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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Big news from Microsoft on paginated reports

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To follow up on my earlier posting about using the right tool for the right job, I had to share the latest announcement from Microsoft.  On November 14, 2022, Microsoft announced support for paginated reports in Power BI Pro.  


Yes, this now means without acquiring a premium license or premium workspace, you will be able to create paginated reports.  No longer will you just have a scrolling table or matrix that you have to export to Excel, you will be able to create more traditional operational reports as well as document-like reports.


I am excited to see how everyone puts this new functionality to work.  I have a lot of ideas on how I will use this with my clients, especially with some of their common ERP (Dynamics 365) report requests.

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