Copilot in Teams – New Features, Agents & More

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Microsoft Teams continues to evolve. It is a powerful hub for collaboration and communication in the modern workplace. With the integration of AI-driven Copilot, Teams is pushing the boundaries. It’s innovating how we interact with technology to streamline workflows. As well as improve productivity and unlock new business value.

Recent updates to Copilot in Teams include:

  • Enhanced agent capabilities
  • Smarter AI interactions
  • Extra features to support teams in accomplishing tasks more efficiently

We’ll explore the latest updates to Copilot in Teams, including new features and intelligent agents as well as how these innovations can transform how your business operates.

What is Copilot in Microsoft Teams?

Copilot is Microsoft’s AI-powered assistant. It’s embedded in tools like Teams, Word, Excel, and PowerPoint. It’s designed to assist with various tasks.

In Microsoft Teams, Copilot acts as an intelligent agent. It helps users by doing things like:

  • Automating processes
  • Managing tasks
  • Analyzing data
  • Providing real-time insights

Copilot’s key strength is its ability to leverage existing data. It can also work seamlessly across platforms. It provides actionable recommendations, transforming how teams collaborate.

New Features of Copilot in Teams

The latest updates to Copilot in Teams bring several new features. They’re aimed at making interactions more:

  • Intuitive
  • Productive
  • User-friendly

These features help users navigate complex tasks and much more.

Enhanced Collaboration Features

Copilot is now able to work even more seamlessly within team environments. It can help organize meetings and summarize conversations as well as provide real-time suggestions during discussions.

  • Automated Meeting Summaries: A standout feature is generating meeting summaries automatically. After a team meeting, Copilot can provide a detailed recap. It can even highlight key points, action items, and decisions made. No more time-consuming notetaking!
  • Intelligent Task Management: Copilot can now help manage tasks more effectively. It analyzes conversations in chats or meetings. Then it can automatically identify tasks as well as assign them to team members, and track progress.

Smarter AI Suggestions

The new update brings more refined AI suggestions to Copilot. This enables it to provide better recommendations based on context and historical data.

  • Context-Aware Responses: Copilot’s AI has become more context-aware. This means it can provide more relevant responses during chats or meetings. This minimizes irrelevant suggestions and keeps teams focused.
  • Personalized Insights: As Copilot interacts with a team, it learns from past behaviors. It can offer personalized insights and recommendations. For example, it can suggest the best times to schedule meetings. And do that based on the participants’ availability.

Agents in Copilot: A New Way to Work

One of the most exciting developments is the introduction of agents in Copilot. These agents take automation and AI-driven support to the next level. They act as specialized virtual assistants that can handle specific business functions.

What are Copilot Agents?

Copilot agents are task-specific AI-driven assistants. You can customize them to handle particular functions or workflows. Agents focus on specific domains such as customer support, sales, or project management. Each agent is equipped to carry out specialized tasks. This makes them a valuable asset for small and medium-sized businesses.

Agent Capabilities

Let’s look at some of the key capabilities these agents bring to Teams.

  • Automating Routine Tasks: Agents can automate a wide range of routine tasks. This includes responding to customer inquiries and managing daily reports. This automation allows employees to focus on more value-added activities.
  • Integration with Business Tools: Copilot agents seamlessly integrate with other Microsoft 365 tools. This includes Dynamics 365, SharePoint, and Outlook. This enables them to offer insights. As well as answer questions, or complete tasks based on real-time data.
  • Multitasking Capabilities: Agents are also capable of handling several tasks simultaneously. For instance, a customer support agent could manage several customer queries. It can provide responses based on predefined workflows or knowledge bases. This can improve the efficiency of customer service teams.

Benefits of Using Copilot in Teams

The integration of Copilot into Teams offers several significant benefits. Here are a few.

Increased Productivity

Copilot automates routine tasks such as scheduling, meeting management, and task assignment. This frees up time for employees to focus on more important activities. Its intelligent recommendations help teams make faster, more informed decisions.

Improved Communication

Copilot can summarize meetings, track action items, and offer context-aware suggestions. This ensures that communication is more streamlined and effective. It also reduces misunderstandings and keeps projects on track.

Enhanced Decision-Making

Copilot has access to AI-driven insights and data analysis. This enables teams to make more informed decisions. Copilot helps highlight trends, provide performance metrics, and identify areas of improvement.

Better Workflow Management

Agents and automation tools help manage workflows. This ensures that teams complete tasks on time and with fewer errors. It can track project progress and automate customer interactions. Copilot helps ensure that operations run smoothly.

Looking Ahead: The Future of AI in Teams

As AI continues to advance, we can expect even more innovative features. Future updates will likely bring deeper integrations with external systems as well as smarter agents that can manage increasingly complex workflows.

The future of AI in collaboration tools like Teams represents an exciting opportunity. By adopting these AI-powered tools now, businesses can stay ahead of the curve. They can also unlock new growth opportunities.

Work Smarter, Not Harder! We can Help

Copilot in Teams is just one example of the power of Microsoft 365 in the AI age. Need help understanding how to leverage its power effectively? Our Microsoft tech experts are here for you.

Reach out today to schedule a chat.

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This Article has been Republished with Permission from The Technology Press.

