Latest User Group Communities Content — Page 2 — Tips & Tricks

Premier Partner Interview 2026: eOne Solutions
eOne Solutions' Chris Dew shares what attendees can expect from the company at Summit NA 2026.
Dynamics Communities Dynamics Communities August 3, 2026
IAMCP President Peter Fidler on Face-to-Face Connection at Summit NA, Registration Savings
IAMCP President Peter Fidler details the company's presence at Community Summit NA 2026 and shares how attendees can save with their VIP access code.
Dynamics Communities Dynamics Communities July 31, 2026
Putting AI to Work on Dynamics GP While Keeping the Data On-Premises
Kerry Hataley explains how the Model Context Protocol in Dynamics GP turns the question of "Should we let AI touch the GL?" into a governance decision you can actually defend.
Kerry Hataley Kerry Hataley July 30, 2026
Meet the AI Agents in Dynamics 365 Customer Service
UG Expert Heidi Neuhauser introduces the customer care rescue specialists who represent the AI agents for Dynamics 365 Customer Service.
Heidi Neuhauser Heidi Neuhauser July 29, 2026
Customer Payment Management in Business Central
Kim Dallefeld shares newly discovered features in Business Central's customer ledger which provide access to invoice-level payment data and simple reporting.
Kim Dallefeld, MVP Kim Dallefeld, MVP July 27, 2026
Meet the AI Agents in Dynamics 365 Sales
Dive into the sales safari of AI agents for Dynamics 365 Sales to understand how they collaborate to drive efficiency and quality results.
Heidi Neuhauser Heidi Neuhauser July 24, 2026
The Product Configurator in D365 F&SCM: Modeling Knowledge, Not Just Data
The product configurator in D365 F&SCM is a capability that reshapes how a business thinks about product master data.
Crystal Ahrens Crystal Ahrens July 16, 2026
Summer System Cleaning: Environment Health and Governance Review
In the final part of her "summer cleaning series" for the Power Platform, UG Expert and MVP Kylie Kiser reviews environment health and governance.
Kylie Kiser Kylie Kiser July 14, 2026
Refunding Customer Overpayments and Negative Balances in Business Central
Negative customer balances can impact DSO calculations, so it's important to address them promptly. David Laster dives into resolving and managing these cases.
David Laster David Laster July 10, 2026
Summer System Cleaning: Automation and Process Tune-Up
In part 3 of her series on summer cleaning tips for Power Platform environments, Kylie Kiser shares tips and tricks for tuning up processes and flows.
Kylie Kiser Kylie Kiser July 9, 2026
The Community Says Goodbye to the Heart of Dynamics GP
Kerry Hataley pays tribute to the "heart of the Dynamics GP community," Terry Heley, who recently announced her retirement from Microsoft.
Kerry Hataley Kerry Hataley July 7, 2026
The Dynamics of High-Volume Integration
Organizations can build secure, connected foundations by stabilizing the integration layer, enabling thriving advanced AI solutions.
Crystal Ahrens Crystal Ahrens July 6, 2026
Summer System Cleaning: Securing Environments
In part 2 of her summer cleaning series for Power Platform environments, Kylie Kiser shares security tips.
Kylie Kiser Kylie Kiser July 2, 2026
Manufacturer Builds Real-Time Data Access, Automates Supply-Chain Workflows With Dynamics 365 F/SCM
Working with DynaTech Systems, Solmax standardized global business processes and created a single source of truth, helping eliminate data silos and improve financial and operational decision-making across multiple regions.
Tom Smith Tom Smith July 1, 2026
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.
Dynamics Communities Dynamics Communities June 30, 2026
Why CRM Admins Should Stop Testing Dynamics 365 as a System Administrator
CRM admins should alpha test configurations as System Administrators, but true success requires beta testing with real user roles to uncover role-based security, access, and usability issues before go-live.
Heidi Neuhauser Heidi Neuhauser June 29, 2026
The Sales & Receivables Setup Table Might Be Doing Less Than It Could
Holly Kutil reviews several features that may already be available in your Business Central environment and explores how a few configuration changes in Sales & Receivables can improve efficiency, consistency, and user adoption.
Holly Kutil Holly Kutil June 25, 2026
Summer System Cleaning: Backlog and Solution Hygiene
In part 1 of a new series, Kylie Kiser shares maintenance tips for a system backlog and managed/unmanaged solutions.
Kylie Kiser Kylie Kiser June 24, 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.
Crystal Ahrens Crystal Ahrens June 23, 2026
2026 Release Wave 1: What CRM Admins Actually Need to Review
Release waves do not have to be overwhelming; you just need to know which changes matter to your environment, your users, and your business processes.
Heidi Neuhauser Heidi Neuhauser June 22, 2026

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