Dynamics 365
Microsoft Dynamics 365 tutorials covering Sales, Customer Service, Field Service, and Power Platform integrations.
41 articles
Microsoft Copilot Studio 2026 Wave 1
Expanded agent authoring, MCP integration, multi-agent orchestration, deeper Dynamics 365 coupling.
Copilot Studio MCP Integration: Cross-Vendor Agent Coordination
Copilot Studio agents call MCP servers. Multi-vendor AI becomes real — Microsoft agents talking to Salesforce MCP, and more.
Dynamics 365 2026 Wave 1: The Deep Dive
Beyond the overview — specific features, timing, deployment considerations across Sales, Service, Contact Center, BC.
Dynamics 365 2026 Release Wave 1: What's Landing
April–September 2026. Copilot and agents across Sales, Customer Service, Contact Center, Business Central. The highlights.
D365 Business Central: Agentic ERP in 2026
Wave 1 pushes BC toward agentic ERP — AI agents automating sales and purchase scenarios. What SMB orgs gain.
Business Central Agentic ERP: Sales Scenarios
Wave 1 agents automate sales order scenarios. The 2026 realities — what actually automates, what still needs humans.
Dynamics 365 Contact Center: Agentic Operations in 2026
Wave 1's contact center improvements — AI-powered self-service, assisted-service acceleration, operational intelligence.
D365 Contact Center: Self-Service Acceleration
Wave 1 adds agentic self-service — intents handled end-to-end without agent. Deflection rates move past historical ceilings.
D365 Customer Service 2026: Agentic Capabilities
Wave 1 agentic features in case management, email, intent detection, quality evaluation, knowledge. What's usable now.
D365 Customer Service Copilot: AI-Infused Admin and Supervisor Help
Wave 1 adds AI help for admins configuring service and supervisors managing operations. What changes.
Dynamics 365 Sales Agent: The Daily Command Center
Wave 1 positions the Sales Agent as a rep's daily command center — conversational access to pipeline, email, and meeting signals.
Dynamics 365 Sales Agent: Mobile and In-Context
Wave 1 enhancements bring Sales Agent to field reps — mobile-first, in-context experiences across Outlook, Teams, Dynamics.
Dynamics 365 Release Wave Highlights: 2026
Copilot expansion, Dataverse improvements, Customer Insights updates, and the deprecations on the roadmap.
AI Builder on Power Platform: A Practical Guide
Pre-built AI models, custom models, capacity planning, and where AI Builder earns its keep in D365 workflows.
D365 + Azure: Integration Patterns
Service Bus, Event Grid, Logic Apps, Azure Functions — the Azure services that shape modern D365 integration architecture.
Microsoft Dynamics 365 Business Central: The Practical Overview
What BC actually does, who it fits, how to extend it safely, and the migration path from legacy NAV/GP.
Dataverse Business Rules: When to Use Them
Declarative form and table logic — what business rules can do, what they can't, and when to reach for Power Fx or plug-ins instead.
Canvas Apps Patterns for D365 Integration
Building canvas apps that talk to Dynamics 365 — connection patterns, form vs gallery choices, and performance tips.
Copilot in Dynamics 365: What Actually Changed
Copilot features across Sales, Customer Service, Field Service — which help, which are demo-ware, and how to pilot without blowing the budget.
Custom Workflow Activities in Power Automate
Extending Power Automate with custom .NET code — when it's worth it, how to scope, and safer modern alternatives.
Dynamics 365 Customer Service: The Guide
Case management, omnichannel, knowledge, routing — the configuration that transforms Customer Service from ticket tool to service engine.
Dataverse Data Model: Fundamentals
Tables, columns, relationships, lookups, choice columns, and the modeling decisions that stay with you for years.
Dynamics 365 Field Service: What You Need to Know
Work order management, scheduling, mobile experience, IoT integration — the mechanics of running a field service operation on D365.
Dynamics 365 Finance and Operations: The Overview
What F&O actually does, how it differs from Business Central, and when a Tier 1 ERP investment makes sense.
Dynamics 365 Customer Insights: Journeys + Data
The Marketing rebrand — Customer Insights: Journeys and Customer Insights: Data explained, plus integration patterns.
Model-Driven Apps on Power Platform: The Guide
Apps that run on Dataverse schema — site map, forms, views, dashboards — when model-driven is the right tool.
Dataverse Plug-ins: The Development Guide
When to use plug-ins, execution modes (pre/post/sync/async), development workflow, and testing patterns.
Power Automate Flows for D365 Automations
Cloud flows, triggers, actions, error handling — the patterns that keep automation maintainable as your org grows.
Power BI Embedded in D365 Dashboards
Embedding Power BI in Dynamics forms and dashboards, licensing gotchas, and patterns for fast dashboard loads.
D365 + Power Platform: The Integration Playbook
How Power Apps, Power Automate, Power BI, and Power Virtual Agents extend D365 — patterns that work, anti-patterns that don't.
Sales Accelerator in D365: Setup and Workflow
How to configure Sales Accelerator sequences, the metrics that prove value, and the pitfalls to avoid.
Microsoft Dynamics 365 Sales: A Practical Overview
What Sales actually does, how it fits with the rest of D365, key configurations, and the features that drive real pipeline value.
Dataverse Security Model: The Practical Guide
Security roles, business units, teams, hierarchical security, and the common misconfigurations that leak data.
SLAs in Dynamics 365 Customer Service
Enhanced SLAs, timer behavior, KPI instances, and the configuration that makes reports actually trustworthy.
Dynamics 365 Solutions and ALM
Managed vs unmanaged solutions, solution layering, Dataverse for Teams, and modern pipeline deployment.
D365 On-Prem to Dataverse Online Migration
The migration path from D365 on-prem to Dataverse online — assessments, data movement, integration rework, risk windows.
Unified Interface Customization: The Essentials
Customizing forms, views, charts, dashboards, and the modern site map — the knobs that produce clean D365 UX.
Dataverse Virtual Tables: Federation Explained
How virtual tables work, the providers that matter, and when federation beats data replication.
Microsoft 365 Copilot for Sales 2026
Wave 1 brings Copilot for Sales into deeper D365 coupling — email drafting, meeting prep, CRM updates from Outlook/Teams.
Copilot Studio with MCP: Integration Patterns
Copilot Studio 2026 brings MCP integration. Patterns for cross-vendor agent coordination.
Microsoft Teams Copilot for Sales in 2026
Wave 1 deepens Teams integration — meeting prep, real-time deal context, follow-up automation in the flow of work.