WEBINAR | AI in Microsoft 365 and Business Central: an action plan for finance and operations

HOSTED By:
Kevin Alexander
Jermain McCoy
Event details:
Sep 30, 2026
@ 1pm ET / 10am PT
Webinar
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About the event

What if you spent less time collecting data?

For the leadership team, a typical week fills up quickly with searching for information, prepping for meetings, reconciling answers, and chasing down last week's decisions. Necessary work, but not the best use of your time.

When companies apply AI around four business outcomes, their days can focus on evaluating tradeoffs and making sure every decision hits the goal.

  1. Eliminate the work that adds little to a decision.
  2. Accelerate the path from a question to an informed action.
  3. Improve the quality and consistency of information that drives decisions
  4. Automate repeatable work that can run on clear rules and controls.

This session gives you a practical framework for evaluating AI opportunities across Microsoft products, so you can foster adoption around results rather than features. A live demo is included.

Registerand ask your questions

Have a question about where AI fits in your Microsoft environment? Add it in the form after you register and we'll work it into the session.

What you'll learn

  • Which work should be eliminated, accelerated, improved, or automated
  • How Microsoft 365 Copilot and Business Central Copilot support different parts of executive work
  • Where agents and workflows can continue defined operational processes
  • Why data, security, process ownership, and human review matter
  • How to identify a valuable and realistic first AI use case
  • Why an all-knowing executive agent is usually the wrong place to begin

Technologies discussed

  • Microsoft 365 Copilot
  • Microsoft Dynamics 365 Business Central Copilot
  • Business Central agents
  • Power BI
  • Power Automate
  • Custom agents and connected workflows

Meet your speakers

Kevin Alexander

Kevin Alexander

Pre-sales Solution Architect

Kevin works directly with our CEO, CFO, and COO to roll out AI tools across the company, so everything he shares comes from firsthand experience.

Jermain McCoy

Jermain McCoy

Customer Success Manager

Jermain uses AI every day to get through his workload faster, and he'll share some practical tips for account executive and sales development.

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