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Showing posts from August, 2022

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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What should I use, a hammer or screwdriver???

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  Lately, I have been working with several of our team members and clients regarding various reporting needs.   Since I do a lot of work with Power BI, they will bring me in because they believe Power BI is the correct answer.   In most cases, when they think Power BI, they are considering either the free version or Power BI Pro.   In other words, they are looking for a visualization to replace their report.   In many cases, this is possible, but other times there are struggles and issues.   It made me think about the toolbox I have in my garage.   I am not a handyman by any means, but I do have a few of your typical tools including a couple hammers and few screwdrivers so I can take care of various household projects, like hanging a picture, putting together furniture, building all the toys my wife is buying for our granddaughter, etc.   These household projects remind me a lot the various report requests I see from our clients.   Someti...
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