Episodes

Dynamics 365 Copilot brings AI directly into the business processes and records people already use across Dynamics 365. Instead of spending time searching through customer histories, sales opportunities, support cases, invoices, orders, emails, and reports, Copilot can summarize information, answer questions, prepare drafts, and help users determine what to do next. In this episode of M365 FM, Mirko Peters explains how Dynamics 365 Copilot works across sales, customer service, finance, operation...

Dynamics 365 Opportunity Management gives sales teams a structured way to manage serious sales conversations from the first qualified interest through to a clear outcome: won or lost. Instead of keeping deal information across spreadsheets, emails, personal notes, and individual inboxes, Dynamics 365 Sales creates a shared opportunity record containing the customer, expected revenue, products, activities, probability, expected close date, ownership, and sales history. In this episode of M365 FM,...

Dynamics 365 Knowledge Management helps customer service teams create a single, trusted source of knowledge that agents can use while supporting customers. Instead of searching through old emails, shared folders, spreadsheets, or relying on individual experience, teams can create approved knowledge articles that provide consistent answers across customer service channels. In this episode of M365 FM, Mirko Peters explains how Dynamics 365 Knowledge Management works and why a structured knowledge ...

A customer starts a website chat because an order has not arrived. They explain the problem, provide the order number, and answer several questions. Later, they call the company—and the person on the phone asks them to explain everything again. For the customer, this makes little sense. They did not start a new problem. They simply changed the way they contacted the company. In this episode of Microsoft Knowledge Nuggets on M365 FM, Mirko Peters explains Microsoft Dynamics 365 Omnichannel in pla...

A Dynamics 365 Sales opportunity can look healthy on paper. The deal is still open, the estimated close date is in the future, and the timeline contains emails, meetings, calls, and tasks. But there is a much more important question: Is the customer still talking to you? A salesperson may have sent several emails without receiving a response. The last customer meeting may have happened weeks ago. Another employee inside the company may already know an important decision-maker, but the salesperso...

A customer sends an email, starts a chat, calls support, or contacts a company through another service channel. When an agent picks up that request, they need the complete customer story quickly. What did the customer already tell us? Which product do they own? Has somebody else worked on this problem? Is there an existing case? What was promised previously? Is there a service deadline approaching? Without a unified workspace, answering those questions can mean jumping between browser tabs, inbo...

Dynamics 365 Forecasting helps sales teams answer one of the most important questions in business: are we going to hit our sales target? Instead of collecting numbers from spreadsheets, emails, and individual sales reports, Dynamics 365 Sales brings opportunities, expected revenue, close dates, forecast categories, quotas, and sales performance into one shared forecasting view. In this episode of M365 FM, Mirko Peters explains how Dynamics 365 Forecasting works, how forecast categories represent...

Enterprise integration is everywhere, yet most people only notice it when something stops working. Applications need to communicate, APIs need to exchange information, ERP systems need to connect with business processes, and data needs to move reliably across organizational boundaries. For decades, integration has largely followed a deterministic model: when this happens, do that. Developers and architects define triggers, conditions, transformations, retries, exceptions, and destinations in adv...

A machine stops in the middle of a shift. The technician standing beside it can see the problem, but the person with the deepest knowledge of that machine may be hundreds or thousands of kilometers away. Traditionally, solving that problem could involve telephone calls, photographs, emails, unclear descriptions, repeated questions, or eventually sending a specialist to the site. The challenge is not necessarily that expertise does not exist. The challenge is getting that expertise to the place w...

When a customer sends a chat message, email, phone request, or support case, they usually expect one thing: the right person should help them as quickly as possible. But customer service becomes complicated as organizations grow. A shared inbox that worked perfectly for five agents can quickly turn into a bottleneck when hundreds of requests arrive through multiple channels, in different languages, with different priorities, and requiring different technical skills. In this episode of Microsoft ...

Imagine standing beside a large industrial machine and seeing the next repair instruction appear directly beside the panel you need to open. Instead of putting down your tools, walking back to a laptop, searching through a PDF, or trying to remember what an experienced technician told you during training, the information appears directly inside your field of view. That was the central idea behind Microsoft Dynamics 365 Guides. In this episode of Microsoft Knowledge Nuggets on M365 FM, Mirko Pete...

How many sales opportunities disappear because somebody intended to follow up but lost the email, missed the task, or simply forgot? Modern sales teams rarely suffer from a lack of customer data. They have CRM records, emails, meetings, notes, opportunities, tasks, forecasts, and relationship information. The bigger problem is understanding which information matters right now and what the seller should do next. In this episode of Microsoft Knowledge Nuggets on M365 FM, Mirko Peters explains Micr...

