Latest User Group Communities Content — Page 7
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 relationships.
January 20, 2026
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.
January 19, 2026
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.
January 16, 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
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.
January 16, 2026
Where Copilot Falls Short ā 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.
January 15, 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
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 donāt move cleanly in solutions. Hereās what commonly breaks, why it differs from typical Dynamics ALM, and practical ways teams reduce chaos.
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
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&SCM.
January 13, 2026
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 securely.
January 12, 2026
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.
January 12, 2026
Interactions in Business Central: A Sales Representativeās POV
Business Central Interactions help sales teams capture calls, emails, and notes so key details donāt get lost over time. With templates and automatic logging from sales documents, every touchpoint stays tied to the contact and supports better follow-up and conversion.
January 9, 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
Lakehouse Schemas Now Generally Available in Microsoft Fabric
Pablo Moreno details the impacts of lakehouse schemas being generally available inside of Microsoft Fabric.
January 8, 2026
Dynamics GP in 2025: A YearāEnd Retrospective
UG Expert Kerry Hataley gives a recap of Dynamics GP in 2025, including important product updates and community events.
January 7, 2026
The New Leadership Skillset: Managing a Human + AI Hybrid Workforce
AI isnāt just adding new tools to the workplace ā itās reshaping the very structure of how work gets done.…
January 7, 2026
