Test

Category: Microsoft

  • Consolidating Your IT Stack with Microsoft 365 Business Premium

    Small and mid-market businesses always have to be careful about spending and try to squeeze every bit of value out of every cent. This approach frees us up to grow and survive times of uncertainty or downturns. Whether times are good or bad, we always want to ensure we’re spending our money in the most cost-effective way possible.

    Sometimes, it can feel like a bit of a guessing game. Do we have the right tools in place? Do we have the right amount of each tool? Are we possibly buying the same thing twice? It’s not always clear. This blog post is intended to provide a framework for consolidating your stack for relatively non-technical people. If you’re an executive or leader within your organization, wondering what you should think about and ask about to ensure meaningful consolidation, this blog post is for you.

    First, we need to think about the services to consider when it comes to consolidating the stack. There are six that I’d like to talk about: cloud storage, email and calendar, video conferencing and telephony, contact and sales management, data analytics, and project and work management.

    Six Cost and Time Savers

    Cloud Storage is a great one because it’s easy to understand. Many organizations have Microsoft 365, which includes OneDrive and SharePoint. Yet, they may have individuals using Dropbox, even the free version, in their company. In any case, that third-party product, whether Dropbox or something else, most likely hasn’t been secured and doesn’t have the same protections as the rest of their environment. This also refers to the shared responsibility model: you’re responsible if the environment gets hacked through your ID or the configuration is messed up. The third-party provider is not guaranteeing your environment will be safe but rather securing the areas they’re responsible for.

    Years ago, sharing files securely with external users on the Microsoft platform was difficult. That’s no longer true. At that time, it wasn’t apparent to everyone that the third-party provider they were using might not have had the required security controls.

    When thinking about security, consider on-premises servers. Some applications may have moved to the cloud, eliminating the need for those servers. We had a customer who didn’t realize they could leave the server behind and log in using the online version of Microsoft’s cloud.

    Many of us use Outlook Calendar to send and receive invitations to meetings. However, we need another alternative when we want the public to see our calendar. Microsoft Bookings, included with Business Premium, allows sharing your calendar.

    When it comes to holding meetings, Teams has made tremendous advances. A friend recently mentioned they were still using Zoom because they knew the product well and it could do transcripts, albeit only if she remembered while the meeting was being recorded. Now that they have started using Teams, they want to switch to that platform. Switching to Teams or Webex may make sense if you’re using Zoom. Teams offers an out-of-the-box version and additional features like telephone calls (domestic and international), webinars, and even town halls for up to 10,000 attendees if you want to think big 😊. Teams is the foundation for this, including collaboration tools.

    You may use SharePoint or OneDrive to store your files and another product like Salesforce to manage your contacts. But your emails, tasks, and files are all in Microsoft. Why not move the contacts there, too? With Power Platform, you can create custom workflows, cloud integrations, and more.

    With Power Platform, you can combine data from many other tools for reporting. If you’re using another platform for reports, consider Power Platform or even Power Query within Microsoft Excel.

    Device and Patch Management is a powerful feature not often used in Business Premium. If your current MSP does not offer this option today, consider exploring other options to maximize your investment.

    What is Not a Good Candidate for Consolidation?

    Some software is best served outside of your Microsoft Cloud. Although SharePoint has a recycle bin and Exchange has optional archiving, we recommend utilizing a third-party backup.

    Next Steps

    We recommend the TechHouse Blueprint process to move projects forward. The TechHouse process starts with a diagnostic—asking a series of questions to uncover the most meaningful outcome of this change. Is it reducing product costs? Increasing efficiency? Improving security?

    When you have a clear and measurable purpose, the next step is to design the consolidation. Work with someone familiar with the tools to identify how each can meet your needs. Depending on the size and scope of your needs, this could take less than an hour, a week, or more of effort. At this point, you are typically about 1/4 the way through the project. Next up: configuring the tools, migrating any information, training the team, and benefiting from the solution.

     

    TechHouse

    Innovative Solutions. Practical Software. Friendly Support.

    Schedule a call  |  View Upcoming Events  |  Access our TechHouse Library of Articles

  • Dynamics GP Support FAQ And Key Dates

    GENERAL

    Q. When will Dynamics GP support end?

    For customers using the latest version of Dynamics GP (currently v18.6), Microsoft will continue releasing product updates, regulatory (tax) updates, and security updates/hotfixes until September 30, 2029, and security updates if needed until April 30, 2031. And technical support will be available until September 30, 2029 (except until April 30, 2031, for support related to security updates/hotfixes). Customers using an earlier version of Dynamics GP covered by the Modern Lifecycle Policy (i.e., v18.1 – 18.5) should upgrade to the current version of Dynamics GP.

