Written with AI assistance.
This guide draws on the earlier technical article and demonstration. Adapt the steps to your organisation's configuration and responsibilities.
The original demonstration transcript is available in the Norwegian version of this guide.
Describe the questions the report should answer and who will use it. Prioritise the information the reader needs to make a decision.
Use the organisation's colours and fonts where they support readability. Create a consistent structure with clear headings and placement of key figures.
Remove elements that do not help understanding. Choose chart types, labels and colours that make comparisons easy to read.
Ask representative users to interpret the report and explain what they see. Check figures, filters, contrast and readability before use.
Ask a question or share what helped you.

Automation | Article
OpenAI’s Data agent could investigate company data and build shareable interactive dashboards. Access controls and source trails needed to follow analysis and action through the workflow.

Automation | Article
Power BI reports and semantic models became grounding in Copilot Chat and Cowork. Shared chats, synced notebooks and Planner status connected analysis with collaboration.

Project management | Article
Copilot Notebooks and Cowork gained more ways to share project context. Agent metrics and cost controls expanded in the admin centre.

Automation | Article
Copilot administrators gained central controls for consumption-based cost. Purview controls extended to Cowork, and agent metrics could connect with organisational context.

Project management | Article
Federated connectors could retrieve live SaaS data through MCP. Copilot Notebooks gathered project context while Word and Teams gained collaboration features.

Field Service | Article
Microsoft published April news for manufacturing, Power Platform, Planner and Power BI. Together, the releases show how automation and analytics can support field work when project accountability, data quality and human control are clear.
Customer Service | Guide
A real-time dashboard should support decision-making throughout the day, not summarize the month. This places different demands on what is displayed.
Analytics and insight | Guide
An import model shows old figures until someone updates it. Scheduled updates do this automatically—once the prerequisites are in place.
Analytics and insight | Guide
Duplicates carried over into a new system are far more costly to clean up than to prevent. This guide shows which measures work.
Analytics and insight | Guide
Importing looks simple and goes wrong in predictable ways. This guide shows the sequence that produces a usable result the first time.
Analytics and insight | Guide
Reconciliation is what determines whether you can trust the new system. This guide shows what actually needs to be counted and checked.
Marketing | Guide
Open rates tell you little. This guide shows you how to measure all the way through to revenue.
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