Posts Tagged: Microsoft Copilot — Page 2
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.
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.
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.
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.
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.
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.
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.
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.
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…
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.
February 3, 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.
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.
January 27, 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.
January 26, 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.
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.
January 21, 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.
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.
January 16, 2026
Where Copilot Falls Short — What Teams Do to Fix It
Shawn Dorward addresses common Copilot misconceptions, and how teams who aren't utilizing it's full potential can get back on track.
January 15, 2026
AI Agent & Copilot Podcast: Why AI Adoption Is a Leadership Problem, Not a Tech Problem
UG Expert and Microsoft MVP, Shawn Dorward, explains why AI adoption stems from a leadership level - not an IT or a tech level.
January 14, 2026
SignUp Software’s Koen Cuypers on Using AI to Optimize Business Processes
Koen Cuypers of SignUp Software shares how AI can optimize business processes and ERP functions, and details the company's roadmap for 2026.
January 13, 2026
