Latest User Group Communities Content — Page 7
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
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.
January 22, 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
Microsoftās Acquisition of Osmos: New Era of Data Engineering Automation
Microsoftās acquisition of Osmos signals a major push toward automating data engineering inside Microsoft Fabric. Expect faster ingestion, smarter cleaning, and no-code pipelines that broaden access to analytics.
January 20, 2026
Setting Up Table Relationship in Dynamics 365 CE/CRM
UG Expert and Microsoft MVP, Heidi Neuhauser, reviews the relationships between tables in Dynamics 365 CE/CRM, focusing specifically on 1:N relationships.
January 20, 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
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.
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.
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.
January 16, 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
Introduction to the Sales Order Agent in Business Central
Discover how to configure the Sales Order Agent, optimize your workflow, and streamline your order-to-fulfillment process.
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
Frustrations with Dynamics 365 Contact Center Deployments
Promoting Dynamics 365 Contact Center work from Sandbox to UAT can feel like a rebuild because key channel assets are environment-bound and donāt move cleanly in solutions. Hereās what commonly breaks, why it differs from typical Dynamics ALM, and practical ways teams reduce chaos.
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
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.
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.
January 13, 2026
Understanding Translytical Task Flows in Microsoft Fabric
Translytical Task Flows in Microsoft Fabric unify transactions and analytics in one pipeline. They deliver real-time insights and automated actions securely.
January 12, 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.
January 12, 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
