com and external forwarding gws.domain2.com. Users domain2.com have aliases routing domain m365.domain1.com and external forwarding gws.domain1.com. For users domain1.com the hybrid coexistence scenario, mailflow and batch work perfectly. For domain2.com users, the batch works, but at the time of completion, it returns an error that Google asks for verification of the forwarding address, as it is different from domain2.com. “GmailForwardingAddressRequiresVerificationException” Which configuration am I doing wrong? And above all, is the scenario in question supported? Thank youDeploy Microsoft Defender XDR today and start protecting your entire digital estate
The average organization now hosts 351 exploitable attack pathways, says Microsoft’s 2024 State of Multicloud Security Risk Report 1 , so it’s no wonder leaders across sectors are calling for enhanced protection of high-value assets within applications, email, endpoints, identity, and more. But deploying a comprehensive security solution like Microsoft Defender XDR can be a big lift, especially in organizations using legacy systems or a mix of third-party tools. Complex integrations and configurations combined with common issues like limited staffing resources can further delay or even prevent full product implementation. Fortunately, FastTrack for Microsoft 365 is ready to help streamline your security product deployment and today we’ll explain how. In this blog, you’ll learn: Why Microsoft Defender platform adds value beyond security. How to deploy Microsoft Defender efficiently and securely using Microsoft admin center advanced deployment guides. Answers to FAQs. Microsoft Defender: The industry leading 2 , XDR solution with added value Microsoft Defender protects your entire organization with a unified security platform that consolidates multiple security functions (e.g., endpoint, identity, cloud security) under a single tool. This comprehensive coverage creates overlapping security, which strengthens overall security and helps reduce workloads for security and IT teams. And while in some cases, transitioning security systems can create vulnerabilities in the short term, FastTrack engineers at Microsoft have solved for this by providing incremental security coverage as you wind down third-party point solutions. We’ll describe this in more detail later on but first let’s go over the Microsoft Defender platform. The Microsoft Defender platform: Microsoft Defender for Endpoint Helps prevent, detect, investigate, and respond to advanced threats with next-gen antivirus, endpoint detection response (EDR), automated investigation, and prioritized remediation capabilities. Microsoft Defender for Endpoint setup guide Microsoft Defender for Office 365 Protects email and collaboration tools like SharePoint, OneDrive, and Microsoft Teams against advanced threats, i.e., phishing, business email compromise, and malware attacks. Microsoft Defender for Office 365 setup guide Microsoft Defender for Identity Protects on-premises Active Directory from targeted attacks with signals that identify, detect, and investigate compromised identities and malicious insider actions. Microsoft Defender for Identity setup guide Microsoft Defender for Cloud Apps A Cloud Access Security Broker (CASB) that uses rich visibility, control over data travel, and sophisticated analytics to identify and combat cyber threats across cloud services. Gain visibility into Shadow IT, discover cloud apps in use, control and protect data within apps, and detect and respond to threats across all potential threat vectors. Microsoft Defender for Cloud Apps setup guide Microsoft Defender XDR, powered by AI, integrates seamlessly with other Microsoft 365 products and security tools Seamless integration provides for stronger, more consistent, automated security across the entire software ecosystem. For example: Microsoft Defender is embedded with Microsoft Sentinel Microsoft Sentinel is a new FastTrack offering. It’s a very powerful cloud-native, AI-powered security information and event management (SIEM) solution that helps teams address top cyberthreats, including ransomware attacks, by: Enriching data with machine learning: Sentinel employs machine learning to enrich data with Microsoft's threat intelligence, the secret ingredient that fuels capabilities, including threat hunting, detecting, investigating, and responding to threats across an ecosystem. Reducing “alert fatigue”: Sentinel filters through billions of signals, correlates them into alerts and incidents, and even prioritizes incidents. This allows for more efficient and cost-effective remediation strategies and reduced alert fatigue for SOC teams. Microsoft Defender integrates with Azure’s Microsoft Defender for Cloud Microsoft Defender for Cloud is a cloud-native application protection platform (CNAPP) that secures full-stack workloads, end to end, across Amazon Web Services, Google Cloud Platform, and Azure Cloud Services with constant cyberthreat monitoring at the code level. How to deploy Microsoft Defender security products