What to Expect When Taking a Certification Exam Online
UG Expert Kelly Gustafson shares advice based on her personal experience taking a certification exam online.
Tag: Dynamics 365 Finance & Operations / AX
How Microsoft Copilot Works in Dynamics 365 Finance & Operations
UG Expert Crystal Ahrens explains how Microsoft Copilot works in D365FO as well as how users can benefit from it.
Implementing a Copilot Agent in Dynamics 365 Finance & Operations for Order Status Queries
UG Expert Crystal Ahrens provides a step-by-step approach to building a proof-of-concept and optimizing Copilot in D365FO.
Writing Effective Copilot Prompts in Dynamics 365 Finance & Operations
UG Expert Crystal Ahrens shares tips and use cases for writing effective Copilot prompts in Dynamics 365 Finance & Operations.
Customization Conversations: Balancing Costs, Scope, and Complexity
David Schmidt and Ryan Meade provide insights on customizations when undergoing a transformation in your organization.
Biz Apps Partner Podcast: Stoneridge Software CEO Eric Newell on Company Growth, Recent Acquisition
Stoneridge Software CEO Eric Newell joins John Siefert to discuss the company's growth and recent acquisition of TEAM technology.
Microsoft VP of AI Agents Ray Smith on Business Transformation Through AI Agents
Microsoft VP of AI Agents Ray Smith kicked of Day 2 of the AI Agent & Copilot Summit with his opening keynote focused on how agents are redefining the…
Creating a Payment Proposal in Dynamics 365 Finance & Operations
Generating payments strategically using the tools within D365FO can be easy, if you follow a few steps! UG Expert Kelly Gustafson breaks down the proc…
How to Incorporate Dynamics 365 HR Into Approval Workflows
UG Expert Kelly Gustafson walks through the steps of applying D365FO for workflow approvals and role assignments.
4 Principles for Robust AI Integration in Dynamics 365 Finance & Operations
UG Expert Crystal Ahrens breaks down four key principles for resilient AI integration for Dynamics 365 Finance & Operations users.
Avoiding Dual-Write Disasters in Dynamics 365 Finance & Operations Integrations
UG Expert Crystal Ahrens gives an example of how to avoid a dual-written disaster in Dynamics 365 Finance & Operations integration.
Evaluating Inventory Tracking in D365FO: Advantages, Limitations, and Recommendations
Understanding the benefits and challenges of D365FO’s inventory tracking features can enhance reporting capabilities and optimize logistics for manu…
Mastering the Distinctions Between Pegging and Reservation in Dynamics 365 Finance & Operations
UG Expert Crystal Ahrens describes how understanding the differences of pegging and reservation can empower D365FO users to optimize their inventory m…
How D365FO Supports Corporate Sustainability Reporting Directive (CSRD) Compliance
The introduction of CSRD has shifted how businesses approach ESG efforts. Learn how Dynamics 365 Finance & Operations can aid in achieving CSRD compli…
Mastering Order Events in Dynamics 365 Finance & Operations
Discover how Dynamics 365 Finance & Operations' order events feature enables organizations to improve business processes and maintain precise records.
Microsoft Copilot vs. Microsoft Copilot for Finance: Understanding Key Differences and Benefits for Users
Finance professionals must understand the differentiators of Microsoft Copilot and Microsoft Copilot for Finance to maximize their benefit of the tech…
New Dynamics 365 SCM Update Enhances Raw Material Expiry Date Checks
Dynamics 365 SCM now includes an advanced feature for validating material expiry dates, offering a more efficient approach to managing raw materials. …
Delivery Date Control in Microsoft Dynamics 365 Finance & Operations
UG Expert Kelly Gustafson reviews the Delivery date control feature in Dynamics 365 Finance & Operations.
Manage Batch Inventory, Link to Production Orders in Dynamics 365 Finance & Operations
Crystal Ahrens reviews the batch inventory management features and explains how to link it to a production order in D365 Finance & Operations.
Copilot 101: What Is Copilot for Finance?
UG Expert Shawn Dorward, discusses Microsoft Copilot for Finance, a tool from Microsoft that leverages ERP data to provide real-time insights.