Essential Settings to Maximize Your Microsoft 365 Experience 

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Microsoft 365 is a powerful suite of tools. It helps to enhance productivity and collaboration. This is especially true for small to mid-sized businesses (SMBs). But to get the most out of Microsoft 365, it’s important to optimize its settings. Otherwise, you may only be using a fraction of the power you have.

Ready to get more from your M365 business subscription? This blog post will guide you through essential settings to power up your use of Microsoft 365.

1. Optimize Email with Outlook Features

Set Up Focused Inbox

Focused Inbox helps you manage your email more efficiently. It separates important emails from the rest. To enable it, go to the View tab in Outlook and select Show Focused Inbox. Or in New Outlook, visit View > View Settings. This setting ensures you see the most important messages first.

Customize Email Signatures

A professional email signature can enhance your brand. Create signatures for new emails and replies. Include your name, position, company, and contact information. See how to set up Outlook signatures here.

Organize with Rules

Email rules help automate organization. They can also free you from inbox chaos. Create rules to move emails to specific folders or mark them as read. This reduces clutter and keeps your inbox organized.

2. Enhance Collaboration with Teams

Set Up Channels

Channels in Teams organize discussions by topic or project. Create channels for different teams or projects. Name the channel and set its privacy level. This helps keep conversations focused and organized. It also makes it easier to search for specific messages.

Manage Notifications

Notifications keep you informed but can be overwhelming. Customize them by going to Settings > Notifications. Choose which activities you want to be notified about. This way, you stay updated without unnecessary interruptions.

Use Tabs for Quick Access to Team Resources

Tabs in Teams give quick access to important files and apps. No more constantly emailing documents to team members who can’t find them. Add tabs for frequently used documents, websites, or apps. Click the plus icon at the top of a channel and select the type of tab to add. This streamlines workflows and improves productivity.

3. Secure Your Data

Enable Multi-Factor Authentication (MFA)

MFA adds a critical layer of security to your account. It protects against unauthorized access. Especially in the case of a compromised password. Read this help article to set up M365 MFA.

Set Up Data Loss Prevention (DLP) Policies

DLP policies help prevent data breaches. Create policies to identify and protect sensitive information. This ensures compliance with data protection regulations. Go to the Microsoft Purview help page to see how.

Manage Mobile Device Security

Ensure mobile devices accessing Microsoft 365 are secure. You can do this by upgrading to Microsoft 365 Business Premium. It includes Intune, a powerful endpoint device manager. It allows you to set up several security protocols for devices accessing your data.

4. Customize SharePoint

Organize with Document Libraries

Document libraries in SharePoint help organize and manage files. Create libraries for different departments or projects. This improves file management and accessibility. Learn how SharePoint integrates with Teams and OneDrive.

Set Permissions

Control access to your SharePoint site with permissions. Assign permissions based on roles and responsibilities. This ensures only authorized users can access sensitive information.

Use Site Templates

Site templates in SharePoint are great for sharing information. You can set up topic-focused mini-websites either inside or outside your company. Use templates for common site types, like team sites or project sites. 

Maximize Productivity with OneDrive

Sync Files for Offline Access

OneDrive allows you to sync files for offline access. Go to OneDrive, select the files or folders to sync. This ensures you can access important files even without an internet connection.

Use Version History

Version history in OneDrive allows you to restore previous versions of files. This is vital for business continuity and ransomware recovery. You can view and restore older versions as needed. This helps recover from accidental changes or deletions.

Share Files Securely

Share files securely with OneDrive. Select a file, click Share, and choose sharing options. Set permissions and expiration dates for shared links. This ensures only intended recipients can access shared files.

6. Leverage Advanced Features

Use Power Automate for Workflow Automation

Power Automate helps automate repetitive tasks. Go to the Power Automate website and create flows for common workflows. Use templates or create custom flows. This saves time and reduces manual work.

Analyze Data with Power BI

Power BI provides powerful data analysis and visualization tools. Connect Power BI to your Microsoft 365 data sources. Create interactive reports and dashboards. This helps you gain insights and make informed decisions.

Add Copilot for Microsoft 365

Copilot is Microsoft’s generative AI engine. It can dramatically reduce the time it takes for all types of tasks. For example, create a PowerPoint presentation from a prompt. Or have Copilot generate tasks based on a Teams meeting. Learn more about Copilot here.

Reach Out for Expert M365 Optimization & Support

Using these essential settings can maximize your Microsoft 365 experience. This can lead to improved security, efficiency, and collaboration. 

Want a more detailed exploration of these settings and how to use them? Consider reaching out to our Microsoft 365 team. We’ll be happy to help you optimize and manage your tools and leverage all the benefits.

Reach out today and let’s chat about powering up your use of M365.

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This Article has been Republished with Permission from The Technology Press.

Windows 10: The Final Countdown – It’s Time to Upgrade Your PC

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Windows 10 has served us well. But its time is running out. Microsoft plans to end support for Windows 10 on October 14, 2025. This means no more security updates, no more patches, and no more support. 

It’s time to upgrade to Windows 11. This is especially true for business users with many systems to check and upgrade. This change isn’t just about getting new features. It’s about ensuring your PC stays secure, fast, and capable.

Why You Need to Upgrade Now

Security Concerns

When Microsoft stops supporting Windows 10, your computer becomes vulnerable. No more updates mean no more security patches. Hackers and malware developers will exploit these vulnerabilities. Upgrading to Windows 11 ensures you receive the latest security updates. This keeps your data and personal information safe.

