D365 BC
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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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The AI-Ready Finance Team: Skills, Structure, and What to Build Next
AI won’t replace your finance team. But it may replace…
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GP Migration in an AI World: Why 2026–2027 Is the Right Time to Move
The question is no longer if GP customers should migrate—it’s…
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AI and Month-End Accruals: Better Estimates, Faster Close, Cleaner Entries
Accruals don’t go away, but the busywork should. Here’s how…
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Making the Business Case for AI in D365: ROI Framing That Holds Up When the CFO Asks Hard Questions
“AI will save 40% of the finance team’s time” won’t…
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Reading the Roadmap: Microsoft’s AI Vision for ERP in 2026–2027
Microsoft isn’t just adding AI to ERP—they’re rebuilding it around…
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AI and ERP Security: What Copilot Means for Your D365 Security Roles and Internal Controls
“Is Copilot safe?” Better question: how strong is your D365…
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The Natural Language ERP: Stop Running Reports, Start Asking Questions
ERP was built for data entry, not insight. Natural language…