xMonthly helps clients understand and maximize the value of their Microsoft ecosystem investments.
- Microsoft Cloud Licensing: Optimize Microsoft Cloud spending with guidance tailored to your organizational needs.
- Guided Product Trials: Our experts walk you through a product trial, answering questions about features and services you have an interest in.
- Agent Services: Leverage xMonthly's agents for implementation, training, and support across a range of Microsoft products.
- Fractional Services: Gain a contract controller, HR professional, or other fractional help through xMonthly's agent network.
Request a Consultation
Some solutions require a brief consultation so we can confirm licensing, environment fit, and the most cost‑effective configuration for your organization. Most calls take 10–15 minutes and include a clear pricing range before you leave.
Included Services
Unlock the full potential of your Microsoft Cloud investments with licensing consulting services.
This assessment gives a clear, practical view of what Microsoft Copilot can support.
Discover and explore services from xMonthly and xMonthly Agents, and also list your own.
Copilot in Microsoft Teams helps users by summarizing meetings, suggesting actions, and more.
- Summaries and Action Items: Generates meeting summaries, including important decisions, tasks, and next steps (ideal for catching up).
- Real-Time Transcript Analysis: Captures and organizes conversation highlights during live meetings, tracking commitments and unresolved issues.
- Chat Assistance: Summarizes long chat threads, extracts key points, and suggests responses to keep conversations productive.
- Meeting Prep Suggestions: Helps create meeting agendas based on previous discussions and shared documents.
Request a Consultation
Some solutions require a brief consultation so we can confirm licensing, environment fit, and the most cost‑effective configuration for your organization. Most calls take 10–15 minutes and include a clear pricing range before you leave.
Included Services
Enhance collaboration with a customized SharePoint and Teams design.
Review of Teams security with actionable update strategies.
Upgrade to Teams Premium to elevate meeting experiences.
Microsoft 365's familiar office tools get an AI enhancement to boost productivity and collaboration.
- Microsoft Word: Drafts documents, rewrites text for tone, summarizes long reports, and generates outlines from prompts.
- Microsoft Excel: Creates formulas, builds pivot tables, analyzes trends, and generates charts from natural language queries.
- Microsoft PowerPoint: Designs presentations, suggests layouts, and converts text or documents into slide decks automatically.
- Microsoft Outlook: Summarizes email threads, drafts responses, and prioritizes inbox tasks based on context.
Request a Consultation
Some solutions require a brief consultation so we can confirm licensing, environment fit, and the most cost‑effective configuration for your organization. Most calls take 10–15 minutes and include a clear pricing range before you leave.
Included Services
This interactive workshop guides organizations through Microsoft 365 adoption strategies.
Expert migration and setup of your business’ new Microsoft 365 cloud environment.
Get assistance strengthening your organization's security posture across Microsoft 365.
Microsoft 365 Copilot is an AI assistant designed to help revolutionize the way your business operates.
- Natural Language Commands: Perform tasks using simple prompts like "Create a project plan" or "Summarize this meeting."
- Meeting Summaries in Teams: Provides real-time summaries, action items, and follow-ups after every recorded meeting.
- Data Insights in Excel: Generates formulas, analyzes trends, and creates visualizations from raw data with minimal effort.
- Content Creation: Drafts documents, rewrites text for tone, and builds presentations from prompts or existing files.
Request a Consultation
Some solutions require a brief consultation so we can confirm licensing, environment fit, and the most cost‑effective configuration for your organization. Most calls take 10–15 minutes and include a clear pricing range before you leave.
Included Services
Seamless implementation of M365 Copilot for smarter, AI-driven business operations.
Introduce your team to Microsoft 365 agents and learn how to use these AI tools.
Reliable support for Microsoft 365 to reduce day to day friction and help teams stay productive.
This interactive workshop guides organizations through Microsoft 365 adoption strategies.
Expert migration and setup of your business’ new Microsoft 365 cloud environment.
Get assistance strengthening your organization's security posture across Microsoft 365.
Dynamics 365 Business Central is a management solution designed to streamline your operations.
- Conversational Copilot: Ask plain-language questions to find records, navigate pages, and get guidance without complex menus.
- Analysis Assist: Query, sort, and slice operational data by describing what you need. No pivot tables or filters required.
- Sales Order Agent: Reads customer emails, processes attachments, and creates accurate sales quotes.
- Payables Agent: Matches vendor invoices to purchase orders using contextual and historical patterns, reducing manual corrections.
Request a Consultation
Some solutions require a brief consultation so we can confirm licensing, environment fit, and the most cost‑effective configuration for your organization. Most calls take 10–15 minutes and include a clear pricing range before you leave.
Included Services
Custom Business Central AL code development to extend functionality and performance.
End-to-end implementation for streamlined operations and improved efficiency.
Make the move to Business Central with minimal disruption and maximum performance.
Get help managing Business Central projects efficiently to reduce risk and maximize ROI.
Reliable support for Business Central to resolve issues and maintain performance.
Learn the essentials of managing and maximizing Business Central's capabilities.
Dynamics 365 Sales with Copilot helps you build customer relationships, act on data insights, and close deals.
- Lead Prioritization: Generates lead scores and deal health insights based on trends, inactivity, and CRM usage patterns.
- Email Drafting Assistance: Drafts personalized emails to clients using CRM data and conversation history.
- Embedded Insights Bar: A dynamic summary pane atop each record surfaces one-line highlights, such as budget and close date.
- Record Summarization: Instant summaries of key entity records. Admins can configure fields included in each summary for tailored insights.
Request a Consultation
Some solutions require a brief consultation so we can confirm licensing, environment fit, and the most cost‑effective configuration for your organization. Most calls take 10–15 minutes and include a clear pricing range before you leave.
Included Services
Launch Dynamics 365 Sales to unify data, accelerate deals, and improve forecasting.
Proactive support to keep Dynamics 365 Sales running smoothly and efficiently.
Empower your sales team with hands-on Dynamics 365 CRM learning sessions.