Latest Tips & Tricks Content — Page 3
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
