Posts

Showing posts from October, 2022

I Built My First Finance Agent in a Couple of Weeks

-
Image
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 ...
Post a Comment
Read more

Recap of Dynamics Communities Summit 2022

-
  It has been about a week and a half since I returned from Summit.   This was at least my tenth Summit.   At this point I have lost track, but I certainly remember when there were only a couple hundred people.   A lot has changed in the past couple years.   They are not back to where they were in 2019, but this was a huge improvement over last year in Houston.   With over 600 sessions, there was a lot of content to choose from for the attendees.   Of course, this is both good and bad because which sessions do you attend?   You can’t be everywhere.   Also, there were issues with the event app and seating in many of the rooms, but they tried to address these as the event went on and have promised to learn from their mistakes.   It is an new staff since their last large event, and everyone is still trying to remember how to put on large events like this.   My firm had several clients attend the event, and they were overall happy with ...
Post a Comment
Read more