Latest Copilot & Agents Content — Page 2 — Tips & Tricks
How enVista Aligns People, Processes, and Technology for Successful Transformations
enVista's Greg Pastorello shares insights on on aligning people processes, and technology can lead to transformation success with Dynamics 365.
June 30, 2026
Autonomous ERP: The Marketing Story vs. the Project Reality
If you're leading a D365 F&SCM transformation, don't wait for a perfectly autonomous ERP to arrive. Discover the mindset shift to set up your transformation for success.
June 23, 2026
AI Agent & Copilot Podcast: Governance OR Momentum
Most organizations aren't slowing down AI because of real risk. They're slowing it down because of unclear messaging, and the fix is simpler than most leaders think.
June 3, 2026
Dynamics 365 Customer Insights – Data 2026 Release Wave 1 Feature: Smarter Agents
Learn how this release is making existing Customer Insights data easier for agents to discover, understand, and use inside Copilot Studio.
June 2, 2026
AI Agent & Copilot Podcast: Words Matter
The words leaders use when rolling out AI quietly determine whether teams take it seriously or ignore it entirely. In this episode, Shawn Dorward breaks down the language problem most organizations never see coming.
May 27, 2026
AI Agent & Copilot Podcast: Don’t Delegate AI Transformation, Own It
Saying AI is mission critical and then handing it off to a task force two levels down is one of the fastest ways to kill adoption. Shawn Dorward breaks down why AI transformation has to be owned at the top and what leaders can do right now to change that.
May 20, 2026
AI & Business Applications: How AI Is Becoming Operational Infrastructure
UG Expert Shawn Dorward reviews what's new with AI and business applications, as the month of April hosted AI breakthroughs.
May 15, 2026
5 Microsoft Copilot Features More People Should Be Using
UG Expert Shawn Dorward provides his perspective on Microsoft Copilot features that remove friction but aren't used consistently.
May 13, 2026
Power Platform 2026 Release Wave 1: Copilot Studio
UG Expert Kylie Kiser reviews the updates that add value to Copilot Studio as part of the Power Platform 2026 Release Wave 1.
May 12, 2026
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
