Microsoft Copilot has been heading up the business AI charge. It’s used in Word, Excel, Edge, Windows, and more. This genAI-powered app is also showing up in
various function-related activities. The latest of which is finance processes.

Microsoft Copilot for Finance is a game-changer. It injects the power of next-generation AI into the heart of your everyday workflow. Imagine having an AI companion that understands the intricacies of finance as well as collaborates seamlessly with you.

It can help a seasoned financial analyst or a curious learner. It automates repetitive tasks and provides real-time insights. Copilot is poised to revolutionize how we navigate the fiscal realm.

Read on to see why this innovative tool should be on your financial radar.

What Is Microsoft Copilot for Finance?

First, let’s have an overview of this new application. Copilot for Finance is a new Copilot experience in Microsoft 365. It features AI-assisted help for financial professionals. It does this from within productivity apps they use every day.

Microsoft Copilot for Finance connects to business financial systems such as Dynamics 365 and SAP. It provides finance-based insights and guided actions in:

• Outlook
• Excel
• Teams
• Other Microsoft 365 Applications

Benefits of Using Copilot for Finance

 

Breaking Free from the Manual Grind

Finance professionals are drowning in repetitive tasks. These include data entry, review cycles, and report generation. Copilot for Finance throws a lifeline to finance professionals. It automates these mundane activities and frees up valuable time for strategic thinking. Imagine a world where you can focus on high-impact tasks: tasks like financial planning, risk analysis, and driving business growth.

AI-Powered Insights at Your Fingertips

Copilot for Finance isn't just about automation; it's about intelligence. This AI assistant learns your organization's financial data and behavior. It surfaces insights you might have missed.

Imagine uncovering hidden trends and predicting cash flow issues as well as identifying areas for cost optimizations-- all powered by AI that works seamlessly
within your existing Microsoft 365 environment.

Tailored for Your Team

Copilot for Finance isn't a one-size-fits-all solution. It caters to the specific needs of different financial roles. Imagine streamlining audits with a simple prompt or simplifying collections with automated communication and payment plans. It can also speed up financial reporting with effortless variance detection. Copilot for Finance empowers every member of your finance team. It does this with role-specific workflows and features.

Seamless Integration for a Frictionless Experience

Copilot for Finance integrates effortlessly with your existing Microsoft 365 tools. Such as Excel, Outlook, and Teams. This means no more jumping between applications. No more struggling to import data. Imagine accessing insightful financial insights directly within your familiar workflow. This eliminates silos and streams communication across your team.

Built with Trust in Mind

Security and compliance are paramount in the world of finance. Copilot for Finance inherits the robust security features you trust from Microsoft 365. Imagine leveraging a solution that adheres to the strictest data privacy regulations. This gives you peace of mind and ensures your financial data remains secure.

A Glimpse into the Future of Finance

Copilot for Finance represents a significant leap forward in financial technology. It's more than just automation. It’s about harnessing the power of AI to augment human expertise as well as transform the way finance operates.

Imagine a future where tedious tasks are a thing of the past. They’re replaced by a world of data-driven insights and strategic decision-making, all at the click of a button or text prompt.

Getting Started with Copilot for Finance

Microsoft Copilot for Finance is currently available for early adopters. Do you want to experience its transformative potential? Here's how to get started:

• Visit the Copilot for Finance website: This website provides a wealth of information. This includes product details, functionalities, and more.
• Review Requirements: Ensure you meet the licensing requirements. These include specific Microsoft 365 subscriptions as well as browser specifics, and other guidelines.
• Connect with Your IT Provider: We can offer support to set up Copilot for Finance. We’ll ensure it’s integrated and secured and also train your team on its helpful features.

The Future is Now: Embrace the Power of AI

The world of finance is evolving rapidly. Microsoft Copilot for Finance empowers you to embrace this change. As well as navigate the future with confidence. Copilot for Finance offers AI-powered insights, streamlined workflows, and seamless integration. It could soon become an indispensable tool for every
finance professional.

Get Expert Microsoft 365 & Copilot Guidance

AI tools in Copilot are dominating business transformations. You can join, or risk missing out on what AI has to offer. We can help you unlock the full potential of Copilot in Microsoft 365. As well as propel your business forward with AI power.

