Latest Copilot & Agents Content — Page 2 — Tips & Tricks
Copilot Studio + Dynamics 365 Finance & Operations: Separating Value From Hype
Discover how Copilot Studio can significantly enhance the D365FO experience with the right use cases and applications.
May 11, 2026
IVR: Custom Voice for Voice Agents
Dynamics 365 Contact Center is getting custom AI voice support for IVR in the 2026 Release Wave 1, and it's skipping public preview entirely. Here's what we know so far and why it matters for your phone channel setup.
May 7, 2026
Updates to Microsoft Certification Exams
Microsoft is shaking up its certification landscape with new agentic AI-focused exams for Dynamics 365 and Power Platform. Learn what's coming and why it matters for consultants and tech professionals.
May 1, 2026
AI Agent & Copilot Podcast: Jorgen Bach on Closing the ERP Value Gap and Operationalizing AI
At the AI Agent & Copilot Summit, Truvioās Jorgen Bach explains how unified platforms and AI agents are helping enterprises close the ERP value gap and operationalize AI adoption.
April 30, 2026
Power Platform 2026 Release Wave 1: Power Apps
Learn about new and planned features for Power Apps based on the 2026 Release Wave 1 notes for Power Platform.
April 23, 2026
Practical AI: Recap
Concluding her series on the practical use of AI, Kylie recaps key takeaways and emphasizes the importance of responsible AI.
April 3, 2026
Practical AI: Using AI Builder Prompts in Power Automate
Kylie Kiser shows how to use AI prompts and models across Power Automate, Power Apps, and Microsoft Copilot to automate workflows and build smarter, action-driven experiences.
March 26, 2026
AI Agent & Copilot Podcast: From AI Resistance to AI Readiness
AI resistance rarely looks like rebellion ā it looks like silence. In episode five of the AI Agent & Copilot Podcast mini-series, Shawn Dorward explains why resistance is a leadership signal, not a people problem.
March 18, 2026
AI Agent & Copilot Podcast: Inverted Org Chart
In this episode of the AI Agent & Copilot Podcast, host Shawn Dorward explores the "inverted org chart" ā where AI innovation flows from the front lines up, while accountability still sits at the top.
March 11, 2026
elevaite365 Test Automation: Turning Software Testing into a Strategic Asset with AI
A practical guide to how AI-powered test automation eliminates the cost, risk, and disruption of manual software testing for Microsoft Dynamics 365 users.
March 6, 2026
New Sales Hub Setting: Dynamics 365 AI Hub
Dynamics 365 Sales Hub now includes an AI Hub where you can create agents and review their performance in one place. Use Agent Manager to set up Sales Qualification or Sales Close agents, then track results in the AI Optimization Hub.
February 3, 2026
AI Agent & Copilot Podcast: Frameworks For Measuring AI Success Beyond Metrics
Shawn Dorward shares a framework for measuring AI success that goes beyond meaningless metrics and suggests true impact.
January 28, 2026
AI Agent & Copilot Podcast: Overcoming the Vanity AI Metrics Trap
Continuing his series āAI Starts with Leadership Success,ā UG Expert and Microsoft MVP, Shawn Dorward, explains why focusing on usage metrics in AI doesn't always equate to value.
January 21, 2026
From Features to Habits: How Teams Are Actually Using Microsoft 365 Copilot
Copilot value comes from consistent, repeatable habits, not endless feature exploration. Start with a few high-impact moments, then repeat what works.
January 19, 2026
Where Copilot Falls Short ā What Teams Do to Fix It
Shawn Dorward addresses common Copilot misconceptions, and how teams who aren't utilizing it's full potential can get back on track.
January 15, 2026
AI Agent & Copilot Podcast: Why AI Adoption Is a Leadership Problem, Not a Tech Problem
UG Expert and Microsoft MVP, Shawn Dorward, explains why AI adoption stems from a leadership level - not an IT or a tech level.
January 14, 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
The New Leadership Skillset: Managing a Human + AI Hybrid Workforce
AI isnāt just adding new tools to the workplace ā itās reshaping the very structure of how work gets done.…
January 7, 2026
How SignUp Software Is Driving AP Innovation with AI Inside Dynamics 365
Learn how SignUp Software is applying AI to transform invoice matching, workflow routing, and anomaly detection inside the AP function.
January 6, 2026
