The use of AI-driven processes is exploding. Every time you turn around, software has gotten more intelligent. Harnessing the power of AI and machine learning is crucial for staying competitive.

Microsoft is a pioneer in the tech industry and this new AI era. It continues to lead the way with innovative solutions designed to empower businesses. One such innovation is Microsoft Sales Copilot.

This is a tool poised to reshape the future of business. Next, we’ll delve into what Microsoft Sales Copilot is. As well as how it is revolutionizing the world of sales and customer insights.

The Birth of Microsoft Sales Copilot

Microsoft Sales Copilot is the latest addition to the company’s robust portfolio. It was officially introduced in July 2023. It represents a significant leap forward in leveraging AI and machine learning. It’s designed specifically to enhance sales processes and customer engagement.

This groundbreaking tool is built on the foundation of Dynamics 365 Customer Insights. This is Microsoft’s platform for unifying customer data and delivering actionable insights. The tool combines the capabilities of Customer Insights with AI-driven features. Sales Copilot offers sales teams a comprehensive and intelligent solution. Both for customer engagement and relationship management.

What Can Microsoft Sales Copilot Do?

Personalized Customer Insights

Personalized customer insights is one of the core features of Microsoft Sales Copilot. It achieves this by leveraging AI and machine learning to analyze a wide range of data sources. This includes:

• Customer behavior
• Buying history
• Customer interactions

By aggregating and processing this data, Sales Copilot saves salespeople time. It can provide sales professionals with a 360-degree view of their customers. As well as help them understand preferences, needs, and potential pain points.

AI-Driven Recommendations

Sales Copilot doesn’t just stop at providing insights. It goes a step further by offering AI-driven recommendations. These recommendations guide sales teams in their interactions with customers.

For example, the tool can suggest things like:

• The most appropriate communication channels
• Timing for follow-ups
• Tailored, client-specific content recommendations

This level of personalization enables sales teams to engage with customers more effectively.

Enhanced Collaboration

Collaboration is a cornerstone of successful sales processes. Sales Copilot recognizes this by facilitating collaboration among team members. It provides a centralized platform where sales professionals can do things like:

• Share customer insights
• Discuss strategies
• Collaborate on deals

This improves internal communication. It also ensures sales team alignment in the approach to engaging with customers.

Predictive Analytics

Predictive analytics is another powerful aspect of Microsoft Sales Copilot. The tool analyzes historical data and customer behavior patterns. This allows it to predict future customer actions and trends.

This empowers sales teams to make informed decisions. As well as proactively address customer needs, rather than simply reacting to them.

Seamless Integration

Sales Copilot seamlessly integrates with other Microsoft tools and services. This creates a unified ecosystem. This integration allows for a smooth flow of data between applications. It eliminates the need for manual data entry, reducing the risk of errors. It also ensures the consolidation of all customer interactions and data. Having customer information in one place makes for easy access and analysis.

Cloud Migration Program

Besides Sales Copilot, Microsoft also introduced a new cloud migration program. This is in conjunction with Dynamics 365 Customer Insights. This program aims to simplify the process of migrating customer data to the cloud. The integration of Sales Copilot with this program further enhances its capabilities. It does this by providing access to a wealth of cloud-based data.

How Does Sales Copilot Benefit Your Business?

Microsoft Sales Copilot holds immense promise for businesses across various industries. It enables sales teams to work more intelligently and efficiently. The tool has the potential to drive revenue growth and enhance customer satisfaction. Here are some ways in which Sales Copilot can benefit your business.

Improved Customer Engagement

Personalized insights and AI-driven recommendations have many benefits. For one, they enable sales professionals to engage with customers more meaningfully. This can lead to higher conversion rates and increased customer loyalty.

Streamlined Sales Processes

The tool’s predictive analytics and collaboration features can streamline sales processes. It can make them more efficient and effective. This, in turn, can reduce the time and effort required to close deals.

Data-Driven Decision-Making

Sales Copilot provides access to a wealth of customer data and insights. This empowers businesses to make data-driven decisions. This can lead to better-targeted marketing campaigns, product development, and customer service strategies.

Enhanced Competitive Advantage

Businesses that leverage Sales Copilot can gain a competitive advantage. It helps them stay ahead of customer trends and needs. This can be particularly valuable in fast-paced and competitive industries.

