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!
Feature Request: Enhanced Text Field Support in Custom Fields for Premium Plans
Hello Microsoft Planner Team, As an Engineering Manager at LinkedIn, I've recently started using Microsoft Planner Premium for my engineering team's sprint management. While the custom fields feature has been incredibly useful, I've encountered significant limitations with the "Text" field type that are impacting our workflow. Current Issue: I created a custom field called "Scrum Notes" to capture detailed sprint-related information. However, when I enter multi-line text, it automatically converts to a single line, making it difficult to read and organize structured notes. Feature Requests: I would like to request three enhancements for custom fields with "Text" type: Multi-line Text Support: Enable newline characters (\n) to be preserved when entering text in custom fields. Currently, all text is collapsed into a single line, which severely limits readability for longer notes. Expandable Text Preview: Display up to 300 characters in the Grid view with an "expand" or "show more" option when clicked. This would allow teams to see a preview without cluttering the view, while still being able to access the full content when needed. Rich Text Formatting: Add support for basic text formatting (bold, italics, bullet points) within text-type custom fields, similar to the formatting available in the Comments section. This would significantly improve the organization and readability of notes, especially for technical documentation like scrum notes, technical decisions, or implementation details. Use Case: Our team uses the "Scrum Notes" field to document: Sprint planning decisions Technical implementation notes Blockers and dependencies Action items from standups Without multi-line and formatting support, these notes become difficult to parse, forcing us to use external documentation tools, which defeats the purpose of having centralized task information in Planner. Impact: These enhancements would make Microsoft Planner significantly more powerful for engineering teams and other technical users who need to capture detailed, structured information directly within their project management tool. I'd appreciate any feedback from the community on whether others are experiencing similar limitations, and if there are any workarounds currently available. I've also submitted this feedback through the in-app feedback mechanism. Thank you for considering this enhancement!
Strategic Missing Capabilities in the new Microsoft Planner (Enterprise Perspective)
The Present State of Microsoft Planner’s Vision Enterprises want one coherent work-management layer in Microsoft 365 Microsoft’s ambition is to merge To Do, Planner, and Project for the Web into a single platform with Copilot, Goals, unified List/Board/Timeline views, and templates The direction is sound: reduce fragmentation and tool sprawl, standardize data, and give leaders a clean and solid portfolio picture while teams execute in familiar interfaces. In an environment where all employees have access to the same tool, are already included in the resource pool and integration options are basically unlimited, this is a step, that everyone was looking forward to. Nonetheless, the quip that “Microsoft abandoned MS Project 20 years ago” is a joke, but it reflects a real anxiety: if the new Planner displaces familiar scheduling experiences without enterprise-grade controls, PMOs will feel left alone again and disengage, in presence of abundant alternatives. Planner will not replace Microsoft Project, Primavera, or other detailled scheduling tools; those remain essential for deep dependencies, resource leveling, and baselining. Planner’s highest-value role is the management and aggregation layer above them: align goals, normalize metadata, and expose cross-program status. Simplicity matters, but simplicity cannot mean missing capability. If essential functions are absent, governance, traceability, and portfolio visibility suffer, and organizations turn to external tools. Following is a list of core functionality that is currently missing and was needed about a month ago. Current Structural Gaps Date logic too rigid for management use No independent target/due date field; planning often hinges on Start/Finish + Duration, which limits top-down milestone control Custom fields capped at 10 per plan Insufficient for enterprise metadata models and standardized portfolio reporting Maximum task duration of 1,250 days Constricts representation of multi-year initiatives and capital programs No enterprise-grade audit trail Lacks comprehensive, exportable change logs with retention controls for compliance Flat responsibility model Multiple assignees exist, but no roles such as Owner, Reviewer, Approver; no RACI support Insufficient hierarchy and dependencies for roll-ups Summary/sub-tasks exist, but cross-plan links and robust multi-plan aggregation are weak Group-based permissions only Sharing tied to M365 Groups/Teams; no fine-grained task- or field-level permissions; no simple view-only for externals Custom fields lack hyperlink behavior No URL field type; links in text fields are often not clickable for seamless navigation Inconsistent text capture and