Jon, Author at Kumo Partners

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Mental Health Clinic Streamlines Patient Care & Operations with Power Platform, Dynamics 365 & Copilot

A mental health therapy clinic knew their care team was spending too much time on paperwork and not enough time with patients.

By Jon, 3 monthsJuly 24, 2025 ago

Copilot Studio Microsoft Copilot

Copilot Envisioning Session

Supercharge Your AI Strategy with a Copilot Envisioning Session Microsoft Copilot continues to make waves for good reason. It integrates directly with Microsoft 365, Power Platform, and Dynamics 365, putting the power of AI right into the tools your team already uses. But let’s be honest—many organizations buy the licenses Read more

By Jon, 4 monthsJune 25, 2025 ago

Power Automate

Power Platform is Always Changing—Here’s How to Stay Updated

The Microsoft Power Platform is a game-changer for businesses, offering tools like Power BI, Power Apps, Power Automate, and Power Virtual Agents to drive innovation and efficiency. But with great power comes great responsibility—specifically, the responsibility to stay updated on its ever-evolving features and capabilities.

By Jon, 7 monthsMarch 18, 2025 ago

Collaborative Strategy Guides Innovate Operations & Business Processes Power Platform

A Fresh Perspective on Power Platform Solutions

Simon Sinek nailed it when he said, “Don’t show up to prove. Show up to improve.” It’s a mantra that resonates deeply, especially in our world of Power Platform solutions. We’ve all been there—excited to showcase the latest app, automation, or dashboard that Microsoft releases and our work with it. Read more

By Jon, 1 yearAugust 14, 2024 ago

How To Power BI Power Platform

Creating Insightful Dashboards Using Power BI

Understanding Power BI Microsoft’s Power BI is like a Swiss Army knife for business analytics. It’s the secret weapon that helps you visualize your data, uncover hidden patterns, and make decisions that are backed by solid facts, not just gut feelings. The beauty of Power BI lies in its ability Read more

By Jon, 1 yearJuly 30, 2024 ago

How To Integrate Disconnected Data Power Automate Power Platform SharePoint

How To: Post News Link to SharePoint via Power Automate

Are you looking to streamline your news-sharing process? In this step-by-step guide, we’ll show you exactly how to post news links to SharePoint using Power Automate, saving you time and keeping your team informed effortlessly. Use Case Want to automatically share updates from your company or industry websites, but there’s Read more

By Jon, 1 yearJuly 9, 2024 ago

SharePoint

What is SharePoint Premium?

Welcome to our exploration of SharePoint Premium, Microsoft 365’s latest upgrade to its content management platform. SharePoint Premium is known worldwide for its comprehensive features, handling everything from content creation to lifecycle management and data protection with unmatched flexibility. In addition to storing content, this platform enhances its value with Read more

By Jon, 1 yearJuly 1, 2024 ago

Business Process

Empowering Non-Profits with Copilot Studio

Non-profits often face unique challenges, from limited resources to fragmented communication. Microsoft Copilot Studio is designed to empower non-profits to enhance their operational efficiency through AI and automation. By leveraging the capabilities of Copilot Studio, non-profits can streamline their operations, maximize donor engagement, and better manage their resources. Additionally, enhancing Copilot Read more

By Jon, 1 yearJune 24, 2024 ago

Business Process Collaborative Strategy Dynamics 365 Dynamics 365 Microsoft Dynamics

HubSpot CRM vs Dynamics Sales

Picture yourself endlessly juggling a constantly shifting set of tennis balls. That’s exactly what managing customer relationships can feel like without the right tools. Implementing a CRM is like gaining an extra pair of hands, but the question remains: which CRM should you choose? In this article, we’ll delve into Read more

By Jon, 2 yearsDecember 1, 2023 ago

Uncategorized

Simplify the Onboarding Process with Power Automate

Onboarding new employees can be a time-consuming process, delaying the contributions they bring to the team. Enter Microsoft’s Power Automate. With the integration of other parts of the Office 365 suite, we can create a workflow that efficiently manages tasks like creating Office 365 accounts for recently hired employees on Read more

By Jon, 2 yearsNovember 13, 2023 ago