Latest User Group Communities Content — Page 4 — Tips & Tricks
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
3 Ways Business Central Empowers You to Post with Confidence
Posting fast in Business Central is common, but a few built-in guardrails can prevent costly mistakes. Learn how Preview Posting, dimensions, and warnings keep entries clean and reporting reliable.
January 30, 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
Mapping Columns Between Tables
Column mapping auto-populates child table fields from a parent record when a child is created through a 1:N relationship. This guide explains the rules, how to switch to Classic, and how to configure mappings with real-world examples.
January 26, 2026
AI Agent & Copilot Podcast: Overcoming the Vanity AI Metrics Trap
Continuing his series āAI 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.
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.
January 19, 2026
Where Copilot Falls Short ā 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.
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.
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.
January 13, 2026
Interactions in Business Central: A Sales Representativeās POV
Business Central Interactions help sales teams capture calls, emails, and notes so key details donāt get lost over time. With templates and automatic logging from sales documents, every touchpoint stays tied to the contact and supports better follow-up and conversion.
January 9, 2026
Tip for CRM Users: How to Load the ‘Switch to Classic’ Button
If the Switch to Classic button in Dynamics 365 CRM is taking too long to load, try this quick tip.
January 8, 2026
The New Leadership Skillset: Managing a Human + AI Hybrid Workforce
AI isnāt just adding new tools to the workplace ā itās reshaping the very structure of how work gets done.…
January 7, 2026
How SignUp Software Is Driving AP Innovation with AI Inside Dynamics 365
Learn how SignUp Software is applying AI to transform invoice matching, workflow routing, and anomaly detection inside the AP function.
January 6, 2026