    For customers on a legacy version of Dynamics GP covered by the Fixed Lifecycle Policy (GP 2018 R2 and earlier), support ends on the dates published on the Microsoft lifecycle website (see https://microsoft.com/lifecycle), which are earlier than above.

    Note: To access any updates or support during the periods indicated above, customers must have an applicable Service Plan.

    Q. Why is Microsoft ending support for Dynamics GP?

    Microsoft is channeling its innovation and investment into cloud solutions and technologies. We are convinced that cloud solutions elevate business performance through AI capabilities and enhanced security. Consequently, we are accelerating our investment in Dynamics 365 Business Central to address the ERP needs of small and medium-sized businesses.  

     

    END OF SUPPORT

    Q. Can customers download security updates for their existing Dynamics GP environment after April 30, 2031?

    For customers on the current version of Dynamics GP (currently v18.6), Microsoft does not expect to create additional security updates beyond April 30, 2031.

    For customers on a legacy version of Dynamics GP covered by the Fixed Lifecycle Policy (GP 2018 R2 or earlier), support ends on the dates published on the Microsoft lifecycle website (see https://microsoft.com/lifecycle), which are sooner than April 30, 2031.

    In either case, current policy permits customers with an active Service Plan (e.g., AP) to download previously released security updates for their version of Dynamics GP, even if such download occurs after the applicable end of support date(s) for that version. Policies are subject to change.

    Q. Can customers user licenses and modules to their existing Dynamics GP perpetual or subscription environments beyond September 30, 2029, or April 30, 2031?

    Currently customers with an active Service Plan (e.g., AP) may purchase additional user licenses for their existing system, even if such purchase occurs after the applicable end of support date(s). Policies are subject to change.

    Q. Can customers purchase Service Plans beyond September 30, 2029?

    Currently customers may renew their Service Plans (e.g., EP, AP, Advantage Plans) beyond their end of support date(s), however, product support benefits including upgrades and incident support are not provided by such plans beyond end of support dates as described in the first question of these FAQs. See Microsoft Services and Support Policy Guide (PSBC log-in required) for which benefits are available before and after end of support dates. Policies are subject to change.

    Q. Will Extended Security Updates (ESUs) be offered?

    Extended Security Updates or ESUs (which provide critical security updates beyond end of support) are not expected to be offered for Dynamics GP products.

    Q. Can customers using Dynamics GP continue to use the product beyond its end of support date?

    Customers with a perpetual license for Dynamics GP may continue using their licensed solution beyond its end of support date, however, use of a then-unsupported product is not recommended.

    Currently customers with a subscription license for Dynamics GP are not blocked from renewing their subscription license on Dynamics GP’s end of support date, but doing so is not recommended as the product would no longer be supported. Permitting such continued use will be reviewed and may change.

    Q. Will Service Plans end on September 30, 2029?

    Customers should engage with their partners to develop a migration plan which considers any renewal date considerations. Currently Service Plans (e.g., EP) are available beyond end of support dates, although many benefits (e.g., upgrades) do not extend beyond the end of support dates as described in the first question of these FAQs. See Microsoft Services and Support Policy Guide (PSBC log-in required) for benefits available before and after the end of support dates. Policies are subject to change.

    MIGRATING TO DYNAMICS 365 BUSINESS CENTRAL

    Q. Can customers with highly customized Dynamics GP environments migrate to D365 Business Central?

    Dynamics 365 Business Central has benefited from extensive development and enhancement in recent years and many features/processes that once required customization are included in the base product. In addition, there has been tremendous growth in ISV extensions for Business Central, providing cost-effective solutions for customer and industry-specific requirements. Over 5500 solutions are available in AppSource to extend Business Central’s functionality. Click here to explore.

    Q. Can customers move from Dynamics GP perpetual to Dynamics 365 Business Central on-premises?

    Microsoft believes Dynamics 365 Business Central (online) represents the best long-term solution for most Dynamics GP customers. However, Dynamics 365 Business Central on-premises perpetual licenses currently remain available for new Business Central customers until April 1, 2025, and Dynamics 365 Business Central on-premises subscription licenses currently remain available for new Business Central customers until April 1, 2026. Policies are subject to change.

