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Is Now the Right Time to Invest in a Microsoft 365 Upgrade?
Yes, if your organization is on Microsoft 365 E3 or E5, 2026 may be the right time to upgrade. Five signals point in that direction: July 1, 2026 price increases, the arrival of Microsoft 365 E7 with bundled AI capabilities, growing security and compliance requirements, hidden [...]
How We Used Copilot Studio to Solve a Problem No One Planned For
A Copilot Studio agent can automate workshop credential assignment by validating event codes, collecting attendee details, triggering Power Automate flows, and assigning the next available training account from a SharePoint-hosted Excel file. This reduces manual work, prevents duplicate assignments, and helps attendees access lab [...]
Internal Comms Strategy in the Age of AI: Why Content Planning Matters
Internal communication has always been about helping people understand what matters, what’s changing, and what they need to do next. But that job is getting harder. Employees are navigating more channels, more content, and more noise. At the same time, communicators are being asked to move [...]
InfoPath Is Going Away. Here’s What to Do Next.
July 14, 2026. That's the date Microsoft fully retires InfoPath Forms Services in SharePoint Online. After that, InfoPath forms will stop opening, submitting, and rendering. No extension, no exceptions, including GCC and DoD environments. If you're an IT leader or operations lead responsible for [...]
Automation in a Day
Possibilities are limitless, but time is not. Discover a better way to get things done across your organization by streamlining repetitive tasks and business processes. Automation in a Day (AuIAD) is a beginner-level training designed for everyone to learn automation using Power Automate and Power [...]
Webinar Recap-Reduce Microsoft 365 Licensing Costs Before Your Next Renewal
Microsoft 365 licensing is changing, and for many organizations, the next renewal could be more expensive than expected. In our recent webinar, "Stop Overpaying for Microsoft 365: A Practical Licensing Cleanup Before Your Next Renewal," we walked through what’s changing, where organizations commonly overspend, and [...]
Skills in Copilot in SharePoint for Regulated Industries
Part 3 of a series on Skills in Copilot in SharePoint. Start with Extending AI in SharePoint with Skills or read Getting Started with Skills. Picture this: it's 9:08 a.m., and a team inbox lights up with a request that sounds simple. "Please provide all records related to X." In reality, it triggers a [...]
Getting Started with Skills in SharePoint: What a Real Implementation Looks Like
Part 2 of a series on Copilot in SharePoint Skills. If you're new to Skills, start with Extending AI in SharePoint with Skills. In Part 1 of this series, we covered what Skills can do. The response we heard most after that post was some version of: "This sounds [...]
Webinar Recap – Is Microsoft 365 E7 Worth It?
Microsoft 365 licensing has changed and this time, it's not just a pricing update. In our recent webinar, we explored a question that's now landing on the desks of IT leaders, security teams, finance, and procurement simultaneously: Is Microsoft 365 E7 actually worth it? [...]
Agents Are Users. It’s Time to Secure Them Like One.
Are AI agents in Microsoft 365 treated like users? Yes and they must be managed as such. In the Microsoft 365 environment, AI agents independently access data, trigger workflows, and make decisions. Microsoft Agent 365 provides the centralized control plane to govern, monitor, and [...]
Agent in a Day (AgIAD)
Agent in a Day is a beginner-level training designed to help anyone-whether you're a business expert or an IT developer-learn how to respond rapidly and at scale to customers, employees, and suppliers using agents. In just one day, you'll learn to build agents quickly using [...]
Extending AI in SharePoint with Skills: Teaching AI in SharePoint to Work the Way You Do
Here's a challenge most organizations quietly wrestle with: AI tools are generic by design. They respond well to broad questions but struggle with the specifics that make your organization tick such as your naming conventions, your review processes, the way your team builds a [...]
Microsoft 365 E3 vs E5 vs E7: Which is the right plan for your business?
With the release of Microsoft 365 E7 coming to the general public May 1, 2026, it’s time for businesses to consider which plan is the best for them. Each enterprise tier has its own features and strengths, and we’ll dive into each one. What's included in Microsoft 365 E3? [...]
Practical Automation for Legal Teams
Law firms are under increasing pressure to move work forward faster—without losing control, consistency, or oversight. In this practical session, we’ll explore how legal teams can simplify everyday legal workflows using AI‑assisted automation in Microsoft 365. You’ll see how Power Automate supports common legal scenarios such [...]
SharePoint vs iManage: Legal Document Management in 2026
Changing a legal document management system isn’t a simple matter. An uninformed decision risks problems like confidentiality breaches, ethical wall failures, retention gaps, and audit issues – or a combination of any or all of these. The consequences, therefore, are serious. However, legal document management is a key part of: Where legal professionals [...]
Microsoft 365 E7 Licensing: Big Shift Towards AI as a Core Enterprise Platform
Early this year, Microsoft signaled a potential Microsoft 365 E7 licensing tier. For years, enterprise customers have speculated whether an E7 plan would follow E5, especially as Microsoft continues layering separately priced capability onto existing plans. Initially, the idea seemed unlikely. The January 2026 episode of Directions [...]
Webinar Recap – Governance in the Age of AI: Building Trust and Readiness for Microsoft 365 Copilot
Microsoft 365 Copilot is transforming how organizations write‚ analyze‚ and collaborate with Word‚ Outlook‚ Teams‚ SharePoint‚ and OneDrive․ With AI in the flow of work‚ leaders are asking an important question: Is our Microsoft 365 environment ready to support AI responsibly, and can we [...]
Building Trust and Readiness for Microsoft 365 Copilot
Microsoft 365 Copilot is changing how organizations draft, analyze, and collaborate across Word, Outlook, Teams, SharePoint, and OneDrive. As AI becomes part of everyday work, leaders are asking an important question: is our Microsoft 365 environment ready to support AI responsibly - and can we [...]
Copilot for Legal: Protecting Confidentiality While Boosting Productivity
Most managing partners, general counsel, and legal operations leaders aren’t asking whether AI is powerful. They already know it is. The real concern is simpler and more serious: Can we use AI without putting client confidentiality, ethical walls, or professional responsibility at risk? In [...]
How Law Firms Can Maximize Hourly Billing Efficiency with AI
Hourly billing has long been the financial foundation of legal practices. It reflects expertise, accountability, and the value of a lawyer’s judgment. But beneath that structure lies a deeper challenge; lawyers are working more than ever, yet billing less than they’d expect for the effort they put. The problem isn’t competence or commitment, it’s the mounting [...]
