Dynamics 365

Five Agent Use Cases That Actually Fit Your Environment 

What Makes a Good First Agent Use Case The most common thing I hear when organizations start talking about AI agents is some version of this: we know we should be doing something here, but we do not know where to start.  Candidly, that is a reasonable place to be.  Read more

By Storm Anderson, ago

Building the Client Brain: Using Microsoft 365 to Turn Enterprise Data into Useful Intelligence

Turning Scattered Client Knowledge Into a Working Advantage Most organizations already have the information they need to work faster and make better decisions. The problem is that the information is scattered across emails, meetings, documents, tickets, spreadsheets, chats, and half-remembered project history. That creates a familiar issue. Teams spend too Read more

By TL Stephanchick, ago

Dataverse MCP Servers: Giving AI Agents Practical Power Platform Skills

Starting With a Practical Use Case, Not an AI Demo I’ve been investigating Dataverse MCP servers and where they actually fit inside real Power Platform work. There is a lot of hype around AI agents right now. Some of it is useful. Some of it is noise. My concern is Read more

By Storm Anderson, ago

The Power Platform User’s Quick Guide to Maximizing Dataverse’s Enhanced Duplicate Detection Feature 

Learn how to configure Dataverse duplicate detection and Dynamics 365 duplicate detection rules in just a minute. This guide walks you through the Power Platform admin center to detect duplicate records and run a duplicate detection job for cleaner data management. Stop chasing duplicates and start building better data accuracy today.

By Storm Anderson, ago

Test Kit Manufacturer Optimizes Order Management & Supply Chain Process with Power Platform​

Kumo Partners builds a fully integrated order management & supply chain solution that serves as a one-stop-shop to manage orders from practices and providers nationwide.​

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By Paige Weber, ago
green potted plant on white ceramic floor tiles

Mental Health Clinic Streamlines Patient Care & Operations with Power Platform, Dynamics 365 & Copilot

A mental health therapy clinic knew their care team was spending too much time on paperwork and not enough time with patients.

By Jon, ago

Copilot Studio vs Azure Foundry vs Built-in Copilots: How to Choose

Not All Copilot Agents Are Created Equal Last week, we kicked off a breakdown of Microsoft’s expanding Copilot ecosystem, focusing on what the strategy means for organizations trying to adopt AI. This week, I’m keeping the momentum going by answering one of the most common questions I hear from clients, Read more

By Storm Anderson, ago

Dataverse Tip: Removing Dependencies for a Smoother Solution Import Process

‘Solution Failed to Import’ If you’ve ever tried to import an updated solution in Dataverse only to run into frustrating dependency conflicts, you’re not alone. In many scenarios, these conflicts occur when certain components are locked into place by other parts of your system. Dependency Management serves an incredibly important Read more

By Storm Anderson, ago

Test Kit Manufacturer Optimizes Order Management & Supply Chain Process with Power Platform​

Kumo Partners builds a fully integrated order management & supply chain solution that serves as a one-stop-shop to manage orders from practices and providers nationwide.​

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By Paige Weber, ago