Posts Tagged: Microsoft Copilot — Page 2

Copilot Was Just the Beginning: What AI Agents Really Change
Dive into the details of the major shift of AI agents, as they go a step further by not just assisting with work but taking on the work itself.
Shawn Dorward Shawn Dorward April 8, 2026
Practical AI: Recap
Concluding her series on the practical use of AI, Kylie recaps key takeaways and emphasizes the importance of responsible AI.
Kylie Kiser Kylie Kiser April 3, 2026
Practical AI: Prompt Build
UG Expert Kylie Kiser defines prompts and demonstrates how to craft and apply them across Microsoft applications.
Kylie Kiser Kylie Kiser March 31, 2026
Microsoft Fabric IQ Unveiled at FabCon Atlanta: Revolutionizing Enterprise Data, Governance, and Financial Planning
Microsoft unveiled Fabric IQ at FabCon Atlanta to unify enterprise data and accelerate insights for better financial planning. With Purview governance, Python and Databricks analytics, automation tools, and Copilot, teams can plan faster with trusted data.
Pablo Moreno Pablo Moreno March 30, 2026
Practical AI: Using AI Builder Prompts in Power Automate
Kylie Kiser shows how to use AI prompts and models across Power Automate, Power Apps, and Microsoft Copilot to automate workflows and build smarter, action-driven experiences.
Kylie Kiser Kylie Kiser March 26, 2026
The Interface Is Shrinking — And That Changes ERP Strategy
As Copilot and conversational AI reshape how users interact with ERP systems, traditional navigation and page design are losing strategic importance.
Shawn Dorward Shawn Dorward March 23, 2026
AI Agent & Copilot Podcast: From AI Resistance to AI Readiness
AI resistance rarely looks like rebellion — it looks like silence. In episode five of the AI Agent & Copilot Podcast mini-series, Shawn Dorward explains why resistance is a leadership signal, not a people problem.
Shawn Dorward Shawn Dorward March 18, 2026
AI Agent & Copilot Podcast: Inverted Org Chart
In this episode of the AI Agent & Copilot Podcast, host Shawn Dorward explores the "inverted org chart" — where AI innovation flows from the front lines up, while accountability still sits at the top.
Shawn Dorward Shawn Dorward March 11, 2026
Your ERP Data Is a Training Ground for AI
As Copilot capabilities expand across Dynamics 365 ERPs, data is now shaping how the systems interpret patterns and frames decision.
Shawn Dorward Shawn Dorward March 9, 2026
Practical AI: User Tools in CE/CRM Copilot
Discover the difference between Copilot in and Copilot for Dynamics 365 CRM, and explore the AI tools already available to your users, from smart paste to sales research agents.
Kylie Kiser Kylie Kiser March 6, 2026
Why Leaders Need a New Data Strategy
AI readiness starts with operational discipline, not prompt writing. In a Copilot-driven ERP environment, consistent data becomes a leadership-level competitive advantage.
Shawn Dorward Shawn Dorward March 5, 2026
Agent Model in Excel Copilot: A New Way to Work with Business Central Data
Microsoft MVP AJ Ansari walks through five practical scenarios showing how Agent Mode in Excel Copilot can automate complex Business Central data tasks.
AJ Ansari AJ Ansari March 5, 2026
Practical AI: Introduction to Artificial Intelligence
Kylie Kiser begins the "Practical AI" series with a foundational overview of artificial intelligence, the key types of AI used in Dynamics, and Microsoft's responsible AI principles every user and maker should know.
Kylie Kiser Kylie Kiser March 2, 2026
Copilot Agent Mode: A New Way to Work with Business Central Data in Excel
AJ Ansari introduces readers to the new Agent Mode feature in Excel and explains what it is, how to enable it, and some scenarios where it can be used.
AJ Ansari AJ Ansari February 25, 2026
Integrating Copilot with D365 Finance & Supply Chain Management for Beginners
Connecting Microsoft Copilot to D365FO lets you execute trusted business logic, not just read data, while honoring existing security roles. Learn the core architecture—X++ tool, Dataverse registration, and Copilot Studio wiring—plus when to use it and key governance risks.
Crystal Ahrens Crystal Ahrens February 24, 2026
Creating a Knowledge Article With Copilot in Customer Service
In this video, Kylie Kiser shows how Copilot in Customer Service helps agents automatically create and suggest knowledge base articles while resolving cases, capturing insights in real time.
Kylie Kiser Kylie Kiser February 18, 2026
Understanding Copilot Studio: The Brain Behind Dynamics 365 F&SCM
Copilot Studio acts as a governed “sidecar” intelligence layer for D365FO, grounding responses in live ERP data via Dataverse virtual entities. Learn the architecture, high-value use cases, and a phased rollout path to implement it safely.
Crystal Ahrens Crystal Ahrens February 16, 2026
Sales Copilot: Opportunity Summary and Configurability
Discover how to enable Copilot features in Dynamics 365 Sales and customize opportunity summaries by adding fields from multiple tables and configuring knowledge sources for your sales team.
Kylie Kiser Kylie Kiser February 13, 2026
Extending Customer Service Copilot
Discover how to enhance Copilot in Dynamics 365 Customer Service by adding custom knowledge sources, connecting external data through Power Automate connectors, and creating AI Builder prompts in Copilot Studio.
Kylie Kiser Kylie Kiser February 10, 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

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