Enhanced Performance

Windows 11 is designed to be faster and more efficient. It optimizes your hardware, providing better performance. Whether you use your PC for work, gaming, or general browsing, you’ll notice the difference. Applications run smoother, and boot times are quicker.

Improved Features

Windows 11 brings a host of new features. The redesigned Start Menu and Taskbar offer a fresh, modern look. Snap Layouts and Snap Groups help you organize your workspace. Virtual Desktops allow you to create different desktops for different tasks. These features enhance productivity and make your PC experience more enjoyable.

Hardware Requirements for Windows 11

Not all current PCs can run Windows 11. The new operating system has specific hardware requirements. Here are the basics:

  • A compatible 64-bit processor with at least 1 GHz clock speed and 2 or more cores.
  • 4 GB of RAM or more.
  • 64 GB of storage or more.
  • UEFI firmware with Secure Boot capability.
  • TPM version 2.0.
  • DirectX 12 compatible graphics with a WDDM 2.0 driver.

These requirements might mean you need new hardware. Many older PCs do not meet these specifications. If your PC doesn’t meet these requirements, consider upgrading.

Upgrading Your Computer

Opportunity to Modernize

Upgrading your PC is an opportunity to modernize. Newer PCs come with better processors, more RAM, and faster storage. These improvements provide a significant boost in performance. 

AI-Enabled PCs

Consider AI-enabled PCs with Copilot. These machines offer advanced features powered by artificial intelligence. They learn your habits and optimize performance accordingly. AI can predict what you need, making your PC experience smoother and more intuitive.

Energy Efficiency

Modern PCs are also more energy efficient. They use less power, which is good for the environment and your electricity bill. Newer hardware is often more efficient without compromising performance.

Benefits of Upgrading to Windows 11

Better User Interface

Windows 11 offers a cleaner, more intuitive user interface. The Start Menu is centered, providing easy access to your most-used apps. The Taskbar is simplified and customizable. These changes make it easier to navigate and use your PC.

Improved Multitasking

Snap Layouts and Snap Groups enhance multitasking. You can easily organize open windows and switch between tasks. Virtual Desktops allow you to create separate desktops for work and personal use. This organization improves productivity and reduces clutter.

Integrated Microsoft Teams

Windows 11 has Microsoft Teams built in. This makes it easier to connect with friends, family, and colleagues. You can quickly start a chat or video call from the Taskbar. This integration is particularly useful for remote work and staying connected.

Improved Virtual Desktops

Virtual Desktops in Windows 11 are more powerful and customizable. You can set different backgrounds for each desktop and organize your tasks better. This feature is ideal for separating work from personal use.

What Are the Risks of Waiting to Upgrade?

Increased Vulnerability

Waiting to upgrade increases your vulnerability. As Windows 10 approaches its end-of-support date, the risk of security threats grows. Hackers will target unsupported systems, knowing they won’t receive updates. Upgrading now minimizes this risk.

Potential Compatibility Issues

Software developers will eventually stop supporting Windows 10. New applications and updates may not be compatible. This can lead to performance issues and lost productivity. By upgrading now, you ensure compatibility with the latest software.

Business Disruption

Beginning an upgrade for your office now gives time for a smooth rollout. You can upgrade one department at a time. This has the benefit of reducing potential disruption and spreading out the costs.

Avoid Last-Minute Rush

Upgrading now avoids the last-minute rush. As the end-of-support date approaches, many users will scramble to upgrade. This can lead to delays and increased demand for new PCs. Upgrading early ensures a smooth transition.

How to Upgrade

Check Compatibility

First, check if your current PC meets the Windows 11 requirements. Use the PC Health Check tool from Microsoft. This tool will tell you if your hardware is compatible.

Backup Your Data

Before upgrading, backup your data. Use an external hard drive or cloud storage. This ensures you don’t lose important files during the upgrade process.

Follow Upgrade Instructions

Follow Microsoft’s instructions for upgrading. This may involve downloading the Windows 11 installation file and running the setup. If your PC isn’t compatible, consider purchasing a new one that meets the requirements.

Seek Professional Help

If you’re unsure about upgrading, seek professional help. Our technology experts can make the process as easy as possible. We’ll ensure your upgrade goes smoothly and address any issues that arise.

Get Help with a Windows 11 Upgrade & Migration 

The countdown to the end of Windows 10 has begun. Ensure your PC stays protected and up to date. Don’t wait until the last minute! We’ll be happy to guide you through a successful upgrade to ensure you avoid future headaches.

Contact us today to schedule a chat.

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This Article has been Republished with Permission from The Technology Press.

Hot off the Digital Presses… Learn About Microsoft Copilot for Finance

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Microsoft Copilot has been heading up the business AI charge. It’s used in Word, Excel, Edge, Windows, and more. This genAI-powered app is also showing up in
various function-related activities. The latest of which is finance processes.

Microsoft Copilot for Finance is a game-changer. It injects the power of next-generation AI into the heart of your everyday workflow. Imagine having an AI companion that understands the intricacies of finance as well as collaborates seamlessly with you.

It can help a seasoned financial analyst or a curious learner. It automates repetitive tasks and provides real-time insights. Copilot is poised to revolutionize how we navigate the fiscal realm.