Contact us today to see how we can help your business.

 

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Calendars, task lists, and project planning are important business tools. Many people use Microsoft’s apps to power these processes. Including Planner, Microsoft To Do, and Project for the web.

These tools help keep processes on track and enable task accountability. But they’re separate apps. Switching between apps can be cumbersome. It adds more complexity to a workflow.

On average, employees switch between 22 different apps 350 times per day.

Microsoft is putting a dent in app overload. The company is rolling out a brand-new version of Microsoft Planner in early 2024. It’s packed with exciting features designed to simplify your project management journey.

What apps does the new Planner include?

The new Microsoft Planner combines:

• The current Planner’s collaboration features
• The simplicity of Microsoft To Do for task management
• The capabilities of Microsoft Project for the web
• The automation of Microsoft Copilot (the company’s AI companion)

The new Planner promises to be a powerful tool for staying organized. As well as boosting collaboration and achieving your goals with more ease.

Unifying Your Workflow: Tasks, Plans & Projects in One Place

Say goodbye to juggling several apps and hello to a streamlined experience. The new Planner goes beyond basic to-do lists. It seamlessly integrates tasks, plans, and projects under one roof.

This means you can manage everything from large to small. Including simple daily tasks to complex multi-phased projects. And do it all within a single, intuitive interface.

You can use the new Microsoft Planner from within Microsoft Teams or via a web browser. Here are some of the exciting things you will be able to do with it.

Enhanced Collaboration: Working Together Made Easy

Collaboration is key in today's fast-paced world. Working remotely has become the new normal. Meaning tools need to keep people coordinated wherever they are.

The new Planner empowers teams to work together seamlessly. Real-time updates ensure everyone stays on the same page. Features like shared task ownership and comments foster clear communication and efficient collaboration.

AI-Powered Insights: Your Smart Copilot for Success

The new Planner incorporates the power of AI with Microsoft Copilot built in. This intelligent assistant helps you stay on top of your work. It can suggest relevant plans, tasks, and goals based on your needs and context. It can even analyze your progress and suggest adjustments to keep you on track.

Scaling with Your Needs: From Simple Tasks to Enterprise Projects

One size doesn't fit all. The new Planner understands that. It offers flexibility to cater to both individual needs and complex enterprise projects. Microsoft Planner can adapt to your specific requirements. It’s flexible for use to fill big or small needs. Use it for managing a personal grocery list. Or to plan and deploy a large-scale company transformation.

Pre-Built Templates: Get Started Fast & Save Time

You don’t have to start from “square 1,” unless you want to. Microsoft Planner provides several ready-made templates. You can use these to get started on a new project or goal quickly.

You’ll see templates for things like:

• Project Management
• Software Development
• Sprint Planning
• Marketing Campaign
• Commercial Construction
• Employee Onboarding
• and more

Here's a sneak peek at some key features of the new Microsoft Planner 2024:

• Improved Navigation: A redesigned interface makes finding what you need faster and easier.
• Enhanced Task Views: It has different views, like grid and board views. These let you customize how you see and organize your tasks.
• Microsoft App Integration: Planner integrates with many Microsoft tools. Including, Power BI, Teams, Microsoft Viva Goals, Power Automate, and more.
• Customizable Fields: Add custom fields to tasks. Use them to capture specific information relevant to your project needs.
• Goal Setting: Define clear goals and track progress visually within your plans.
• Critical Path: Identify the essential tasks needed to complete your project on time.
• Improved Search: Find the information you need quickly and easily. The app has powerful search functionality.

Access and Availability

Mark your calendars! The new Planner will be available in preview in early 2024. It will become generally available soon after. Some features will roll out later in the year. You can visit Microsoft’s site to sign up for updates and see a feature roadmap.

The Future of Tasks, Planning & Project Management

The new Microsoft Planner 2024 is an example of a trend we’ve seen in the digital world. Less is more. Meaning, fewer apps to juggle and more streamlined interfaces.

Planner’s powerful features make it an invaluable tool. One that both individuals and teams alike can leverage to streamline workflows. It also has an intuitive interface and AI-powered assistant to drive productivity.

Get Expert Business Software Support & Management

Managing both legacy and new cloud tools can be complex. Features often go underutilized. And security can be a big problem if it’s not done right. Our team of business software experts is here to help you.

