Clik here to view.
Creating a Knowledge Article With Copilot in Customer Service
UG Expert and Microsoft MVP, Kylie Kiser, shows how Copilot in Customer Service helps agents automatically create and suggest knowledge base articles while resolving cases, capturing insights in real...
View ArticleClik here to view.
Reporting Options in Dynamics 365 Business Central
Microsoft Dynamics 365 Business Central includes powerful tools that allow users to extend standard reports and analyze data directly in Excel without customization or development: Excel Report...
View ArticleClik here to view.
Power Apps Code Apps: Empowering Developers with Code-First Solutions
Power Apps has made waves as a tool for quickly and efficiently building business applications. While many are familiar with its low-code capabilities, Power Apps Code Apps takes things a step further...
View ArticleClik here to view.
Integrating Copilot with D365 Finance & Supply Chain Management for Beginners
Connecting Microsoft Copilot to your D365 F&SCM system allows you to do more than just read data. It enables you to execute your specific business logic safely and securely. When implemented...
View ArticleClik here to view.
Copilot Agent Mode: A New Way to Work with Business Central Data in Excel
If you’ve worked with Business Central long enough, you’ve probably developed a love-hate relationship with Excel by this point. Everyone loves Excel, because it’s still the fastest way to explore...
View ArticleClik here to view.
Using the Data Operation Connector in Power Automate with Model-Driven Apps
Getting a clickable link to a specific record in a Model-Driven App or Dynamics 365 Customer Engagement isn’t as complicated as it sounds, and it can make a huge difference for your sales team. In...
View ArticleClik here to view.
Purchase Order Matching with the Business Central Payables Agent
The Payables Agent in Microsoft Dynamics 365 Business Central has been quietly evolving — and version 27.3 brings a game-changing update. When the agent first launched in fall 2025 in North America,...
View ArticleClik here to view.
A Guide to Slowly Changing Dimension (SDC) Patterns in Fabric Lakehouse
In the evolving world of data analytics, the Lakehouse architecture, particularly as implemented in Microsoft Fabric, offers a unified platform for transactional and analytical workloads. As...
View ArticleClik here to view.
Practical AI: Introduction to Artificial Intelligence
AI is no longer a buzzword; it’s embedded in the tools Dynamics users work with every day. In Part 1 of the “Practical AI series,” Kylie Kiser lays the groundwork for everything to come: from...
View ArticleClik here to view.
Bridging the Gap Between D365 Field Service and Project Operations
For years, organizations running Dynamics 365 Field Service alongside Project Operations lived with a painful truth: the field and finance operated in parallel universes. Technicians used materials....
View ArticleClik here to view.
Role Personalization in Dynamics 365 Business Central
Dave Wiser explains how to personalize roles in Dynamics 365 Business Central, as opposed to at the individual level, which is beneficial for training and business processes. Key Takeaways How to...
View ArticleClik here to view.
Power Automate Control Connector: Condition vs Switch
I was recently asked by an end-user learning Power Automate about when they should use the Condition action versus the Switch action inside of the Control connector. The Control connector is one of...
View ArticleClik here to view.
Agent Model in Excel Copilot: A New Way to Work with Business Central Data
If you’ve used Microsoft 365 Copilot in Excel, you’re familiar with the sidecar experience — asking questions, getting formula help, and analyzing data in a side panel. But what if Copilot could...
View ArticleClik here to view.
Why Leaders Need a New Data Strategy
Once ERP becomes a reasoning layer, leadership can no longer treat data discipline as operational maintenance. It becomes a strategic posture.Most organizations are excited about Copilot, and they...
View ArticleClik here to view.
Business Central Forecasting Fixed: Stop Stockouts with Custom Reorder Control
Listen to the Podcast Bridging the Operational Gap in Business Central Forecasting The Enhanced Forecasting Worksheet from Insight Works gives planners and consultants direct control over how forecast...
View ArticleClik here to view.
Practical AI: User Tools in CE/CRM Copilot
If you’re using Dynamics 365 Customer Service or Sales, there’s a good chance you already have access to powerful AI tools and may not be using them to their full potential. In part 2 of her series on...
View Articleelevaite365 Test Automation: Turning Software Testing into a Strategic Asset...
AI-driven software innovation is moving faster than ever—and traditional testing methods simply can’t keep up. This guidebook explores how AI-powered test automation is transforming software testing...
View ArticleClik here to view.
Visual Scheduling in Business Central – Without the Complexity
If you’re looking for visual scheduling in Business Central, you’re probably wading through a sea of overly complex, heavy-duty tools. But here’s the truth: not every manufacturer needs deep...
View ArticleClik here to view.
Chart of Accounts Super Hero: Saved Views in Action
When a company is acquired and needs to migrate to Business Central in just 30 days, there’s no room for a bloated, inconsistent Chart of Accounts. In this video, Kerry Peters walks through how one...
View ArticleClik here to view.
Your ERP Data Is a Training Ground for AI
For decades, ERP systems were judged by a straightforward standard: did they reconcile and support reporting? If transactions posted correctly, financial statements balanced, and reports ran on...
View Article