Tag: microsoft
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Guide to Setting Up Supplier Communication Agents
The Microsoft Dynamics 365 Supplier Communication Agent aims to enhance procurement interactions by automating communication tasks with suppliers. It tackles common challenges like missed orders and delays by automating notifications and updates based on user-defined rules. This agent streamlines communication and reduces time spent on manual tasks, allowing procurement teams to focus on more strategic…
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Maximize D365 Finance with Virtual Entities
The article discusses the importance and advantages of virtual entities in D365 Finance and their integration with Dataverse and Power Platform. Virtual entities enable real-time access to D365 Finance data without physical data storage duplication, promoting efficiency and streamlined development. The setup process involves enabling virtual entities through the Power Platform administration center and ensuring…
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Utilizing Copilot for D365 Finance Inventory in Teams
The recent release allows users to view D365 Finance inventory directly within Microsoft Teams, utilizing the Copilot Studio for enhanced inventory visibility. Users can integrate data via Dataverse and create custom agents for inventory management. Key steps include enabling specific Dataverse entities, creating an agent, adding relevant knowledge tables, and publishing the agent in Teams.…
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Essential Steps for Go-Live Readiness in D365 Finance
Overview To ensure that the production environment is used for live operations, Microsoft provides the production instance when the solution is ready and after the project readiness level has been validated in the Go-live Readiness Review with Microsoft. Projects must use the FastTrack Dynamics 365 Implementation Portal for their Go-live Readiness Review with Microsoft. Key…
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Understanding Copilot Summaries in D365FO
In this post we will talk about the Copilot summaries. What is their usefulness? How to use them? And what is the impact on the information that will be presented in these summaries? This is a first brief overview of what exists. Copilot contextual summaries are AI-generated summaries with information about the specific data present…
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Data Quality
During the test sessions and then in production, it is common to hear users complain about the quality and reliability of data, generating frustration and errors in systems ranging from incorrect data to the impossibility of running flows. Although these data reflect individual impressions, they indicate that the quality of the data is often perceived…
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