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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A recap of Power BI World Tour - New York

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I am just returning from presenting at the Power BI World Tour in New York.  This was a great event with around 150 attendees from many different companies.  Some were experienced with Power BI and many were just getting started.

Microsoft presented a roadmap session on Power BI and showed some of the new and upcoming features.  I was excited to see Bookmarks.  This feature will allow for improved navigation through reports and really help with storytelling.  There were also other sessions on licensing, Enterprise governance, PowerApps, Flow and Azure Data Warehouse.  In addition, many partners and consultants presented sessions covering everything from basic DAX to developing a Business Intelligence Roadmap.   Of course there was also time to meet other users and a lot of learning took place at breaks and meals.

I was lucky to assist in moderating one of the closing sessions, Use What You Learned.  Many in the session were new to Power BI, but it was obvious they were very excited and they were able to leave the session with some great next steps and an action plan, so they can hit the ground running when they get back to the office.

It is not too late to catch the World Tour?
The Power BI World Tour is making a stop in 4 additional cities around the World, and there is still space available in most of the locations.  I will be presenting Data Visualization Best Practices for Power BI in San Francisco and it would be great to see you there.  Below is the remaining schedule.

  • Toronto | October 4-5
  • San Francisco | October 4-5
  • Chicago | October 11-12 (wait list only)
  • Sydney | November 6-7

What’s the price?
The registration price is $399 USD. Get your ticket early! Find out more here: https://www.pbiusergroup.com/participate/pbi-world-tour

What is the Power BI World Tour?
The Power BI World Tour is a local two-day technical conference targeted for the newbie/business user, business analyst, super user, or IT / Administrator of Power BI. Our goal is to bring value added content that is relevant and timely that will take your knowledge of Power BI to the next level, give you an opportunity to network with peers and Industry Experts, and tweak your dashboards so they give your organization the extra edge.

Need help?
Contact support@dynamiccommunities.com and we’ll get your questions answered.


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