Contact us today to schedule a chat.

 

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It can be challenging to keep up with the ever-evolving cyber threat landscape. Companies need to process large amounts of data. As well as respond to incidents quickly and effectively. Managing an organization's security posture is complex.

That's where Microsoft Security Copilot comes in. Microsoft Security Copilot is a generative AI-powered security solution. It provides tailored insights that empower your team to defend your network. It works with other Microsoft security products. It also integrates with natural language to generate tailored guidance and insights.

In this article, we will explain what Microsoft Security Copilot is. We’ll explore its benefits and whether it's the right choice to enhance your digital defenses.

What Is Microsoft Security Copilot?

Microsoft Security Copilot is a cutting-edge cybersecurity tool. It leverages the power of AI and machine learning for threat detection and response. Copilot aims to enhance the efficiency and effectiveness of cybersecurity operations.

Microsoft Security Copilot helps security teams:

• Respond to cyber threats
• Process signals
• Assess risk exposure at machine speed

It works with other Microsoft security products as well. A big benefit is that it integrates with natural language. This means you can ask questions plainly to generate tailored guidance and insights.

Security Copilot can help with end-to-end scenarios such as:

• Incident response
• Threat hunting
• Intelligence gathering
• Posture management
• Executive summaries on security investigations

How Does Microsoft Security Copilot Work?

You can access Microsoft Security Copilot capabilities through a standalone experience. As well as embedded experiences available in other Microsoft security products.

Copilot integrates with several tools, including:

• Microsoft Sentinel
• Microsoft Defender XDR
• Microsoft Intune
• Microsoft Defender Threat Intelligence
• Microsoft Entra
• Microsoft Purview
• Microsoft Defender External Attack Surface Management
• Microsoft Defender for Cloud

You can use natural language prompts with Security Copilot. This makes it easy to ask for information or guidance on various security topics.

For example, you can ask:

• What are the best practices for securing Azure workloads?
• What is the impact of CVE-2024-23905 on my organization?
• Generate a report on the latest attack campaign.
• How do I remediate an incident involving TrickBot malware?

Should You Use Microsoft Security Copilot?

The Pros:

1. Advanced Threat Detection
   Microsoft Security Copilot employs advanced algorithms. These detect and analyze threats that may go unnoticed by traditional security measures. It has the ability to adapt to new threats in real time. This enhances the security posture for organizations.

2. Operational Efficiency
   Copilot automates threat analysis. This allows security teams to focus on strategic decision-making. It also reduces the time and effort spent on manual data analysis. The tool streamlines workflows, enabling quicker responses to potential threats.

3. Integration with Microsoft Products
   Microsoft Security Copilot seamlessly integrates with several Microsoft products. This creates a comprehensive cybersecurity ecosystem. The synergy between these tools enhances threat visibility as well as response capabilities.

4. Continuous Learning
   The AI and machine learning components of Copilot continuously learn from new data. This improves their ability to identify and mitigate emerging threats over time. This adaptive learning approach ensures that the tool evolves. Which is important to do alongside the ever-changing threat landscape.

5. Reduced False Positives
   Copilot's advanced algorithms contribute to a more accurate threat detection process. This minimizes false positives that can overwhelm security teams. The result is a more focused and efficient response to genuine threats.

The Considerations:

1. Integration Challenges
   Microsoft Security Copilot seamlessly integrates with Microsoft and other security products. But organizations using a diverse range of cybersecurity tools may face integration challenges. Consider the compatibility of Copilot with your existing cybersecurity infrastructure.

2. Resource Requirements
   The deployment of advanced AI and machine learning technologies may demand extra resources. Companies should check if their existing infrastructure supports the requirements of the tool.

3. Training and Familiarization
   Successfully leveraging the benefits of Copilot requires training. As well as familiarization with the tool's functionalities. Ensure that your security team is adequately trained. This will maximize the potential of this cybersecurity solution.

The Bottom Line

Microsoft Security Copilot represents a leap forward in the realm of AI-driven cybersecurity. It has an advanced capacity for real-time threat detection and operational efficiency. As well as extensive integration capabilities. These factors make it a compelling choice. Especially for businesses seeking to fortify their
digital defenses.

