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!
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!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?Launching a New Org Intranet Featuring Yammer/VE for Org News
Has anyone recently explored launching a SharePoint intranet using Yammer as core component for news and sharing resources? I'm working on a project where the client is starting with a single communication home site that will be managed by only a handful of staff for an organization of a few hundred. There are no plans to expand this into additional sites. We're still assessing the scope and scale of the site content, but if there is a need to publish a LOT of internal content, it may be too much for them to manage. That's why I'm considering Yammer to manage the majority of org news. Even a single community would allow multiple committees and departments to share their news and resources to a wide audience. All of which would be embedded into the home site. There are several other benefits, but I'm curious to know if anyone here as already walked this path. Happy to hear your experiences and your advice for a SharePoint/Yammer hybrid home site.Yammer Topics and SharePoint - A Sample Use-case
Recently, I've found Yammer and SharePoint to be a terrific mix for sharing information and small updates in my org. First, I started by storing organizational information in static SharePoint pages. Next, I use a public Yammer community to post about an updates to the content on the page. The Yammer posts are embedded to the page by topic. What's neat about this setup is that it can be completely opt-in. Staff that are interested in these updates can subscribe to the Yammer community or the individual topic if/when they choose. Of course, don't forget to mute your community to prevent "Discovery" emails from being sent to anyone that isn't subscribed. This is a simple use-case, but I hope you find it helpful!
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?