     

    GP Versions with Support Start and End Dates

     

  • Maximizing SharePoint Online: Solving Common Challenges for Professional Services Organizations

    Information overload is commonplace today, and work is no different. One of our customers shared that they had stored all their files in one folder hierarchy over the past 20 years. These were large engineering documents. Many of them were versions they no longer needed, but in the past, they just kept throwing more storage at the problem. It sometimes took days to find a file from an older project. But now expectations have shifted. Their clients expect searches to be hours, not days, and their old file server can’t meet that expectation.

    Another customer relayed that they did move to SharePoint from their file server three years ago. However, their team members with limited knowledge of SharePoint migrations completed the move. Now, their SharePoint online environment is their old file server and nothing more. They are not benefitting from SharePoint’s features.

    SharePoint Online is Microsoft’s file storage and intranet service in Microsoft 365. This blog post makes the case for making the most of SharePoint Online as part of your Microsoft 365 subscription. We’ll discuss why this is important today, provide tips for end users, and offer advice for administrators managing the SharePoint Online environment. If you have any questions or need assistance, we’d love to work with you—contact our team!

    Why SharePoint Online is Important Now

    SharePoint Online has been in the marketplace for a long time, but interest has increased significantly recently. So, what’s driving this interest now, and what should we keep in mind to take full advantage of SharePoint Online?

    Key Factors Driving Interest:

    • SharePoint Online allows teams to access and share files securely from anywhere while benefiting from the same security and compliance setup we already have with Microsoft 365.
    • Many organizations are consolidating their cloud solutions, moving from multiple third-party providers with various contract start and end dates to a single consolidated vendor like Microsoft 365.
    • The co-authoring feature in SharePoint Online has matured, enabling seamless collaboration on documents, even in real time.
    • Organizations often create SharePoint sites with their Microsoft Teams for document management. However, rapid growth in this area also brings its own challenges.

    Tips for End Users

    Most of our customers benefit from two key configuration areas: “Find it Fast” and “Stay on Top of Your Work.”

    Find It Fast:

    • Create links on site pages to frequently accessed libraries and sites.
    • Tag files with keywords for quick searchability.
    • Create custom lists and views to organize content, such as retired assets or open issues.
    • Modify search settings to make finding content easier.

    Stay on Top of Your Work:

    • Use co-authoring to collaborate on documents in real time during meetings.
    • Enable versioning in libraries to track changes and restore previous versions when needed.
    • Use the SharePoint mobile app to access documents on the go, even offline.

     

    Tips for Administrators: If you will be your company’s SharePoint administrator, here are seven tips for you:

    Security and Governance:

    • Control who can create permissions and share content. Implement role-based access controls.
    • Create site policies for lifecycle management, including archiving and deletion strategies.
    • Configure storage quotas. Although storage is not expensive, it is a preventable expense in many cases.
    • Use PowerShell scripts for bulk changes, complex permission setups, and standardization.

    Efficiency and Organization:

    • Standardize metadata and content types based on department and site requirements.
    • Automate document approval processes. Incorporate relevant file content into your workflow automation for efficient operations.
    • Regularly monitor SharePoint health, usage, and adoption.

    Are you considering moving to SharePoint online or improving your use? Our team is here to provide tailored solutions that meet your specific needs. Contact us today to learn how we can help you make the most of SharePoint Online!

     

  • Planning for 2025 – Tech and Trends for Small and Midmarket Businesses.

    As we enter 2025, small and mid-market businesses must stay ahead of the curve. At TechHouse, we understand your unique challenges. Here’s a concise guide to help you navigate the key trends and ensure your business thrives.

    To-Do List from 2024

    Following the release of Generative AI in late 2023, 2024 became a whirlwind of changes and advancements. If you haven’t caught up yet, here are the must-dos:

    • Understand the Shared Responsibility Model: Ensure your team knows who is responsible for what in your IT setup, especially with cloud services.
    • Secure Based on IT Policies: Focus on AI, data management, and security. Make sure your policies are up-to-date and comprehensive.
    • Everything to SaaS: Move as many applications as possible to Software as a Service (SaaS), including desktops and legacy apps.
    • Spreadsheets Skills Refresh: Post-COVID, it’s time to refresh basic and advanced spreadsheet skills.
    • Low Code and AI Integration: Embrace low-code platforms and integrate AI to streamline operations.
    • Secure Yourself Against Increased Attacks:
      • Patching and Updates: Regularly update all software and systems. Monthly patches are essential.
      • SOC (Security Operations Center): If you don’t have a full SOC, follow basic guidelines for phishing prevention, multi-factor authentication (MFA), conditional access, and endpoint security.
      • Cloud Security: Secure connections to cloud software and monitor for anomalies. Firewalls and VPNs are still important, even with remote and cloud work.

