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Microsoft’s Success by Design: What It Is and How It Can Help Your Implementation
UG Expert Crystal Ahrens explores Microsoft's Success by Design program, which is a comprehensive framework for implementing Dynamics 365 projects fas…
What’s the Difference Between Fixed Assets and Asset Management in Dynamics 365 F&O?
UG Expert Kelly Gustafson reviews the difference between "fixed assets" and "asset management" within the context of Dynamics 365 F&O.
What’s a Conference Room Pilot (CRP) and Why Is it Important?
UG Expert Crystal Ahrens defines the concept behind a conference room pilot (CRP) and offers insights into why it's so important.
Feature Showdown: Viva Sales Vs. Dynamics 365 App for Outlook
UG Expert Heidi Neuhauser reviews and compares the features of Viva Sales and the Dynamics 365 app for Outlook.
How to Use Trade Agreement Groups in Dynamics 365 Finance & Operations
How do you use trade agreement groups in D365 F&O? UG Expert Kelly Gustafson explains how to use them to help categorize vendors, customers, & items
How Automating ERP Processes Reduce Risk of Fraud, Enhances Accounts Payable
Automating ERP processes can help make accounts payable more efficient, reduce the risk of fraud, and offer greater visibility into financial transact…
How to Undo Transfer Shipments in Business Central
UG Expert Saurav Dhyani explains how to undo transfer shipments in Business Central, which is part of the 2023 Release Wave 1.
How to Correct Posted Invoices in Dynamics 365 Business Central
In this video, UG Expert Jo deRuiter explains how to easily correct posted invoices in Dynamics 365 Business Central.
Batch Jobs 101: What You Need To Know About Dynamics 365 Finance & Operations
UG Expert Crystal Ahrens offers an overview of Batch Jobs in Microsoft Dynamics 365 for Finance & Operations and how they streamline day-to-day tasks
Thinkmax CEO Marc Belliveau on Company Priorities, Power Platform, and Future Investments
Aaron Back and Thinkmax CEO and President Marc Belliveau discuss company priorities, how Power Platform is enabling Thinkmax customers, and future are…
How Azure DevOps TestRunner Can Help with Manual Testing in Dynamics 365 F&O
UG Expert Kelly Gustafson describes how to use TestRunner in AzureDevOps to assist with manual testing in Dynamics 365 Finance & Operations
Understanding the Payment Journal Options in Business Central
UG Expert David Wiser defines the various payment journal options in Business Central, including manual entry, suggested vendor payments, and create p…
Deep Dive into the Posting Setup of Dynamics GP
In part two of the deep dive series on reporting in Dynamics GP, UG Expert Kerry Hataley digs into the Posting Setup window and how it's more than jus…
What Is Business Document Management in Dynamics 365 Finance & Operations?
UG Expert Crystal Ahrens provides an overview of Business Document Manager (BDM) within the context of Dynamics 365 Finance and Operations.
Microsoft Copilot: The Impact of AI on Dynamics 365
In the latest episode of "Inside Dynamics Communities," John, Pam, and Ryan discuss Microsoft Copilot, an AI solution that will modernize Dynamics 365…
Recover from a Cybersecurity Breach
How does a company recover from a cybersecurity breach? Filled with expert insights from CISOs and practitioners, this “for user, by user” inciden…
Tips and Tricks for Trade Agreements in Dynamics 365 Finance & Operations
UG Expert Kelly Gustafson offers some tips and tricks for using trade agreements in Dynamics 365 Finance and Operations.
How to Reverse a Business Central Journal Entry From a Closed Accounting Period
UG Expert Amanda Mayer explains how to reverse a journal entry from a closed accounting period in Business Central.
How to Complete Deferrals in Business Central
UG Expert Jo deRuiter explains how to complete deferrals in Business Central. She defines how to set up a deferral template which can help to automate…
Microsoft Dynamics 365 Finance & Operations Translation Service Explained
UG Expert Crystal Ahrens explains Microsoft Dynamics 365 translation service, which allows for the quick and accurate translation of content into mult…
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.