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

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

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

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

What apps does the new Planner include?

The new Microsoft Planner combines:

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

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

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

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

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

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

Enhanced Collaboration: Working Together Made Easy

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

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

AI-Powered Insights: Your Smart Copilot for Success

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

Scaling with Your Needs: From Simple Tasks to Enterprise Projects

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

Pre-Built Templates: Get Started Fast & Save Time

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

You’ll see templates for things like:

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

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

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

Access and Availability

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

The Future of Tasks, Planning & Project Management

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

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

Get Expert Business Software Support & Management

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

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Microsoft Edge continues to redefine user experiences. This is due to Microsoft’s commitment to innovation. The latest updates bring a host of features. These are designed to enhance productivity, security, and browsing satisfaction.

Chrome may have been number one for years. But Edge has been steadily gaining popularity. It is now the third most popular browser worldwide. Overtaking Firefox a while back, it’s now just behind Chrome (1) and Safari (2).

From personalized workspaces to a built-in VPN, Microsoft Edge is not just a browser. It’s a comprehensive toolkit for users navigating the digital landscape. Let’s delve into the newest Microsoft Edge features. They promise to elevate your online journey.

A New Era of Productivity: Microsoft Edge Workspaces

Introduction to Workspaces

Workspaces in Microsoft Edge represent a paradigm shift. A shift in how users organize and manage their online tasks. Imagine having a dedicated space for each project. One that seamlessly integrates relevant tabs, documents, and websites.

Microsoft Edge Workspaces makes this a reality. It allows users to create custom workspaces. Each workspace represents different aspects of their digital lives. Whether you’re working on a project, planning a trip, or pursuing a hobby. Workspaces offer a tailored and organized browsing environment.

Key Features of Microsoft Edge Workspaces

1. Personalization: Users can customize Workspaces with a unique name and color. This makes it easier to distinguish between different projects or activities.
2. Easy Access: With a single click, users can switch between Workspaces. This instantly transitions them between different sets of tabs and online resources. Users associate each Workspace with specific projects or interests.
3. Persistence: Workspaces keep their configurations. This is the case even when users close and reopen the browser. This ensures that users can seamlessly resume their work. There is no need to reconstruct their customized environments each time.
4. Efficient Task Management: Workspaces make task-focused browsing easier, minimizing distractions. This helps users maintain focus on the specific project or activity at hand.

Enhanced Security with Edge Secure Network VPN

Built-in VPN

Microsoft Edge takes a giant leap in prioritizing user privacy and security. The Edge Secure Network uses a new built-in VPN. VPNs, or Virtual Private Networks, encrypt internet connections. This helps ensure a secure and private browsing experience. Microsoft Edge now provides users with 5GB of free VPN data per month. This further protects their online presence.

Key Benefits of the VPN in Microsoft Edge

1. Enhanced Privacy: VPNs mask users’ IP addresses. This makes it challenging for malicious actors to track their online activities. This is particularly crucial when accessing public Wi-Fi networks. As well as sensitive information.
2. Secure Browsing: The VPN has an encrypted connection. This ensures that data transmitted between the user’s device and internet is secure. It reduces the risk of interception by hackers.
3. Geographic Consistency: Edge’s VPN will mask your specific location. Websites will see a location similar to yours. So, when you look up movie times or nearby services, you see what you expect. You cannot choose a specific region to route traffic from.
4. Complimentary 5GB Data: Microsoft Edge users receive 5GB of free VPN data each month. To conserve the data limit, content streaming sites aren’t routed through the VPN. These are sites like Netflix, Hulu, Disney+, etc.

Other New Features Added to Microsoft Edge Browser

Microsoft is continuously updating Edge. Here are a few more new features you can enjoy.

1. Autofill for Forms: Edge makes filling out forms online easier. It will suggest completions when you start typing into fields. This includes name, email, address, etc.
2. Web Capture: Using Web Capture in Edge makes it easy to take a screenshot. You can select an area or a full page. Then paste it into any of your files.
3. Copilot: Use the Copilot icon at the top of Edge to access AI features. This includes creating AI-generated images as well as creating quick email drafts and more.
4. Read Aloud: Need to step away from the screen for a moment? Let Edge read content for you out loud. Enabling you to multi-task like there’s no tomorrow!

Get Help Exploring Your Microsoft Services

Microsoft Edge establishes itself as a comprehensive solution. It’s great for those seeking a more productivity-focused browser. As well as a secure and private online environment. Microsoft Edge’s latest features enhance the way we work, explore, and connect.

Is your company in need of help exploring what Microsoft has to offer? From Edge enhancements to Microsoft 365 tools, we have experts to guide you.

Don’t miss out on all that these solutions have to offer. Our Microsoft experts can help set up, manage, and secure your digital workflows.

