Knowledge Management news & resources

Microsoft Dynamics Partner Roundup: SharePoint knowledge AI Search; Excel reporting Transatlantic partnership; New ERP service director

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
Azure BI and Reporting Business Central Dynamics 365 Dynamics AX Dynamics NAV Finance and Operations Financial Management Knowledge Management

Microsoft launches paid public previews of three Dynamics 365 AI agents for Service

by Jason Gumpert
Case management, customer intent, and knowledge management agents now available in various geographies
Contact Center Contact Center Copilot Customer Engagement Customer Service Customer Service Dynamics 365 Dynamics CRM Knowledge Management
Customer Knowledge Management Agent

Microsoft to shutter Smart Assist in Dynamics 365 Customer Service this year, urging users toward Copilot

by MSDW Reporter
Support for the feature ends June 2, 2025 with removal by end of the year
Copilot Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Knowledge Management
Sales Qualification Agent for Dynamics 365 Sales

Microsoft announces ten new AI scenarios in Dynamics 365 apps as part of autonomous agent push

by Jason Gumpert
New scenarios across D365 apps support the larger push for Copilot Studio
Accounting Business Central Copilot Copilot Studio Customer Engagement Customer Service Dynamics 365 Field Service Finance and Operations Financial Management Knowledge Management Power Platform

Microsoft boosts M365 Copilot collaboration with Pages and Agents

by MSDW Reporter
The set of use cases for AI agents built in Copilot Studio is broadening
Copilot Copilot Studio Data Management Knowledge Management Portals Power Platform Robotic Process Automation (RPA)

AI as a fountain of youth? The case for archiving a graying workforce’s institutional knowledge

by Andrew Kurtz
Can AI preserve institutional knowledge as experts age out of the workforce?
AI and Machine Learning Azure Copilot Dynamics 365 Knowledge Management Workforce Management
Copilot menu

Maximizing the Benefits of Copilot in Dynamics 365: Best-Practices and Strategies for Users

by Jamie Evans
In its current form, Copilot in Dynamics 365 has three core uses for most customers
Customer Engagement Customer Experience (CX) Customer Service Data Management Dynamics 365 Email Management Knowledge Management

NRF's Big Show 2024: Microsoft urges retailers to look for high-impact AI scenarios

by Jason Gumpert
Microsoft to offer retailers new Copilot templates, Fabric solutions to accelerate AI
Commerce Customer Experience (CX) Customer Service Data Management Dynamics 365 Finance and Operations HR Management Knowledge Management NRF 2024 Retail
Copilot in Dynamics 365 Guides with HoloLens 2

Ignite 2023: Microsoft to add Copilot to mixed reality experience of Dynamics 365 Guides

by Jason Gumpert
The AI-based experience comes first to HoloLens2, then to mobile devices
Customer Engagement Dynamics 365 Field Service Field Service Guides HoloLens Ignite 2023 Knowledge Management Mixed Reality Remote Assist

Ignite 2023: Microsoft broadens role-based generative AI with Copilot for Service preview

by Jason Gumpert
Preview in December will offer pre-built CRM and contact center app integrations
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Ignite 2023 Knowledge Management Sales & Marketing Service Management

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How to Overcome CRM Document Storage Issues & Security Risks

Inogic
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From Manual to Automated D365 F&O Security and Testing

XPLUS
Automated Testing Business Process Mgmt Development Dynamics 365 Governance, Risk, and Compliance (GRC) Knowledge Management Security Security

Adrian Steel Unified CRM and Marketing Data Across Five Platforms with Inner Join's Power BI Expertise

Inner Join Technologies
Unified reporting turns fragmented data into actionable intelligence. See what's possible when your data works together!
Automated Data Collection Azure Business Central Copilot Studio Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service Data Integration Databases Dynamics 365 Dynamics CRM

Building a Modern Microsoft 365 Intranet for a Growing Professional Services Firm

JourneyTeam
Modernizing its intranet with Microsoft 365 for a cleaner, more connected employee experience
Knowledge Management Professional Services

Building a Better Intranet: A Professional Services Firm’s Journey to Connection and Clarity with Microsoft 365 and JourneyTeam

JourneyTeam
Creating a modern intranet built on SharePoint Online and Viva
Collaborative Workspaces Engineering Governance, Risk, and Compliance (GRC) Knowledge Management Professional Services
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SharePoint Knowledge AI Search – AI Copilot Agent for Intelligent SharePoint Document Discovery

SharePoint Knowledge AI Search transforms how organizations discover, analyze, and utilize knowledge stored in SharePoint...
AI Agents AI and Machine Learning Automated Data Collection Azure Copilot Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Document Management Dynamics 365 Dynamics CRM
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