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Latest Content
Serrala’s Matt Pitcher on Enhancing Cash Flow Management with Automated AP, AR Solutions
Serrala's Matt Pitcher discusses the benefits of automating AR and AP solutions for enhanced cash flow management.
AI Agent & Copilot Podcast: Dataās Pivotal Role in Success of AI Projects
Columbus Global's Mike Simms gives insight on the role of data as AI projects become more prevalent across the business landscape.
Dynamics GP 2024 Customer Survey Results
UG Expert Kerry Hataley reviews the results of the 2024 Dynamics GP Customer Survey in this post.
Where to Find Training for Dynamics 365 Finance & Operations
Kelly Gustafson shares several resources for accessing training and learning materials for Dynamics 365 Finance & Operations.
Summit Launchpad: Leapwork’s Mike Anand on Inspiring Customer-First Software Development, AI-Driven Test Automation
Mike Anand of Leapwork shares key impressions from Community Summit NA and gives a preview into what's in store for the company in 2025 during this "S…
XrmToolBox Feature Highlight: Record Counter, Attribute Usage Inspector
UG Expert Kylie Kiser reviews tool tools of the XrmToolBox - the record counter overview and the attribute usage inspector in part 3 of her series.
Praxedo’s Nicholas Eparvier on Transforming Field Service with Innovative Solutions
Praxedo's Nicholas Eparvier tells Cam Sessinger about the company's field service solutions while on-site at Community Summit North America 2024.
Understanding Routing Link Codes in Business Central
Lewis Rosenberg gives an overview of Routing Code Links in Dynamics 365 Business Central, which link components of a production BOM to operations with…
Overcoming the Challenge of Being Talked Over in Meetings: 9 Effective Tips
Pam Misialek shares 9 effective tips to combat the struggle of being talked over during meetings as part of her Women in Tech coverage.
CIO Insights on AI, Microsoft, and ServiceNow at Community Summit
John Siefert, Tom Smith, and PriceSmart CIO Wayne Sadin got together at Community Summit NA 2024 to discuss AI and ERP developments.
Auto Copy Static Plan Feature in Dynamics 365 Finance & Operations
Learn more about the Auto Copy Static PLan feature in Dynamics 365 Finance & Operations, a part of the master planning functionality to streamline sup…
Copilot 101: What Is Copilot Studio?
Shawn Dorward, UG Expert, gives an overview of Copilot Studio, a tool that allows users to create custom AI agents for business processes.
Avalara CEO Scott McFarlane Defines How Company Offerings Address Market Challenges, Integrate with Dynamics365
Avalara CEO Scott McFarlane tells Cam Sessinger how the company's tax solutions address market challenges and integrate with Dynamics 365.
Introducing the XRMToolBox Metadata Document Generator
UG Expert Kylie Kiser gives an overview of one of her favorite tools in the XRMToolBox, the metadata document generator.
AI Agent & Copilot Podcast: Healthcare IT Leader (and Doctor) Calls Copilots a Game Changer
Dr. Patrick McGill explains how copilots are improving medical summaries, reducing provider burnout, and improving the patient experience.
Understanding Coverage Time Fence in Dynamics 365 Finance & Operations
Crystal Ahrens gives an overview of the coverage time fence in Dynamics 365 Finance and Operations, a tool designed to simplify production planning pr…
Working with Payment Terms in Business Central
UG Expert Dave Wiser reviews payment terms in Business Central. Payment terms enable users to calculate due dates on sales and purchase invoices.
How to Use Business Rules in Dynamics 365 CE/CRM
UG Expert and Microsoft MVP Heidi Neuhauser introduces business rules in Dynamics 365 CE/CRM and presents several use cases.
Introduction to the XrmToolBox
UG Expert Kylie Kiser begins a new video series on the XrmToolBox. In the first video, she gives an overview of the tool and its capabilities.
A Guide to Creating End-to-End Test Cases for Dynamics 365 Finance & Operations
This guide walks you through the necessary steps, provides insight into structuring test cases, offers advice for process owners, and includes a detai…

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AI Agent & Copilot Podcast: Using Copilot to Brainstorm
UG Expert and Microsoft MVP Shawn Dorward explains how Microsoft Copilot can be used to brainstorm, and he reviews the different types of prompts to use for this.