formatting Notes lack reliable rich-text structure; long entries are hard to read No page breaks or robust formatting for long descriptions Executive-level narratives and governance documentation become unwieldy Limited standardization across plans No global library for reusable custom fields, bucket structures, or templates at tenant/portfolio level Required Enhancements for Enterprise Readiness Flexible date logic Allow target/due dates independent of Start/Finish; add constraints, buffers, alerts, and escalation rules Expanded metadata framework Raise the custom-field limit; add field types (URL, Person, Multi-select), required fields, validation rules, and global field templates Enterprise auditability Provide full change history with export, retention policies, filters by field/user, and API access Role-aware assignments (RACI) Support roles (Owner, Doer, Reviewer, Approver), secondary ownership, and role-based views in people and reports Portfolio-grade structure Enable cross-plan dependencies, milestone roll-ups, program-level summaries, consolidated capacity and risk views Granular access control Introduce view-only sharing, external access without group membership, and task/field-level ACLs to protect sensitive data Hyperlink-enabled fields Add a URL type and clickable rendering in text fields, with previews and allow-lists for approved domains Robust editor for management communication Paragraphs, lists, headings, tables, code/quote blocks, and clean print/PDF output for formal documentation Reusable enterprise templates Tenant-wide libraries for custom fields, buckets, and workflows; versioning and approval flows for governed rollout Reliable data layer A standardized Power BI dataset, webhooks/events, incremental exports, and stable keys for multi-plan, multi-tenant analytics Scaling for long-horizon work Lift or mitigate the 1,250-day limit for leaf tasks and provide guidance or rules for multi-year programs Bottom line Planner can succeed as the enterprise management layer if it remains simple but gains the capabilities listed above. One does not work without the other. If Microsoft does not deliver these functions, enterprises will continue using Project, Primavera, or other scheduling tools — while adopting third-party platforms for governance and portfolio visibility. This would directly undermine Planner’s goal of becoming the unified standard within Microsoft 365. Please, do us a favor and spare organizations from having to implement yet another third-party tool. (And yes: I am aware of multiple enterprises that are in the process of testing and implementating different tools, presicely because of this missing capability)Double Thunking Works Wonders!
Given that most Excel users would not dream of employing one thunk, you might well ask why even consider nested thunks! The use case explored here is to return all the combinations by which one might choose m objects from n (not just a count of options =COMBIN(n, m), but the actual combinations) Knowing that sometimes allows one to deploy an exhaustive search of options to determine the best strategy for a task. Before considering the task further, one might ask 'what is a thunk; isn't it far too complicated to be useful?' All it is, is a LAMBDA function that evaluates a formula when used, the same as any other function. The formula could be an expensive calculation or, rather better, no more than a simple lookup of a term from a previously calculated array. The point is, that whilst 'arrays of arrays' are not currently supported in Excel, an array of functions is fine, after all, an unrun function is little more than a text string. Only when evaluated, does one recover an array. In the example challenge, each cell contains an list/array of binary numbers, which might itself run into the hundreds of terms. A '1' represents a selected object whilst a '0' is an omitted object. Rather like the counts of combinations obtained from Pascal's triangle, each cell is derived from the contents of the cell to the left and the cell above. This is SCAN on steroids, accumulating array results in two directions. Running down the sheet, the new combination contains those of the above cell, but all the objects are shifted left and an empty slot appears to the right. These values are appended to those from the left, in which the member objects are shifted left but the new object is added to the right. So the challenge is to build a 2D array, each member of which is itself an array. The contents of each cell is represented by a thunk; each row is therefore an array of thunks which, for REDUCE to treat it as a single entity, requires it to be securely tucked inside its own LAMBDA, to become a thunk containing thunks. Each pair of rows defined by REDUCE is itself SCANned left to right to evaluate the new row. By comparison the 2D SCAN required for the Levenshtein distance which measure the similarity of text strings was a pushover. I am not expecting a great amount of discussion to stem from this post but, if it encourages just a few to be a little more adventurous in the way they exploit Excel, its job will be done! p.s. The title of this discussion borrows from the Double Diamond advert for beer in the 1960sAs any one found cool icons to use on a Custom Ribbon?
