Microsoft Launches Copilot – The new AI for Microsoft 365

Microsoft 365 Copilot: The Future of AI-Powered Productivity

Feature Examples:

  • Automatically Building a PowerPoint Deck from content
  • Convert Word doc to PowerPoint presentation
  • Excel data manipulation
  • Analyze and reply emails
  • Teams Chat summary and interaction live in meetings and meeting summaries
  • Viva Sales meeting preparation and live in-meeting coaching and putting data directly into CRM
  • Generate a Power Automate workflow
  • Business Chat Demo – Customer interaction summary and generating a SWOT analysis

In today’s fast-paced digital world, productivity is key. Whether you’re a student, a professional, or a small business owner, you need to be able to get things done quickly and efficiently. That’s where Microsoft 365 Copilot comes in. This AI-powered feature is designed to provide personalized assistance and automate tasks within the Microsoft 365 suite of applications. In this article, we’ll explore the features and benefits of Microsoft 365 Copilot, and take a closer look at how it works.

What is Microsoft 365 Copilot?

Microsoft 365 Copilot is an AI-powered feature that provides personalized assistance to users within the Microsoft 365 suite of applications. It uses natural language processing (NLP) and machine learning algorithms to understand user queries and provide real-time assistance. Copilot is currently in preview and is available to a limited number of users.

Introduction Video about Microsoft 365 AutoPilot

How Does Microsoft 365 Copilot Work?

Microsoft 365 Copilot works by analyzing user behavior and preferences within Microsoft 365 applications. It uses NLP to understand user queries and provide personalized assistance based on the context of the query. For example, if a user types “How do I format a document?”, Copilot will analyze the query and provide step-by-step instructions on how to format a document.

Copilot can also automate certain tasks within Microsoft 365 applications. For example, if a user is working on a document and wants to add a table of contents, they can simply type “Add table of contents” and Copilot will automatically generate a table of contents based on the headings in the document.

Benefits of Microsoft 365 Copilot

Microsoft 365 Copilot offers a number of benefits to users, including:

  1. Increased productivity: Copilot can help users complete tasks more quickly and efficiently, reducing the time and effort required to perform certain tasks within Microsoft 365 applications.
  2. Personalized assistance: Copilot can learn from a user’s behavior and preferences to provide personalized assistance and recommendations.
  3. Real-time assistance: Copilot can provide real-time assistance to users as they work in Microsoft 365 applications, helping them complete tasks more quickly and efficiently.
  4. Task automation: Copilot can automate certain tasks within Microsoft 365 applications, reducing the need for manual input and reducing the risk of errors.
  5. Multilingual support: Copilot can support multiple languages, making it accessible to users around the world.

What Tasks Can Microsoft 365 Copilot Help With?

Microsoft 365 Copilot can help with a variety of tasks within the Microsoft 365 suite of applications, including:

  1. Document formatting: Copilot can provide step-by-step instructions on how to format a document, including adding headings, tables, and images.
  2. Presentation creation: Copilot can provide suggestions and recommendations for creating effective presentations, including slide design and content.
  3. Email management: Copilot can help users manage their emails more efficiently, including organizing emails, setting up filters, and composing emails.
  4. Spreadsheet creation: Copilot can help users create spreadsheets and perform calculations, including generating charts and graphs.
  5. Task management: Copilot can help users manage tasks and deadlines, including setting up reminders and creating to-do lists.

A few examples:

Microsoft Teams: Copilot can set meeting agendas and schedules. But it will also be an effective decision-maker as the chatbot can list the pros and cons of any discussion and suggest the next steps.

Microsoft Word: Copilot can create a first draft for you based on a prompt. Thanks to Microsoft Graph in the background, Copilot can include content from collaborative documents across the organization. It can even tweak the document to sound professional or casual.

Microsoft Excel: Copilot can work with natural language prompts to give answers that earlier needed complex formulas. You can ask it to show you different visualizations, projections, and give recommendations without changing the spreadsheet.

