Latest Tutorials Content — Page 2

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
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
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
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
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
How Truvio Is Uniting ISVs, AI, and Expertise for Dynamics 365
Truvio leaders Joakim Alm and Aynsley Keller describe the launch of the new brand and what the impact will be for customers and partners.
Dynamics Communities Dynamics Communities February 11, 2026
AI-Driven Demand Planning in Finance & Supply Chain Management: Moving Beyond the ‘Educated Guess’
D365 F&SCM demand planning replaces spreadsheet ā€œeducated guessesā€ with AI forecasts that incorporate external signals like weather and economic indicators. With Planning Optimization and Copilot, teams can understand variances, spot outliers, and improve forecast accuracy.
Crystal Ahrens Crystal Ahrens February 10, 2026
MLOps in Microsoft Fabric: A Comprehensive Guide for ML Engineers
This deep dive explains how to operationalize Python-based ML pipelines in Microsoft Fabric, from notebooks to wheel packages and pipeline automation.
Pablo Moreno Pablo Moreno February 9, 2026
The 3 Source Fields in Dynamics 365 Business Central
UG Expert and Microsoft MVP, Kim Dallefeld, discusses the three source fields in Dynamics 365 Business Central.
Kim Dallefeld, MVP Kim Dallefeld, MVP February 6, 2026
Implementing Multi-Agent System for Your Fabric Data Agents
Ever wished you could have a team of specialized advisors at your fingertips, each ready to answer your toughest data…
Pablo Moreno Pablo Moreno February 4, 2026
How Business Central’s Analysis Mode Turns Every List into an Instant Data Review Tool
Business Central’s Analysis Mode turns any list page into a pivot-style workspace for quick grouping, subtotals, and drill-downs. Use it to validate item, vendor, and customer data, catch missing fields, and reduce Excel exports.
David Laster David Laster February 2, 2026
AI-Enhanced Test Automation Raises Productivity and Unlocks Innovation
elevaite365’s AI-powered testing platform reduces time, cost, and risk in Dynamics 365 implementations and upgrades, freeing business users to focus on outcomes.
Tom Smith Tom Smith January 29, 2026
Managing Python Packages and Libraries in Microsoft Fabric Environments
Microsoft Fabric simplifies Python package management with managed, layered environments and tooling to detect dependency conflicts. Learn best practices for pinning versions, isolating projects, and using uv in a practical Fabric workflow.
Pablo Moreno Pablo Moreno January 29, 2026
How AI-Enhanced Test Automation Is Reshaping Microsoft Dynamics 365 Implementations
elevaite365 Test Automation introduces adaptive, self-repairing test automation that evolves with Microsoft updates.
Kieron Allen Kieron Allen January 27, 2026
Copilot in Dynamics 365 Finance and Supply Chain Management: A Guide to Back-Office Transformation
In Dynamics 365 F&SCM, Copilot protects operational data and simplifies access for new users, writes Crystal Ahrens.
Crystal Ahrens Crystal Ahrens January 26, 2026

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