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Copilot in Teams – New Features, Agents & More

Written by Pat Midzio on . Posted in Microsoft.

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, 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. It can then automatically identify tasks, 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, minimizing irrelevant suggestions and keeping 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, making 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, including Dynamics 365, SharePoint, and Outlook. This enables them to offer insights, 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, enabling 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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Featured Image Credit

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

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Essential Settings to Maximize Your Microsoft 365 Experience 

Written by Pat Midzio on . Posted in Technology News & Updates.

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, such as 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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Featured Image Credit

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

Unlock your potential with Copilot

Unlock your potential with Copilot

Written by Pat Midzio on . Posted in Video Tech Update.

Imagine having an assistant by your side that never gets tired, never misses a detail, and can help with everything from drafting emails to organizing meetings.

Sounds great, right?

Well, that’s what Microsoft Copilot is. It’s a smart, AI-driven tool built into the Microsoft apps you already use, like Word, Excel, and Teams. It’s designed to handle time-consuming tasks that slow your team down.

But how exactly does it work, and why should you care?

In simple terms, Copilot is AI embedded into the Microsoft Office suite. It’s always there to assist you, whether you’re typing up a report, analyzing data in Excel, or even planning your next big meeting. And the best part is, you don’t need to be tech-savvy to use it. If you can use Word, you can use Copilot.

So, how can it make a difference in your business?

First off, one of the most exciting things about Copilot is that it’s seamlessly integrated into the software you already know. There’s no need for complicated installations or training sessions. And because it’s built into Microsoft 365, your team can jump right in with minimal disruption. It works across devices too, so whether you’re in the office or travelling, Copilot is always there.

One area where Copilot really shines is how it simplifies your daily grind. Think about how much time gets wasted on things like sorting through emails or organizing meetings. We’ve all been there, spending way too long combing through endless email chains or trying to figure out who said what in a meeting.

Copilot tackles this for you. It can summarize long email threads and even suggest responses, so you can get back to what really matters. It’s like having someone do all the heavy lifting while you focus on the more important tasks.

Speaking of meetings, Copilot is a big help when it comes to collaboration. Let’s say you’re wrapping up a Teams call. Instead of manually taking notes or worrying about missing key action items, Copilot will summarize the entire meeting for you, highlighting decisions and tasks. It listens in, captures the key points, and even helps you plan the next steps.

But Copilot isn’t just about cutting down on admin work, it’s also a creativity booster. You know that moment where you stare at a blank document, unsure how to start? Whether it’s drafting a client proposal or putting together a presentation, sometimes the hardest part is getting the ball rolling.

That’s where Copilot comes in. Give it a few prompts, and it’ll generate a first draft or outline to get you started. You don’t have to be a creative genius to produce something great. Copilot takes care of that early-stage work, freeing you up to fine-tune and add your personal touch.

All this leads to a more productive, efficient, and creative workplace. That’s what makes Microsoft Copilot such a powerful tool. It not only takes care of the little things but also helps you unlock your team’s full potential.

Want to find out what Copilot could do for your business? We can help, get in touch.

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4 Ways Small Businesses Can Leverage Copilot for Microsoft 365

Written by Pat Midzio on . Posted in Technology News & Updates.

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
Copilot Content Creation
Image source: Microsoft

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, 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 and 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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Featured Image Credit

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

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5 Ways to Leverage Microsoft 365’s New AI Innovations

Written by Pat Midzio on . Posted in Technology News & Updates.

Microsoft 365 has a powerful suite of cloud-based productivity tools. They can help you work smarter and faster. Microsoft has consistently been at the forefront of innovation. M365 was one of the very first all-in-one cloud tools, introduced as Office 365 in 2013. Now, Microsoft and its business tools are at the leading edge of generative AI.

The Microsoft 365 platform has been adding some amazing AI innovations. They sit inside tools like Word, Excel, PowerPoint, Teams, and more. If you know how to use them, these smart features can enhance your experience. As well as significantly boosting your productivity.

We will explore some of the ways you can leverage Microsoft 365’s new AI innovations so that you can get more out of your work.