Microsoft PowerPoint: Copilot can use your outline or a Word document and auto-generate a slide deck. With simple commands, you can simplify longer presentations.

Microsoft Outlook: Besides quickly answering routine emails, Copilot can pull discussions from email threads and content across Microsoft 365. Copilot will also allow you to adjust the tone and length of your responses.

Business Chat: This new service taps into your calendar, emails, chats, documents, meetings, and contacts. You can boost your collaboration by using it as a single-window solution for your queries on projects and plans.

Is Microsoft 365 Copilot Right for You?

Microsoft 365 Copilot is designed to help users be more productive and efficient within the Microsoft 365 suite of applications. If you’re someone who spends a lot of time working in Microsoft 365, Copilot may be a helpful tool for you. However, if you’re someone who prefers to work without assistance, or if you’re concerned about the security implications of an AI-powered feature.

Microsoft 365 Copilot currently is only available to a limited set of customers, but you can expect it to come to your Microsoft 365 account soon.

Stay tuned for more information!

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Automatically link Dynamics Contacts to Accounts with Power Automate

Dynamics 365 Sales provides businesses with a centralized platform to manage their customer interactions, account information, and sales processes. With Dynamics 365 you can keep track of your customer accounts and contacts by allowing your team to store and access all customer-related data in one place.

In Dynamics 365 Sales it is possible to link contacts to accounts. This feature allows you to associate individual contacts with their respective customer accounts, allowing for a more comprehensive view of customer interactions and relationships.

By linking contacts to accounts, you can easily access information about an individual contact’s role within their company, as well as view a complete history of interactions with the entire organization. This information you can use to personalize interactions with customers, track the progress of opportunities and deals, and make informed decisions about future sales and marketing efforts.

Unfortunately, the process of linking contacts is a manually process, where the user who creates the contact have to manually select to which account it belongs. This manual process is time consuming, and often is forgotten along the way, making your CRM database less effective.

Therefore we have come up with a solution to automatically link your customer contacts to your accounts via Power Automate!

The solution to automatically link your contacts to your accounts with Power Automate

First of all, we assume that all your contacts have an email address, and that your customers all have a unique email domain (which should be reasonable!). We will use this email address to build a relationship between your Account and the related contacts.

First of all, we will create a custom field called “email domain” under our account card. Here is an example:

In this field, we will input the email domain of the customer. This will be used in our Power Automate script to link all the individual contacts to the Account master.

Step 1 – Create custom field for email domain

Go to Advanced Settings

Under Settings, click Customizations

Click Customize the System

Under the customization screen, find the entity Accounts and go to Fields

Here we will add our new email domain field by clicking on New 

Create the field name, and configure the settings as below

Click Save & Close and return to the previous screen

Now we will go to the Forms section and add our custom field to the accounts form

Note that you can also add the field on other forms if you want, for example the Account Quick Create, so when your sales team creates a new account via outlook, they also will be able to enter the domain field there.

Find your email domain field on the right and drag it to the location you want to have it on the form.

Click Save and Close

Click Publish All Customizations

Now you have the email domain field on your account card, where you can enter the email domain of the customer!

After this step we can now move on to the Power Automate Script.

Step #2 – Power Automate Script to Link Contacts to Accounts

Go to Power Automate and create a new flow

Click Build your Own

We will use a scheduled trigger to keep things simple, so every day our new contacts will be linked to their master account.

Go into the flow and start adding the next step

Next we need to filter out all the accounts where the email domain is not empty:

Next is we need to create an Apply to Each loop so we loop through all the records that we found. We can simply start by adding a Compose to our next step, which will automatically create the loop. We can put our email domain field in the compose.

Next, we want to handle multiple entries in the email domain field. We imagine that some accounts may have multiple email domains, hence we will fill them in under the new field as: domain1.com,domain2.com,domain3.com.