Read on to see why this innovative tool should be on your financial radar.

What Is Microsoft Copilot for Finance?

First, let’s have an overview of this new application. Copilot for Finance is a new Copilot experience in Microsoft 365. It features AI-assisted help for financial professionals. It does this from within productivity apps they use every day.

Microsoft Copilot for Finance connects to business financial systems such as Dynamics 365 and SAP. It provides finance-based insights and guided actions in:

  • Outlook
  • Excel
  • Teams
  • Other Microsoft 365 Applications

Benefits of Using Copilot for Finance

Breaking Free from the Manual Grind

Finance professionals are drowning in repetitive tasks. These include data entry, review cycles, and report generation. Copilot for Finance throws a lifeline to finance professionals. It automates these mundane activities and frees up valuable time for strategic thinking. Imagine a world where you can focus on high-impact tasks: tasks like financial planning, risk analysis, and driving business growth.

AI-Powered Insights at Your Fingertips

Copilot for Finance isn’t just about automation; it’s about intelligence. This AI assistant learns your organization’s financial data and behavior. It surfaces insights you might have missed.

Imagine uncovering hidden trends and predicting cash flow issues as well as identifying areas for cost optimizations– all powered by AI that works seamlessly
within your existing Microsoft 365 environment.

Tailored for Your Team

Copilot for Finance isn’t a one-size-fits-all solution. It caters to the specific needs of different financial roles. Imagine streamlining audits with a simple prompt or simplifying collections with automated communication and payment plans. It can also speed up financial reporting with effortless variance detection. Copilot for Finance empowers every member of your finance team. It does this with role-specific workflows and features.

Seamless Integration for a Frictionless Experience

Copilot for Finance integrates effortlessly with your existing Microsoft 365 tools. Such as Excel, Outlook, and Teams. This means no more jumping between applications. No more struggling to import data. Imagine accessing insightful financial insights directly within your familiar workflow. This eliminates silos and streams communication across your team.

Built with Trust in Mind

Security and compliance are paramount in the world of finance. Copilot for Finance inherits the robust security features you trust from Microsoft 365. Imagine leveraging a solution that adheres to the strictest data privacy regulations. This gives you peace of mind and ensures your financial data remains secure.

A Glimpse into the Future of Finance

Copilot for Finance represents a significant leap forward in financial technology. It’s more than just automation. It’s about harnessing the power of AI to augment human expertise as well as transform the way finance operates.

Imagine a future where tedious tasks are a thing of the past. They’re replaced by a world of data-driven insights and strategic decision-making, all at the click of a button or text prompt.

Getting Started with Copilot for Finance

Microsoft Copilot for Finance is currently available for early adopters. Do you want to experience its transformative potential? Here’s how to get started:

  • Visit the Copilot for Finance website: This website provides a wealth of information. This includes product details, functionalities, and more.
  • Review Requirements: Ensure you meet the licensing requirements. These include specific Microsoft 365 subscriptions as well as browser specifics, and other guidelines.
  • Connect with Your IT Provider: We can offer support to set up Copilot for Finance. We’ll ensure it’s integrated and secured and also train your team on its helpful features.

The Future is Now: Embrace the Power of AI

The world of finance is evolving rapidly. Microsoft Copilot for Finance empowers you to embrace this change. As well as navigate the future with confidence. Copilot for Finance offers AI-powered insights, streamlined workflows, and seamless integration. It could soon become an indispensable tool for every
finance professional.

Get Expert Microsoft 365 & Copilot Guidance

AI tools in Copilot are dominating business transformations. You can join, or risk missing out on what AI has to offer. We can help you unlock the full potential of Copilot in Microsoft 365. As well as propel your business forward with AI power.

Contact us today to see how we can help your business.

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4 Ways Small Businesses Can Leverage Copilot for Microsoft 365

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What are some of the key differentiators that can propel small businesses forward? They include efficiency, productivity, and innovation. Microsoft has expanded the availability of one of its most dynamic tools to SMBs. A tool that can be a real game-changer for growth.

Copilot for Microsoft 365 is a powerful new addition to the M365 suite. It was first offered to enterprise customers only. But Copilot is now open to businesses of all sizes. As long as they have Microsoft 365 Business Standard or Business Premium.

Microsoft has positioned Copilot to revolutionize the way SMBs work. This innovative AI tool empowers users to generate creative content. It also streamlines workflows and unlocks new levels of productivity.

Let’s explore the exciting possibilities Copilot unlocks for your growing business.

How Copilot Streamlines Workflows

Copilot leverages the power of large language models (LLMs). LLMs are AI models trained on massive datasets. This enables Copilot to understand natural language and generate contextual responses. It offers intelligent suggestions and content within your Microsoft 365 applications.

Here’s how Copilot translates this technology into real-world benefits for your small business:

Effortless Content Creation

Struggling with writer’s block or repetitive tasks like email writing? Copilot can suggest text responses and complete sentences. It can even draft entire emails based on your initial input.

With just a few guiding prompts, your team can:

  • Craft compelling marketing copy
  • Write concise customer service responses
  • Create dynamic PowerPoint presentations

Enhanced Productivity

Copilot automates repetitive tasks and streamlines workflows by offering intelligent suggestions. This can free up valuable time for your employees. It allows them to focus on more strategic initiatives. As well as high-value projects or core business activities. Imagine automatically generating reports or automating data entry tasks. This unleashes your team’s energy for creative problem-solving and innovation.

