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Working with Rollup Fields in Dataverse
Rollup fields are a sort of magical column that performs math out-of-the-box. It allows you to aggregate using any of the following functions: Sum Count Min Max Avg I use rollup fields to do things...
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How Microsoft Copilot Helps Mitigate Technical Debt
Have you ever been in a situation where, after working with a particular technology or tool that you decided to acquire, you need to change to another technology because the first choice does not let...
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How Business Users Can Effectively Collaborate with the New Work Assistant,...
Let’s take a step back and walk through a few basic principles to ensure you are headed on the right path when it comes to AI and Microsoft Copilot. Why? It’s great to be excited about new technology,...
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Asset Management: Capabilities of Functional Locations
Recently, we discussed how to set up Functional locations in the Asset Management module within Microsoft Dynamics 365 for Finance and Operations. Now, let’s create new Functional locations and...
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How to Customize Microsoft Copilot for Users with Microsoft Copilot Studio
During its Ignite 2023 conference, Microsoft publicly announced Microsoft Copilot Studio, a studio tool that allows users to create and customize Copilots for specific purposes. Those specialized...
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Death by a thousand “paper” cuts
Field technicians that use pen & paper to record data suffer the proverbial “paper cuts” and possibly “pen stabs” (I made that up). Why? Using pen and paper to record data is not easy when you’re...
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How Microsoft Copilot Enhances Data Quality
Microsoft Copilot offers a generative AI assistant for data quality. This is arguably one of my favorite applications of the tool. In this post, we will review how the tool works and how to enable it....
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Navigating Leadership at a Young Age: Unveiling the Power of Emerging Leaders
In an era defined by rapid technological advancements and a shifting global landscape, the traditional notion that leadership is reserved for the seasoned and experienced is being challenged. Today,...
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Copilot Podcast: How Artificial Intelligence, Data Help Bridge the Gap...
Welcome to the “Copilot Podcast,” where you’ll learn what’s new in the community and what’s going on in the world of Microsoft Copilot and the AI ecosystem, hosted by Aaron Back. In episode 3, Aaron...
View ArticleMastering Microsoft D365 Field Service Mobile: 5 Essential Do’s and Don’ts
Microsoft Dynamics 365 Field Service Mobile is a powerful tool that enables field technicians to access critical data, manage work orders, and stay connected while on the go. Integrating Dynamics 365...
View ArticleTOP 10 PRICING MISTAKES YOU COULD BE MAKING
Is Your Profit Margin Leaking Away? Pricing has the highest impact on growth for your business. Proper pricing is extremely important, and finding the perfect price is a process that utilizes data to...
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How to Share a Model-Driven App Using Power Apps
It’s easier than ever to share your model-driven app with users! Share directly from Power Apps, and you can choose between security roles or individual people in your organization. How To Get Started...
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How to Setup Microsoft Copilot in Customer Service
In this video, UG Expert and Microsoft MVP Kylie Kiser reviews the functionality of Microsoft Copilot in Customer Service and explains how to set it up. This episode is sponsored by Community Summit...
View ArticleAI Summit 2023 Preconference Highlights
AI has moved well beyond the out-of-reach realm and into a more democratized realm for companies of all sizes to take advantage of. Microsoft’s investments in this area have resulted in its generative...
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Legendary Podcast: Amber Bell on Career with Dynamics GP, Community...
Welcome to the “Legendary Podcast,” hosted by Dynamics Communities Editor Cam Sessinger. The “Legendary Podcast” is a video podcast series featuring Community Summit North America Legends,...
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Microsoft Copilot is Creating a New Type of Manager
The constant pressure on business leaders to be adaptable to changing work environments is never-ending. Not only are employee expectations different than they were, say, 5-10 years ago, but new...
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How to Perform Global Search in Model-Driven Apps in Dynamics CE/CRM
In this video, UG Expert and Microsoft MVP Heidi Neuhauser explains how to do a global search in model-driven apps in Dynamics 365 CE/CRM. This episode is sponsored by Community Summit North America,...
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Important Changes to Canada Payroll in 2024
It’s crazy to think that we’re already a few days into 2024. With that, there are a couple of important changes to Canadian Payroll that you should already be aware of and have been (or are planning...
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Feature Review: Using Microsoft Copilot in Dynamics 365 Sales
In this video, UG Expert and Microsoft MVP Kylie Kiser reviews the features of Microsoft Copilot for Dynamics 365 Sales. This episode is sponsored by Community Summit North America, the largest...
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The Complete Guide to Managing Sales Prices in Business Central
Every year around this time, many of you are looking to update Sales Prices for the upcoming year (2024). For some, this might be the first time you are doing this in Business Central and others may...
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