     

    Focus for 2025: SAID – Security, AI, and Data

    Security:

    • Increased Focus on Compliance: Protection begins with your team understanding the risks and how to prevent them. Go beyond simulated phishing testing to include security policies for AI usage, data management, and updated security protocols.
    • AI Policy: With over 70% of organizations using AI by mid-2024, having a clear AI policy is non-negotiable. Train your team on its implications and usage.

    AI:

    • Industry-Specific AI Models: In 2025, expect more industry-specific and organization-specific trained AI models. Create knowledgeable AI models to search specific SharePoint content and automate everyday tasks.
    • Select Your First Application: Whether it’s information gathering, summarizing complex information, or automating tasks, consider these initial use cases:
      • Hyper-Personalization: AI can help your sales team and support desk quickly find the right mix of products for customers.
      • Smart Support: Use AI as an advanced wiki or knowledge base that provides rich conversational support for troubleshooting and problem-solving.
      • Expert Guidance: AI can be an expert in your tools, helping you become proficient in applications like Excel, Word, Dynamics Sales, or even your proprietary software.

    Data:

    • Data Quality: “Garbage in, garbage out” is as relevant as ever. Treat your file storage (e.g., SharePoint, Dropbox) with care. Cleanse data and decide what can and cannot be accessed by AI models. Tools like SharePoint AI Agents can simplify this effort.

    How to Move Forward from Here:

    • Assess Workflows: Track Time, effort, and outcomes. The goal is to understand in broad strokes where benefits may be gained. Work with a business and tech advisor to identify opportunities.
    • Assess Recent Advances and Capabilities: Consider how new technologies can be applied to your business. Consider common use cases above as thought starters.
    • Pilot Selection: Start with a small, well-defined pilot project. Provide training to ease transitions and boost productivity.
    • SAID Planning: Assess each plan based on Security, AI, and Data.
    • Deployment: Roll out successful pilots in phases. Start with early adopters and quick wins. Be prepared to adjust and pivot as technology changes during the project.
    • Feedback Loop and Repeat: Encourage continuous feedback with tools like a Teams channel or a dedicated email address.

    Planning for and delivering on these key initiatives can help you stay competitive and secure in 2025. At TechHouse, we’re here to provide innovative solutions, practical software, and friendly support every step of the way. Let’s make 2025 your best year yet!

    TechHouse

    Innovative Solutions. Practical Software. Friendly Support.

    Schedule a call  |  View Upcoming Events  |  Access our TechHouse Library of Articles

  • Microsoft Ignite 2024: Hot Topics

    The weather might have been cold, but the topics at Microsoft Ignite 2024 were sizzling with innovation and excitement. As the CEO and founder of Tech House, I had the privilege of attending this year’s event, which was brimming with new capabilities offered by Microsoft.

    In previous years, the exhibition floor at Ignite was a pretty equal mix of Microsoft and other vendors. However, this year, Microsoft booths filled two-thirds of the hall. I had the opportunity to meet with Microsoft product group professionals and discuss their product strategy. Outside the Expo Hall, numerous hands-on labs were bustling, with attendees eager to explore and understand the new technology. I particularly enjoyed creating various AI models and interacting with custom AI bots.

    Many advancements showcased at Ignite will be especially powerful for the small and mid-market organizations we work with. It is exciting to see Microsoft again focusing on tools organizations can use to develop solutions.

    AI has reached adoption far faster than any other tool. For instance, it took the Internet 16 years to reach 100 million users, Facebook four years, and ChatGPT only three months. By May 2024, just six months after its release, 70% of organizations worldwide were using some form of generative AI.

    That rapid adoption was evident in the Ignite Expo Hall. Every Microsoft booth included AI, whether focused on data security, the Office suite, or Azure services. The Copilot team had one of the largest booths, probably 30×30 feet, and it was busy. Copilot had numerous new feature announcements, including the new Copilot UI for AI and Copilot Actions. Our customers can now easily find information, summarize complex documents, and automate everyday tasks with natural language requests.

    Accessing, combining, and analyzing data is crucial for all organizations. Microsoft’s Fabric now integrates AI, making it more effective in analyzing, merging, cleansing, and working with data. SharePoint also now features Azure AI Agent Service, allowing us to create AI capabilities within SharePoint and deliver knowledge-driven responses.