Your unique business needs should guide the decision to adopt Microsoft Security Copilot. Consider factors such as existing cybersecurity infrastructure and resource availability. As well as the commitment to ongoing training.

Get Expert Microsoft Product Support Here!

Microsoft is a vast ecosystem of interconnected business tools. Security Copilot is one of the newest to help you secure your online landscape. If you need some help leveraging these tools for your company, let us know. We are experienced Microsoft service providers. Our team can help you make the most of these tools.

Contact us today to schedule a consultation.

 

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Microsoft Edge continues to redefine user experiences. This is due to Microsoft’s commitment to innovation. The latest updates bring a host of features. These are designed to enhance productivity, security, and browsing satisfaction.

Chrome may have been number one for years. But Edge has been steadily gaining popularity. It is now the third most popular browser worldwide. Overtaking Firefox a while back, it’s now just behind Chrome (1) and Safari (2).

From personalized workspaces to a built-in VPN, Microsoft Edge is not just a browser. It's a comprehensive toolkit for users navigating the digital landscape. Let's delve into the newest Microsoft Edge features. They promise to elevate your online journey.

A New Era of Productivity: Microsoft Edge Workspaces

 

Introduction to Workspaces

Workspaces in Microsoft Edge represent a paradigm shift. A shift in how users organize and manage their online tasks. Imagine having a dedicated space for each project. One that seamlessly integrates relevant tabs, documents, and websites.

Microsoft Edge Workspaces makes this a reality. It allows users to create custom workspaces. Each workspace represents different aspects of their digital lives. Whether you're working on a project, planning a trip, or pursuing a hobby. Workspaces offer a tailored and organized browsing environment.

Key Features of Microsoft Edge Workspaces

1. Personalization: Users can customize Workspaces with a unique name and color. This makes it easier to distinguish between different projects or activities.
2. Easy Access: With a single click, users can switch between Workspaces. This instantly transitions them between different sets of tabs and online resources. Users associate each Workspace with specific projects or interests.
3. Persistence: Workspaces keep their configurations. This is the case even when users close and reopen the browser. This ensures that users can seamlessly resume their work. There is no need to reconstruct their customized environments each time.
4. Efficient Task Management: Workspaces make task-focused browsing easier, minimizing distractions. This helps users maintain focus on the specific project or activity at hand.

Enhanced Security with Edge Secure Network VPN

 

Built-in VPN

Microsoft Edge takes a giant leap in prioritizing user privacy and security. The Edge Secure Network uses a new built-in VPN. VPNs, or Virtual Private Networks, encrypt internet connections. This helps ensure a secure and private browsing experience. Microsoft Edge now provides users with 5GB of free VPN data per month. This further protects their online presence.

Key Benefits of the VPN in Microsoft Edge

1. Enhanced Privacy: VPNs mask users' IP addresses. This makes it challenging for malicious actors to track their online activities. This is particularly crucial when accessing public Wi-Fi networks. As well as sensitive information.
2. Secure Browsing: The VPN has an encrypted connection. This ensures that data transmitted between the user's device and internet is secure. It reduces the risk of interception by hackers.
3. Geographic Consistency: Edge’s VPN will mask your specific location. Websites will see a location similar to yours. So, when you look up movie times or nearby services, you see what you expect. You cannot choose a specific region to route traffic from.
4. Complimentary 5GB Data: Microsoft Edge users receive 5GB of free VPN data each month. To conserve the data limit, content streaming sites aren’t routed through the VPN. These are sites like Netflix, Hulu, Disney+, etc.

Other New Features Added to Microsoft Edge Browser

Microsoft is continuously updating Edge. Here are a few more new features you can enjoy.

1. Autofill for Forms: Edge makes filling out forms online easier. It will suggest completions when you start typing into fields. This includes name, email, address, etc.
2. Web Capture: Using Web Capture in Edge makes it easy to take a screenshot. You can select an area or a full page. Then paste it into any of your files.
3. Copilot: Use the Copilot icon at the top of Edge to access AI features. This includes creating AI-generated images as well as creating quick email drafts and more.
4. Read Aloud: Need to step away from the screen for a moment? Let Edge read content for you out loud. Enabling you to multi-task like there’s no tomorrow!