efficiently and securely Because each organization’s deployment scenario will be as unique as the organization itself, Microsoft engineers designed Defender to be highly customizable and able to accommodate a variety of different scenarios. However, no one should let complexities surrounding custom configurations delay deployment. FastTrack for Microsoft 365 is here to help With a variety of self-serve resources, detailed documentation, automated, step-by-step deployment guides, and even one-on-one assistance (with an eligible license), FastTrack can help you reduce complexity and get your Microsoft Defender products up-and-running quickly. Here’s how to start: 1. Visit the Microsoft 365 Setup site Regardless of license status or credentials, start your journey at the Microsoft 365 Setup site for open, self-service access to detailed setup guides, on-demand videos, and helpful blogs to plan secure and efficient Microsoft Defender deployment workloads. 2. Sign in to the Microsoft admin center Once your organization owns a license and you’re ready to deploy, sign in to the Microsoft admin center and access Microsoft Defender advanced deployment and setup guides. 3. Deploy using Microsoft Defender advance deployment guides Start with zero trust Microsoft Defender for Endpoint setup guide Microsoft Defender for Office 365 setup guide Microsoft Defender for Identity setup guide Microsoft Defender for Cloud Apps setup guide These streamlined, automated guides combine detailed documentation with stateful personalization, so you know you’re following the right instructions for your organization’s scenario. The step-by-step instructions also lead you through the correct order of operations so you can be confident you’re setting up each Microsoft Defender solution correctly, from beginning to end. Microsoft Defender setup guides: What to expect once you get there Each Microsoft Defender setup guide follows a similar pattern. They begin with an Overview, describing foundational prerequisites and Requirements, then have you identify your organization’s particular Scenario and goals, before walking you through your recommended Deployment and Configuration steps based on your scenario and Microsoft’s best practices. Let’s walk through the Microsoft Defender for Endpoint guide as an example: Microsoft Defender for Endpoint setup guide Arrive at Overview (see above) to learn more about the Defender setup guide and watch a short video. Follow the subway navigation and review Microsoft Defender for Endpoint’s minimum setup requirements to make sure you’re ready for a secure setup experience before you begin. At Scenario, identify your organization’s current security situation and your goals, for example: Do you already have an endpoint security solution in place? Would you like to see how Defender for Endpoint works before rolling it out? Do you want help designing configurations? At Deployment, find Microsoft’s recommended next steps based on your Scenario. These steps include: Preparation: Key points to consider as you prepare for migration. Setup: Guidance on which specific steps you should carry out next. Onboarding to your tenant: Advice on how to onboard while protecting other platforms in your environment. 5. Lastly, Configuration is where you’ll configure various settings and learn more about: Attack surface reduction Mobile threat defense Next-generation protection Auto remediation and investigation Microsoft Secure Score Endpoint detection and response Threat and vulnerability management Frequently asked questions Transitioning to or implementing a new security suite can be tricky. However, Microsoft Defender setup guides have been designed to eliminate as much risk and friction as possible from the deployment process. They also do a great job of anticipating and addressing questions admins frequently ask. Here are a few frequently asked questions and answers: How do I securely migrate to Microsoft Defender for Office 365? Read this Learn article to understand securely migrating from a third-party protection service or device to Microsoft Defender for Office 365. How should I deal with urgent security incident response issues? Get a better understanding of the complex threats affecting your organization. Subscribers to Defender Experts for Hunting can engage with their own security incident response teams to address urgent security incident response issues. Where can I go to learn how to fix onboarding issues myself? Microsoft Defender for Endpoint Microsoft Defender for Identity Microsoft Defender for Office 365 Microsoft Defender for Cloud Apps 4. Does Microsoft offer training for Microsoft Defender? Yes! To get started with Microsoft Defender training, browse the list of learning paths, and filter by product, role, level, and subject. Need additional assistance? Whether you have a few questions or want assistance with deployment of your entire Microsoft Defender suite, FastTrack Engineers and Partners are ready to help. Eligible customers can request direct, remote assistance from FastTrack for Microsoft 365. [1] Microsoft’s 2024 State of Multicloud Security Report [2] Microsoft Defender was named an XDR leader in The Forrester Wave: XDR platforms, Q2 2024, receiving top scores in 15 of 22 criteria, including Endpoint Detection, Threat Hunting, and Innovation.The future of Microsoft 365 deployment: Microsoft 365 Setup Expert
