Posts Tagged: featured
Power Platform 2026 Release Wave 1: Copilot Studio
UG Expert Kylie Kiser reviews the updates that add value to Copilot Studio as part of the Power Platform 2026 Release Wave 1.
May 12, 2026
Copilot Studio + Dynamics 365 Finance & Operations: Separating Value From Hype
Discover how Copilot Studio can significantly enhance the D365FO experience with the right use cases and applications.
May 11, 2026
Profile Questionnaires: The Secret Behind Successful Marketing
Understand how to use a Profile Questionnaire to gather information about people and companies for win-win marketing scenarios.
May 8, 2026
IVR: Custom Voice for Voice Agents
Dynamics 365 Contact Center is getting custom AI voice support for IVR in the 2026 Release Wave 1, and it's skipping public preview entirely. Here's what we know so far and why it matters for your phone channel setup.
May 7, 2026
2 Key Features for Accountants to Optimize Processes in Business Central
UG Expert Amanda Mayer highlights some favorite Business Central updates and improvements for accountants to put into practice.
May 6, 2026
Dynamics 365 Finance & Operations OData Entities for Integration Architects
This comprehensive guide walks integration architects through using SalesOrderHeaderV2, SalesOrderLine, and other integration best practices.
May 5, 2026
Power Platform 2026 Release Wave 1: Power Automate
UG Expert Kylie Kiser highlights updates coming to Power Automate as part of the 2026 Release Wave 1 announcements for Power Platform.
May 4, 2026
Updates to Microsoft Certification Exams
Microsoft is shaking up its certification landscape with new agentic AI-focused exams for Dynamics 365 and Power Platform. Learn what's coming and why it matters for consultants and tech professionals.
May 1, 2026
AI Agent & Copilot Podcast: Jorgen Bach on Closing the ERP Value Gap and Operationalizing AI
At the AI Agent & Copilot Summit, Truvio’s Jorgen Bach explains how unified platforms and AI agents are helping enterprises close the ERP value gap and operationalize AI adoption.
April 30, 2026
Dynamics 365 Business Central 2026 Wave 1: Use Date Formulas to Control Allowed Posting Periods
As part of 2026 Release Wave 1, Business Central users can now enter a date formula that can be set for the system to handle the rest.
April 30, 2026
Developing Architectural Solutions Within Microsoft Dynamics 365 Finance & Operations with Claude Code
Developing architectural solutions within Dynamics 365 Finance & Operations (D365FO) traditionally necessitates a highly iterative workflow: searching documentation, parsing the…
April 29, 2026
Power Platform 2026 Release Wave 1: Power Pages
UG Expert Kylie Kiser highlights a few key features coming to Power Pages as part of the 2026 Release Wave 1 for Power Platform.
April 28, 2026
Dynamics 365 Customer Insights-Journeys: Add Marketing Interactions in Contact or Lead Timeline
This step-by-step guide breaks down how CE/CRM users can add marketing interactions and ensure they show in a record's timeline.
April 27, 2026
The Power of Agents in Business Central
Kim Coggleton shares a first-look walkthrough of enabling agents in Business Central (preview), using the sample Sales Validation Agent to learn the setup. Along the way, she highlights prerequisites, permissions, manual task runs, and how to avoid burning through quota during testing.
April 24, 2026
Power Platform 2026 Release Wave 1: Power Apps
Learn about new and planned features for Power Apps based on the 2026 Release Wave 1 notes for Power Platform.
April 23, 2026
Operational Readiness Framework for Microsoft Dynamics 365 Finance and Operations
UG Expert Crystal Ahrens details a framework covering important components required for post-deployment success.
April 22, 2026
Moving Your Inventory Using D365 Business Central
Lewis Rosenberg walks through the top three methods for moving inventory in Dynamics 365 Business Central, from transfer orders to bin movements and item reclassification journals.
April 21, 2026
Back Orders in Business Central for Dynamics GP Users: How to Find Them Without a “Back Order” Document
UG Expert David Laster reframes Business Central to help GP users understand and adopt repeatable processes for back orders.
April 20, 2026
ERP Upgrade Done Right: Managing Change Without the Chaos
UG Expert Cliff McDaniel emphasizes why ERP upgrades must be led with a business change mindset.
April 17, 2026
2026 Release Wave 1: Sales Qualification Agent Updates
UG Expert Heidier Neuhauser highlights two updates under the lead management area for the Sales Qualification Agent as part of the 2026 Release Wave 1.
April 16, 2026