Get Help Exploring Your Microsoft Services

Microsoft Edge establishes itself as a comprehensive solution. It’s great for those seeking a more productivity-focused browser. As well as a secure and private online environment. Microsoft Edge's latest features enhance the way we work, explore, and connect.

Is your company in need of help exploring what Microsoft has to offer? From Edge enhancements to Microsoft 365 tools, we have experts to guide you.

Don’t miss out on all that these solutions have to offer. Our Microsoft experts can help set up, manage, and secure your digital workflows.

Give us a call today to schedule a chat.

 

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Microsoft 365 has a powerful suite of cloud-based productivity tools. They can help you work smarter and faster. Microsoft has consistently been at the forefront of innovation. M365 was one of the very first all-in-one cloud tools, introduced as Office 365 in 2013. Now, Microsoft and its business tools are at the leading edge of generative AI.

The Microsoft 365 platform has been adding some amazing AI innovations. They sit inside tools like Word, Excel, PowerPoint, Teams, and more. If you know how to use them, these smart features can enhance your experience. As well as significantly boosting your productivity.

Next, we will explore some of the ways you can leverage Microsoft 365's new AI innovations. So that you can get more out of your work.

Microsoft Copilot: A Game-Changer in Collaboration

Microsoft Copilot is the crown jewel of Microsoft's AI innovations. It’s designed to be your virtual collaborator. It can help you generate code, write documents, and even craft emails more efficiently. This AI-powered tool is built on the foundations of OpenAI's ChatGPT technology. This enables it to understand context and anticipate your needs. As well as generate content in a remarkably human-like manner.

Here are some of the tools in the Microsoft universe that incorporate Copilot:

• Word
• Excel
• PowerPoint
• Outlook
• Teams
• Edge
• Windows
• Bing
• Dynamics 365 Sales

How can you take advantage of the benefits offered by Microsoft Copilot? Here are a few ways to jump on the added efficiency and time-savings they bring.

1. Speed Up Document Creation

In the realm of document creation, Copilot shines as a versatile writing companion. It helps when drafting a report, crafting a presentation, or composing an email. Copilot provides intelligent suggestions, helping you articulate your thoughts more effectively. It speeds up the writing process. It also ensures that your content is clear, concise, and tailored to your audience.

2. Enhance Your Teams Meeting Experience

One of the key strengths of Copilot is its ability to enhance collaboration across teams. It can create coherent and context-aware responses. Such as a summary of meeting notes and an action item list.

Another helpful feature is the ability to catch up on what you’ve missed. Have you arrived late to a Teams meeting? You can just ask it to summarize the important points of the conversation so far.

3. Create PowerPoints with Ease

More people can become “PowerPoint Masters” with Copilot. The AI-infused features in PPT can create a slide deck for you based on text prompts.

It can tap into Microsoft’s stock images to fill your slides. Copilot will also suggest text to use based on your presentation topic. Do you have a PowerPoint that you need help with? The tool can reorganize your slides for a better presentation flow.

4. Enjoy Smart Business Insights in Excel

Another new AI innovation in Microsoft 365 is Excel Ideas. This feature can help you analyze and visualize your data with ease. Excel Ideas can automatically detect patterns and trends in your data. It will suggest charts, tables, and summaries that best suit your needs.

You can also use Excel Ideas to ask natural language questions about your data. Such as, "What is the average sales by region?" or "Which product has the highest profit margin?" You’ll get instant answers in the form of charts or formulas.

5. Save Time in Outlook with AI Help

We all get those long emails from time to time. The ones that you push to the bottom of your inbox for when you have more time. Well, the new Copilot feature in Outlook can help. Just ask it to summarize the key points of an email for you to save yourself reading time.

You can also use Copilot in Outlook to help write emails. It will save help by providing a first draft. As well as suggesting responses to emails in your inbox.

A Future of Intelligent Productivity

As we embrace the era of intelligent productivity, Microsoft 365 becomes more powerful. Its new AI innovations pave the way for a more efficient work environment.

By incorporating these capabilities into your daily workflow, you're staying competitive. As well as setting the pace for the future of work.

