Posts Tagged: Dynamics 365 Finance & Operations / AX
Operational Readiness Framework for Microsoft Dynamics 365 Finance and Operations
UG Expert Crystal Ahrens details a framework covering important components required for post-deployment success.
April 22, 2026
D365 Field + Finance G Operations: This Is Not a Simple Implementation
UG Expert and Microsoft MVP Scott LeFante provides in-depth guidance on implementing Dynamics 365 Field Service.
April 9, 2026
Data Migration Planning for D365 F&SCM: Best Practices and AI-Driven Validation
Organizations that will succeed in a data migration plan for D365 F&SCM are those that build their plans on proven best practices first, then layer in AI capabilities strategically.
March 17, 2026
Bridging the Gap Between D365 Field Service and Project Operations
Microsoft’s new native integration links Dynamics 365 Field Service work orders directly to Project Operations projects, pushing material and labor actuals to the right contract line automatically.
March 3, 2026
Integrating Copilot with D365 Finance & Supply Chain Management for Beginners
Connecting Microsoft Copilot to D365FO lets you execute trusted business logic, not just read data, while honoring existing security roles. Learn the core architecture—X++ tool, Dataverse registration, and Copilot Studio wiring—plus when to use it and key governance risks.
February 24, 2026
Understanding Copilot Studio: The Brain Behind Dynamics 365 F&SCM
Copilot Studio acts as a governed “sidecar” intelligence layer for D365FO, grounding responses in live ERP data via Dataverse virtual entities. Learn the architecture, high-value use cases, and a phased rollout path to implement it safely.
February 16, 2026
How Truvio Is Uniting ISVs, AI, and Expertise for Dynamics 365
Truvio leaders Joakim Alm and Aynsley Keller describe the launch of the new brand and what the impact will be for customers and partners.
February 11, 2026
AI-Driven Demand Planning in Finance & Supply Chain Management: Moving Beyond the ‘Educated Guess’
D365 F&SCM demand planning replaces spreadsheet “educated guesses” with AI forecasts that incorporate external signals like weather and economic indicators. With Planning Optimization and Copilot, teams can understand variances, spot outliers, and improve forecast accuracy.
February 10, 2026
Copilot in Dynamics 365 Finance and Supply Chain Management: A Guide to Back-Office Transformation
In Dynamics 365 F&SCM, Copilot protects operational data and simplifies access for new users, writes Crystal Ahrens.
January 26, 2026
Truvio’s AI-First Approach to ERP Innovation
Accounts Payable (AP) has emerged as a prime candidate for finance-grade AI. Discover how Truvio's ERP-native intelligence is reshaping automation inside Dynamics 365.
January 22, 2026
Developing an Organizational Change Management (OCM) Plan for Copilot in D365 F&SCM
Integrating Copilot into D365 F&SCM is a cognitive shift that requires outcome-based change management, not a simple feature rollout. This post outlines persona-driven planning, pilot-first adoption, decision-centric training, and governance that sustains measurable impact.
January 22, 2026
SignUp Software’s Koen Cuypers on Using AI to Optimize Business Processes
Koen Cuypers of SignUp Software shares how AI can optimize business processes and ERP functions, and details the company's roadmap for 2026.
January 13, 2026
Copilot in Dynamics 365 Finance & Supply Chain: From Demo to Back-Office Reality
Crystal Ahrens explains real use cases and a readiness checklist to ensure data, security, and governance can support reliable AI outcomes in D365 F&SCM.
January 13, 2026
Driving User Adoption in Dynamics 365 F/SCM: Why Insight at Go-Live Is Important
UG Expert Crystal Ahrens explains why user adoption is a fundamental aspect of ERP implementations, and how teams can drive widespread adoption from the get-go.
December 15, 2025
Integrating Dataverse and Dynamics 365: A Solution Architect’s Perspective
Gain a solution architect's perspective on integration patterns through practical examples, best practices, and AI productivity outcomes.
December 9, 2025
A Guide to External System IDs in Dynamics 365 Finance/Supply Chain Management
When synchronizing accounts and contacts from external systems into Dynamics 365, it is imperative to store the source system's unique…
December 1, 2025
SignUp Software’s Ari Liukko and Koen Cuypers on CFO Priorities, Gaps, Automation Efficiency
SignUp Software's Ari Liukko and Koen Cuypers dive into CFO perspectives and provide insight on driving efficiency with automation.
November 20, 2025
Architecting Robust Multi-Agent AI Systems
This post outlines the considerations for architecting secure multi-agent systems that integrate Microsoft Copilot, Salesforce Agentforce, and D365F/SCM through MuleSoft.
November 18, 2025
Summit Launchpad: PlanAutomate’s Matt Mong Explains New AI Analyst Offering, Summit Highlights
PlanAutomate's Matt Mong joins Kieron Allen on-site at Summit NA to discuss the company's new AI offering.
November 14, 2025
Why Governance in Dynamics 365 Finance & Supply Chain Is Your Competitive Advantage
UG Expert Crystal Ahrens defines why D365F/SCM users should establish strong governance for configuration, custom code, reporting, ISVs, and AI.
November 14, 2025
