AI in the ERP World
Informational posts on AI and how it folds into the ERP world. I explore how AI can actually help you in your day-to-day with updated Microsoft information and practical experience in implementation.
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Ground an Agent in Live D365 Data: A Customer Balance Agent
🚀 Build Your First Agent — Part 5 of 5:…
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Turn Statement Variances into Board Commentary with Claude
🚨 Build Your First Agent – Part 4 of 5…
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Give Your Agent an Action: A Customer or Vendor Hold-Status Checker
Build Your First Agent in Copilot – Part 3 of…
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A Chart-of-Accounts Coding Assistant, Built in Claude
Most finance teams don’t have a coding problem, they have…
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Build an Agent That Answers Your Month-End Close Questions
Build Your First Agent in Copilot Studio · Part 1 of…
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What’s Actually Next: A Realistic Look at The Rest of 2026 for D365 AI
The technology keeps changing. The fundamentals don’t. Clean data. Strong…
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The Licensing Shakeup: What Changed July 1 and What to Check Now
Let’s be honest. Licensing updates rarely generate the same excitement…
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Agent 365 and Governance: What’s Live Now for Securing Your Agent Fleet
Everyone wants to talk about AI agents. (I mean lately,…
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ERP Plugins for Cowork: Finance, Sales, and Service Get Agent Access
One of the biggest questions I’ve heard over the past…
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Claude Models Now in Copilot: What Model Choice Means for D365 Work
One of the most important AI developments of the year…