Tap into the Future with Our M365 Services

Microsoft 365's commitment to continuous improvement ensures that you have cutting-edge tools. The ones needed to stay ahead, innovate, and thrive. Especially in a rapidly evolving digital landscape. Embrace the power of AI. Unlock a new dimension of productivity with Microsoft 365.

Our team of M365 experts can help you ensure you’re getting the full benefit of these features. As well as new ones Microsoft is developing and rolling out in the coming months. We’ll help your team save time and improve your bottom line.

Give us a call today to schedule a chat.

 

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Are you a small business owner or a freelancer who offers services online? If so, you might be wondering how to get paid by your customers in a fast and convenient way. You might have tried different payment platforms. But they often require you to switch between different apps or websites. This can be time-consuming and confusing.

There is now another option to streamline the payment process. Microsoft has launched the Teams Payments app. This is a new feature that allows you to request and receive payments from your customers. You do it within Microsoft Teams meetings.

The Teams Payments app is currently available in the United States and Canada. Subscribers to Teams Essentials and Microsoft 365 Business get it at no charge.

How Does the Teams Payment App Work?

The Teams Payments app is simple to use. You can get the app from the Microsoft AppStore. You add it to your Teams account and connect it to your preferred payment service. You can choose from:

• Stripe
• PayPal
• GoDaddy

Once you have set up the app, you can start requesting payments from your customers in Teams meetings.

How Do You Send a Payment Request?

To send a payment request, you just need to open the meeting chat. Then, select the Payments icon from the messaging extensions. Then, you can fill out a simple form. It includes the amount, currency, description, and recipients of your request.

You can send the same request to several people if you want. The app will generate a card that shows the status of each payment, whether it is unpaid or paid.

Image credit: Microsoft

Your customers will see the same card in their meeting chat. They can click on the Pay Now button to complete their payment. The system will redirect them to the payment service that you have connected to the app. There, they can enter their payment details and confirm their transaction.

Once they have done that, they will see a confirmation message in the chat. You will receive a notification that your payment has been processed.

Image credit: Microsoft

Benefits of Using the Teams Payment App

The Teams Payments app has many benefits. Both for small businesses and freelancers who offer online services. Here are some of them:

It saves time and hassle.

You don't need to switch between different apps or websites. You can easily request and receive payments from your customers. You can do everything within Teams meetings. This makes it more convenient and efficient for both parties.

It increases customer satisfaction and loyalty.

Your customers will appreciate the ease of paying you through Teams meetings. They don't need to create an account or download an app to pay you. They can complete their transaction in a few clicks right inside the meeting.

It boosts your revenue and cash flow.

You can get paid faster and more securely by using the Teams Payments app. You don't need to wait for invoices or checks to clear. You can receive your money within minutes of completing a service. Either directly into your bank account or PayPal account.

It enhances your professional image and credibility.

You can show your customers that you are using a reliable and trusted payment platform. One built by a well-known company that has been a technology leader for decades. You can also add a seller policy to your payment requests. Here you can specify your terms and conditions, cancellation policy, refund policy, etc.

It helps you keep track of payments.

Keeping track of payments is crucial for financial management. With the Teams Payments App, you can track transactions in real-time. You’ll receive instant notifications for successful payments. It will help you maintain a comprehensive record of your financial interactions.

It’s seamlessly integrated with Microsoft 365.

The Teams Payments App seamlessly integrates with Microsoft 365. You can leverage the power of Microsoft's ecosystem. Using it to manage your communications, collaborations, and payments together. No need for more logins or complicated setups – it’s all within one platform.

It increases productivity.

Efficiency is the key to productivity. You reduce the time spent on payment-related tasks by integrating Payments into Teams. This efficiency translates into increased productivity. It allows you and your team to focus on core business activities and driving growth.

The Teams Payments app marks a significant leap in digital business transactions. By leveraging this powerful tool, you’re simplifying payments. You’re also enhancing customer experiences, ensuring data security, and boosting productivity.

We Can Help You Get More Out of Microsoft 365

The Teams Payments app is a great way to simplify and streamline your payment process. It can help you save time, increase customer satisfaction, and boost revenue.

Need help with this or other Microsoft 365 tools? Our experts can work with you to help you make the most out of your Microsoft subscription.

Give us a call today to schedule a chat.

 

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