In order for our power automate to process them all, we need to first split our field into separate variables and then loop through them. We first split the string into an array by doing a compose with a split command.

After that we will create another loop by creating an Apply to each on the compose output.

Now we have created the loop neccesary for going through all the acounts and all respective email domains.

The next step is to retrieve all the contacts that have the current selected domain in their email address, and are not yet linked to the Account.

We can do that with a Dataverse List Rows command, and a filter.

Now we have all the contacts that are not yet linked, so we can loop through them and link them.

We start with creating an Apply to All by adding a Compose (the easy way to create an apply to all)

Next we do a quick check if the Contact has not been linked to another account already. (As sometimes maybe user may have an email from a domain linked to customer A, but somehow may still be related to another account in your Dynamics, so we need to check if he/she has not been linked already to another account)

If the Parent Customer ID Value is null, it means the contact is not yet linked and we can proceed with linking it to our Account via a Dataverse Relate action.

We add one more Send Email flow to inform ourselves of a succesful link.

And we are done!

Now we can run the flow and we can see that all the contacts with the same email domain have been succesfully linked:

Complete Flow

Here is a screenshot of our entire flow:

Questions? Leave a message below.

We can also help you build this (and other) flows. Contact us via [email protected] if you need assistance with Power Automate or Dynamics 365 Sales.

 

 

 

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Season of Giving: AccessOrange helps out those in need

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Happy Lunar New Year from AccessOrange!祝您新的一年鴻兔大展!

AccessOrange wishes you a prosperous and blissful Year of the Rabbit.

Thank you for your support!

祝您新的一年鴻兔🐇大展!

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How to embed a live PowerBI report in your PowerPoint Presentation

Have you ever had to prepare a presentation that needed to include PowerBI charts & graphs? You probably ended up making screencaps of your PowerBI charts, and copying them in to your PPTX as a picture, since there as no decent way to embed a PowerBI report directly in PowerPoint… Until now!

Recently, Microsoft Announced the feature to embed live PowerBI reports into your presentation, with the possibility to refresh your data as well! No wasted time spent on updating your sales presentation whenever the sales data got updated.

Embed your PowerBI report in Powerpoint in 2 easy steps:

Step 1 : Get PowerBI Report Page URL:

Open your PowerBI Report via Powerbi.com, and click on the share button

Choose the permissions you want to grant and who you want to grant them to, and click on PowerPoint.

 

Click on Copy to copy the report page link.

Step 2: Embed the PowerBI report in PowerPoint

Open your PowerPoint presentation and click on Insert – PowerBI.

Paste the link you copied from PowerBI, and click insert.

Now you have your PowerBI report embedded in PowerPoint!

You can also refresh your data via the refresh button:

More questions on PowerBI? Let us know!

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Inform Sales team of Price List Changes with Power Automate

Dynamics 365 Sales is a customer relationship management (CRM) software solution that is part of the Dynamics 365 suite of business applications. It is designed to help sales teams manage their relationships with customers and prospects and streamline sales processes. With Dynamics 365 Sales, salespeople can access customer data and interactions from a single platform, track sales activities and opportunities, automate tasks, and collaborate with other team members and departments.

Dynamics 365 can be used by Microsoft Power Automate to automate almost anything within Dynamics 365. Dynamics 365 and Power Automate together, make a great combination for further enhancement of your sales process.

In this example we will teach you how to use Power Automate to send a message to your sales staff via Microsoft Teams when a price change has been detected in a Dynamics 365 Pricelist.

Step 1: Create new Power Automate Flow

Go to https://make.powerautomate.com/ and click on “Create”, and select “Automated Flow”

Step 2: Enter Flow name and select Dataverse

Give the flow a name, and search for “dataverse” and select “When a row is added, modified or deleted”

Step 3: Configure Trigger that will start up our Flow

On the next screen we will configure the trigger. We will configure the Change Type to “modified” to ensure that the trigger only runs when a price list has been modified.

