Latest User Group Communities Content — Page 4

Chart of Accounts Super Hero: Saved Views in Action
Discover how one accounting team used Business Central's saved views and Chart of Accounts controls to simplify month-end review, enforce data quality, and manage a multi-company consolidation with ease.
Kerry Peters Kerry Peters March 6, 2026
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.
Tom Smith Tom Smith 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.
Kylie Kiser Kylie Kiser 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.
Shawn Dorward Shawn Dorward 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.
AJ Ansari AJ Ansari March 5, 2026
Power Automate Control Connector: Condition vs Switch
Use Condition for yes/no or operator-based logic, and Switch for 3+ equals-based cases in Power Automate Control actions.
Heidi Neuhauser Heidi Neuhauser March 4, 2026
Role Personalization in Dynamics 365 Business Central
Dave Wiser explains how to personalize roles in Dynamics 365 Business Central, as opposed to at the individual level, which is beneficial for training and business processes.
David Wiser David Wiser March 4, 2026
Bridging the Gap Between D365 Field Service and Project Operations
Microsoft’s new native integration links Dynamics 365 Field Service work orders directly to Project Operations projects, pushing material and labor actuals to the right contract line automatically.
Scott LeFante Scott LeFante March 3, 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.
Kylie Kiser Kylie Kiser March 2, 2026
A Guide to Slowly Changing Dimension (SDC) Patterns in Fabric Lakehouse
Managing historical changes in dimensional tables is crucial when extracting value from data, and Slowly Changing Dimension (SCD) patterns provide the framework for handling these changes.
Pablo Moreno Pablo Moreno March 2, 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.
Jason Chance Jason Chance 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.
Heidi Neuhauser Heidi Neuhauser February 26, 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.
AJ Ansari AJ Ansari 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 architecture—X++ tool, Dataverse registration, and Copilot Studio wiring—plus when to use it and key governance risks.
Crystal Ahrens Crystal Ahrens 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.
Pablo Moreno Pablo Moreno February 23, 2026
Reporting Options in Dynamics 365 Business Central
UG Expert and Microsoft MVP, Kim Dallefeld, reviews the three reporting options in Dynamics 365 Business Central.
Kim Dallefeld, MVP Kim Dallefeld, MVP February 19, 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.
Kylie Kiser Kylie Kiser February 18, 2026
The Value of Connecting Business Central to Microsoft Ecosystem
Business Central is most powerful when it’s the hub of an intentionally connected Microsoft ecosystem—Teams, Outlook, Excel, Power BI, and Power Platform. With empowered power users and strong community support, each release becomes an opportunity for continuous improvement.
Holly Kutil Holly Kutil February 17, 2026
Understanding Copilot Studio: The Brain Behind Dynamics 365 F&SCM
Copilot Studio acts as a governed ā€œsidecarā€ 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.
Crystal Ahrens Crystal Ahrens 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.
Kylie Kiser Kylie Kiser February 13, 2026

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