Hello Excellers, I just finished making a neat custom ribbon for an application, and I am wondering if anyone has found a cool and neat place to grab some icons for the button faces specially if in color. My ribbon looks nice, and most importantly it works as intended, but I am kind of thinking it could be more colorful. So far I only used the built-in stuff. Thanks for any hints. GiGiWinFix Toolkit (All Windows 10 & 11 Repair Tools in One Excel)
After I published this small information tool (Excel (365 & 2016) with network information), several people contacted me and asked if I had a tool with Excel for general service tasks that, while available in Windows, are a bit scattered and confusing. So, I've prepared this small tool for Service Level 1, with most of the service options included. Hardware Repair Tools Repair Action Label Description Reset Windows Update Components UpdateReset Stops related services, renames cache folders, restarts services. Check System File Integrity (sfc /scannow) SFC Scans and repairs corrupted system files. Check Disk for Errors (chkdsk /f /r) CHKDSK Scans hard drive sectors and attempts repair. DISM Health Restore (dism /online /cleanup-image /restorehealth) DISM Repairs Windows image and component store. Network Reset (netsh int ip reset, netsh winsock reset) NetReset Resets TCP/IP and Winsock catalog. Flush DNS Cache (ipconfig /flushdns) DNSFlush Clears DNS resolver cache. Device Manager (open) DevMgr Opens Device Manager for hardware inspection. Software Repair Tools (examples) Repair Action Label Description Microsoft Office Quick Repair OfficeRepair Launches Office repair tool (Quick or Online). Reset Microsoft Store StoreReset Runs wsreset.exe to reset Store cache. Repair OneDrive OneDriveReset Resets OneDrive client (onedrive.exe /reset). Windows Defender Full Scan DefenderScan Triggers Windows Defender antivirus scan. Reset Windows Firewall FirewallReset Restores default firewall rules. Reset Windows Search Index SearchReset Rebuilds Windows search index. Clear Temp Files TempClean Deletes temporary files and folders. Reinstall UWP Apps (if broken) AppsReinstall Re-registers all built-in Store apps. I hope it might be helpful to some people. The tool has been tested, but it could still use some improvements, so I'd like to ask everyone who has looked at or used this tool for feedback. I would appreciate any constructive feedback or additional suggestions. Happy Excel-ing! *My tool are voluntary and without guarantee! NikolinoDE I know I don't know anything (Socrates)
Suggestion: Add =IMAGE() function to Excel 2016 & 2019
Hi Microsoft Team, I’m an Excel 2016 user and really appreciate the product. However, I’ve noticed that the =IMAGE() function is available only in Microsoft 365 and the web version. Many of us who are using perpetual versions (Excel 2016 / 2019) would love to see this function back-ported. It’s a small but powerful feature that makes dashboards, catalogs, and reports much more useful. Not everyone can move to 365, but we still look up to Excel for improvements. Adding =IMAGE() to 2016 and 2019 via update would make these versions more practical and user-friendly. Please consider including this in a future update. Thanks for listening and for continuing to improve Excel!How to Be an Excel Detective: Finding and Highlighting Formulas
Hi everyone, I recently wrote a blog post on some simple, yet powerful, techniques for anyone who works with Excel spreadsheets, especially those with complex data. I wanted to share a summary of it with this community, as it might be helpful to others who are looking to understand and protect their work. The post covers two main things: Quickly Revealing All Formulas: A simple keyboard shortcut (Ctrl + `) or the "Show Formulas" option can instantly reveal all formulas in a worksheet. This is a great way to quickly see how a spreadsheet is structured. Permanently Highlighting Formulas: The article shows how to use the "Find & Select" > "Formulas" feature to select all cells containing formulas and then permanently highlight them with a fill color. This visual cue can help prevent accidental edits and protect your data. Watch This in Action: For a step-by-step guide on how to use these techniques, you can watch the video on my https://www.youtube.com/@BIGurus. 🔗 https://youtu.be/1x-1dbqlWXk You can also read the full article here: https://medium.com/@anandsharad/how-to-be-an-excel-detective-finding-and-highlighting-formulas-fe9d4fdbc1b1 I'd be happy to answer any questions you have or discuss other Excel tips and tricks in the comments!🚀 Microsoft Edge Gets Smarter: Copilot with GPT-5, AI Podcast Creation & Advanced Security!
Big news for productivity and creativity lovers! 🎯 The latest Microsoft Edge update brings some game-changing features: ✅ Copilot Smart Mode powered by GPT-5 – Your AI assistant just got even smarter. 🎙 Create Podcasts with Copilot – Turn ideas into audio content effortlessly. 🎨 Generate Images & Videos directly in Edge – No extra tools needed! 🛡 AI-Powered Shield Against Scareware – Stay safe while you browse. I’ve created a detailed video on my YouTube channel where I explore these features in action and share tips on how to make the most of them. 👉 Watch it here: https://youtu.be/73KEDh2MDow What do you think about these updates? Which feature excites you the most? Let’s discuss in the comments! #MicrosoftEdge #Copilot #AI #Productivity #CyberSecurity #GPT5