Table name: Price List Items (as we want to target Price List Changes in this case)

Scope: Organization (We want this flow to run for the entire dataverse organization, not just our user scope)

Step 4: Get details of product thas has been modified in the price list

First we need to get the record of the Product that had a price change. We will add a new action to our flow and search for “dataverse” and select “get a row by ID”

We will select the table name “Products” and for Row ID we will select “Product (Value)”

Step 5: Get Price List Currency

In our case we have price lists with different currencies, hence we will need to retrieve the actual currency of the pricelist.

We do that again with a Dataverse : Get Row by ID and select Currencies and Row ID: Currency (Value)

Step 6: Create Chat Message

Since the Teams “Post message in a chat or channel” is sometimes buggy when it comes to message layouts, it is recommended to draft your message in a compose, and parse the compose to the next step.

Here is our chat  message including a little layout tweaking such as adding <strong> </strong> to make some letters bold.

We want to show the product code, which in our case is a custom field named “Product ID”.  The amount is the local amount from the price list, for which we add the Curency as well in order to be complete.

Step 7: Post Message in a Chat or Channel

Now we can do the final step, which is to post our chat message in a group chat or in a channel. In our case we have a chat specifically for our sales team, where we want to post the message in.

The actual message is the output of our compose in step 6

When you’re done with above, the entire flow should have the following elements:

Now you can test your flow, and (hopefully) it should work. Here is an example of how it looks on our side:

Great Work! Feel free to reach out if you have any issues or questions regarding above flow.

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What are the differences between Exchange Online Plan 1 and Microsoft 365 Business Basic?

Exchange Online Plan 1 and Microsoft 365 Business Basic are two different subscription plans offered by Microsoft. Both plans offer email and calendar capabilities, but there are some key differences between them that may make one plan more suitable for a business than the other.

Exchange Online Plan 1 is a standalone email and calendar service that is part of the Microsoft 365 suite of products. It is designed for businesses that need a robust email and calendar solution, but do not require the additional productivity and collaboration tools that are included in other Microsoft 365 plans. Exchange Online Plan 1 includes features such as 50GB of email storage, support for email and calendar sharing, and integration with Microsoft Outlook and other email clients.

Microsoft 365 Business Basic, on the other hand, is a comprehensive productivity and collaboration suite that includes Exchange Online Plan 1 as well as other tools such as Microsoft Word, Excel, PowerPoint, and OneDrive. It is designed for small and medium-sized businesses that need a full suite of productivity and collaboration tools to help them work more efficiently and effectively. In addition to email and calendar capabilities, Microsoft 365 Business Basic also includes tools for document creation and sharing, online meetings and video conferencing, and team collaboration.

One of the main differences between Exchange Online Plan 1 and Microsoft 365 Business Basic is the scope of features and tools included in each plan. Exchange Online Plan 1 is a standalone email and calendar service, while Microsoft 365 Business Basic is a comprehensive suite of productivity and collaboration tools. This means that if you are a business that only needs email and calendar capabilities, Exchange Online Plan 1 may be a better fit for you. However, if you need a full suite of tools to help your business run more efficiently and effectively, Microsoft 365 Business Basic may be a better choice.

Another difference between the two plans is the pricing structure. Exchange Online Plan 1 is typically offered as a monthly or annual subscription, while Microsoft 365 Business Basic is typically offered as an annual subscription. This means that if you choose Microsoft 365 Business Basic, you will need to pay for the full year upfront, while with Exchange Online Plan 1 you have the option to pay on a monthly or annual basis.

Exchange Online Plan 1 and Microsoft 365 Business Basic are two different subscription plans offered by Microsoft that cater to different needs and budgets. Exchange Online Plan 1 is a standalone email and calendar service that is suitable for businesses that only need these capabilities, while Microsoft 365 Business Basic is a comprehensive suite of productivity and collaboration tools that is suitable for small and medium-sized businesses that need a full range of tools to help them work more efficiently and effectively.