Improved Communication and Collaboration

Clear and concise communication is vital for any successful business. Copilot facilitates this by doing things like:

  • Suggesting relevant phrases
  • Correcting grammatical errors
  • Ensuring consistent messaging across different applications

Improved communication fosters better collaboration within teams. This can lead to streamlined project execution and enhanced client interactions.

Reduced Learning Curve for New Technologies

Copilot provides context-aware guidance and suggestions. All while you work with your familiar Microsoft 365 applications. This can significantly reduce the learning curve for new employees. It allows them to become proficient in using the full potential of the suite more quickly. Imagine onboarding new team members with ease. As well as empowering them to contribute meaningfully from day one.

Real-World Applications of Copilot within Your SMB

Copilot’s capabilities extend beyond generic productivity enhancements. Here’s a glimpse into how different roles within your SMB can leverage Copilot:

Marketing and Sales Teams

Generate compelling marketing copy for social media campaigns. Craft tailored sales emails with targeted messaging. Develop engaging presentations with Copilot’s creative text suggestions and language model capabilities.

Customer Service Representatives

Respond to customer inquiries with increased efficiency and accuracy. Use Copilot’s AI-powered suggestions for crafting clear and concise responses. Imagine resolving customer issues faster and fostering a more positive customer experience.

Project Managers

Develop comprehensive project plans. Automate progress reports with a few text prompts. Collaborate seamlessly with team members using Copilot’s intelligent features. Streamline project management. Ensure everyone is on the same page from conception to completion.

Content Creators

Overcome writer’s block and generate fresh ideas for website copy. Teams can leverage Copilot’s help in brainstorming and content creation in many areas. Imagine producing high-quality content consistently. All while keeping modern audiences engaged and driving brand awareness.

Finance and Accounting Teams

Automate data entry tasks and improve data analysis with Copilot’s intelligent features. Generate reports with prompts for enhanced clarity. Imagine no more struggling to create reports. Gain valuable insights from data faster.

Getting Started with Copilot for Microsoft 365

The good news is that Copilot for Microsoft 365 is readily accessible to SMBs. It integrates seamlessly with your existing environment. Here’s how you can empower your team to leverage this powerful tool:

  • Ensure Compatibility: Copilot is currently available for businesses with Microsoft 365 Business Premium or Business Standard.
  • Activate Copilot: Buy the Copilot add-on to your subscription. Then, as needed, contact your IT support team for help using it within your Microsoft 365 apps.
  • Explore and Experiment: Microsoft Copilot offers intuitive features. All within your familiar Microsoft 365 applications. Start experimenting with its capabilities. Discover how it can enhance your workflow and productivity.
  • Invest in Training: Copilot is user-friendly. But you should still consider providing brief training sessions for employees. This helps ensure they understand the tool’s full potential. As well as assists them with leveraging its capabilities effectively.

Improve Your Team’s Use of Microsoft 365

Copilot for Microsoft 365 is not just another software update. It’s a game-changer for small businesses. By embracing this innovative AI tool, you can unlock a new level of efficiency. As well as empower your employees to achieve more.

Need some help from Microsoft 365 experts? Our team can guide you in using this resource to the fullest.

Contact us today to learn more.


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Introducing the New Microsoft Planner (Everything You Need to Know)

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Calendars, task lists, and project planning are important business tools. Many people use Microsoft’s apps to power these processes. Including Planner, Microsoft To Do, and Project for the web.

These tools help keep processes on track and enable task accountability. But they’re separate apps. Switching between apps can be cumbersome. It adds more complexity to a workflow.

On average, employees switch between 22 different apps 350 times per day.

Microsoft is putting a dent in app overload. The company is rolling out a brand-new version of Microsoft Planner in early 2024. It’s packed with exciting features designed to simplify your project management journey.

What apps does the new Planner include?

The new Microsoft Planner combines:

  • The current Planner’s collaboration features
  • The simplicity of Microsoft To Do for task management
  • The capabilities of Microsoft Project for the web
  • The automation of Microsoft Copilot (the company’s AI companion)

The new Planner promises to be a powerful tool for staying organized. As well as boosting collaboration and achieving your goals with more ease.

Unifying Your Workflow: Tasks, Plans & Projects in One Place

Say goodbye to juggling several apps and hello to a streamlined experience. The new Planner goes beyond basic to-do lists. It seamlessly integrates tasks, plans, and projects under one roof.

This means you can manage everything from large to small. Including simple daily tasks to complex multi-phased projects. And do it all within a single, intuitive interface.

You can use the new Microsoft Planner from within Microsoft Teams or via a web browser. Here are some of the exciting things you will be able to do with it.

Enhanced Collaboration: Working Together Made Easy

Collaboration is key in today’s fast-paced world. Working remotely has become the new normal. Meaning tools need to keep people coordinated wherever they are.

The new Planner empowers teams to work together seamlessly. Real-time updates ensure everyone stays on the same page. Features like shared task ownership and comments foster clear communication and efficient collaboration.

AI-Powered Insights: Your Smart Copilot for Success

The new Planner incorporates the power of AI with Microsoft Copilot built in. This intelligent assistant helps you stay on top of your work. It can suggest relevant plans, tasks, and goals based on your needs and context. It can even analyze your progress and suggest adjustments to keep you on track.

