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!
Getting started with a mobile nurse to specialist request
As mentioned in previous posts, I’m fortunate to meet with many healthcare customers, and a use case that has come up quite a bit recently is solutions that help connect the right people together, when one of them may be “remote” and lack access to their regular applications. Some of these include: Mobile nurse requesting assistance from a physician (Nurse is external to network resources) EMT requesting ED physician (ET3 scenario) Physician to physician consult “nudge” (orders are in the EMR, requesting a live call) The Microsoft cloud supports the full spectrum of solutions ranging from lightweight to very advanced. In this post we’ll focus primarily on getting started quickly with a lightweight solution, which can be enhanced over time as your needs grow. This video minimizes the technology footprint, making use of a Teams Conference call and a low-code front-end to make request and creation of the meeting easy-breezy (and has a quick time to implement). In the recording, I cover: Configure Teams Using a Tag in a Teams channel Alternatives like Group chat Configure a Power Virtual Agent Create a dedicated bot (from scratch) for this use case Gather information from the nurse Configure the automation to set the meeting and notify the right people Deploy and share Web channel, Teams, Mobile app Note: There are links to resources called out in the video (scroll past the video). Enhancements & additional resources Virtual Appointment API – this related HLS blog post shows the use of this API in the context of another use case (and has a link to GitHub for a sample connector). This was mentioned in the video as a way to allow the Nurse to join from a mobile browser without downloading/logging into Teams. Power Virtual Agents Channels – official documentation about the available channels and securely deploying to channels of engagement. Dynamics 365 Customer Service – relevant HLS blog post which discusses the use of Dynamics 365 Customer Service and Field Service, as well as how this can be used with Practitioner data for search and routing. Final thoughts It’s worth noting that this is geared toward more of a “B2B” situation, and other approaches would be used for customer virtual visit requests. If you are interested in a follow-up video where I add some of those more advanced configurations, please let me know. I make these as a response to what I hear from our customers and partners!Champion Management Platform Install problem
I'm having a strange issue installing the Champion Management Platform app. I downloaded the package from the repository and uploaded it into SharePoint according to the directions. The global admin approved the API requests and everything is visible in SharePoint. I pushed the app to Teams, and I can see it listed in the Teams admin center, but the icon is showing a broken image link, and I'm not seeing it when I try to add the app to a Team or as a personal app on the sidebar. I got it working fine in my personal test tenant, but I've tried deleting everything 4 times now and everytime I upload the package and push it out to Teams I get the same broken image icon and it's not working. Our VP of digital innovation is heavily pushing the Champions program so this NEEDS to work. Has anyone else run into this that can shed some light on what the issue might be? I figured I'd ask before opening a support ticket.
Importing font awesome CSS into web component (FASTElement)
I am trying to include the Font Awesome CSS into a https://www.fast.design/docs/api/fast-elementhttps://www.thefurbysh.com/ like this: import { css } from '@microsoft/fast-element'; import { Theme } from '../../theme'; import * as style from '../../assets/fontawesome/css/all.css'; export const styles = css` ${style} :host { contain: content; display: flex; flex-direction: row; border: 2px solid ${Theme.primaryColor}; width: 512px; height: 256px; } `; I think the CSS needs to be a string, so I tried to do this by updating my webpack.config.js, which looks like this: const HtmlWebpackPlugin = require('html-webpack-plugin'); const path = require('path'); module.exports = function (env, { mode }) { const production = mode === 'production'; return { mode: production ? 'production' : 'development', devtool: production ? 'source-map' : 'inline-source-map', entry: { app: './src/main.ts', fa: './src/assets/fontawesome/css/all.css' }, output: { filename: '[name].[contenthash].bundle.js', publicPath: '/', clean: true }, resolve: { extensions: ['.ts', '.js'], modules: ['src', 'node_modules'] }, devServer: { port: 9000, historyApiFallback: true, open: !process.env.CI, devMiddleware: { writeToDisk: true, }, static: { directory: path.join(__dirname, './') } }, plugins: [ new HtmlWebpackPlugin({ template: './index.html' }), ], module: { rules: [ { test: /\.ts$/i, use: [ { loader: 'ts-loader' } ], exclude: /node_modules/ }, { test: /\.css$/i, use: ['style-loader', 'css-loader'], }, ] } } } I modified my config following https://stackoverflow.com/questions/57667688/is-that-possible-to-import-css-file-as-string-in-es6: { test: /\.css$/, use: [ 'to-string-loader', 'css-loader' ] } ...but that has the effect of causing the Font Awesome icons outside of my component to stop rendering altogether, and the icons inside the component render as square boxes, which might have something to do with fonts. Has anyone managed to import Font Awesome into web components in general and FASTElements in particular?Maturity Model
Is anyone actively using (or has tried) the Microsoft Maturity Model? I am researching it now and trying to see if there are some areas I should focus in on. Also looking to see if I can attend the meeting they have today (10/19). I signed up yesterday, but did not get the invite. I'd be interested to hear anyone's experience with the maturity model. Thanks!!
seeking consultant for 0365 end user roll out
Hi, Not sure if this is the proper forum, but figured I'd start somewhere. Looking for an 0365 consultant to help navigate all the bells and whistles of 0365. I realize there are many online learning modules and guides, but looking for a bit more hand holding. IT is implementing 0365 Org-wide, but not really able to provide guidance on which apps are best to use to improve work flow, how to get the most out of Sharepoint, Teams, etc. for each dept. Thanks in advance.
