Latest User Group Communities Content — Page 2 — How Tos
Back to Basics: How to Create a Sales Quote in Business Central
UG Expert Jessie Sanger-Picard provides a step-by-step walkthrough of converting a Sales Quote into a Sales Order in Business Central.
April 7, 2026
Managing Updates in Dynamics 365 Business Central
Andrew Good reviews the types of updates to Dynamics 365 Business Central and how users can manage these updates.
April 2, 2026
Microsoft Azure Foundry Local Labs: Building Real AI Apps, Right on Your Machine
Azure Foundry Local Labs helps developers build production-ready AI apps that run entirely on-device using local model serving, RAG, and agent workflows. It delivers stronger privacy, lower latency, offline capability, and predictable costs, with an easy path to Azure when you need scale.
April 1, 2026
Practical AI: Prompt Build
UG Expert Kylie Kiser defines prompts and demonstrates how to craft and apply them across Microsoft applications.
March 31, 2026
Scheduled Cloud Flow: How the Data Operation Connector Improved My Automation
Discover how to build a scheduled Power Automate cloud flow that queries Dataverse for won opportunities and delivers a clean, formatted HTML table directly to a Microsoft Teams sales channel ā no OData expertise required.
March 16, 2026
Practical AI: Plan Designer and Vibe
Kylie Kiser walks through two powerful maker tools, Plan Designer and Vibe, showing how each can generate apps, data models, and workflows from a simple business problem description.
March 13, 2026
Postings Setups in Dynamics 365 Business Central
This post provides an explanation of Posting Setups in Microsoft Dynamics 365 Business Central (BC), emphasizing their role as the core logic that connects dayātoāday business transactions with the General Ledger.
March 12, 2026
How to Fix Power Automate’s Teams ‘Post a Message’ Action
When using Power Automate's "Post a Message in a Chat or Channel" action, switching between the new and old designer breaks either your page breaks or your clickable URLs. Here's a quick fix for both.
March 11, 2026
Practical AI: Maker Tools in Power Platform, Power Apps
Kylie Kiser reviews the practical applications of AI tools in Power Apps, Power Platform, and Power Automate that are available to makers, in part 3 of her series on practical AI.
March 10, 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
Purchase Order Matching with the Business Central Payables Agent
The Payables Agent in Business Central has received a major update in version 27.3, adding support for three-way matching and PO matching.
February 27, 2026
Using the Data Operation Connector in Power Automate with Model-Driven Apps
Learn how to use the Data Operations connector's Compose action in Power Automate to generate a dynamic deep link directly to a specific record inside a Model Driven App or Dynamics 365 Customer Engagement.
February 26, 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
Power Apps Code Apps: Empowering Developers with Code-First Solutions
Power Apps Code Apps lets pro developers build Power Platform apps with full-code control using frameworks like React and TypeScript. This article covers setup options, licensing, security, and Git/GitHub workflows for collaboration.
February 23, 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
How to Show Customer Insights – Journeys Marketing Emails on Lead & Contact Timeline
Ensure marketing emails appear in Dynamics 365 contact and lead timelines by enabling feature switches and configuring custom connectors for seamless sales and marketing visibility.
February 12, 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
Testing the Limits of the Sales Order Agent in Business Central
Can the Sales Order Agent in Dynamics 365 Business Central handle complex, real-world scenarios? UG Expert Jason Chance puts the AI-powered feature through its paces with multilingual orders, PDF attachments, and intricate order modifications to see where it excelsāand where it breaks.
January 23, 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
