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Mastering the Distinctions Between Pegging and Reservation in Dynamics 365 Finance & Operations
UG Expert Crystal Ahrens describes how understanding the differences of pegging and reservation can empower D365FO users to optimize their inventory m…
AI Agent & Copilot Summit Agenda Now Available
The full agenda for AI Agent & Copilot Summit, running March 17-19 in San Diego, CA, has been released. Get the details in the press release.
Overview of Power Platform Environments Settings Model-Driven App
UG Expert Heidi Neuhauser reviews the Power Platform Environment Settings model-driven app and its new features compared to classic.
AI Copilot Podcast: Grant Dess of Microsoft Details Partner’s Copilot Innovation
AI Agent & Copilot Summit programming committee member discusses a strategic partner that’s using Copilot technology to streamline meetings.
AI Agent & Copilot Podcast: Seth Bacon of RSM Discusses AI Use Cases Across Industries
AI Agent & Copilot Summit programming committee member highlights AI's impact in verticals including retail, government, consulting and tax/audit.
Seer365 App Streamlines Request for Proposal (RFP) Process Using AI, Automation
With its AI-driven RFP solutions, Seer365 is revolutionizing the way Request for Proposals are documented, mapped, and generated.
AI Copilot Podcast: sa.global’s Stephen James on AI-Driven Transformations
sa.global leader explains the value - for his company and for clients - of compressing implementation timeframes while leveraging AI and copilots for …
How to Customize the Opportunity Closed Form in Dynamics 365
Take 5 minutes and learn from Heidi Neuhauser how to customize the opportunity closed form in Dynamics 365 Sales Hub.
Microsoft’s Charles Lamanna: How AI Agents and Copilots Drive Business Transformation
Microsoft’s Charles Lamanna, Corporate VP, Business & Industry Copilot weighs in on the power of agents and copilots working together, the future of…
AI Copilot Podcast: HEICO Companies’ Crystal Ahrens on AI in Customer Service Use Cases
AI Agent & Copilot Summit programming committee member discusses AI opportunities in customer-facing activities, financial reconciliation, and supply …
AI Agent & Copilot Podcast: Shawn’s 2025 Copilot Wishlist
As 2025 kicks off, UG Expert Shawn Dorward shares his 2025 "wishlist" for more advanced Copilot capabilities in the latest episode of the AI Agent & C…
Charles Lamanna of Microsoft: AI Agents and Copilots ‘Completely Change’ How We Work
Microsoft Copilot VP Charles Lamanna outlines his company's agent/copilot vision, why orchestration is so critical, and how applications will take on …
AI Agent & Copilot Podcast: Microsoft’s Dewain Robinson Emphasizes AI’s Value in B2B, B2C
Welcome to the AI Copilot Podcast, analyzing the latest AI Copilot and agent developments from Microsoft and its partners, delving into customer use cases, and…
How to Customize the Case Resolution Form in Dynamics 365 Customer Service
In this video, UG Expert Heidi Neuhauser explains how to customize the case resolution form in Dynamics 365 Customer Service. Key Takeaways
Let’s Talk Roles: Accounts Receivable (AR) in Microsoft Dynamics 365 Business Central
Holly Kutil reviews the functionality and capabilities of Accounts Receivable (AR) in Dynamics 365 Business Central.
Dynamics GP Announcement from Microsoft Exemplifies Impact of Community Engagement
UG Expert, Kerry Hataley, shares details on Microsoft's latest announcement to extend support and updates for Dynamics GP.
How to Test a Security Configuration
Kylie Kiser walks through the process of testing a security configuration as part of her Dataverse security series.
How D365FO Supports Corporate Sustainability Reporting Directive (CSRD) Compliance
The introduction of CSRD has shifted how businesses approach ESG efforts. Learn how Dynamics 365 Finance & Operations can aid in achieving CSRD compli…
Engaging Remote Users with ‘Slido’ PowerPoint Add-In
Heidi Neuhauser explains how to engage remote users and create enhanced presentations using a free PowerPoint add-in, Slido.
AI Agent & Copilot Podcast: sa.global’s Shawn Dorward on Data Readiness, AI-Driven Transformations
AI Agent & Copilot Summit programming committee member looks ahead to data readiness sessions and keynote by Microsoft AI Agent VP Ray Smith at March …
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