Scalability and Flexibility

Microsoft’s cloud-based solutions, including Sales Copilot, offer scalability and flexibility. This allows businesses to adapt to changing market conditions and customer demands.

You Don’t Have to Face the AI Frenzy Alone

AI and machine learning are transforming business tools rapidly. This can cause business owners to worry about falling behind competitors.

You don’t have to figure this all out yourself. We can help. Give us a call today to schedule a chat.

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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.

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In today’s digital workplace, printing remains an essential function. This is true for just about all businesses. But keeping up with your print infrastructure can be a time-consuming task. One printer down can mean work comes to a standstill.

Another issue is keeping up with all those printer drivers. If firmware updates aren’t done, vulnerabilities exist. One unprotected printer can cause an entire network malware infection.

Microsoft has come up with an answer to streamline print management. This solution is called Microsoft Universal Print. It offers a modern answer to age-old print problems.

Looking to improve how you handle document printing? Do you wish you could avoid printer problems? Below, we’ll explore the benefits and features of Microsoft Universal Print. We’ll also help you discover how it can enhance your printing environment.

What Can Microsoft Universal Print Do for You?

Microsoft Universal Print leverages the power of Microsoft 365 and Azure. It eliminates the need for complex on-premises print infrastructure. Here are some of the ways that it can improve your document handling.

Simplifying Print Management

Microsoft Universal Print eliminates the need for on-premises print servers. Print management becomes more simplified and all in one place. Organizations can centrally manage their printing needs from the cloud.

This ease of use removes the need for complex print server configurations. As well as driver installations and print queue management. This results in significant time and cost savings.

Seamless Integration with Microsoft 365

A key advantage of Universal Print is its seamless integration with Microsoft 365. It works in tandem with Azure Active Directory. This ensures a secure and authenticated printing experience for users.

This integration allows users to print from any device, whether it’s a Windows PC, Mac, or mobile device. There’s no need for complex setup or driver installations. It simplifies the printing process. It also enhances productivity for employees working across different platforms.

Flexibility and Scalability

With Microsoft Universal Print, organizations gain flexibility and scalability in their print activities. It supports both modern and legacy printers. This allows businesses to leverage their existing printer fleet.

Universal Print enables easy connectivity. This is true whether it’s a local printer or a network printer. As well as management through the cloud. Additionally, it offers centralized control and monitoring of printers. This makes it effortless to scale up or down based on business needs.

Streamlined Printer Deployment

Deploying printers across an organization can be a time-consuming task. Microsoft Universal Print simplifies this process. It does this by providing a centralized portal for printer management.

Administrators can easily add and configure printers. They can assign them to specific users or groups. As well as manage printer settings from a single interface. This eliminates the need for manual configuration on individual devices. Which can be very time-consuming and fraught with issues. It also ensures a consistent printing experience across the organization.

Enhanced Security and Compliance

A big benefit of using Microsoft Universal Print is its security capabilities. Print security is a critical concern for businesses, especially in today’s threat landscape. Microsoft Universal Print enhances security by leveraging Azure Active Directory. It’s used for authentication and access control.

It also supports secure print release. This means that sensitive documents are only printed under certain circumstances. Namely, when the authorized user is physically present at the printer.

Moreover, Universal Print integrates with Microsoft Endpoint Manager. This gives organizations even more capabilities. They can enforce security policies and manage print-related settings from a centralized location.

Insights and Analytics

Understanding print usage and optimizing print infrastructure is essential for efficient cost management. Microsoft Universal Print provides insights and analytics that help organizations gain visibility. They’re able to see print usage patterns. As well as track printing costs and identify opportunities for optimization.

With detailed reporting and analytics, businesses can make informed decisions. Reporting enables better print resource allocation. As well as the implementation of strategies to reduce printing costs.

Is Microsoft Universal Print for You?

Microsoft Universal Print offers a modern and efficient approach to print management. It streamlines the printing experience for organizations. It also eliminates the need for complex on-premises print infrastructure. There are also important benefits from the boost in security.

But is it for you?

We can help you understand the full capabilities of Microsoft Universal Print. Including the costs versus the benefits. Whether the solution is for you will depend on your printing needs. Extra factors to consider will be how often you print and your number of endpoints.

