Latest Copilot & Agents Content — Page 2 — Tutorials
Practical AI: User Tools in CE/CRM Copilot
Discover the difference between Copilot in and Copilot for Dynamics 365 CRM, and explore the AI tools already available to your users, from smart paste to sales research agents.
March 6, 2026
Why Leaders Need a New Data Strategy
AI readiness starts with operational discipline, not prompt writing. In a Copilot-driven ERP environment, consistent data becomes a leadership-level competitive advantage.
March 5, 2026
Practical AI: Introduction to Artificial Intelligence
Kylie Kiser begins the "Practical AI" series with a foundational overview of artificial intelligence, the key types of AI used in Dynamics, and Microsoft's responsible AI principles every user and maker should know.
March 2, 2026
Copilot Agent Mode: A New Way to Work with Business Central Data in Excel
AJ Ansari introduces readers to the new Agent Mode feature in Excel and explains what it is, how to enable it, and some scenarios where it can be used.
February 25, 2026
Understanding Copilot Studio: The Brain Behind Dynamics 365 F&SCM
Copilot Studio acts as a governed āsidecarā 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
Sales Copilot: Opportunity Summary and Configurability
Discover how to enable Copilot features in Dynamics 365 Sales and customize opportunity summaries by adding fields from multiple tables and configuring knowledge sources for your sales team.
February 13, 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
Implementing Multi-Agent System for Your Fabric Data Agents
Ever wished you could have a team of specialized advisors at your fingertips, each ready to answer your toughest data…
February 4, 2026
AI-Enhanced Test Automation Raises Productivity and Unlocks Innovation
elevaite365ās AI-powered testing platform reduces time, cost, and risk in Dynamics 365 implementations and upgrades, freeing business users to focus on outcomes.
January 29, 2026
How AI-Enhanced Test Automation Is Reshaping Microsoft Dynamics 365 Implementations
elevaite365 Test Automation introduces adaptive, self-repairing test automation that evolves with Microsoft updates.
January 27, 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
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
Plan Designer vs Vibe: Reviewing Solution Components
Microsoft MVP Kylie Kiser concludes her series comparing Plan Designer and Vibe Experience by examining the solution elements and components created by each tool.
January 16, 2026
Where AI Turns Revenue from Reactive to Predictable in Dynamics 365 Sales
Scott LeFante explains how AI in Dynamics 365 Sales enhances decision-making across acquisition, deal execution, and customer growth.
January 16, 2026
Vibe vs Plan Designer: Comparing App Outputs
In Part 3 of her series comparing Vibe and Plan Designer, Kylie Kiser reviews the app outputs from both tools.
January 13, 2026
What’s New in Microsoft 365 Copilot
UG Expert and Microsoft MVP, Shawn Dorward, shares the latest features of M365 Copilot that rolled out in December.
January 12, 2026