    In summary, Ignite 2024 highlighted three key areas for small and mid-market organizations to focus on: artificial intelligence, security, and data. AI continues to enhance security capabilities, which is critical as threat actors also use AI to be more malicious. We are excited to see where 2025 leads. To learn more about what’s possible for small and mid-market organizations in 2025, we recommend checking out our LinkedIn article on 2025 trends. Stay tuned for more insights and updates from Tech House as we continue to guide our clients forward in this rapidly evolving landscape.

  • Microsoft Dynamics GP: Time to Move to Business Central

    Microsoft Dynamics GP has been a solid on-site ERP tool for many years. However, as technology changes, businesses need to consider new options to stay ahead. Microsoft will stop supporting and updating Dynamics GP in September 2029, with security patches until April 2031. Now is the best time to switch to Dynamics 365 Business Central and use cloud technology.

    Why Pick Dynamics 365 Business Central?

    Dynamics 365 Business Central is the next step from Dynamics GP. It has new features for small and mid-sized businesses (SMBs). This cloud-based tool brings finance, sales, service, and operations into one easy-to-use platform. It helps businesses work better.

    Dynamics GP vs. Business Central

    As a Dynamics GP user, moving to the cloud might seem complicated, but think about these points:

    • Problem: Dynamics GP is old and has limited cloud features. Fix: Business Central is a cloud-first tool with new features to help you grow.
    • Problem: Keeping on-site servers and data safe can be expensive. Fix: Use your budget for a complete cloud solution instead of on-site upkeep.
    • Problem: On-site tools can limit remote work and teamwork. Fix: Business Central works with your current Microsoft tools, boosting work and teamwork from anywhere.

    Business Central is a leader in today’s business world. It automates tasks and lets staff focus on key jobs. With Microsoft’s push for cloud technology, now is a great time to switch to Business Central.

    Your Move to Business Central

    For Dynamics GP users, we promise to help you move to Business Central. We have worked with GP for years and understand the steps for a smooth transition. We aim to make your switch smooth and easy.

    How We Help

    As a certified Microsoft partner, we offer:

    • Practical and Expert Help: Our team will learn about your needs and make a plan that fits.
    • Full and Friendly Support: We help with data moves, setup, training, and ongoing help. We make sure your switch is smooth, and your team is ready.
    • Innovative Custom Solutions: Every business is unique. We offer custom solutions, such as extra integrations or apps, to meet your needs.

    We are here for your long-term success. We will keep working with you to improve your Business Central setup, whether it’s new features, solving problems, or finding new growth opportunities.

    Contact Us

    Book a free 30-minute talk today to learn how we can help with your move.

     

  • Make the Most of Outlook

    In the past, businesses could refresh their technology every three or four years if it was hardware. For accounting software, it might be every seven years. Often, these refreshes didn’t even include training. Your team completed training only if you implemented a fundamentally new piece of software. Even in those cases, only a few people would be trained, and the rest would provide support as needed. So many times, training and configuration have been limited, with the thought being that people can figure it out as they go. If the software is user-friendly enough, they can figure out what to do with it and use only the “out-of-the-box” features as shipped.

    We’re in a new world where so much has changed, and technology is doing much more. Outlook isn’t just about sending and receiving email. You have to ensure email can get through the security protocols. Instead of receiving maybe 20 emails a day, you may be receiving 200 emails a day. So, how do you focus on the ones that matter most? How do you identify what to look at? The tools are just not as simple because the world we’re working in is not as simple as it used to be. We need to keep up with the tools and these new features within the tools.

    Let’s look at Outlook and some things that have happened within it. Outlook has created several capabilities to help you get more done. So what are some of those? I’ll outline four here, and then join us in our webinar to learn more about these and how to implement them so you can get more done in less time.

    You can now look at your Outlook and email views simultaneously to keep track and not have to switch between tabs. Advanced search features that didn’t exist before can help you manage your email more effectively. Using capabilities like @Mentions helps highlight to users that an email has been directed at them.

    Sometimes, these features don’t work the way we had expected. The Focused Inbox caused much pain for many users when it was first rolled out. They thought they weren’t receiving emails because those emails were not going to the Focused Inbox. Even today, many of our users choose to remove the Focused Inbox.

    Lastly, security settings must be more robust because the world requires so much more defense than it used to. But that can also mean you don’t receive the emails you are accustomed to. Many of our customers have had challenges adjusting to Quarantine and Safe Senders to ensure that all the emails they expect to receive are received.

