When One Agent Tried to DO Everything

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When One Agent Tried to DO Everything The second article in my Finance Agent series My first Collection Manager Agent worked well - until I kept giving it more jobs. What started as a customer-review assistant grew to hanle automated credit-hold analysis, collection-call preparation, and customer email drafting. Each addition made sense. Together, they created a problem. In my first article, I mentioned the importance of narrower scope. This time, I want to show you what happened when I ignored that lesson. Watch: Why I Split One Agent Into Three What the First Version Was Asked to Do The first Collection Manager Agent started with a simple job. Review a customer. Pull the aging, the credit limit, the open invoices. Tell me what to do next. It did that well. Then I started adding to it. • I wanted it to react automatically when a sales order was placed on credit hold. • I wanted it to prepare me for a collection call. • I wanted it to review disputes and promises to pay. • I wa...
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Microsoft Convergence is back

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 It has been over 10 years since Microsoft hosted their Convergence conference for Microsoft business applications.  It is happening in Miami, FL on December 10th & 11th.  I am lucky to be attending and also presenting a session.  My session will be Using Power Platform to automate the accounting department in Dynamics 365 Finance.  Hopefully you will be attending and have an opportunity to join my session.

I am posting my slides here, so if you attend and want the slides, you can get them here. Using Power Platform slides  Even if you are unable to make the session, feel free to download my slides.


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