Scaling with Your Needs: From Simple Tasks to Enterprise Projects

One size doesn’t fit all. The new Planner understands that. It offers flexibility to cater to both individual needs and complex enterprise projects. Microsoft Planner can adapt to your specific requirements. It’s flexible for use to fill big or small needs. Use it for managing a personal grocery list. Or to plan and deploy a large-scale company transformation.

Pre-Built Templates: Get Started Fast & Save Time

You don’t have to start from “square 1,” unless you want to. Microsoft Planner provides several ready-made templates. You can use these to get started on a new project or goal quickly.

You’ll see templates for things like:

  • Project Management
  • Software Development
  • Sprint Planning
  • Marketing Campaign
  • Commercial Construction
  • Employee Onboarding
  • and more

Here’s a sneak peek at some key features of the new Microsoft Planner 2024:

  • Improved Navigation: A redesigned interface makes finding what you need faster and easier.
  • Enhanced Task Views: It has different views, like grid and board views. These let you customize how you see and organize your tasks.
  • Microsoft App Integration: Planner integrates with many Microsoft tools. Including, Power BI, Teams, Microsoft Viva Goals, Power Automate, and more.
  • Customizable Fields: Add custom fields to tasks. Use them to capture specific information relevant to your project needs.
  • Goal Setting: Define clear goals and track progress visually within your plans.
  • Critical Path: Identify the essential tasks needed to complete your project on time.
  • Improved Search: Find the information you need quickly and easily. The app has powerful search functionality.

Access and Availability

Mark your calendars! The new Planner will be available in preview in early 2024. It will become generally available soon after. Some features will roll out later in the year. You can visit Microsoft’s site to sign up for updates and see a feature roadmap.

The Future of Tasks, Planning & Project Management

The new Microsoft Planner 2024 is an example of a trend we’ve seen in the digital world. Less is more. Meaning, fewer apps to juggle and more streamlined interfaces.

Planner’s powerful features make it an invaluable tool. One that both individuals and teams alike can leverage to streamline workflows. It also has an intuitive interface and AI-powered assistant to drive productivity.

Get Expert Business Software Support & Management

Managing both legacy and new cloud tools can be complex. Features often go underutilized. And security can be a big problem if it’s not done right. Our team of business software experts is here to help you.

Contact us today to schedule a chat.


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This Article has been Republished with Permission from .

How Can You Leverage the New MS Teams Payment App?

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Are you a small business owner or a freelancer who offers services online? If so, you might be wondering how to get paid by your customers in a fast and convenient way. You might have tried different payment platforms. But they often require you to switch between different apps or websites. This can be time-consuming and confusing.

There is now another option to streamline the payment process. Microsoft has launched the Teams Payments app. This is a new feature that allows you to request and receive payments from your customers. You do it within Microsoft Teams meetings.

The Teams Payments app is currently available in the United States and Canada. Subscribers to Teams Essentials and Microsoft 365 Business get it at no charge.

How Does the Teams Payment App Work?

The Teams Payments app is simple to use. You can get the app from the Microsoft AppStore. You add it to your Teams account and connect it to your preferred payment service. You can choose from:

  • Stripe
  • PayPal
  • GoDaddy

Once you have set up the app, you can start requesting payments from your customers in Teams meetings.

How Do You Send a Payment Request?

To send a payment request, you just need to open the meeting chat. Then, select the Payments icon from the messaging extensions. Then, you can fill out a simple form. It includes the amount, currency, description, and recipients of your request.

You can send the same request to several people if you want. The app will generate a card that shows the status of each payment, whether it is unpaid or paid.

Meeting chat

Image credit: Microsoft

Your customers will see the same card in their meeting chat. They can click on the Pay Now button to complete their payment. The system will redirect them to the payment service that you have connected to the app. There, they can enter their payment details and confirm their transaction.

Once they have done that, they will see a confirmation message in the chat. You will receive a notification that your payment has been processed.

Payments

Image credit: Microsoft

Benefits of Using the Teams Payment App

The Teams Payments app has many benefits. Both for small businesses and freelancers who offer online services. Here are some of them:

It saves time and hassle.

You don’t need to switch between different apps or websites. You can easily request and receive payments from your customers. You can do everything within Teams meetings. This makes it more convenient and efficient for both parties.

It increases customer satisfaction and loyalty.

Your customers will appreciate the ease of paying you through Teams meetings. They don’t need to create an account or download an app to pay you. They can complete their transaction in a few clicks right inside the meeting.

It boosts your revenue and cash flow.

You can get paid faster and more securely by using the Teams Payments app. You don’t need to wait for invoices or checks to clear. You can receive your money within minutes of completing a service. Either directly into your bank account or PayPal account.

It enhances your professional image and credibility.

You can show your customers that you are using a reliable and trusted payment platform. One built by a well-known company that has been a technology leader for decades. You can also add a seller policy to your payment requests. Here you can specify your terms and conditions, cancellation policy, refund policy, etc.

It helps you keep track of payments.

Keeping track of payments is crucial for financial management. With the Teams Payments App, you can track transactions in real-time. You’ll receive instant notifications for successful payments. It will help you maintain a comprehensive record of your financial interactions.