Give us a call today to schedule a chat.

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

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

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

How Does the Teams Payment App Work?

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

• Stripe
• PayPal
• GoDaddy

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

How Do You Send a Payment Request?

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

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

Image credit: Microsoft

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

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

Image credit: Microsoft

Benefits of Using the Teams Payment App

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

It saves time and hassle.

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

It increases customer satisfaction and loyalty.

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

It boosts your revenue and cash flow.

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

It enhances your professional image and credibility.

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

It helps you keep track of payments.

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

It’s seamlessly integrated with Microsoft 365.

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

It increases productivity.

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

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

We Can Help You Get More Out of Microsoft 365

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

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

Give us a call today to schedule a chat.

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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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As technology continues to advance, so does the landscape of design tools. Microsoft has been a company at the forefront of business apps. Microsoft 365 began with about seven apps. It now offers new users access to over 20.

One of the newest ones added is Microsoft Designer. This quick-and-easy design tool has caught the attention of designers and professionals alike. You can use it whether you’re a graphic pro, marketer, or small business owner. Or someone that simply wants to make a funny meme.

Microsoft Designer offers a range of features to streamline your design process. If you haven’t used it yet, you may want to check it out. With AI features and an easy interface, it can elevate your design game. Not to mention saving time and money creating business graphics.

Let’s explore the key features.

Intuitive and User-Friendly Interface

Microsoft Designer boasts an intuitive and user-friendly interface. This makes it accessible to both beginners and experienced designers. The tool provides a clean and organized workspace. It allows you to focus on your design without distractions.

Its user-friendly features include things like:

• Drag-and-drop functionality
• Contextual menus
• Easy navigation
• Text prompts to start your design

The first prompt it asks is “Describe the design you’d like to create.” This makes it simple for someone with no design experience to use it. Based on your prompt, the system can leverage AI to generate graphics. You can also upload your own.

Comprehensive Design Templates and Assets

Microsoft Designer has several stand-out features. One of them is its extensive collection of templates and assets. It has a wide range of professionally crafted templates. These enable you to kickstart your design projects quickly.

Whether you need a business card, flyer, or social media post, this app has you covered. Additionally, the tool offers a vast library of assets. These include:

• High-quality images
• Icons
• Fonts
• Color palettes

You can use these to create visually stunning designs. Ones that align with your brand identity. The abundance of design assets gives you creative freedom and flexibility. You can have fun bringing your vision to life.

Smart Layout Suggestions and Design Recommendations

Microsoft Designer goes beyond being a mere design tool. It’s a knowledgeable design assistant. The tool employs artificial intelligence. It can analyze your design and provide smart layout suggestions and recommendations. So even if making images isn’t “your thing,” you can make something decent.

The AI help is useful for those who may be new to design or seeking inspiration. Your “design assistant” can offer optimal font pairings, appropriate image placements, and more.

Microsoft Designer helps you make informed design choices. This elevates the visual impact of your creations. It also keeps you from spending hours on one design.

Seamless Collaboration and Integration

Collaboration is essential in today’s digital workspace. Microsoft Designer understands this need. The tool offers seamless collaboration capabilities. It allows several users to work on the same design project simultaneously.

You can easily share your designs with team members or clients. As well as get real-time feedback and edits. Furthermore, Microsoft Designer integrates seamlessly with other Microsoft Office applications. Such as PowerPoint and Word. This creates a cohesive workflow across different design and documentation tasks. The ability to collaborate ensures efficient teamwork. The integration with other tools enhances productivity.

Accessibility and Cross-Platform Support

Microsoft Designer recognizes the importance of accessibility and cross-platform compatibility. The tool is available both as a web application and as a desktop application. You can use it on Windows and Mac.

Use it working on your desktop computer or from a mobile device. The tool also adheres to accessibility standards. This means it’s inclusive and usable for individuals with diverse needs.

What Does It Autogenerate?

Just for fun, let’s see what we get with the AI-generated option. We’ll describe our design as, “a sales ad for orange juice with palm trees.”

In just a few seconds, this is what Microsoft Designer generated as options.

While some images might not be relevant, it gives many options that are. If you’re not getting what you want the first time, rephrase your prompt.

If you’re seeking a user-friendly design tool, Microsoft Designer is worth exploring. Whether you’re a seasoned designer or a beginner, it can save you time and money.

Learn More About Our Microsoft 365 Support

Microsoft 365 is a vast universe of apps. Ones that can lower costs and boost your productivity. From the Office suite to Intune for endpoint management, it’s a valuable asset.

Need help with M365 questions? Looking for setup and security support? We can help. Give us a call today to schedule a chat about our Microsoft support services.

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