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Copilot Podcast: Microsoft’s Beth Burrell on Copilot, Customer Success, AI...
In episode 4 of the “Copilot Podcast,” host Aaron Back speaks with Beth Burrell, Senior Global Black Belt Technical Specialist, Sales and Customer Adoption Leader, Microsoft. The two discuss Microsoft...
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How to Setup, Apply Marketing Copilot to Tailor Email Insights
In this video, UG Expert Heidi Neuhauser reviews a few of the features of Marketing Copilot within the context of Dynamics 365 Customer Insights and shares her preliminary thoughts. This episode is...
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‘Dynamics GP’s Future So Bright’ Survey Results Overview
The Dynamics GP General Session during Community Summit North America 2023, in addition to the survey results on the current landscape of the product, suggests that the future of Dynamics GP is still...
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What You Should Consider When Getting Started with Copilot Studio
In November 2023, Microsoft Copilot Studio was announced and brought a new way of creating AI-powered, intelligent, and interactive copilots to streamline work and assist people daily. So, how do you...
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How to Perform Year-End Close in Business Central
It’s now year-end and following that, your auditors will pay a visit. In this post, we will discuss all things related to closing your year in Business Central. Preparing for a Year-End Close There...
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Understanding Engineering Change Management (ECM) in Dynamics 365 Finance &...
In manufacturing, having control over changes to product designs and specifications is crucial. Engineering change management (ECM) is a process that ensures these changes are adequately reviewed,...
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KQL and SQL: A Comparison of Query Languages
Since Microsoft launched Kusto Query Language (KQL) and Azure Data Explorer (ADX) at the Microsoft Ignite Conference in 2018 (which was made generally available in February 2019), it has gained...
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How To Pick the Best Dynamics 365 Manufacturing Partner
If you’re reading this article, I already know a few things about you – you’re a manufacturer that is looking for an ERP and you’ve decided that Microsoft Dynamics 365 is the one for your business....
View ArticleCRM Selection Checklist
The Definitive CRM Selection Checklist Maximize your CRM investment with a comprehensive framework to evaluate and choose the system that aligns perfectly with your business. Make your CRM adoption...
View Article9 Reasons to Upgrade from Dynamics AX to Dynamics 365 Finance
Elevate your enterprise ERP system to a modern cloud solution for benefits that extend beyond productivity, mobility, and reporting. If you’re on Dynamics AX, we’ve compiled the top nine reasons you...
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Managing Receivables in Business Central, Setting Up Customer Reminders
If you run a business that sells goods or services on credit, you know how important it is to collect payments from your customers on time. However, you also know how challenging and time-consuming it...
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A Transformative Journey: Reflecting on Community Summit North America 2023
Attending Community Summit North America 2023 in Charlotte, NC this past October was nothing short of a transformative experience, especially with the added excitement of the AI Summit Preconference....
View ArticleThe Sales Playbook
Supercharge Your Sales with The Ultimate Sales Playbook Execute and sell with confidence. This sales playbook can transform your sales pipeline from uninspiring to exceptional. This comprehensive...
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Enhanced Data Quality in Microsoft Fabric with Great Expectations
One of my favorite topics within the world of data is data quality. Who hasn’t experienced a bad report or KPI because the underlying data is not correctly formatted or updated? Since Microsoft has...
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My Experience with Microsoft Business Central: A Newbie’s Perspective
Starting a new professional adventure is often a source of excitement and curiosity. As someone who has recently entered the world of Microsoft Business Central, I’m excited to share my first...
View ArticleThe state of IT: IT’s role in fueling organizational growth
Explore the pivotal role of IT in organizational growth with our whitepaper. Based on a study of 250 senior IT professionals in the U.S., discover how IT leaders are prioritizing and addressing...
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Getting Started with Dynamics CE/CRM: Working with System and Public Views
Lately, I have heard from several people who are brand new to Dynamics 365 Customer Engagement/CRM looking for an overview of how to get started with their system. It has inspired me to revisit some...
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Simplifying Workflow Management: A Guide to Reviewing Workflow Status in...
Tracking the status of workflows can be a challenge, especially when you’re dealing with multiple processes at once. Yet, with Dynamics 365 Finance and Operations, it becomes a breeze. The system...
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Tips for Closing the Books in Business Central
For most organizations, it’s the time of year to get your financial house in order and close the books! The steps below will help you prepare to close your fiscal year in Business Central. Remember...
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What to Expect When Attending Community Summit for the First Time
As you’re gearing up for your first Community Summit North America experience, the excitement is building, and the anticipation is palpable. Whether you’re a newcomer to the world of Microsoft...
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