Author: Sebastien Manjony
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Quick Wins in D365: Improve Sales Order Load Times
The Sales Order Details Performance Option in Dynamics 365 Finance is a simple yet impactful configuration that enhances user experience by speeding up access to sales order details. When enabled, it allows users to bypass the SalesTableListPage, reducing loading times and improving navigation for those frequently managing sales orders. However, this performance boost comes at…
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Business vs Data Events: Key Differences Explained
The post discusses the shift from traditional data synchronization to event-driven integration, particularly within Dynamics 365 Finance & Operations. It highlights the distinction between Business Events and Data Events, where Business Events are business-oriented signals representing key processes, while Data Events are more flexible but can generate unnecessary noise. The integration with Power Platform enables…
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Effective AI Prompting Techniques in D365 Finance
This guide emphasizes the importance of effective prompting for AI to achieve desirable outcomes, particularly focused on Dynamics 365 Finance and Supply Chain Management (D365 F&SCM). It outlines essential components of prompting, including defining the AI’s role, specifying tasks, providing contextual information, setting clear objectives, establishing stop conditions, and determining the output format. Examples highlight…
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Automate Supplier Verification Processes with Copilot & Agent
The implementation of a Vendor Agent in Dynamics 365 Finance enhances operational efficiency by automating supplier data verification. This agent analyzes supplier records for compliance and quality, cross-referencing data with external sources, such as societe.com, to detect anomalies. Key benefits include improved data integrity, reduced workload for finance teams, and enhanced regulatory compliance. The agent…
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Streamline D365 Finance with Sales Agent
The Sales Order Agent in D365 Finance, created by the Microsoft FastTrack team, automates customer order processing by leveraging AI and integrated ERP systems. It efficiently handles incoming emails with purchase orders, extracting data from PDFs or images, validating information, and creating orders in Dynamics 365 with minimal human input. Key benefits include reduced manual…
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Streamline D365 Finance with Telemetry Batch Agent
The Telemetry Batch Agent for D365 Finance & Supply Chain Management offers enhanced visibility into batch workloads, addressing pain points like execution tracking and performance bottlenecks. Integrated with Azure Application Insights, the AI-powered agent provides actionable insights and analysis, enabling users to interact via natural language. Key features include anomaly detection, root-cause analysis, and monitoring…
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Streamline D365 Finance company creation with a Copilot Agent
The article discusses the process of creating a new legal entity and demo data in Dynamics 365 Finance and Supply Chain Management using a Copilot Studio agent. This automated approach significantly reduces the time required for setup, from several days to just one or two hours. The benefits include time savings, improved data quality, enhanced…
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Build Your Own D365 Finance Sales Agent: Step-by-Step Guide
The content presents a guide for building a D365 Finance Sales Agent to automate the quote creation process. By leveraging tools like Copilot Studio, the agent retrieves product prices and generates sales quotations swiftly, removing the need for manual checks by sales teams. Key steps include validating customer details, checking price availability, and emailing quotations.…
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Simplify KQL Queries with an Intelligent Telemetry Agent for D365FO apps Insights
The content describes a guide for building an AI-powered agent that generates and executes Kusto Query Language (KQL) queries without requiring users to have KQL expertise. It outlines a step-by-step process, from creating the agent in Copilot Studio to uploading a knowledge-source JSON file containing KQL templates. The agent streamlines root-cause analysis, enhances support efficiency,…
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Modernize Governance: The Shift to Power Platform and Dataverse
Microsoft’s transition from Dynamics Lifecycle Services (LCS) to Power Platform Administration Center (PPAC) by 2027 represents a significant modernization of ERP governance. Instead of viewing the migration as yet another project, organizations can leverage this opportunity to streamline operations, enhance security, and unify their governance across the entire Microsoft cloud ecosystem. Key actions include cleaning…
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