Latest Copilot & Agents Content — Page 3
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
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
Agent Model in Excel Copilot: A New Way to Work with Business Central Data
Microsoft MVP AJ Ansari walks through five practical scenarios showing how Agent Mode in Excel Copilot can automate complex Business Central data tasks.
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
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 architectureāX++ tool, Dataverse registration, and Copilot Studio wiringāplus when to use it and key governance risks.
February 24, 2026
Creating a Knowledge Article With Copilot in Customer Service
In this video, Kylie Kiser shows how Copilot in Customer Service helps agents automatically create and suggest knowledge base articles while resolving cases, capturing insights in real time.
February 18, 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
Extending Customer Service Copilot
Discover how to enhance Copilot in Dynamics 365 Customer Service by adding custom knowledge sources, connecting external data through Power Automate connectors, and creating AI Builder prompts in Copilot Studio.
February 10, 2026
Drafting Emails with Copilot in Customer Service
Discover how Dynamics 365 Customer Service's Copilot feature enables agents to draft personalized, context-aware emails in seconds, pulling information directly from case details and knowledge base articles to improve response times and consistency.
February 5, 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
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-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
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
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
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
