Posts Tagged: Dynamics 365 Finance & Operations / AX — Page 4
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.
April 9, 2025
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.
April 4, 2025
Customization Conversations: Balancing Costs, Scope, and Complexity
David Schmidt and Ryan Meade provide insights on customizations when undergoing a transformation in your organization.
April 1, 2025
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 future.
March 18, 2025
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 process in her latest post.
March 17, 2025
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.
March 7, 2025
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.
February 28, 2025
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.
February 24, 2025
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 manufacturers.
February 3, 2025
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 management processes.
January 28, 2025
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 compliance.
January 14, 2025
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.
January 9, 2025
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 technology.
January 6, 2025
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. UG Expert Crystal Ahrens breaks down the feature in her latest post.
January 2, 2025
Delivery Date Control in Microsoft Dynamics 365 Finance & Operations
UG Expert Kelly Gustafson reviews the Delivery date control feature in Dynamics 365 Finance & Operations.
December 20, 2024
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.
December 16, 2024
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.
December 12, 2024
Unlock the Full Potential of Dynamics 365 Finance and Operations with Microsoft Copilot
In her latest post, UG Expert Crystal Ahrens walks users through how to effectively define and enhance use cases for Dynamics 365 Finance & Operations with Copilot.
December 11, 2024
SignUp Software Insights on the Office of the CFO in 2025
SignUp Software's Olof Hedin and Rob Ashe provide insights on what to expect in the coming year, the future of AI, and the role of the CFO.
December 5, 2024
How Unit of Measure in Dynamics 365 Finance and Operations Works
UG Expert Crystal Ahrens reviews Unit of Measure (UOM) in Dynamics 365 Finance & Operations and gives an explanation as to how it works.
December 4, 2024