Get Cost-Efficient Technology Answers

It’s not easy to make software decisions on your own. That’s why we’re here to help! We can sit down with you to discuss your current infrastructure. We’ll help you evaluate solutions, like Microsoft Universal Print. Then, we’ll tell you straight up what makes the most sense for you.

Give us a call today to chat about your technology needs.

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

Advanced AI is a new buzzword in cloud computing. The launch of tools like ChatGPT and Bard have made big waves. Developers are now racing to introduce the next level of features to apps. Features that do part of your work for you. Such as writing emails or making follow-up checklists based on contact data.

These AI-based applications do much more than automate processes. People are using them to write business correspondence, create websites, and write scripts. AI is also quickly transforming the everyday office workflow.

Microsoft is one of the biggest players in the office application field. It’s at the forefront of introducing transformative technology. The company is about to transform Microsoft 365 in a huge way with its new Copilot tool.

Microsoft 365 Copilot is a new tool designed to help users get the most out of their Microsoft 365 apps. This revolutionary tool is an intelligent, personalized assistant. It’s designed to help users navigate and use M365 more efficiently.

In this article, we’ll take a closer look at Microsoft 365 Copilot. And tell you the key ways it’s going to improve M365 apps and your business workflows.

What is Microsoft 365 Copilot?

Microsoft 365 Copilot is an AI-powered assistant. It helps users with their day-to-day tasks in M365 apps. It’s like having a personal assistant right in your Office apps. Users can ask questions, get help with tasks, and receive personalized recommendations. Copilot responds leveraging the context of their usage patterns.

Microsoft 365 Copilot works across all M365 apps. This includes:

• Word
• Excel
• PowerPoint
• Outlook
• Teams
• and more

Whether you’re doing any number of tasks, Microsoft 365 Copilot is there to assist you. This includes working on a document, meeting scheduling, or collaborating with a team.

How Does Microsoft 365 Copilot Work?

Microsoft 365 Copilot uses AI and machine learning to understand users’ needs. It provides personalized help. It uses data from users’ interactions with M365 apps. It learns a user’s usage patterns and offers recommendations based on their preferences.

For example, say you frequently use certain features in Excel. Microsoft 365 Copilot will learn this. It will offer suggestions when it detects that you’re working on a similar task.

Say that you’re working on a presentation in PowerPoint and struggling with design. Microsoft 365 Copilot can offer design suggestions based on your company’s brand guidelines.

Microsoft 365 Copilot can also help users with common tasks. Tasks such as, scheduling meetings and managing emails. Users can simply ask Copilot for help. They can ask it to schedule a meeting or find an email from a specific person, and Copilot will take care of the rest.

Why is Microsoft Copilot Important?

Copilot is important because it can help users be more productive and efficient. By providing personalized support, the tool can save users time and reduce frustration.

Imagine you’re working on a report in Word and you’re struggling to format a table. Instead of spending time searching for a solution online. Or trying to figure it out on your own, you can simply ask Microsoft 365 Copilot for help. Copilot can offer suggestions. It can even walk you through the process, saving you time and reducing frustration.

Microsoft 365 Copilot is also important because it can help users get more out of their M365 apps. Many users may not be aware of all the features and capabilities of their M365 apps. But with Copilot, they can discover new ways to work more efficiently and effectively.

The capabilities of Copilot go even further. Say that you need to give your team an update on a marketing strategy. You won’t need to dig out emails, chat threads, or meeting notes. Instead, you can ask Copilot to “tell my team how we updated the marketing strategy.” The app will then search all those places for you and craft an update for your team.

Need a first draft of a meeting agenda or presentation? Just ask Copilot. It can access existing M365 documents and content and craft an initial draft for you.

Benefits of Using Microsoft 365 Copilot

Personalized Help

Microsoft 365 Copilot provides personalized help based on users’ usage patterns and preferences. This means that users get the help they need when they need it, without having to search for solutions on their own.

Time-Saving

Microsoft 365 Copilot can help users save time on common tasks. Such as scheduling meetings and formatting documents. It can take on many information gathering tasks, like summarizing meeting notes. This saves users considerable time. Especially for manual tasks such as searching for information.

