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Special Report: Interview with Bob McAdam on Cavallo’s Innovation and Strategic Partnerships
John Siefert and Cavallo's SVP of Strategic Partnerships Bob McAdam discuss Cavallo's involvement in the Dynamics GP and Business Central space, as we…
Using the Dynamics 365 App for Outlook
UG Expert Heidi Neuhauser describes how to use the Dynamics 365 App for Outlook, which is a great tool to help increase user adoption at organizations…
Making Sense of AI and Hyperautomation
Are you equipped for the impact of AI throughout your company? This guidebook provides real-world insights to help make sense of AI and how to conside…
From Clippers to Lumber, D365 Is Innovating Business, but Lookout for New Phishing Attacks
John Siefert, Ryan Gonzales, and Pam Misialek break down the latest customer success stories in this episode of Inside Dynamics Communities.
Business Central Upcoming Updates, New Functionalities
UG Expert Steven Chinsky reviews the Business Central updates as part of the 2023 Release Wave 1.
Configuring Microsoft Teams and Dynamics 365 Basic and Enhanced Collaboration
What is the difference between the basic and enhanced integration of Microsoft Teams and Dynamics 365? UG Expert Heidi Neuhauser reviews these differe…
New Versapay CEO Brings Payments Background to Scale Financial Automation Innovator
With the appointment of Carey O'Connor Kolaja as its new CEO, Versapay builds on the momentum of signing its millionth customer.
Using Process Documentation to Streamline Dynamics 365 F&O Implementation
UG Expert Crystal Ahrens describes how to utilize process documentation and cross-functional discussions when implementing Dynamics 365 F&O.
Introduction: Deep Dive Into Reporting Within Dynamics GP
In part one of the series on Reporting in Dynamics GP, UG Expert Kerry Hataley provides an overview of Reporting functions, terminology, tools, and da…
How to Perform a Bank Reconciliation in Business Central
Dynamics Communities UG Expert Jo deRuiter demonstrates the six steps involved with performing a bank reconciliation in Dynamics 365 Business Central.…
How to Flawlessly Load Your New Business Central Budget Every Time
Dynamics Communities UG Expert Kerry Peters offers five simple steps to ensure you have a flawless load of your new financial budget into Business Cen…
Streamline Your Testing with Microsoft DevOps
UG Expert Crystal Ahrens explores why Microsoft DevOps is a good tool for tracking testing in a D365 Finance and Operations implementation.
How to Connect Microsoft Teams Chat with Dynamics 365 for Sales
In part two of the series, UG Expert Heidi Neuhauser dives deeper into the Microsoft Teams chat configuration with Dynamics 365 for Sales
Creating Fixed Assets Via Dynamics 365 F&O Purchase Orders
Dynamics Communities UG Expert Kelly Gustafson explains how to create fixed assets via a purchase order in Dynamics 365 Finance & Operations.
How Dynamics 365 Finance & Operation Units of Measure Work in Manufacturing
UG Expert Crystal Ahrens describes how to set up a unit of measure, within the context of the manufacturing industry, in Dynamics 365 for Finance and …
How to Troubleshoot Why Dynamics 365 is Running Slow
Finding that your Dynamics 365 environment is not performing at its peak? These quick tips will help you through your troubleshooting process
Customer Success with AvidXchange, Tibco Cloud Integration, and Microsoft’s AI Goals
In the latest Inside Dynamics Communities episode, John, Ryan, and Pam share the latest customer stories from the Dynamics Communities, including Avid…
How to Configure Business Central and Microsoft Teams Integration
Dynamics Communities BC/NAV UG Expert Jo deRuiter explains how Microsoft Teams can be integrated into Dynamics 365 Business Central/NAV.
How to Set Up Dynamics 365 and Microsoft Teams Integration
In part one of the series, UG Expert Heidi Neuhauser explains how to integrate Microsoft Teams within a Dynamics 365 environment and experience the be…
How to Personalize the Look & Feel of Your Dynamics 365 Finance & Operations Workspaces
UG Expert Kelly Gustafson describes how to set up workspace personalization in Dynamics 365 F&O to maximize efficiency and effectiveness.
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.