Microsoft Copilot: A Game-Changer in Collaboration

Microsoft Copilot is the crown jewel of Microsoft’s AI innovations. It’s designed to be your virtual collaborator, helping you generate code, write documents, and even craft emails more efficiently. This AI-powered tool is built on the foundations of OpenAI’s ChatGPT technology. This enables it to understand context, anticipate your needs, and generate content in a remarkably human-like manner.

Here are some of the tools in the Microsoft universe that incorporate Copilot:

  • Word
  • Excel
  • PowerPoint
  • Outlook
  • Teams
  • Edge
  • Windows
  • Bing
  • Dynamics 365 Sales

How can you take advantage of the benefits offered by Microsoft Copilot? Here are a few ways to jump on the added efficiency and time-savings they bring.

1. Speed Up Document Creation

In the realm of document creation, Copilot shines as a versatile writing companion. It helps when drafting a report, crafting a presentation, or composing an email. Copilot provides intelligent suggestions, helping you articulate your thoughts more effectively. It speeds up the writing process while also ensuring that your content is clear, concise, and tailored to your audience.

2. Enhance Your Teams Meeting Experience

One of the key strengths of Copilot is its ability to enhance collaboration across teams. It can create coherent and context-aware responses, such as a summary of meeting notes and an action item list.

Another helpful feature is the ability to catch up on what you’ve missed. Have you arrived late to a Teams meeting? You can just ask it to summarize the important points of the conversation so far.

3. Create PowerPoints with Ease

More people can become “PowerPoint Masters” with Copilot. The AI-infused features in PPT can create a slide deck for you based on text prompts.

It can tap into Microsoft’s stock images to fill your slides. Copilot will also suggest text to use based on your presentation topic. Do you have a PowerPoint that you need help with? The tool can reorganize your slides for a better presentation flow.

4. Enjoy Smart Business Insights in Excel

Another new AI innovation in Microsoft 365 is Excel Ideas. This feature can help you analyze and visualize your data with ease. Excel Ideas can automatically detect patterns and trends in your data. It will suggest charts, tables, and summaries that best suit your needs.

You can also use Excel Ideas to ask natural language questions about your data. Such as, “What is the average sales by region?” or “Which product has the highest profit margin?” You’ll get instant answers in the form of charts or formulas.

5. Save Time in Outlook with AI Help

We all get those long emails from time to time. The ones that you push to the bottom of your inbox for when you have more time. Well, the new Copilot feature in Outlook can help. Just ask it to summarize the key points of an email for you to save yourself reading time.

You can also use Copilot in Outlook to help write emails. It will save help by providing a first draft or by suggesting responses to emails in your inbox.

A Future of Intelligent Productivity

As we embrace the era of intelligent productivity, Microsoft 365 becomes more powerful. Its new AI innovations pave the way for a more efficient work environment.

By incorporating these capabilities into your daily workflow, you’re staying competitive and setting the pace for the future of work.

Tap into the Future with Our M365 Services

Microsoft 365’s commitment to continuous improvement ensures that you have cutting-edge tools. The ones needed to stay ahead, innovate, and thrive, especially in a rapidly evolving digital landscape. Embrace the power of AI. Unlock a new dimension of productivity with Microsoft 365.

Our team of M365 experts can help you ensure you’re getting the full benefit of these features, as well as new ones Microsoft is developing and rolling out in the coming months. We’ll help your team save time and improve your bottom line.

Give us a call today to schedule a chat.

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Featured Image Credit

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

Are you using the all-new Teams yet?

Are you using the all-new Teams yet?

Written by Pat Midzio on . Posted in Video Tech Update.

Microsoft is rolling out a brand-new version of Teams, its video conference, collaboration, and chat platform. We’re being promised a faster and easier way to work. And we all could use a bit of that, couldn’t we?

The new Teams is like the superhero of apps for Windows and Mac. It’s faster than a speeding bullet… well, at least twice as fast as the classic version. Plus, it’s on a diet, using up to 50% less memory and disk space.

Microsoft went back to the drawing board to reimagine it, make it simpler and more flexible. Now Teams:

  • Plays better with third-party apps
  • Is happier calling phones outside of Teams
  • Gets you into meetings quicker than you can say “not another meeting”

This pumped-up version of Teams uses some tech which allows it to share resources with your browser. That reduces how much memory and disk space it needs.

