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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Covid 19 Dashboard

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Well being asked to stay home has given me time to play around with Power BI and continue to improve my skills.  This weekend I put together a couple reports to look at statistics around COVID 19.  In the next few days, I will post some additional blogs to explain how I built it out, but in the meantime, I wanted to share the dashboard.  The data is coming from Github and I have the dashboard set to refresh nightly, but of course, I have no control over the source data.  

 Feel free to leave your questions or comments below.  Please subscribe to my blog, so you will get updates and I post the details on how I built this out.

 You can view the entire report here - Open Covid 19 Dashboard


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