Category: CRM



On this episode we are recapping last week's AI Agent & Copilot Summit 2026 conference, which brought together Microsoft officials, partners, and customers for three days of customer education and education. MSDW was a media partner of the event and in addition to event news and announcements we have already covered, we talked to industry veterans for more perspective on how their work with Microsoft customers is evolving as the solutions and technology options evolve for them. We discuss the theme of headless commerce, new user sentiment data around AI adoption, investments in development projects, user adoption challenges, and scenarios presented at the conference that show promise in the future. Our guests on this episode are: • Adam Drewes, Kopis • Michael Newman, Yooz • Asif Rehmani, VisualSP • Daniel Spees, BDO https://www.youtube.com/watch?v=DBGG4UftN98



Join us for the Business Applications Update to see a preview of the latest products and capabilities launching over the next few months across Dynamics 365. With expert insights and demonstrations from Microsoft product leaders and engineers, this update is our way of helping your business stay current, make informed decisions. Enjoy the show! Read the blog: https://aka.ms/26RW1BAUD365 #BusinessApplications #Dynamics365 https://www.youtube.com/watch?v=4Z6GYYoBm98



This episode is sponsored by Yooz. Efforts by finance teams to make productive use of AI still vary widely, but a growing number of organizations could be progressing toward establishing use cases for their core processes. New data from Yooz finds that the momentum appears to be real, and that confidence is trending upward as familiarity grows. To learn more about these findings, which Yooz will be releasing soon, we speak with Michael Newman, North America marketing leader at the company. He tells us about how Yooz is approaching AI priorities through the lens of their customers' requirements, the importance of providing guidance, and how finance and IT teams can balance their own interests with advances in the marketplace. We also discuss the upcoming AI Agent and Copilot Summit 2026 event (https://copilot.summitna.com/) and what members of the Yooz team will be paying attention listening to. More from Yooz: • Blog post: https://www.getyooz.com/blog/use-of-ai-in-accounting • Interview with Yooz CFO John Gronen: https://globalfintechseries.com/fintech/how-ai-and-lean-financial-operations-will-close-finances-execution-gap-in-2026/ https://www.youtube.com/watch?v=gokzwnc4vow