Are you an IT professional, a business or technical decision-maker, or stakeholder involved with managing Microsoft 365 environments? If so, you need quick and reliable access to setup and deployment information. Now you have that access at your fingertips with Microsoft 365 Setup Expert. Read below for more details or check out the full blog post here. What is Microsoft 365 Setup Expert? Microsoft 365 Setup Expert is an innovative, AI-powered solution that helps IT, BDMS, TDMs, and related stakeholders streamline their Microsoft 365 setup and deployment workloads. Developed by FastTrack engineers, this tool responds to queries with the information you need to make informed decisions about product purchases, licensing, deployment, and troubleshooting. Advantages of Using Setup Expert Setup Expert delivers essential insights for navigating Microsoft 365 setup workflows with confidence, regardless of your job role or credentials. Key Features Prepurchase guidance: Evaluate different Microsoft 365 solutions, compare licensing options, and get recommendations for compliance, remote work, and security scenarios. Post-purchase support: Plan product rollouts, deploy advanced features, troubleshoot issues, and scale deployments based on organizational needs. Reliable information: Sourced from official Microsoft channels, ensuring accuracy and relevance. Role-based responses: Tailored insights for both technical and non-technical users. Real-World Applications Whether you're planning a new deployment or managing an existing environment, Microsoft 365 Setup Expert can help you: Simplify and expedite deployments Reduce reliance on credentialed admins Foster collaboration across roles Streamline procurement decisions Learn more about Microsoft 365 Setup Expert Dive deeper into how Setup Expert can transform your setup processes in the full blog post at the Setup site. Find Setup Expert at setup.cloud.microsoft and start leading your organization through smarter, faster, and more collaborative deployments today!
Migrating from Google Workspace to Microsoft 365 with to have two separate Mailboxes per User + SSO
Context and Requirements: My company (abc.com) is being acquired by another org (xyz.com). We’re currently on Google Workspace (G Suite) for abc.com email and want to migrate everything (email, calendar, contacts) into Microsoft 365 — specifically into the xyz.com tenant. After migration, each user must have two fully separate mailboxes: Mailbox A: email address removed for privacy reasons (data migrated from G Suite) Mailbox B: email address removed for privacy reasons (new mailbox in the xyz.com tenant) We need true single sign-on (SSO) so users can log in once and access both mailboxes (not just alias addresses) within the same tenant. We want to minimize complexity. FYI we will set up abc.com as an Accepted Domain in xyz.com Microsoft Exchange tenant. What I’ve Investigated So Far: Migration Tools: The Exchange Admin Center has a built-in G Suite migration wizard, but it mainly migrates mail to one mailbox. Third-party tools like BitTitan MigrationWiz can also handle G Suite → M365 migrations. Two-Mailbox Setup Approaches: One licensed mailbox + one shared mailbox: For example, the user’s main mailbox would be email address removed for privacy reasons (fully licensed with migrated data), while email address removed for privacy reasons is a shared mailbox to keep it separate. The email address removed for privacy reasons account gets Full Access and Send As permissions on the xyz.com mailbox. Pros: Single sign-on, one set of creds, minimal extra licensing. The data stays separate (two distinct mail stores). Cons: Shared mailboxes are limited to 50GB if unlicensed, and some compliance features may require a license. Two fully licensed user mailboxes (two Azure AD user accounts, e.g. email address removed for privacy reasons and email address removed for privacy reasons): Each mailbox is completely independent, but typically requires two sign-ins unless there’s advanced identity federation to unify credentials. Also doubles the licensing. Pros: Full feature set in both mailboxes, no shared mailbox constraints. Cons: Additional license costs, and not a straightforward “one-click” SSO for both. Questions Which approach is best for maintaining two discrete mailboxes per user without forcing them to manage multiple logins? Are there any best practices for migrating from Google Workspace into Exchange 365(specific tenaant) maintaining the same email address? Have you run into compliance or eDiscovery issues with a shared mailbox approach? Any caveats or special steps needed to ensure calendars and contacts migrate correctly from Google Workspace into the new environment?