Making the right choice for your business

Your business should consider choosing Exchange Online Plan 1 over Microsoft 365 Business Basic if they only need email and calendar capabilities and do not require the additional productivity and collaboration tools offered by Microsoft 365 Business Basic. Exchange Online Plan 1 is a standalone email and calendar service that is part of the Microsoft 365 suite of products and is designed specifically for businesses that only need these capabilities.

That being said, Microsoft 365 Business Basic is a comprehensive productivity and collaboration suite that includes Exchange Online Plan 1 as well as other tools such as Microsoft Word, Excel, PowerPoint, and OneDrive. It is designed for small and medium-sized businesses that need a full suite of tools to help them work more efficiently and effectively. If a business requires a full range of productivity and collaboration tools in addition to email and calendar capabilities, Microsoft 365 Business Basic may be a better fit.

In general, the choice between Exchange Online Plan 1 and Microsoft 365 Business Basic will depend on the specific needs and budget of the business. If a business only needs email and calendar capabilities, Exchange Online Plan 1 may be a more cost-effective option. However, if a business needs a full suite of productivity and collaboration tools, Microsoft 365 Business Basic may be a better choice. It is important for businesses to carefully evaluate their specific needs and budget when deciding between these two subscription plans.

Please see below table for a more complete overview of the differences between each edition.


(Microsoft prices per 12-2022. Contact us to get the best deal for your organization!)

Want to know more? Contact us at [email protected] and we’ll have one of our consultants discuss with you what is the best option for your organization.

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Microsoft Teams adds Support for Scheduling of Chat Messages

In the latest Microsoft Teams Update, Microsoft has introduced a new feature called “Scheduled Send Chat Messages”.

With this new feature is possible to choose a specific time to send out your chat message. It is similar to the “Delay Delivery” option in Outlook, that lets users schedule messages to be sent at a time convenient to their recepients.

With the new Scheduled Send feature, it is also possible to edit or delete the message before they are being delivered to the recepients.

All scheduled messages can only be delivered no more than 7 days in the future and cannot be flagged as urgent or important. Inline images and attached files will only be accessible by others in the chat once the message has been delivered.

How to schedule a chat message in Teams

To schedule a message in Teams, desktop users will need to right-click on the Send button and choose a date and time within 7 days. Review the schedule details in the  compose box and click the Send at scheduled time button to deliver it at the scheduled date and time.

On mobile, users will need to type the message and long press the send button to open the scheduling menu. Select the date and time and tap the “Send at scheduled time button” to deliver it at a later time.

What do you think? Great feature, isn’t it?

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Why it is important to backup your Microsoft 365 environment

Microsoft 365 is a powerful and feature-rich platform, but like any software, it is not immune to issues such as data loss, cyber attacks, or other disasters.

By having a separate backup, you can protect yourself against these types of events and ensure that you have access to your data even if something goes wrong with your Microsoft 365 environment.

In addition to providing an extra layer of protection, having a separate backup also allows you to more easily recover from data loss or corruption. If you only have one copy of your data, you may have to wait longer to restore your data if the primary copy becomes damaged or is otherwise unavailable. With a separate backup, you can restore your data more quickly by choosing the backup that is most recent and therefore most likely to be intact.

Also, having a separate backup allows you to store your data in a different location, which can help to protect against physical disasters such as fires or floods. For example, you could store your backup in a cloud-based storage solution such as MSP360. This way, if your primary location is compromised, you still have access to your data from another cloud location.

Having a separate backup can also help to reduce the risk of data loss due to human error. For example, if you accidentally delete a file or overwrite an important document, you can restore it from your backup rather than having to recreate the data from scratch.

Therefore we recommend to have a separate backup of your Microsoft 365 environment in order to protect against data loss and ensure that you have a reliable backup plan in place. By taking the time to set up a separate backup, you can safeguard your data and have peace of mind knowing that your important information is secure.

