Latest Copilot & Agents Content — Page 4

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.
Heidi Neuhauser Heidi Neuhauser February 3, 2026
AI-Enhanced Test Automation Raises Productivity and Unlocks Innovation
elevaite365’s AI-powered testing platform reduces time, cost, and risk in Dynamics 365 implementations and upgrades, freeing business users to focus on outcomes.
Tom Smith Tom Smith 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.
Shawn Dorward Shawn Dorward 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.
Kieron Allen Kieron Allen 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.
Crystal Ahrens 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.
Cam Sessinger Cam Sessinger 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.
Crystal Ahrens Crystal Ahrens January 22, 2026
AI Agent & Copilot Podcast: Overcoming the Vanity AI Metrics Trap
Continuing his series ā€œAI 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.
Shawn Dorward Shawn Dorward 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.
Shawn Dorward Shawn Dorward January 19, 2026
Establishing Business Central Learning Goals For 2026
AJ Ansari shares four Business Central goals to add to your list of resolutions in 2026, with one to focus on per quarter.
AJ Ansari AJ Ansari January 16, 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.
Kylie Kiser Kylie Kiser 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.
Scott LeFante Scott LeFante January 16, 2026
Where Copilot Falls Short — 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.
Shawn Dorward Shawn Dorward 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.
Shawn Dorward Shawn Dorward 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.
Dynamics Communities Dynamics Communities January 13, 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.
Kylie Kiser Kylie Kiser 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.
Crystal Ahrens Crystal Ahrens 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.
Shawn Dorward Shawn Dorward January 12, 2026
The New Leadership Skillset: Managing a Human + AI Hybrid Workforce
AI isn’t just adding new tools to the workplace — it’s reshaping the very structure of how work gets done.…
Shawn Dorward Shawn Dorward January 7, 2026
AI Agent & Copilot Summit 2026 Speakers & Sessions Released
The speakers and sessions for the 2026 AI Agent & Copilot Summit have been announced by event producers, Dynamic Communities and Cloud Wars.
Dynamics Communities Dynamics Communities January 6, 2026

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