Salespeople rarely struggle because they do not have enough tasks. The real challenge is deciding which customer deserves attention next, what action should happen, and what context is needed before reaching out. Emails arrive in Outlook. Meetings fill the calendar. Customer information lives inside CRM records. Leads respond to marketing activities. Colleagues leave notes. Opportunities change. Follow-up reminders compete with urgent customer requests. The result can be a busy sales day that st...

HR teams manage some of the most important and sensitive information inside an organization. Employee records, organizational structures, leave requests, benefits, compensation information, skills, certifications, training, performance, approvals, and onboarding tasks all need to remain accurate and accessible to the right people. The problem begins when that information is spread across spreadsheets, email conversations, shared folders, HR applications, manager-maintained lists, and disconnecte...

Most developers think of a database as the place where an application stores information. Tables, transactions, indexes, stored procedures, reporting, backups, and reliable data storage are the traditional responsibilities we associate with SQL. But what happens when the database itself becomes an active participant in the application architecture? In this episode of M365 FM, Mirko Peters talks with Dirceu Resende about how Azure SQL Database is evolving beyond traditional data storage. The conv...

What happens when the same customer appears in three different systems—and every system tells a different story?Sales sees an open opportunity. Customer service sees recent complaints. Marketing sees email clicks and website activity. An order system knows the customer has already purchased twice. Each department has useful information, but nobody has the complete picture.In this episode of Microsoft Knowledge Nuggets on M365 FM, Mirko Peters explains Microsoft Dynamics 365 Customer Insights - D...

A customer discovers a jacket online, checks whether it is available in a nearby store, orders it for pickup, and later returns it at another location. From the customer's perspective, this should be one simple shopping journey. Behind the scenes, however, that transaction can involve e-commerce, point of sale, inventory, customer information, pricing, fulfillment, payments, and returns.In this episode of Microsoft Knowledge Nuggets on M365 FM, Mirko Peters explains Microsoft Dynamics 365 Commer...

Customer projects can become complicated quickly. Sales has the customer relationship and quote. Project managers have schedules and tasks. Resource managers need to know who is available. Consultants record hours and expenses. Finance needs to understand costs, revenue, and what can actually be invoiced.In this episode of Microsoft Knowledge Nuggets on M365 FM, Mirko Peters explains Microsoft Dynamics 365 Project Operations and how Microsoft connects project sales, project management, resource ...

Modern supply chains are complex. Materials move between suppliers, warehouses, factories, distribution centers, carriers, and customers, while purchasing teams, production planners, warehouse workers, logistics teams, and customer service all depend on accurate information.In this episode of Microsoft Knowledge Nuggets on M365 FM, Mirko Peters explains Microsoft Dynamics 365 Supply Chain Management in practical terms. We follow the complete supply chain journey—from creating a product record an...

Imagine a finance team trying to answer what sounds like a simple question: How much money can we spend this month? One employee opens a spreadsheet. Somebody else checks the bank balance. A manager maintains approved purchases in another system, while sales numbers arrive two days later from another department. By the time Finance combines everything, the business may already need to make the decision. Dynamics 365 Finance is designed to replace this fragmented view with one connected financial...

Microsoft 365 can begin like a garage band. A few people collaborate, everybody knows what the others are doing, Teams are created when needed, SharePoint sites appear naturally, and external guests are invited without requiring complicated processes. But as the organization grows, more musicians join the band. Teams multiply, SharePoint sites accumulate, guests remain after projects end, naming conventions become inconsistent, ownership becomes unclear, and manual administration can no longer k...

Imagine contacting a company about a missing order through web chat. The automated assistant cannot solve the problem, so you call instead. The phone agent asks for your order number, your address, and the entire story again. Then you are transferred and explain everything for a third time. That is not really a customer problem—it is a systems problem. In this episode of Microsoft Knowledge Nuggets on M365 FM, we explain Dynamics 365 Contact Center in plain English and look at how Microsoft brin...

What exactly is Dynamics 365 Customer Insights - Journeys? Is it simply Microsoft's tool for sending marketing emails, or is it something much larger? In many organizations, Marketing sends emails from one system, Sales manages opportunities somewhere else, website forms create another collection of customer information, and Customer Service maintains its own history. The result is a fragmented customer conversation where messages arrive too late, customers receive irrelevant information, and em...

A customer buys from your company, signs up for emails, downloads a guide, visits your website, and later contacts support. How much of that history can the employee speaking with them actually see? In many organizations, Sales sees one piece of the relationship, Customer Service sees another, Marketing owns engagement information, and website behavior sits somewhere else entirely. Dynamics 365 Customer Insights is designed to bring those pieces closer together so organizations can understand th...