It’s seamlessly integrated with Microsoft 365.

The Teams Payments App seamlessly integrates with Microsoft 365. You can leverage the power of Microsoft’s ecosystem. Using it to manage your communications, collaborations, and payments together. No need for more logins or complicated setups – it’s all within one platform.

It increases productivity.

Efficiency is the key to productivity. You reduce the time spent on payment-related tasks by integrating Payments into Teams. This efficiency translates into increased productivity. It allows you and your team to focus on core business activities and driving growth.

The Teams Payments app marks a significant leap in digital business transactions. By leveraging this powerful tool, you’re simplifying payments. You’re also enhancing customer experiences, ensuring data security, and boosting productivity.

We Can Help You Get More Out of Microsoft 365

The Teams Payments app is a great way to simplify and streamline your payment process. It can help you save time, increase customer satisfaction, and boost revenue.

Need help with this or other Microsoft 365 tools? Our experts can work with you to help you make the most out of your Microsoft subscription.

Give us a call today to schedule a chat.


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This Article has been Republished with Permission from The Technology Press.

7 Helpful Features Rolled Out in the Fall Windows 11 Update

black and white laptop computer

In a world where technology constantly evolves, Microsoft stands at the forefront. It continues to pioneer innovations. Innovations that transform how we interact with our digital universe.

The fall Windows 11 update is a testament to Microsoft’s commitment to excellence. It’s more than just an upgrade. It’s a leap into the future of computing. Microsoft touts it as “The most personal Windows 11 experience.”

Let’s explore some of the great features that make this update so significant.

Microsoft Copilot: Your Intelligent Partner in Creativity

A standout feature of the fall Windows 11 update is Microsoft Copilot. This AI-driven marvel is like your personal PC assistant.

Need help summarizing a web page? Want to change to dark mode, but forgot how? Looking for a quick custom image for a social media post? Microsoft Copilot can do all that and more.

Microsoft Copilot
Image Credit: Microsoft

Copilot is seamlessly integrated into Windows 11. It offers real-time suggestions and turns ideas into reality with remarkable ease. Ask it what you need, and the AI engine gets to work.

Updated Apps (Paint, Snipping Tool, Clipchamp & More)

Have you ever wished that Windows’ Snipping Tool could do more? This update grants that wish. The Snipping Tool is just one of many to get an AI upgrade.

Look for new capabilities in Paint, Clipchamp, and Photos. Get a unique image from inputting a text prompt and style. The Cocreator tool in Paint makes it easy to jumpstart your creativity. It will generate the image, then you can edit it in the same app.

Microsoft Clipchamp is one of the easiest video creator tools out there. You can now just drag in your assets and clips. Then, click to have the AI engine work its magic to create a video for you.

The new Clipchamp Auto Compose feature can:

  • Recommend scenes
  • Make edits
  • Create a narrative based on your inputs

Easy Data Migration with Windows Backup

When you buy a new computer, moving data can be a pain. It can take hours to move your “pc life” between devices. And there’s always the risk you’ll miss something.

The new Windows Backup feature makes moving between computers easier. You can choose backup options and folders. When ready to move, it’s a simple process. You can restore the new PC from another backed-up PC.

Microsoft Edge: A Faster and More Secure Browsing Experience

Microsoft Edge received significant enhancements. These focus on speed, responsiveness, and security. The Edge Secure Network feature offers more gigabytes. Microsoft increased user storage from 1GB to 5GB. This function encrypts your internet connection to secure data.

Edge Secure Network has many features of a VPN. This is great for extra online security. It’s also helpful for companies trying to prevent breaches from clicks on phishing links.

Save Energy & Battery Power

A feature called Adaptive Dimming is another enhancement of this update. Your screen slowly dims if you’re no longer paying attention. This has the dual benefit of saving energy and helping you refocus.

PC sensors power this feature as well as two others. So, it’s going to be more common with newer computers.

The other two features that use sensors are:

  • Wake on Approach
  • Lock on Leave

A More Personal Windows 11 Experience

Beyond the technical innovations, this update brings more. Including a more personal touch to the user experience. Tailored to individual preferences, Windows 11 becomes an extension of the user’s identity.

This includes things like:

  • Personalized themes
  • Custom widgets
  • Intelligent assistants

Every interaction feels curated and intuitive. It makes for a truly personalized operating system.

Other Cool Enhancements

There’s a lot of excitement packed into Windows 11. Here are a few more new features you can explore.

  • Copilot in Microsoft Shopping: Find what you need fast when shopping online. Bing will provide tailored recommendations based on your requests.
  • Content Credentials: Add an invisible digital watermark to your AI-generated images in Bing. Cryptographic methods help you tag your work.
  • Bing Chat Enterprise Updates: Boost work creativity and enjoy multimodal visual search. Find information using only images.
  • DALL.E 3 Model from Open AI: Use the Image Creator in Bing and you’ll likely be impressed. It’s had an upgrade and uses the DALL.E 3 model to render images from text prompts.

Harness the Power of Microsoft Products

Microsoft is definitely a leader in work productivity tools. And it has been for a long time. If you’re still working like it was 2020, let us help you upgrade. Employees can be more efficient than ever with the right apps.

We’ve got your back with Microsoft 365, Windows 11, and other solutions. Our experts will guide you, so you can gain an edge on the competition.

Give us a call today to schedule a chat.


