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Showing posts from July, 2017

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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Small Multiples in Power BI

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I have been spending the past few months getting more familiar with Power BI.   There is a lot of information available, but it is sometimes hard to find exactly what I am looking for.   As I have been creating reports and visualizations in Power BI, one thing I have been missing is “small multiples”.   For those that are not familiar with the term “small multiples”, it is sometimes called a trellis chart, lattice chart, grid chart or panel chart.   It is a series of similar charts using the same scale and axes, allowing them to easily be compared.   The advantage is that it uses multiple views to show different dimensions of the dataset. This is a visualization many other tools have, but until yesterday I have not been able to create them in Power BI.   As I mentioned there is a lot of information available for Power BI, and there are also a lot of custom visualizations available.   I had looked in the Office Store before, and I had searched sm...
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