How to Use Microsoft Copilot’s Prompt Coach to Get Better Results

2026-07-27T08:50:47+01:00July 9th, 2026|AI, Cloud Services, Cyber Essentials, Financial Services, Remote Working, Tips and Advice|

One of the most common frustrations we hear from Microsoft Copilot users is that they are not getting the results they expected. In many cases, the issue is not Copilot itself – it is the prompt. Writing an effective prompt is a skill, often referred to as prompt engineering. The more specific and structured [...]

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Microsoft Copilot Cowork has arrived – should your business be using it?

2026-06-30T17:43:30+01:00June 30th, 2026|AI, Tips and Advice|

Microsoft Copilot Cowork has arrived – should your business be using it? Microsoft has officially launched Copilot Cowork, a new capability for Copilot that goes beyond answering questions and drafting. In fact it can complete entire pieces of work, take actions and develop tools on your behalf. Unlike Microsoft 365 Copilot, which helps you [...]

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How to build a financial management pack dashboard in minutes with Microsoft Copilot Cowork

2026-06-24T17:13:27+01:00June 24th, 2026||

    Learn how to build a financial management pack dashboard in minutes with Microsoft Copilot Cowork Every month, finance teams and accountants spend hours assembling management accounts and board packs copying figures between spreadsheets, formatting reports, and trying to make the numbers tell a clear story. It's essential work [...]

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Leveraging AI to give professional and financial services firms a competitive edge

2026-04-02T09:21:07+01:00April 2nd, 2026||

    REGISTER FOR THE EVENT AI and in particular Microsoft's 365 Copilot AI are in the news everywhere.  AI promises to revolutionise the workplace and is expected to have a transformational impact on professional and financial services businesses. This exclusive workshop, designed for Accountancy, Legal and Financial Services firms, [...]

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Leveraging AI to give law firms a competitive edge (Surrey Law Society special)

2026-03-17T11:21:32+00:00March 5th, 2026||

      THIS IS A DEDICATED EVENT IN COLLABORATION WITH THE SURREY LAW SOCIETY. SURREY LAW SOCIETY MEMBERS CAN ATTEND FOR FREE. GUEST LEGAL FIRMS ARE INVITED BUT MUST PAY A GUEST FEE REGISTER FOR THE EVENT AI and in particular Microsoft's 365 Copilot AI are in [...]

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How Practice Managers can use AI to run a more efficient Accountancy practice

2026-05-18T10:08:31+01:00January 2nd, 2026|Accountants, AI, Tips and Advice|

The accountancy sector is changing rapidly with private equity backed firms growing rapidly from acquisition and creating competitive pressure on smaller practices.  At the same  time, recruiting and retaining staff remains a challenge and the pressure is on to deliver more work, improve client satisfaction and at the same time, reduce costs. Leveraging technology [...]

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How to use an AI agent to create your social media posts

2025-12-29T15:28:14+00:00December 29th, 2025||

    Learn how to create an AI agent to generate your social media posts Creating social media posts is time consuming and for those without a creative mind, also taxing work. Many firms outsource it at considerable cost or worse still, do not do it at all. In this [...]

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How to run better meetings with Microsoft Loop, Planner and Teams

2025-12-29T15:32:37+00:00December 29th, 2025||

    Are you making the most of the Microsoft 365 tools to run more effective meetings? Microsoft 365 contains a wealth of applications that can be used to run better structured, more effective meetings - and to better manage the actions coming of them.  However most people are unaware [...]

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How to use Mimecast better to manage and secure your email

2025-12-29T15:15:19+00:00December 29th, 2025||

    Are you getting the most out of Mimecast email security? Mimecast is the leading email security service for professional and financial services firms. As well as providing industry leading security, it has some powerful functionality.  However, this power can also create confusion.  In this webinar we will cover [...]

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How to create your first Microsoft Copilot Agent

2025-12-29T15:14:48+00:00December 29th, 2025||

    Learn how to solve common business challenges using Microsoft Copilot agents If you’ve been hearing the buzz about AI agents but haven’t built one yet and wouldn't know where to start, this practical session shows exactly how to design, configure and publish your first agent to help with [...]

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