Posts Tagged: featured — Page 6

The 3 Source Fields in Dynamics 365 Business Central
UG Expert and Microsoft MVP, Kim Dallefeld, discusses the three source fields in Dynamics 365 Business Central.
Kim Dallefeld, MVP Kim Dallefeld, MVP February 6, 2026
Drafting Emails with Copilot in Customer Service
Discover how Dynamics 365 Customer Service's Copilot feature enables agents to draft personalized, context-aware emails in seconds, pulling information directly from case details and knowledge base articles to improve response times and consistency.
Kylie Kiser Kylie Kiser February 5, 2026
Implementing Multi-Agent System for Your Fabric Data Agents
Ever wished you could have a team of specialized advisors at your fingertips, each ready to answer your toughest data…
Pablo Moreno Pablo Moreno February 4, 2026
New Sales Hub Setting: Dynamics 365 AI Hub
Dynamics 365 Sales Hub now includes an AI Hub where you can create agents and review their performance in one place. Use Agent Manager to set up Sales Qualification or Sales Close agents, then track results in the AI Optimization Hub.
Heidi Neuhauser Heidi Neuhauser February 3, 2026
How Business Central’s Analysis Mode Turns Every List into an Instant Data Review Tool
Business Central’s Analysis Mode turns any list page into a pivot-style workspace for quick grouping, subtotals, and drill-downs. Use it to validate item, vendor, and customer data, catch missing fields, and reduce Excel exports.
David Laster David Laster February 2, 2026
3 Ways Business Central Empowers You to Post with Confidence
Posting fast in Business Central is common, but a few built-in guardrails can prevent costly mistakes. Learn how Preview Posting, dimensions, and warnings keep entries clean and reporting reliable.
Shawn Dorward Shawn Dorward January 30, 2026
AI-Enhanced Test Automation Raises Productivity and Unlocks Innovation
elevaite365’s AI-powered testing platform reduces time, cost, and risk in Dynamics 365 implementations and upgrades, freeing business users to focus on outcomes.
Tom Smith Tom Smith January 29, 2026
Managing Python Packages and Libraries in Microsoft Fabric Environments
Microsoft Fabric simplifies Python package management with managed, layered environments and tooling to detect dependency conflicts. Learn best practices for pinning versions, isolating projects, and using uv in a practical Fabric workflow.
Pablo Moreno Pablo Moreno January 29, 2026
AI Agent & Copilot Podcast: Frameworks For Measuring AI Success Beyond Metrics
Shawn Dorward shares a framework for measuring AI success that goes beyond meaningless metrics and suggests true impact.
Shawn Dorward Shawn Dorward January 28, 2026
How AI-Enhanced Test Automation Is Reshaping Microsoft Dynamics 365 Implementations
elevaite365 Test Automation introduces adaptive, self-repairing test automation that evolves with Microsoft updates.
Kieron Allen Kieron Allen January 27, 2026
Mapping Columns Between Tables
Column mapping auto-populates child table fields from a parent record when a child is created through a 1:N relationship. This guide explains the rules, how to switch to Classic, and how to configure mappings with real-world examples.
Heidi Neuhauser Heidi Neuhauser January 26, 2026
Copilot in Dynamics 365 Finance and Supply Chain Management: A Guide to Back-Office Transformation
In Dynamics 365 F&SCM, Copilot protects operational data and simplifies access for new users, writes Crystal Ahrens.
Crystal Ahrens Crystal Ahrens January 26, 2026
Testing the Limits of the Sales Order Agent in Business Central
Can the Sales Order Agent in Dynamics 365 Business Central handle complex, real-world scenarios? UG Expert Jason Chance puts the AI-powered feature through its paces with multilingual orders, PDF attachments, and intricate order modifications to see where it excels—and where it breaks.
Jason Chance Jason Chance January 23, 2026
Truvio’s AI-First Approach to ERP Innovation
Accounts Payable (AP) has emerged as a prime candidate for finance-grade AI. Discover how Truvio's ERP-native intelligence is reshaping automation inside Dynamics 365.
Cam Sessinger Cam Sessinger January 22, 2026
Developing an Organizational Change Management (OCM) Plan for Copilot in D365 F&SCM
Integrating Copilot into D365 F&SCM is a cognitive shift that requires outcome-based change management, not a simple feature rollout. This post outlines persona-driven planning, pilot-first adoption, decision-centric training, and governance that sustains measurable impact.
Crystal Ahrens Crystal Ahrens January 22, 2026
AI Agent & Copilot Podcast: Overcoming the Vanity AI Metrics Trap
Continuing his series “AI Starts with Leadership Success,” UG Expert and Microsoft MVP, Shawn Dorward, explains why focusing on usage metrics in AI doesn't always equate to value.
Shawn Dorward Shawn Dorward January 21, 2026
Microsoft’s Acquisition of Osmos: New Era of Data Engineering Automation
Microsoft’s acquisition of Osmos signals a major push toward automating data engineering inside Microsoft Fabric. Expect faster ingestion, smarter cleaning, and no-code pipelines that broaden access to analytics.
Pablo Moreno Pablo Moreno January 20, 2026
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.
Heidi Neuhauser Heidi Neuhauser 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.
Shawn Dorward Shawn Dorward 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.
AJ Ansari AJ Ansari January 16, 2026

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