Knowledge workers spend an average of 2.5 hours per day searching for information.

Reduced Frustration

Microsoft 365 Copilot can help reduce frustration. It provides solutions when users are stuck on a task. The tool can also help users struggling with an Excel chart or table. Instead of having to figure out how to generate it, they can simply give a command to Copilot to do it for them.

Improved Productivity

Microsoft Copilot handles tasks that go beyond what business apps have historically done. For example, you can use it in PowerPoint to create a presentation for you. Use a command such as, “Create a six-slide presentation based on (this) document.” You can also tell it to find appropriate Microsoft stock photos and insert them.

The sky is the limit right now for how much this tool is going to impact office productivity.

When Will Microsoft 365 Copilot Be Available?

At the writing of this article, Microsoft hasn’t announced a release date yet. It is currently testing Copilot with a limited number of users. You will most likely see it coming out sometime soon.

Improve Your Microsoft 365 Value & Security

Need help with security or setup in Microsoft 365? Give us a call today to talk to one of our cloud app experts.

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

Data visualization is a powerful tool for communicating complex data. It presents it in a simple, easily understandable format. But it is not enough to simply create a graph or chart and call it a day. To truly make use of information, it is important to create insightful reports. Reports that effectively communicate the story behind the data.

Insightful reports help decision-makers understand key trends and patterns. As well as identify areas of opportunity and make informed decisions. If analytics graphs and bar charts are only telling part of the story, it can lead people to wrong decisions.

Creating holistic and insightful reports requires the use of several data points. One tool that enables this is Microsoft Power BI.

What Is Microsoft Power BI?

Microsoft Power BI is a business intelligence tool. It allows you to connect many data sources to one dashboard. Using Power BI, you can easily model and visualize data holistically.

The platform has over 500 different data connectors. These connectors can tap into sources such as Salesforce, Excel, Azure, and more. Users can leverage pre-built report templates to save time in creating data-rich reporting. Teams can also collaborate and share dashboards virtually.

Tips for Designing Great Data Visualization Reports

Getting started in Microsoft Power BI entails:

• Signing up for the software
• Connecting your data sources
• Using its tools to create report visualizations

But creating great reports goes beyond that. Below, we’ll go through several tips and best practices for getting the most out of your Power BI output.

Consider Your Audience

You should design reporting dashboards with the end user in mind. What is it that this audience wants to see? Are they looking for bottom-line sales numbers? Or do they want to cover insights that can help target productivity gaps?

The use of clear and concise language and effective visualizations are important. These help to highlight the key takeaways from the data. Customize reports to the audience’s level of technical expertise and business goals.

Don’t Overcomplicate Things

Many times, less is more. If you find that your dashboard looks crowded, you may be adding too many reports. The more you add, the more difficult it is to read the takeaways from the data.

Remove all but the most essential reports. Look for ways to include different data sets in a single report, such as using stacked bar charts. Dashboards should show important data at a glance, so do your best to avoid the need to scroll.

Try Out Different Chart Types

Experiment with presenting your data in different ways. Flip between bar, pie, and other types of charts to find the one that tells the story the best. When building a new dashboard for your organization, get some input. Ask those who will review the reports which chart type works best for them.

Get to Know Power Query

Power Query is a data preparation engine. It can save you a lot of time in developing insightful reports. This engine is used in Microsoft tools like Power BI and Excel.

Take time to learn how to leverage this tool for help with:

• Connecting a wide range of data sources to the dashboard
• Previewing data queries
• Building intuitive queries over many data sources
• Defining data size, variety, and velocity

Build Maps with Hints to Bing

Bing and Power BI integrate, allowing you to leverage default map coordinates. Use best practices to leverage the mapping power of Bing to improve your geo-coding.

For example, if you want to plot cities on a map, name your columns after the geographic designation. This helps Bing identify exactly what you’re looking for.

Tell People What They Are Looking At

A typical comment heard often when presenting executives with a new report is, “What am I looking at?” Tell your audience what the data means by using features like tooltips and text boxes to add context.

Just one or two sentences can save someone 5-10 minutes of trying to figure out why you gave them this report. That context can get them to a decision faster. It also helps avoid any confusion or misunderstandings about the data.