    Keeping up with the pace of technology is just over the top now. Where training used to be a nice-to-have, it’s a must-have today if you’re going to get the benefit out of your software and also prevent problems. To learn more about how these features can benefit your business, we invite you to attend our upcoming webinar or schedule a consultation with our experts. Let us help you stay ahead of the curve and make the most of these advancements.

  • Microsoft’s CoPilot Products: What You Need to Know

    Microsoft’s CoPilot Products: What You Need to Know

    Since their launch in September 2023, less than a year ago, CoPilot products have undergone significant changes and improvements. This post will give you a brief overview of each of the CoPilot products, their main features, and how they can help you achieve your goals. You will also learn how CoPilot products are not just plug-and-play solutions but require careful planning, preparation, and customization to fit your specific needs and goals.

    How CoPilot Can Enhance Your Productivity

    Copilot’s AI-powered tools help you solve problems, create content, and research information. Depending on your subscription level, you can access different CoPilot products that suit your needs and preferences. Here are the main CoPilot products and what they can do for you:

    CoPilot in a Browser

    CoPilot in a browser is a free tool that lets you use AI to chat with Copilot, ask questions, generate content, and more. You can access it as CoPilot in Bing.

    CoPilot with Microsoft 365 Standard and Business Licenses

    If you have a Microsoft 365 Business Premium or Standard subscription, you can sign in to use CoPilot with an extra layer of security and protect your prompts from unintentional reuse. You can also use AI in productivity apps like Word, Excel, PowerPoint, and Outlook. To learn more, please read our “CoPilot Productivity Apps” article.

    CoPilot for Microsoft 365

    CoPilot for Microsoft 365 is a premium product that connects to your Microsoft 365 tenant. It can access exclusive information only known to your organization, such as:

    • Data stored in SharePoint and Email
    • Insights from Microsoft Graph

    Microsoft CoPilot for Sales and Service: Your AI-Boosted Helpers

    Microsoft CoPilot for Sales and CoPilot for Service are AI helpers that can enhance the productivity of your sales and service teams. Here are some of the things they can do for you:

    • Boost Your Productivity
      • CoPilot for Sales can help you save time, generate innovative ideas, build strong customer relationships, and close more deals.
      • CoPilot for Service can work with your contact center’s content sources to provide real-time responses, improving agent productivity and customer satisfaction.
    • Work Smoothly
      • CoPilot for Sales can provide real-time call insights, AI-generated meeting summaries, post-call analyses, and action items in Microsoft Teams. It can also craft contextual email responses, summarize lengthy threads, and create Teams Collaboration Spaces in Microsoft Outlook.
      • CoPilot for Service can integrate seamlessly with your existing workflow, whether that involves the agent console, Microsoft Teams, websites, or other apps.
    • Personalize with Data
      • CoPilot for Sales can use data from CRM platforms, large language models, Microsoft Graph, Microsoft 365 apps, and the Internet to personalize every customer interaction.
      • CoPilot for Service can connect directly to third-party knowledge bases like Salesforce, ServiceNow, and Zendesk. You can choose and manage the content sources that CoPilot for Service uses to provide real-time responses.
    • Streamline Your Workflow with AI
      • CoPilot for Sales can automatically connect external contacts to CRM contacts, streamlining your workflow and improving sales productivity.
      • CoPilot for Service can be extended with Microsoft CoPilot Studio. For example, you can boost your agent productivity even more with powerful CoPilot for Service actions. You can add more custom knowledge sources to the Copilot and set up authentication to ensure only authorized agents can use the Copilot to access information.

    Getting Started with CoPilot Products

    Like other business applications such as CRM or Accounting software, we recommend the following steps to get started with CoPilot products:

    • Select pilot and use scenarios for a staged rollout.
    • Prepare your tech platform, including data governance and cybersecurity.
    • Set up and configure your unique requirements.
    • Train team members and facilitate adoption.
    • Monitor and optimize performance.
    • Stay on top of the latest updates and changes in the CoPilot products.

    With the help of our friendly experts, you can make the most of your CoPilot product and enjoy the benefits of AI. We have extensive experience and knowledge in helping small businesses leverage CoPilot products for their specific needs and goals. We can also provide ongoing support and guidance to ensure your success with CoPilot products.

    Ready to Experience the Power of AI with CoPilot Products?

    Contact us to attend one of our planning workshops or schedule a one-on-one review. Don’t miss this opportunity to boost your productivity, creativity, and customer satisfaction with CoPilot products!