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…
Media Type: Video
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 past…
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 task…
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…
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 Micros…
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.
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…
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…
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 configurin…
How to Show Customer Insights – Journeys Marketing Emails on Lead & Contact Timeline
Ensure marketing emails appear in Dynamics 365 contact and lead timelines by enabling feature switches and configuring custom connectors for seamless …
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.
Extending Customer Service Copilot
Discover how to enhance Copilot in Dynamics 365 Customer Service by adding custom knowledge sources, connecting external data through Power Automate c…
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.
Drafting Emails with Copilot in Customer Service
Discover how Dynamics 365 Customer Service's Copilot feature enables agents to draft personalized, context-aware emails in seconds, pulling informatio…
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.
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 th…
AI Agent & Copilot Podcast: Overcoming the Vanity AI Metrics Trap
Continuing his series “AI Starts with Leadership Success,” UG Expert and Microsoft MVP, Shawn Dorward, explains why focusing on usage metrics in A…
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 b…
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.
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.
