A Practical Approach to Conversational AI for Dynamics 365 Reporting, with insightsoftware’s…

This episode is sponsored by insightsoftware. Not everyone approaches the use of AI the same way, and when it comes to building and running critical reporting against a Dynamics ERP solution, business users need an approach that they can believe in. Our guest on this episode, Jason Carter of insightsoftware, is a veteran of Microsoft's ERP ecosystem and has been thinking a lot recently about how conversational AI can positively impact typical reporting work. We discuss the range of experiences he has had, from working with commercial AI tools on their own to the purpose-built capabilities that insightworks has incorporated into their solutions for Dynamics customers. Jason discusses the workflows that are proving useful for him today in terms of running reports, setting alerts, and retrieving data. And he offers advice for anyone who want to start adding some of the same techniques into their own reporting process. More from insightsoftware: MSDW Webcast on Oct 22 – https://msdynamicsworld.com/event/beyond-buzzwords-live-look-ai-finance Reporting Intelligence Flyover Video: https://www.insightsoftware.com/resources/reporting-intelligence-ui-flyover/?utm_source=partnermarketing&utm_medium=partner&utm_campaign=2026-10-07_GBL_MDSW_Podcast_1&partnerref=MDSW https://www.youtube.com/watch?v=PIyh6yCHpYg