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.
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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…
Truvio’s AI-First Approach to ERP Innovation
Accounts Payable (AP) has emerged as a prime candidate for finance-grade AI. Discover how Truvio's ERP-native intelligence is reshaping automation ins…
Developing an Organizational Change Management (OCM) Plan for Copilot in D365 F&SCM
Integrating Copilot into D365 F&SCM is a cognitive shift that requires outcome-based change management, not a simple feature rollout. This post outlin…
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…
Microsoft’s Acquisition of Osmos: New Era of Data Engineering Automation
Microsoft’s acquisition of Osmos signals a major push toward automating data engineering inside Microsoft Fabric. Expect faster ingestion, smarter c…
Setting Up Table Relationship in Dynamics 365 CE/CRM
UG Expert and Microsoft MVP, Heidi Neuhauser, reviews the relationships between tables in Dynamics 365 CE/CRM, focusing specifically on 1:N relationsh…
From Features to Habits: How Teams Are Actually Using Microsoft 365 Copilot
Copilot value comes from consistent, repeatable habits, not endless feature exploration. Start with a few high-impact moments, then repeat what works.
Establishing Business Central Learning Goals For 2026
AJ Ansari shares four Business Central goals to add to your list of resolutions in 2026, with one to focus on per quarter.
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…
Where AI Turns Revenue from Reactive to Predictable in Dynamics 365 Sales
Scott LeFante explains how AI in Dynamics 365 Sales enhances decision-making across acquisition, deal execution, and customer growth.
Where Copilot Falls Short — 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.
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.
Frustrations with Dynamics 365 Contact Center Deployments
Promoting Dynamics 365 Contact Center work from Sandbox to UAT can feel like a rebuild because key channel assets are environment-bound and don’t mo…
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.
Vibe vs Plan Designer: Comparing App Outputs
In Part 3 of her series comparing Vibe and Plan Designer, Kylie Kiser reviews the app outputs from both tools.
Copilot in Dynamics 365 Finance & Supply Chain: From Demo to Back-Office Reality
Crystal Ahrens explains real use cases and a readiness checklist to ensure data, security, and governance can support reliable AI outcomes in D365 F&S…
Understanding Translytical Task Flows in Microsoft Fabric
Translytical Task Flows in Microsoft Fabric unify transactions and analytics in one pipeline. They deliver real-time insights and automated actions se…
What’s New in Microsoft 365 Copilot
UG Expert and Microsoft MVP, Shawn Dorward, shares the latest features of M365 Copilot that rolled out in December.