Use Emphasis Tricks

People usually read left to right and from top to bottom. So put your most important chart at the top, left corner. Follow, with the next most important reports.

If you have specific numbers that need to stand out, increase the font size or bold the text. This ensures that your audience understands the key takeaways.

Use can also use colors to emphasize things like a “High, Mid, Low.” For example, a low level of accidents could be green, a mid-level in yellow, and a high colored red. This provides more visual context to the data.

Need Help with Power Bi or Other Microsoft Products?

We can help you get started or improve your use of Microsoft 365, Power BI, and more. Give us a call today to schedule a chat about leveraging this powerful platform.

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

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’ve 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.

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.

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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Companies both large and small share this one cybersecurity problem. They have computers that are still running older operating systems. Staff might use these devices only occasionally. Or the company may be running customized software that won’t run on newer OS versions.

The problem is that when the OS becomes outdated, the system is open to cyberattacks. When Microsoft or another developer retires an OS, it means that it is no longer supported. No more feature updates and no more security patches for newly found vulnerabilities.

The latest operating system to lose all support is Windows 8.1. Microsoft released the OS in 2013, and it was officially retired on January 10, 2023. Microsoft issued the following warning for companies:

“Continuing to use Windows 8.1 after January 10, 2023 may increase an organization’s exposure to security risks or impact its ability to meet compliance obligations.”

Here are a few facts you should know about what this retirement of Windows 8.1 means.

The OS Will Still Technically Work

When an operating system reaches its end of life, it doesn’t just stop working. Thus, many companies go on using it without realizing the security risk. Technically, the OS will work as it did the day before retirement. But it’s a lot less safe due to the loss of support.

Your System Will No Longer Receive Security Patches

Software and OS vulnerabilities are sought out and exploited all the time. This is what hackers do for a living. The vulnerability cycle usually begins with hackers finding a software “loophole.” They then write code to exploit it that allows them some type of system access.

The software developer learns of this, usually once hackers start breaching systems. They write code to fix that vulnerability. Developers then send the fix to users via an update that they install. This protects the device from one or more hacker exploits.

When an OS reaches its end of life, these fixes are no longer made. The developer has moved on to focus on its newer products. So, the vulnerability remains. It leaves a device vulnerable to hacks for days, months, or years afterward.

Approximately 61% of security vulnerabilities in corporate networks are over five years old.

Options for Upgrading

If you have a computer that is still running Windows 8.1, you have two options for upgrading. You can opt for Windows 10 or Windows 11. If the computer is running such an old OS, there is a chance your system may not meet the requirements for one or both. In this case, you may need to buy a new device altogether.

Microsoft states that there is no free option to upgrade from 8.1 to Windows 10 or 11. Some of the advantages you gain when upgrading include:

• Better built-in security
• Faster processing
• Capability for more modern features (like facial recognition)
• Improved accessibility features
• Updated productivity tools (like snap layouts in Windows 11)

What Happens If I Don’t Upgrade?

Security & Compliance Issues

Your data security is at risk if you stay on Windows 8.1. Without any security updates, any vulnerabilities will stay unpatched. This leaves your system highly vulnerable to a breach. One hacked system on a network can also cause the breach or malware infection to spread to newer devices.

If you have to comply with a data privacy regulation, like HIPAA, you’ll also run into issues. Data privacy rules dictate making reasonable efforts to protect data. Using a device with an outdated OS jeopardizes meeting compliance.

Slowed Productivity

The older systems get, the slower they get. Staff that must work on outdated software often complain that it hurts productivity. 77% of surveyed employees were frustrated with outdated tech. Employees dealing with outmoded systems may also quit. They are 450% more likely to want to leave and work elsewhere.

An outdated operating system can hold your staff back. They miss out on modern time-saving features. They can also run into problems with bugs that will no longer get fixed.

Incompatibility With Newer Tools

Software and hardware developers aren’t looking back. Once Microsoft retires an OS, they aren’t prioritizing its compatibility. In fact, some may not want their product to be compatible with it because of the liability.

When you have issues using modern software and hardware it hurts your business. You become less competitive and begin to fall behind. Staying on an outmoded OS keeps you stuck in the past.

