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Showing posts from July, 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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Smart Narratives - a quick and easy way to get your message across

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 I was recently working with a client on Power BI visualizations.  We were talking about various visualization techniques as well as the options for Power BI visuals.  As I was going through the different options, I touched on Smart Narrative.  The client had never seen or tried this visualization, so if made me wonder, how many other were not aware of this visualization option and how to use it. The Smart Narrative visualization became generally available in June, 2021.  The purpose of the Smart Narrative visualization is to help quickly summarize visuals and reports by providing relevant out-of-the-box insights that are customizable.  As the name applies, the visual adds narratives to the reports to address key takeaways and point out trends.   Initially, I was not too excited about this visualization, because I often feel a picture is worth a thousand words, so I would rather look at the chart or visualization and draw my own takeaways and tren...
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