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In order to make good recommendations and decisions for your clients, you need to understand what their issues are and what is possible. Today's first two articles look at what happening in the banking industry and true anonymity. And the last article explains how to give people call restricted privacy too. 
 
4 things to know: What's happening in the banking industry? Introducing Agentic employees using Copilot Researcher. What if someone needs to be truly anonymous? 
 
Business to do's: Check out SellMyMSP's new YouTube channel and give it a like. 
 
4 things to do: Overhaul those dated Sharepoint sites. New AI within apps directly modifies files. Enable rescheduling automation; Automate conflict resolution in outlook; Give people call privacy.
I hope that you enjoy this week's newsletter and tell everyone to subscribe.

thanks, Amy
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4 things to know: 
Agentic AI in Banking: A Blueprint for Modern Customer Experience - Microsoft Industry Blogs
Agentic AI in Banking: A Blueprint for Modern Customer Experience
Agentic AI in banking is moving from pilots to production. Explore real-world use cases and a blueprint for secure, scalable AI deployment.

faviconwww.microsoft.com

CORPGEN advances AI agents for real work
CORPGEN advances AI agents for real work
CORPGEN enables AI agents to manage dozens of interdependent tasks simultaneously in simulated workplace environments. It maintains performance under heavy multitasking, delivering up to 3.5x higher completion rates than leading baselines.
www.microsoft.com
Protecting anonymity at scale: How we built cloud-first hidden membership groups at Microsoft - Inside Track Blog
Protecting anonymity at scale: How we built cloud-first hidden membership groups at Microsoft
Discover how we designed a cloud‑first architecture that preserves absolute anonymity for sensitive employee groups here at Microsoft.
www.microsoft.com
Screenshot 2026-03-02 122413
Departmental billing for Microsoft 365 Backup is now available!
Divide backup charges by department. For larger companies and co-managed services, this has been an important need
techcommunity.microsoft.com
Business to do's: Give our new YouTube Channel a like and subscribe. Webinars and weekly tips for a better business
SellMyMSP
SellMyMSP
How do you sell an MSP? There is a known process! Watching this channel you'll gain an understanding of what the process is and where your business stands in its readiness. Take our free assessment and get a detailed report on what you need to do next.
www.youtube.com
4 things to do: Overhaul those dated Sharepoint sites. New AI within apps directly modifies files. Enable rescheduling automation; Automate conflict resolution in outlook; Give people call privacy. 
Microsoft Introduces New SharePoint Experience
Microsoft Introduces New SharePoint Experience
Discover how the new SharePoint experience in Microsoft 365 makes collaboration smarter with AI tools, modern layouts, and task-focused design.
blog.admindroid.com
Screenshot 2026-03-02 122950
Agent mode in Excel now works with your local files
Agent mode in Microsoft 365 Copilot Chat now enables you to query locally stored Excel workbooks on Windows and Mac desktop.
techcommunity.microsoft.com
Screenshot 2026-03-02 123439
Copilot can reschedule conflicting events in Outlook
You can now have Microsoft 365 Copilot in new Outlook for Windows and Outlook for the web reschedule personal appointments and one-on-one meetings if a...
techcommunity.microsoft.com
How to Configure a PIN-Protected PSTN Call Flow in Microsoft Teams (Calling Plans)
How to Configure a PIN-Protected PSTN Call Flow in Microsoft Teams (Calling Plans)
People need privacy in receiving calls.
www.msb365.blog
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Third Tier 4107 Auburn Dr, Royal Oak, Mi 48073, United States amy@thirdtier.net
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