In this conversation, Steve Kerr from the Microsoft Showcase team discusses the evolution of customer support at Microsoft, focusing on the transition to Dynamics and the integration of AI tools like Copilot. He highlights the challenges and successes of unifying support systems, improving knowledge management, and enhancing customer interactions through innovative technology. The discussion also touches on future developments in customer support and offers advice for organizations looking to implement AI solutions effectively.

Steve Kerr is a Senior Technical Support Engineering Manager at Microsoft. Steve is known for his energetic personality and passion for technology. Steve has a background in customer service and support, having worked on various projects and initiatives at Microsoft. Steve's ambition is to become the first Steve Kerr that shows up in Bing search results.

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In this episode, we connect with Beau Schwieso and delve into the transformative impact of AI on Microsoft's Finance & Operations solution. We discuss how AI enhances operational efficiency, automates tasks with pre-built agents, and offers custom solutions for unique business needs. The conversation also covers the revolution in accounting processes, the importance of data integrity, and the preparation required for successful AI adoption. With insights into the future of AI in business operations, this episode is a must-listen for anyone interested in technology-driven business transformation.

Beau Schwieso is the Chief Operating Officer at Caf2 Code, where he plays a pivotal role in driving the company's strategic vision and operational excellence. He brings over 14 years of experience in implementing ERP solutions, specializing in both process and discrete manufacturing, finance, and advanced system configurations. He is the creator of the popular DynamicsDad blog, where he simplifies complex ERP concepts into relatable, actionable insights. Beau has a talent for making advanced topics like warehousing, Azure integrations, and production scheduling accessible, helping businesses maximize their D365 investments. He serves on the board of advisors for the Dynamics User Group and contributes to programming committees for major events like Summit NA and DynamicsCon. Additionally, he co-leads the Dallas D365 user group. Outside of his professional life, Beau enjoys writing late into the night, crafting witty dad jokes, and cherishing moments with his family.

For more insights from Beau, check out his blog: DynamicsDad | Dynamics 365 Finance & Operations

Caf2Code is a dynamic company committed to empowering businesses through innovative ERP solutions. By prioritizing customer needs and blending their system expertise with the customer's industry knowledge, Caf2Code helps organizations optimize their operations and achieve their goals.

Renowned for its proficiency as a premier ERP, CE, and Power Platform implementer, Caf2Code equips clients with the tools necessary to maximize their D365 investments. Through a combination of technical skill and a deep understanding of business requirements, Caf2Code distinguishes itself as a leader in the ERP solutions space.

To learn more about Caf2Code - The Partner You Can Trust - visit their website: Home - Caf2Code LLC

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In this episode, Julie Strauss, Vice President of Project Sophia at Microsoft, introduces us to Project Sophia, a groundbreaking AI-powered business research canvas. Julie explains how Sophia allows users to engage with their data in a conversational manner, generating visualizations and suggesting next steps. The discussion delves into the various applications of Sophia, the importance of data quality, and how the tool personalizes user experiences. Julie also shares insights on the surprises and learnings from the project, emphasizing the need for good data and the potential for Sophia to evolve based on user interactions.

Julie Strauss is the Vice President of Project Sophia, a groundbreaking generative AI product at Microsoft. With over 20 years of experience in creating customer-centric experiences, Julie has a proven track record of leading various product missions across Microsoft. Her current project represents a new generation of AI-first application patterns, designed to revolutionize complex business decision-making through innovative approaches to discovering, visualizing, and interacting with business data across organizational boundaries.

Project Sophia is an AI-first business application designed to assist users with complex, cross-functional tasks by providing a new way to discover, visualize, and interact with business data. It features an AI-powered research canvas and large language model-powered blueprints, enabling users to create exploratory journeys and understand business data through AI-generated charts and insights. Project Sophia offers quick insights and recommends next steps, allowing users to start with a question and explore different options iteratively until achieving the best possible outcome. Currently available in the EU and US regions, Project Sophia is in preview and aims to revolutionize business decision-making.

To try Project Sophia while its still in preview visit: https://projectsophia.microsoft.com/

To provide your feedback on your experience with Project Sophia visit: https://adoption.microsoft.com/en-us/project-sophia/

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