Get Help With Your Windows Upgrades

We can help you upgrade smoothly from an older Windows OS to a new one. If you need a new system, we can point you in the right direction for the best value. Give us a call today to schedule a chat about upgrades and where your security stands.

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

Microsoft 365 is one of the most popular cloud platforms in the world, with about 345 million paid seats. Microsoft cloud tools numbers were up 32% in Q3 2022 compared to the previous year.

One of the reasons for its continued growth is the suite of cloud tools offered in the service. Users get a stable of over 20 different apps, including the core MS Office suite.

With so many different apps, it’s not uncommon for some to go unused. Companies may not even be aware they have access to these other helpful tools. One of the handiest apps you get with a Microsoft 365 subscription is Microsoft Forms.

From sending year-end customer surveys to assessing change readiness, Forms makes it easy. This online survey and form-building tool has a lot to offer organizations. And if you have a subscription to Microsoft 365, then you already get Forms included for free.

What Is Microsoft Forms?

Microsoft Forms is a drag-and-drop form, quiz, and survey creator. It’s simple to use and allows you to send out surveys via a link. Recipients can fill out your form online from any device.

Once recipients fill out the survey, the results come into the software instantly. You can see the collated results charted in the software. You can also export the results to Excel.

How to Get Started in Forms:

1. Visit Forms.office.com and log into your Microsoft account.
2. Choose “New Form” or “New Quiz: from the top menu

3. OR you can choose to explore the built-in templates.

4. Click “Add New” to add a new form field. You can choose from field types:
   • Choice (i.e., multiple-choice question)
   • Text
   • Rating
   • Date
   • Ranking
   • Likert (a scale that records attitudes/opinions about a topic)
   • Net Promoter Score® (a scale from “not likely” to “extremely likely”)
   • Section (separator that can include a title and image)
5. Enter your questions.
6. Once finished, click “Send” at the top. You can distribute the survey using the following options:
   • Link to a web form
   • Email
   • QR code
   • Embed in a web page
   • Via Facebook or Twitter
7. View responses on the “Responses” tab

Advantages of Using Microsoft Forms

It’s Included in Microsoft 365 Subscriptions

If you already subscribe to Microsoft 365, then it makes sense to use Forms. It can save you money if you’re using a separate survey tool, like Survey Monkey. It’s easily accessible by signing in with your Microsoft account.

It Saves Time

Sending a survey by email is time-consuming. You have to worry about emails bouncing due to an attachment. You also need to spend time collating all the results as they come in.

Using MS Forms can save you a lot of time. People don’t need to download anything or open an email file attachment. They simply follow your link and fill out the form online. As soon as they fill the survey out, you get the result. Forms also collates all the answers for you.

Get Charted Results Automatically

You can quickly see the results of the survey in meaningful graphs. Forms makes it simple to export to Excel if you want to upload the survey results into another platform.

On the “Responses” tab, you can hover over the result graphs to see the details.

It’s Easy to Use

There’s a very low learning curve with Microsoft Forms. The interface is intuitive and simple, so just about everyone can jump in and start using it.

What Are Some Ways You Can Leverage Microsoft Forms?

Annual Customer Satisfaction Survey

Using a web-based survey can increase your response rate from customers. They can fill out your satisfaction survey from any device, making it quick and easy for them.

You can see results instantly. Then, chart them to gain insights into what your business is doing right, and what you can improve upon.

Employee Security Awareness Quiz

Send a security awareness quiz to your employees using Forms. It can be easily integrated into your cybersecurity awareness training. The platform also tells you the average response time per person.

Change Readiness Survey

Change management is a growing focus of many organizations. This is due to the speed of technology-driven transitions. You can use Forms to improve user readiness for change adoption. Create and send out a change readiness survey to affected groups.

Event Registrations

Are you hosting an event? You can easily gather registration details. Send out a Forms link via QR code, social media, text, or email.

Volunteer Registration Form

Embed an MS Forms registration form on your web page to sign up volunteers. The platform will automatically collate different talents or other volunteer information. This helps you better match people’s talents to your needs.

And More

You’ll find more ideas from the Forms templates. Such as:

• Competitive analysis study
• Post-event feedback survey
• Office facility request form
• Employee satisfaction survey
• Product pricing survey
• Food catering request form
• Save the date form
• Course enrollment form

Would You Like to Get More Out of Microsoft 365?

