Analyze a Dynamics 365 Financial Statement with Copilot for Excel Demo With the ability to analyze Dynamics 365 financial statements with Copilot for Excel, you can quickly uncover trends, summarize key metrics, and generate actionable insights using natural language—no complex formulas required.
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Questions asked during online meetings and around the office are revealing and insightful—into the health of the firm and adequacy of systems used to manage operations. A typical professional services firm structures its business processes around the personas involved e.g. Project Managers have defined a role with responsibilities as will other roles such as Resource…
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As the pace of technological innovation accelerates, data and analytics are evolving at unprecedented rates. The global analytics market, valued at $307.51 billion in 2023, is projected to reach $924.39 billion by 2032, with AI and emerging technologies leading the charge. Staying ahead of these trends is essential for leaders seeking to secure and maintain…
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This piece by Robbie Morrison, CEO of Velosio, was initially published on Forbes.com. Check out the original here. One of the most hyped technologies in recent years, artificial intelligence (AI), has emerged as a disruptive force for businesses, the likes of which we haven’t seen since the emergence of cloud technology. The global AI market…
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Artificial intelligence (AI) and machine learning are reshaping industries, and the business community is abuzz with the opportunities they bring. Among these advancements, Microsoft’s Copilot stands out, offering tools to enhance productivity and automate repetitive tasks. This article provides an overview of the Copilot functionality available in Dynamics 365 Supply Chain Management (D365 SCM) as…
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You cannot build a data-driven culture overnight, nor is there a one-size-fits-all formula. We liken it to a journey—one that empowers teams to make decisions with confidence, drive innovation, and build resilience in the face of change. The path to becoming data-driven will look different for every organization, and the steps can be adapted, reshaped,…
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Copilot in Dynamics 365 Sales Featuring: Sales Pipeline, Summarizing Opportunity, Drafting Email Copilot in Sales is an AI assistant for sales teams to maximize productivity and close more deals. ln this demo you’ll see how we enhance Molly’s workflow by providing quick access to essential information, automating routine tasks, and improving communication efficiency. This will…
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Microsoft has unveiled significant pricing updates that will impact Copilot subscriptions, a variety of annual subscription products, and Teams Phone. These changes are set to take effect in April 2025 and will have implications for partners and clients alike. Staying informed on these updates is crucial to ensure a smooth transition and to address any…
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Background: In October 2024, a construction equipment services organization joined Velosio’s Microsoft Copilot workshop, where they explored features like automated meeting summaries, PowerPoint creation, and chatbot development with Copilot Studio. Impressed by its capabilities, they implemented Copilot across their organization, focusing on meeting management, data analysis, and document creation. Meeting summaries and action items generated…
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Background The ability to adapt and innovate in the rapidly evolving industry is crucial for a global IT leader. In October 2024, the organization attended a Copilot workshop with Velosio to explore features like automated meeting summaries, data analytics, and chatbot creation. Inspired by the session, they decided to implement Copilot to optimize meeting management,…
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