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In this video, Anders shares practical, real‑world insights on demand planning, AI‑driven forecasting, and how Copilot is transforming modern supply chains. Drawing from deep product expertise and hands‑on customer engagement, he highlights how organizations can move beyond reactive planning toward smarter, more resilient, and data‑driven decision‑making.

control which procurement categories a user can see when creating a Purchase Requisition

How to approve a D365 F&SC record like Pending Vendor Invoice from Teams

Subscription Billing - How to Create a Billing Schedule and a Deferral Schedule

How to auto-split and bill multiple funding sources on a Project Invoice based on the Project Contract Funding Rules

How to print a copy of a vendor check and see what was paid to the vendor on that specific payment

How to create Indirect Charges and Split Revenue on a Project Invoice using Indirect Cost Rules

How to see which Purchase Orders have been created for a specific Purchase Agreement Line

Pending Vendor Invoice Split Screen Attachment View

How to import and update General Journal Lines from Excel

To see the raw data table in D365FO, do the following. . .   Install the Chrome Extension in your browser To add the Chrome extension https://chrome.google.com/webstore/detail/table-browser-caller-for/khhnlfooiiffofchhdhjopgpegcjlodk   How to determine the table name There are multiple ways to see the table name.  Some tables are easy, and some are more difficult to figure out. Form Name Sometimes the Form Name and the table name are the same. To get the record info, right-cl

The Approvals Agent in Dynamics 365 Project Operations is an AI‑powered assistant (built using Microsoft Copilot Studio) that helps streamline and automate the review of time, expense, and material submissions before they reach project managers.

The Expense Agent is an AI powered capability in Dynamics 365 that automates key steps in expense management—saving employees time and improving reporting accuracy. It analyzes receipts, extracts details, auto matches them with transactions, and can itemize complex receipts such as hotel stays. The agent can also generate expense reports on a scheduled basis and surface them to users for quick review and submission through Microsoft Teams or finance and operations apps.

In simple terms, the Expense Agent Install Wizard is a guided, one‑stop wizard that helps you set up add‑on agents quickly and consistently—significantly reducing the time and effort required to get started. What was previously a complex, multi‑step deployment is now fully streamlined into a single, easy‑to‑follow flow.

The Supplier Communications Agent is designed to tackle one of procurement’s biggest headaches: the constant flood of supplier emails. If your procurement team spends hours chasing supplier confirmations, sorting through emails, or updating purchase orders, this feature is about to change everything. Microsoft’s new agent uses AI to read supplier emails, understand what they mean, match them to the right purchase orders, and even automate follow‑ups freeing teams from repe

Learn how to add an attachment after submitting in Microsoft Dynamics D365 Finance and Supply Chain. Watch the video below for details.

Set up an alert on a date field in Microsoft Dynamics D365 Finance and Supply Chain to get advance end-date notifications. See the video below for details.

Learn how to prevent your bank balance from going negative or resolve the “You cannot post the journal because the bank's credit limit has been exceeded” error in Microsoft Dynamics D365 Finance and Supply Chain.