There is a good chance that your company may be leaving some value on the table with M365. Give us a call today to learn more about our Microsoft 365 support services.

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

Microsoft released the Windows 11 operating system (OS) over a year ago. It was largely well-received as stable and user-friendly. The OS is not a large departure from the Windows 10 experience. But it does offer a lot of enhancements over the older environment.

Yet with several improvements and a free upgrade for Windows 10 users, it still lags in adoption. As of November 2022, Windows 10 still owns the lion’s share of Windows PCs. It has a 69.75 percent usage share as compared to 16.13 percent for Windows 11.

People are slowly upgrading to the newer OS. But it’s natural for some to take a wait-and-see stance. They want to make sure it’s worth the time to upgrade. Additionally, no one wants to have to relearn their computer desktop.

The good news is that Windows 11 has a similar workspace feel to its predecessor. But it packs a lot of great productivity and security benefits that Windows 10 lacks.

Here are some of the coolest features in this current Windows OS. After taking a look, you may choose to go ahead and take the plunge into the Windows 11 universe.

Snap Layouts

Most people are working with more than one app open at a time. It’s not unusual to need to reference two different windows while doing side-by-side work. Switching back and forth between apps can be tedious. It’s also time-consuming.

Approximately 68% of app users say that switching between apps costs them at least 30 minutes per day. Trying to size two windows next to each other can also be frustrating. You lose the scroll bar or can’t get to the menu items unless you resize.

Enter snap layouts. This nifty feature in Windows 11 solves the multi-app problem. Simply hover over the maximize icon at the top of any window to get access to a snap layout.

Choose the area you want for the active app, and it will snap into place and allow you to choose apps for the other slots.

Master Search

Need to find a document, website, image, or app quickly? Use the Windows 11 master search. Just click the search icon on your desktop. You’ll get a search bar that will populate results from the entered keyword.

As an added touch, Microsoft populates fun topics into the search bar daily. Learn more about James Webb Space Telescope, Coffee Day, or other fun subjects.

Once you enter your keyword, you can further refine your search. Refine it according to the type of search result you want. (apps, documents, web, etc.).

Clipchamp Video Editor

In the latest Windows 11 update, Microsoft gifted users with a free video editor. The new Clipchamp app makes it easy to edit videos. You don’t need to download any extra software.

Clipchamp has a lot of the features you’d expect to have to pay for. These include templates, effects, video resizing, green screen, and more.

MS Teams Video, Audio & Text Messaging

Video calls have become the norm since the pandemic. But not all video software is easy to use. Most of us have had to wait on someone late to a call because they were struggling with the app.

Windows 11 comes with Microsoft Teams preinstalled. This gives you a simple click-to-call experience. You can easily invite someone to a video or audio call. The person does not need to have a Microsoft account to connect with you. This makes things easy on both sides.

Another great feature of the Teams app in this OS is the fact that you can use it for SMS messaging. Instead of having to drag out your phone, just text someone from your desktop.

Accessibility Features

Windows 11 has some great accessibility features. They’re designed to help ensure everyone can use their computer as they want. Those with disabilities can enjoy these features. As well as those that like the extra flexibility they offer.

Four of the newest accessibility features in the OS include:

• System-wide live captions
• Focus sessions
• Voice access
• More natural voices for Narrator, Windows’ built-in screen reader

Collections in Microsoft Edge

Microsoft Edge is the default browser for Windows. It’s worth checking out if you haven’t yet. Especially because of a feature called “collections.”

If your bookmarked favorites are becoming a mess, you’ll love this Edge capability. If you click the “plus” icon at the top of an Edge browser window, you’ll get the collections panel. Add a collection subject and click to add webpages.

You can see a preview of what you’ve added, and everything is nicely organized. Collections are easy to access and easy to delete when you’re finished with them.

Microsoft Defender SmartScreen

Phishing remains the biggest online security threat. It’s used to enable many forms of cyberattacks, from ransomware to credential theft. A significant number of phishing messages send users to malicious websites. You often don’t know until it’s too late that you’ve landed on a malware-laden site.

