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10 Tips for Enhancing User Adoption
Copilot within Customer Service Unlocked
Understand the impact of generative AI within Customer Service and the impacts to Agent’s day-to-day.
The Power of Three- Dynamics 365 CRM Customer Service, Project Operations, & Field Service
Breaking down the walls between the planning and service delivery aspects of an organization is key to creating the collaboration to deliver amazing customer experiences.…
Leveraging Azure Synapse for the Dataverse with Azure Synapse Link
Azure Synapse Link for Dataverse is a powerful tool that enables organizations to quickly and easily analyze large volumes of data stored in the Dataverse,…
A Dive into Dynamics GP Fixed Assets
Whether you are new to Fixed Assets or have been using them for a while, there’s always something new to learn. Join us as we…
Unsightly to Knightly – Improve Your Canvas App Interface and Usability with UI/UX Design
Canvas Power Apps have never been known for their shockingly good looks, but better known for their high level of accessibility and impressive functionality right…
Are You Ready to Use CRM & Marketing Automation Together?
Good design decisions in CRM go a long when you bring marketing automation into the mix. When the two work together, they streamline the customer…
Dynamics 365 F&O Azure Data Lake Made Easy!
With the introduction of Dynamics 365 F&O Export to Data Lake, many users are unsure of how to analyze the data with Power BI. This…
Ask Us Anything – System Administration
Speakers: David Musgrave, David Laster, Shawn Dorward, John Kirsch, David Feenstra
Choosing the Right Dynamics 365 F&O/AX Reporting Tool for the Job
The right reporting tool can make a huge difference in development costs and user adoption, but knowing which one to use can be a challenge.…
Dynamics 365 Finance & Operations Implementation Learnings
Dynamics 365 Finance & Operations (D365 F&O) implementations are intense, challenging, and rewarding all at the same time. This session is aimed at breaking down some…
Dynamics GP Project Accounting Setup & Administration: Optimize or Learn How Best to Use This Great Functionality
Learn about the setup functionality and Project Accounting and how it can be used to track both internal and billable Projects. This Dynamics GP tool…
Better Document Management in CRM: From Cluttered Chaos to Streamlined Simplicity
One of the worst features of Dynamics 365 CE/CRM is the many document creation and storage features. There are so many ways to create documents,…
Hackers and Phishers and Link Clickers, Oh My! – Dynamics GP Security
You will walk away from this session with 5 tips and tricks to protect yourself, your family, and your business from ransomware, phishing attacks, and…
Dynamics 365 F&O Excel Add-in Master Class
In this session, a Microsoft MVP will show you how to quickly get up to speed and use the Excel add-in to find the right…
Let’s create a Power App with Dynamics GP
Let’s build a Power App together. We will start with a simple plan and show you how to create a Power App to collect and…
Trouble with Dynamics 365 CE/CRM Relationships? It’s them, not you.
Wondering why related records/rows behave strangely when their parent record is assigned, shared, or deleted? Unsure of how to configure a lookup or relationship between…
AI-Powered Accounting: 5 Tools You Can’t Do Without!
Did you know that the use of Artificial Intelligence (AI) in accounting has grown by 67% in the past year alone? Its potential to transform…
Ask Us Anything – Reporting
Speakers: David Laster, Belinda Allen, John Arnold, David Feenstra, Noah Moseley, Zubin Gidwani, Anthony D’Anna, Cecile Dinh
Using Azure Synapse and the Azure Synapse Link to the get the most out of Dataverse
Exploring the progression of Synapse Link, encompassing its transition from Data Lake to Fabric for D365 CE to F&O, and delving into the Architecture specifics and associated…
Summit Soundbites
Latest Copilot Episode
Copilot 101: What Are Copilot Agents?
In this episode of the “Copilot 101 Podcast,” Shawn Dorward, Vice President, sa.global, UG Expert, gives an overview of Copilot Agents, which can be built in Copilot Studio.