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!🚀 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
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!Driving User Adoption - User Personas and User Journey Maps
When we say things like "casting a wide net" in the world of User Experience in most cases this isn't a good thing because it means the wider the net we cast the less we understand about the fish we catch. In the case of O365 Groups we have the power to create groups quickly, create focused content, manage permissions, etc., which is really amazing but the ability to do this in some cases gives false promises that we can just "start something" with the hopes of User Adoption and through Rapid-Adaptation maintain or even build User Adoption. While it is true that being able to quickly adapt to "new" User Needs helps to "build" User Adoption, the problem is that the psychological effects of a Negative Experience are hard to repair for "current" users once they have casted a ballot on UX. A good way to go about solving this problem before actually having Negative User Experiences occur is to create Macro User Personas and then couple them with User Journey Maps of the O365 Groups that we are trying to build an experience around. User Personas and Journey Maps have been around forever and are used in the UX community on a daily basis. The really powerful concept here is that we are still able to rapidly adapt experiences around our users faster and better than ever before thanks to Microsoft making infrastructures smarter and faster but with User Personas and User Journey Maps it gives us the ability to better understand the "emotional connections" of our users and what actually makes them tick. As an example, think about knowing the answer to these questions prior to starting any project then couple the idea with constructing an O365 Group. Workshop questions structured to capture UX for a new interface: What is the average age of the people you think would use this online application? Will you be using a mobile device to access this application? What type of online applications do you use? What online applications do you like? Does this online application have a direct competitor? If so, who is it? What brands do you admire? If the interface did one thing that would make you happy, what would it do? What would make you recommend this online application? Workshop questions structured to capture UX out in the wild already: What is the average age of the people you think use this online application? Do you access this online application with a mobile device? If so, does it work? Do you use other online applications? Does this application work better or worse than other online applications you have used? Do you like this application? What brands do you admire? What is something you wish this application did better? What is something this application does that makes you happy? https://1drv.ms/b/s!AhD16xYVMgyoorJhAX_QGxpSpNfEbw I would really like to start indepth conversations on UD/UI and UX topics and how they relate to the Microsoft Experience as a whole. Thanks,
Rule of thumb for number of champions
Wondering if anyone uses or knows of a heuristic for determining the ideal number of champions for Teams adoption or any other app. I assume number of users would be the denominator. Maybe nuances like use cases and scenarios for Teams use come into play. Would appreciate any thoughts on this.NEW: Wave 2 updates to Adoption.microsoft.com/Copilt
The work we do as Service Adoption and User Enablement Specialists has never been more important. During this moment, where AI experiences are on the rise, the human connection is essential to helping people overcome their AI anxiety. Our tools, updated this morning to support Wave 2 of our Microsoft 365 Copilot experiences is designed to support you in this journey. This post will give you all the details of what's new and available. We'd love to hear your feedback here. How can we assist you further? And don't forget to take our User Enablement for Copilot course on Microsoft Learn to add the badge to your LinkedIn profile. There are never enough of us that are dedicated to the empowerment of people with technology and your role is paramount in businesses getting the value of the investment they make in these services!Adoption Masterminds March Meetup!
Join me and the adoption masterminds on March 14th 11 AM EST for an open conversation about ROI of Adoption!!! I do not have all the answers, so if you have ideas, strategies, questions, we would love for you to come and share!!! This has been a topic that has come up in past meetings, so I thought we should take a hour and talk about it! You can register here: https://events.teams.microsoft.com/event/9cd4b1b5-a264-442b-8d5b-f07a40b24852@8b3dd73e-4e72-4679-b191-56da1588712bTool 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!
