Latest Video Content — Page 4
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 sales and marketing visibility.
February 12, 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.
February 11, 2026
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 connectors, and creating AI Builder prompts in Copilot Studio.
February 10, 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.
February 6, 2026
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 information directly from case details and knowledge base articles to improve response times and consistency.
February 5, 2026
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.
January 28, 2026
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 through its paces with multilingual orders, PDF attachments, and intricate order modifications to see where it excelsāand where it breaks.
January 23, 2026
AI Agent & Copilot Podcast: Overcoming the Vanity AI Metrics Trap
Continuing his series āAI Starts with Leadership Success,ā UG Expert and Microsoft MVP, Shawn Dorward, explains why focusing on usage metrics in AI doesn't always equate to value.
January 21, 2026
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 by each tool.
January 16, 2026
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.
January 15, 2026
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.
January 14, 2026
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.
January 13, 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.
January 13, 2026
Vibe vs Plan Designer: Reviewing Data Models
In part 2 of her series on Vibe vs. Plan Designer, UG Expert and MVP Kylie Kiser reviews the data models of both.
January 9, 2026
Tip for CRM Users: How to Load the ‘Switch to Classic’ Button
If the Switch to Classic button in Dynamics 365 CRM is taking too long to load, try this quick tip.
January 8, 2026
Vibe vs. Plan Designer: A Comparison of App Development
UG Expert Kylie Kiser explains how to create apps without code in the new Power Platform 'Vibe' experience, comparing and contrasting the process to that in Plan Designer.
January 6, 2026
How SignUp Software Is Driving AP Innovation with AI Inside Dynamics 365
Learn how SignUp Software is applying AI to transform invoice matching, workflow routing, and anomaly detection inside the AP function.
January 6, 2026
Creating an App in the New Power Apps ‘Vibe’ Experience
UG Expert and Microsoft MVP, Heidi Neuhauser, configures settings, creates and app, and assets, using the new Vibe experience in Power Apps.
December 23, 2025
AI Agent & Copilot Podcast: Summit NA 2025 Reflections, Updates
In this episode of the AI Agent & Copilot Podcast, Shawn Dorward reflects on his experience at Community Summit NA…
December 22, 2025
MVP Insights: Barret Blake on Integrating Copilot with Power Automate
MVP Barret Blake shares his insights on current innovations and use cases to add Copilot into Power Automate, as well as Community Summit highlights.
December 17, 2025