And the initial test results? Teams is twice as quick when loading the app, joining meetings, and switching chats and channels.

This isn’t just for businesses using Windows. Teams on Mac is also getting this performance boost.

Microsoft promises this update will be a game-changer for your productivity. They’ve improved the user interface, adding in a “mark all as read” feature in activity.

Plus, they’re introducing Copilot, an AI assistant that can summarize key points from your chats and calls. Sort of like having your very own personal assistant, just without the coffee runs.

Are you ready to switch to the new and improved Teams? It’s rolling out now. Look at the top left corner of your Teams app… if you see “try the new Teams”, then you can flick the switch and try it out.

If you need help with Teams for your business, get in touch.

Get ready for another game-changer from Teams

Get ready for another game-changer from Teams

Written by Pat Midzio on . Posted in Video Tech Update.

Picture an AI-enhanced experience that streamlines your business communication and improves overall productivity to unprecedented levels.

Sounds a little like science fiction, right? But with Microsoft’s latest announcement, this future is closer than you think.

Microsoft Teams is launching an ‘AI library’ that promises to revolutionize our Teams experience.

The goal?

To empower developers to integrate Large Language Models (LLMs) into their Teams apps. The most famous LLM right now is ChatGPT.

You might wonder how that will help your business. Well essentially, it could mean you have a sophisticated AI at your beck and call during your Teams meetings.

The AI library, rolling out right now, will provide developers with a suite of code functionalities making it easier for them to integrate LLMs into their apps. This means creating Bots, Message Extensions, and Adaptive Cards for more engaging conversational experiences will be a breeze.

Microsoft assures us that the AI library will also aid the seamless migration of existing Bots, Message Extensions, and Adaptive Cards functionalities into Teams.

Isn’t this the same company that gave us the Copilot tool? Yep! Back in March 2023, Microsoft introduced GPT-4 integration across Microsoft 365 with its Copilot tool, which can whip up emails, compile reports, and, as Microsoft claimed very grandly, “rediscover the soul of work”. Who knew AI could be so poetic?

And let’s not forget the recently unveiled tool which uses AI to generate meeting notes, suggest follow-up actions, and even provide timeline markers for instant access to relevant parts of a call.

Microsoft Teams is on a mission to redefine our experience with AI. This isn’t just about making our lives easier; it’s about unlocking new possibilities for productivity and efficiency. Honestly, we can’t wait to see what the new AI library will bring.

If you need help getting more from Teams across your business, get in touch.

And breathe… the “file too large to send” problem is over

Written by Pat Midzio on . Posted in Video Tech Update.

How many times have you been in the middle of an urgent email, attaching a critical file, only to be met with the dreaded notification – “file too large to send”?

Frustrating, isn’t it?

Well, Microsoft has heard our collective sighs of exasperation. They’ve announced an update that promises to banish the ‘file too large’ issue once and for all.

And this is one of those rare times where something that feels too good to be true is actually true!

In an official post on the Microsoft 365 roadmap, the tech giant’s revealed its plan to integrate Outlook with Microsoft’s OneDrive cloud storage platform.

It means when you hit that attachment size limit, Outlook will ask you to upload your file to OneDrive, so your document still reaches the intended recipient.

Clever, don’t you think?

Android devices get this new feature first, but for everyone else, the rollout is due this month. We don’t have long to wait.

Soon you’ll no longer need to compress, resize, or even abandon your large files. Or turn to third-party services (which can be a security risk). Microsoft’s paving the way for a smoother, more efficient email experience.

If you’d like a hand getting more from your Microsoft 365 subscription, get in touch.

10 productivity apps in 365 you’re already paying for (but might not be benefitting from)

Written by Pat Midzio on . Posted in Guides.

Microsoft 365 is essential software for millions of businesses. But it’s easy to forget that it’s so much more than Word, Excel, PowerPoint and Teams.

It’s a comprehensive platform designed to enhance collaboration, streamline workflows, and ultimately, boost your business’s productivity. And if you haven’t taken the time to properly explore it, you could be missing out on some business-changing applications.

Our latest guide talks about 10 of the best productivity apps you may want to consider using.