MSP360 Backup can Help

MSP360 Backup (formerly known as CloudBerry Backup) is a data backup and recovery software that can protect your Microsoft 365 data.

Here are a few ways in which MSP360 Backup can help protect your Microsoft 365 data:

  1. Automatic backups: MSP360 Backup allows you to set up automatic backups of your Microsoft 365 data, which means you don’t have to remember to manually back up your data. This helps to ensure that your data is always protected and up to date.
  2. Multiple backup destinations: MSP360 Backup supports a wide range of backup destinations, including cloud storage platforms like Amazon S3, Microsoft Azure, and Google Cloud. This allows you to choose the backup destination that best meets your needs and budget.
  3. Data encryption: MSP360 Backup uses AES 256-bit encryption to protect your data during the backup process. This helps to ensure that your data is secure and cannot be accessed by unauthorized parties.
  4. Data restoration: In the event of data loss, MSP360 Backup allows you to easily restore your Microsoft 365 data from a previous backup. This can help you to quickly recover from data loss or corruption and get back to business as usual.

MSP360 Backup is a powerful tool that can help you to protect your Microsoft 365 data and ensure that you have a reliable backup plan in place. By automating your backups and offering multiple backup destinations and data encryption, MSP360 Backup can help you to keep your data safe and secure.

For more information on Microsoft 365 Backup solutions or MSP360, contact us at [email protected] or chat with us on our website.

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How to bulk import users into Microsoft 365 with Powershell

With PowerShell, you can automate tasks and manage your Microsoft 365 tenant, including adding multiple users to your organization.

To bulk import users into Microsoft 365 using PowerShell, you will need to first install the Azure Active Directory PowerShell module. You can do this by opening a PowerShell window and running the following command:

Install-Module AzureAD

Next, you will need to connect to your Microsoft 365 tenant. You can do this by running the following command and entering your Microsoft 365 global administrator credentials when prompted:

Connect-AzureAD

Now that you are connected to your tenant, you can start importing users. There are a few different ways you can do this, depending on the information you have about the users you want to import.

One option is to use a CSV file to import your users. The CSV file should contain the following information for each user:

  • UserPrincipalName: the email address of the user
  • DisplayName: the name of the user that will be displayed in Microsoft 365
  • Password: the password that the user will use to sign in to Microsoft 365

Once you have your CSV file ready, you can import the users by running the following command:

Import-Csv -Path <path to CSV file> | ForEach-Object {New-AzureADUser -UserPrincipalName $_.UserPrincipalName -DisplayName $_.DisplayName -Password (ConvertTo-SecureString -String $_.Password -AsPlainText -Force)}

Another option is to import users directly from a database or other data source. To do this, you will need to use the New-AzureADUser cmdlet and specify the required parameters for each user. For example:

New-AzureADUser -UserPrincipalName user1@example.com -DisplayName "User 1" -Password (ConvertTo-SecureString -String "Pa$$w0rd" -AsPlainText -Force)

You can use a loop or other method to iterate over the data and create the users one by one.

It’s important to note that when you bulk import users into Microsoft 365 using PowerShell, they will not be assigned a license by default. You will need to assign a license to each user using the Set-AzureADUserLicense cmdlet.

For example:

Set-AzureADUserLicense -ObjectId <object ID of the user> -AssignedLicenses <license ID>

You can also use the Set-AzureADUser cmdlet to assign other properties to the users, such as their department or job title.

For a full list of available parameters, you can use the Get-Help cmdlet to view the Set-AzureADUser cmdlet’s documentation:

Get-Help Set-AzureADUser -Detailed

In conclusion, PowerShell is a powerful tool for managing your Microsoft 365 tenant, including bulk importing users. With the Azure Active Directory PowerShell module and the appropriate cmdlets, you can easily import multiple users at once and assign them licenses and other properties.

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