Featured Image Credit

This Article has been Republished with Permission from The Technology Press.

Should Your Business Upgrade to the New Microsoft Intune Suite?

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Endpoint management has changed a lot over the last two decades. There was a time when companies housed all endpoints in the same place. This made managing them simpler. But it held offices back from being mobile and flexible.

Today’s office can include endpoints around the globe. Remote teams can work from anywhere. And people often prefer doing things from their mobile devices. Such as checking email or managing tasks.

The average enterprise endpoint makeup is 60% mobile devices. And it’s estimated that they handle about 80% of the workload. What does this mean for security? That an endpoint device management solution has become a necessity.

One that might be on your radar is the new Microsoft Intune Suite. It bundles several areas of endpoint management into a single platform.

Wondering whether it’s worth taking the plunge and upgrading? Stick around as we break down the what, why, and how of this cloud-based management solution.

What is Microsoft Intune Suite?

First things first, what is Microsoft Intune? It’s a software tool that helps you manage your company’s devices and apps all in one place. Whether your employees use PCs, Macs, smartphones, or tablets, Intune’s got your back.

So, what’s the deal with the upgrade? Microsoft has been hard at work improving Intune. The latest version brings some exciting new features to the table.

The core capabilities of Microsoft Intune include:

  • Cross-platform endpoint management
  • Built-in endpoint security
  • Mobile application management
  • Endpoint analytics
  • Microsoft Configuration Manager

Here’s a comparison of the subscription options you now have with Intune:

  • Microsoft Intune Plan 1: Microsoft Intune core capabilities are included with various subscriptions. (Microsoft 365 E3, E5, F1, and F3; Enterprise Mobility + Security E3 and E5; and Business Premium plans)
  • Microsoft Intune Plan 2: An add-on to Microsoft Intune Plan 1. It offers advanced endpoint management capabilities.
  • Microsoft Intune Suite: An add-on to Microsoft Intune Plan 1. Includes:
    • Plan 2 features
    • Microsoft Intune Remote Help
    • Microsoft Intune Endpoint Privilege Management
    • Microsoft Tunnel for Mobile Application Management
    • Management of specialty devices
    • Select Microsoft Intune advanced endpoint analytics features.

Advantages of Subscribing

So, should you subscribe or upgrade to the suite? Before you rush in, let’s consider some key factors to help you decide if it’s the right move for your business. First the advantages of subscribing.

Streamlined Device Management

We all know how chaotic device management can get. With the new Intune Suite, you get a centralized dashboard. It gives you full control over your devices.

You can set up policies and enforce security measures. You can even wipe data remotely if needed. Plus, it’s compatible with both Windows and macOS. So, you won’t have to worry about compatibility issues.

Provide Secure Helpdesk Support

Keep your employees productive by giving them help when they need it. Intune Suite includes Microsoft Intune Remote Help. This feature allows you to deliver simple and secure help to your team anywhere, anytime.

The platform reinforces a Zero Trust security model. It also enables fast response to issues. You can address employee device roadblocks no matter where your team is working.

Enhanced Security and Compliance

Data breaches and cyberattacks are real threats to businesses of all sizes. With Intune’s advanced security features, you can breathe a little easier. It offers robust encryption and secure access controls. Including the ability to quarantine risky devices.

Do you deal with sensitive information or have compliance requirements? Intune has got you covered with its auditing and reporting capabilities.

App Management Made Easy

Applications are the lifeblood of modern businesses, and Intune understands that. With its app management features, you can do a lot. Including easily deploying, updating, and retiring applications across all devices.

Intune keeps everyone organized and on the same page. Whether your team is using Microsoft 365 apps or third-party software.

BYOD-Friendly

Bring Your Own Device (BYOD) policies have become a popular trend in the corporate world. If your company is open to BYOD, Intune can be a game-changer. It enables you to separate personal and corporate data on employee devices. This helps ensure that sensitive company information remains secure.

The Intune Suite includes Microsoft Tunnel for Mobile App Management. This lightweight VPN solution connects corporate resources from personal iOS and Android devices. Device enrollment is not required. So, employees can have quick and secure access to company resources when needed.

Scalability and Cost-Effectiveness

As your business grows, so do your tech needs. Thankfully, Intune scales effortlessly, accommodating new devices and users without breaking a sweat. Plus, it operates on a subscription-based model, allowing you to pay for only what you need. No more hefty upfront costs, just a predictable monthly fee.

What Do You Need to Consider?

Alright, those are some pretty compelling reasons to consider Microsoft Intune Suite. But let’s take a moment to address some potential downsides you need to consider as well.

Learning Curve

One common concern is the learning curve. If your team uses a different management solution, they might need some time to get the hang of Intune. Luckily, we can help you with training and support to ensure a smooth shift.

Do You Have Legacy Systems?

Does your business rely on legacy systems or run a large number of on-premises servers? Then integrating Intune into your existing setup may take some extra effort. It’s essential to assess your current infrastructure and compatibility requirements before diving in.

Improve Security & Operations by Properly Managing Endpoints

Upgrading to the new Microsoft Intune Suite could be a game-changer for your business. But it’s crucial to carefully evaluate your specific needs. We can help you make an informed decision that aligns with your unique business goals.


Featured Image Credit

This Article has been Republished with Permission from The Technology Press.