Windows 11 includes Microsoft Defender SmartScreen. This app helps protect you from those dangerous phishing sites. The app checks URLs in real-time against a dynamic list of reported phishing sites. It will warn you if a site is potentially dangerous.

Want an Expert to Help with Your Windows 11 Upgrade?

It can be intimidating to upgrade your system’s operating system. Why not get a pro to help? Give us a call today to schedule a chat about a Windows upgrade.

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

If you follow Microsoft products, then you may know about Microsoft Ignite. Held annually, it generates many exciting updates and announcements in the Microsoft world.

Microsoft held its most recent conference last October. In the rush of the recent holidays, you may have missed some of the highlights. So, we’re bringing them to you now.

One thing you’ll notice is that Microsoft Teams got a lot of love at the event. Microsoft is now describing Teams as “the app at the center of Microsoft 365.” We can see why the company keeps enhancing this virtual workspace. Teams now has over 280 million users. It’s not surprising seeing that Microsoft has introduced over 450 new Teams features. And that’s just in the last year.

We’ll go over some Teams features below, along with other Microsoft App announcements from Ignite. These may give you some ideas for your next digital workflow upgrade.

Teams Premium

There is a new Teams Premium offering from Microsoft that adds a whole new AI component to the platform. This service includes several AI-powered features. They make it seem like you have your own meeting assistant.

Some of the cool features include automatically generating chapters from a Teams meeting. The app also generates personalized highlights for you. This saves you from having to rewatch the meeting later.

If you’re meeting internationally, you can enjoy real-time translations for captions. Meeting guides is another new feature. It sets up your meeting options according to your needs.

360-Degree Intelligent Camera for Teams Meetings

SmartVision 60 is the first 360-degree, center-of-room intelligent camera. It has the ability to track the speaker as they’re moving. The camera is also due to have a people recognition feature coming soon.

Virtual meetings can feel much more like real meetings using SmartVision 60. Instead of just seeing a small video feed of one person, the movement of the camera can capture a whole team.

Cisco is Now a Certified Devices Partner for Teams Rooms

Those that are fans of Cisco meeting products will be pleased to know they now have more options. Microsoft announced that Cisco is now a Teams Room Certified Devices partner. You can now start Teams meetings across all certified Cisco meeting devices.

Microsoft Places

One of the virtual workspace apps to support the new hybrid movement is Microsoft Places. This is a team management app that integrates with the rest of the Microsoft 365 ecosystem.

The office is still around, but for how long? Much of the world had to do things virtually during the pandemic. Many companies and employees found they like it better that way. Seventy-four percent of US companies have or plan to put in place a permanent hybrid work model.

Microsoft Places is one more way Microsoft is leading the hybrid office revolution. Some of the app’s features include:

• Manage and track where employees are working (at home or in the office)
• Track whether coworkers are away or available
• Track physical room use to make strategic decisions

Hours & Location Feature in Outlook & Teams

Another feature announcement related to the hybrid working world is hours and location. This is a new capability added to Teams and Outlook to make it easier to schedule in-person meetings.

It can get tricky to plan in-person meetings when you don’t know who is working at the office and who is remote. If you plan without checking, you’re bound to alienate someone. They won’t be happy if they were planning to work from home that day.

The new hours and location feature allows people to specify where they are working. They can adjust this from hour to hour. It takes the guesswork out of scheduling.

Loop App Private Preview

Another exciting app announcement that Microsoft made was about its Loop app. It stated that Loop entered private preview. This gives some organizations a chance to check it out.

Loop is a collaborative workspace app that helps teams ideate in a virtual space. All data pulled in from Microsoft 365 apps syncs automatically to stay up to date.

Microsoft Clipchamp Video Editor

You may have noticed an unfamiliar app popping up on Windows. Microsoft Clipchamp was formally announced at the Ignite event. It’s a quick and easy video editor for Windows PCs.

Have you ever felt frustrated trying to fix a video and not having the right tool to do it? Then you may want to take a closer look at what Clipchamp has to offer. It looks to have a fairly low learning curve.

Get Help Navigating the Microsoft 365 Universe

Microsoft 365 has come a long way in a short period. There are many different app integrations you can use to power your workflow. But it can get a bit complicated without an expert to help. Give us a call today to schedule a Microsoft consultation.

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Featured Image Credit

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