Did you know? There is a Microsoft 365 Copilot hierarchy and a bit of a difference between what falls under Microsoft 365 Copilot vs. Microsoft 365 Copilot Chat.

Getting some wow out of working with “AI” As we dive into the world of Microsoft Power Platform Coded Apps, we solve the “I want it to look different” requests. Given we have a well written set of requirements that includes clarity, testable acceptance criteria, process understanding and alignment, we can create an app that…

Do you have the right team? As you grow into the world of “AI” Enabled and tight cost constraints have you considered if you really have the right team for your needs? “Business Think” has never been the top skill of your heavy technical developer teams and yet, “Business Think” is critical in this age…

Writing Effective Business Requirements Product Ownership and Technical Translations A Feature (Business Requirement) should focus on the business outcome and value, not the technical solution. The goal is for it to clearly describe the business need, the user role, and the expected benefit using a format such as “As a Sales Representative, I need a…

M365 Copilot Has made huge leaps in its ability to generate great pictures and given that the world is very visual, and a lot of people appreciate a good diagram. I thought I would share a few.

Microsoft Power Platform and Dynamics 365 CE PowerApps We try out AI, we hear about AI, we layer on AI tools, but what needs to be considered is how the whole infrastructure aligns with the business application feature sets such as the features in Microsoft Dynamics 365 Customer Engagement (Configured for your industry) layered on…

Do you know what impacts performance? In this day of Big Data Centers and incredible compute power, we often forget to think hard about what might impact performance. Performance is not about the speed of the processor or the speed of your computer. Performance is all about managing the bottlenecks. If you have the fastest…

As we slowly begin to adapt to the warmer temperatures and as the flowers emerge my thoughts turn to all of the work that has been happening behind the scenes when it comes to the Spring 2026 Major upgrade and release for Microsoft Dynamics 365 Customer Engagement. As many know, Microsoft has been obsessed with…

Microsoft Dynamics 365 Customer Engagement: A Reference Architecture for Financial Services Institutions Delivering Trusted, Compliant, and Intelligent Client Experiences In financial services, customer experience is inseparable from trust. Whether the interaction occurs in a branch, through a relationship manager, or via a digital channel, institutions must balance personalization with regulatory rigor, data privacy, and operational…

One of the most critical concepts to understand when thinking about Microsoft Dynamics 365 Customer Engagement is the centralized experience of the Common Data Universe (Dataverse). When working with Dynamics 365 Customer Engagement modules (or call them Microsoft Developed Power Apps), they are all sharing a common source. We can take this common source and…