Download your free copy now.

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How to Use the New Virtual Appointments in Microsoft Teams

Written by Pat Midzio on . Posted in Technology News & Updates.

Scheduling appointments is a common activity. Salespeople often set up virtual appointments to answer questions about a product. Software companies allow people to schedule live demos. Telehealth therapists allow clients to book video sessions.

Those are just a few examples of some groups that are going to love a new Microsoft Teams feature. Virtual Appointments was recently added to the platform. It adds a new meeting style tailored for engagements with customers.

Have you been using Teams and a different online appointment app? This new feature will streamline the experience.

What Is Virtual Appointments in Teams?

Virtual Appointments gives you an all-in-one meeting platform for customer engagements. You can schedule, manage and conduct B2C meetings in Microsoft Teams.

This new feature brings together the scheduling component with the video conference interface. Anyone with the link can join the virtual appointment. They do not need a Teams account.

Virtual Appointments
Image is from Microsoft

The power of Microsoft’s scheduling app, Bookings, connects to Teams. This makes the Virtual Appointments function as seamless as possible.

Some of the features below will be available with any Microsoft 365 plan. Some are available with a premium plan.

Teams Virtual Appointments Features

Manage Scheduled Appointments

You can see your scheduled appointments in a single view. Manage cancellations and time changes easily.

Send Customized Confirmations & Reminders

You can send customers a customized message via SMS or email. This personalizes the experience for them. You can also use automation to give that personal touch without having to send each one manually. Automated appointment reminders are another time-saving function.

Customized Waiting Room

Add a personal touch to your virtual engagements. You can customize the Teams waiting room. You can use themes and logos to brand your business. You can also chat with attendees while in the lobby waiting room. This is helpful if your current appointment is running a little long. You can let them know you’ll be right with them.

Meeting Follow-ups

You can send meeting follow-ups after a virtual appointment. This helps you reduce the time it takes to send any promised follow-up information. You also keep all details in a single place. This makes your client communication trail easier to follow.

Organization & Department Analytics

How effective are your appointments? It’s hard to know if your demos are resulting in sales if you don’t have a good tracking system. It’s also important to have visibility into customer appointments across the organization.

You can do this with a premium analytics feature. It gives you helpful reporting. The reporting provides insights into B2C virtual appointments in all departments.

How to Use Virtual Appointments

To start using Virtual Appointments in Teams, admins must set up a few things. Note, they must be a Bookings admin to access these settings.

Create a Calendar

In the Virtual Appointments app choose to “Create a calendar.” You can find this option on the Home tab.

Larger organizations may wish to create different calendars for different departments.

Add Staff

Next, add staff members. You can add up to 100. You will also need to assign them a role. Once you’ve added your staff, you can view their availability in both Teams and Outlook.

What’s another nice thing about using an integrated platform like M365? It’s the cross-app compatibility. Your calendar syncs across apps.

Create Appointment Types

You’ll next set up your appointment types. You can choose from these two options:

  • Scheduled: You schedule the day/time. The system adds this information to the email confirmation.
  • On-demand (Teams Premium): Customers can choose when to meet from your booking calendar.
Appointment Type
Image is from Microsoft

Set Up SMS Notifications (If desired)

If you choose to use SMS notifications and have the right Teams plan, you can set this up next. This allows you to easily send appointment confirmations and reminders via text message.

Note: Attendees currently need a valid U.S., Canadian, or U.K. phone number to receive the SMS notifications.

Link Forms (If desired)

If you would like your attendees to fill out any forms, you can link them now. Virtual Appointments allows linking up to four cloud-based forms. These would be forms you have created in Microsoft Forms.

Publish Your Booking Page

If you want to give customers the ability to book on-demand appointments, take this next step. You will need to publish the booking page. You do this on the “Manage” tab of Virtual Appointments. Select “Booking page,” and turn on “Publish booking page.”

Get Help Using Your Microsoft 365 Tools More Effectively

Microsoft 365 is a platform with many possibilities. Often, companies aren’t using all the features they could. As a result, their team may be less effective. They could also be wasting money on apps they don’t need.

Are you interested in help supercharging your Microsoft 365 experience? Give us a call today to set up a meeting.

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

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