Posts Tagged: Microsoft Copilot — Page 3
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
Copilot in Dynamics 365 Finance & Supply Chain: From Demo to Back-Office Reality
Crystal Ahrens explains real use cases and a readiness checklist to ensure data, security, and governance can support reliable AI outcomes in D365 F&SCM.
January 13, 2026
What’s New in Microsoft 365 Copilot
UG Expert and Microsoft MVP, Shawn Dorward, shares the latest features of M365 Copilot that rolled out in December.
January 12, 2026
The New Leadership Skillset: Managing a Human + AI Hybrid Workforce
AI isn’t just adding new tools to the workplace — it’s reshaping the very structure of how work gets done.…
January 7, 2026
AI Agent & Copilot Summit 2026 Speakers & Sessions Released
The speakers and sessions for the 2026 AI Agent & Copilot Summit have been announced by event producers, Dynamic Communities and Cloud Wars.
January 6, 2026
The Surveys Agent: Your New Always-On Feedback Analyst
Shawn Dorward explains the impact of the news Surveys Agent for Microsoft 365 Copilot on organizations and individual users.
December 19, 2025
