I Built My First Finance Agent in a Couple of Weeks

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The first article in my Finance Agent series Over the last couple of weeks, I've been experimenting with Microsoft Copilot Studio, Dynamics 365 ERP MCP, and Power Automate to see what was really possible inside Dynamics 365 Finance. What started as a demo scenario quickly turned into something much more interesting. The original goal was simple. I wanted to help credit and collections teams respond to credit holds more efficiently. As I continued building and testing, I started discovering that agents could fundamentally change how people interact with ERP systems. And honestly, I don't think we're anywhere close to seeing the full potential yet. Quick Video  The Problem I Wanted to Solve If you've spent time working with Credit & Collections in Dynamics 365 Finance, you've probably seen this scenario before. A sales order gets placed on credit hold. The sales team starts asking questions. The credit team may not even know the hold exists until someone ...
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Follow up to my Time Intelligence webinar

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It was a pleasure to present a webinar on Time Intelligence for Power BI as part of the Best of 2018 Power Summit Webinar Series with Power BI User Group.  Over 100 people joined the webinar.  If you missed it, they are posting the recording on their website.  
If you would just like to download the slide deck and files I used during the webinar simply go to this link.

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