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!
M365 Roadmap Management
Wondering if others have tips & tricks on how they stay up to date with the https://www.microsoft.com/en-us/microsoft-365/roadmap? I find it tedious to stay on top of all the features being announced, switching launch phases, moving target dates, and so on. I was hoping to use the RSS feed in a PowerBI Dashboard or find a solution in Planner similar to syncing the Admin Centre messages, and after some quick searches online could not find an example of anyone doing something similar. I was hoping any members of this community may be able to shed some light on how they approach the roadmap site and what tools if any they use to manage the constant influx of information? TIA!
Tips/resources on managing Shared Mailboxes in New Outlook?
Hello In the New Outlook Shared categories are no longer available on a Shared mailbox. At each and every client I have they rely quite heavily on shared mailboxes for client interactions. Shared categories are used to distribute work in the team and reach consensus on who follows up. This is no longer working in the New Outlook. This makes centralized external communications via Outlook impossible. For small organisations, other software used by corporates is often seen as overkill. Teams is not an option given the fact that there are known external users and unkown users that you want to enable to reach the organisation in a simple and friendly way (Forms are not seen as customer friendly, nor Chatbots) What solutions would you suggest?Suggestions for low cost online Card Sort tool?
Looking for suggestions for a low-cost online card sorting tool. I'm sure we can all agree that the correct IA is key for good usability and adoption. We're going to re-do our navigation to better serve our users and looking for a card sort tool that we can use to gather data on how to best organize.Tool 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?Preview - Day in the Life Quick Sheets for Adoption & Training
The preview files for the Day in the Life materials are now ready for our community. Download the attached ZIP file to get the following Day in the Life quick sheets. Marketing Sales Human Resources Finance IT Manager IT Service Engineer Compliance Manager Construction Project Manager Retail Manager Retail Associate These files are in a non-editable PDF format and are provided in US English at this time. We are investigating ways to localize the content. Additional changes may be made between this preview release and our final release documents so please use them with that in mind! Download the zip file attached to this post to use them in your own organization. Provide us feedback here as well as suggestions for more quick sheets by persona or scenario.
