Session
5 Ways to Design D365 for Humans in the Age of AI
As AI and automation become more common in Dynamics 365, poorly designed processes break faster and frustrate users sooner. AI does not fix weak processes. It exposes them.
Many D365 processes look great on paper but struggle once real users interact with them. When processes fail to account for exceptions, unclear ownership, or daily operational pressure, users create workarounds, even when the system is technically working as designed.
We'll walk through five practical ways to design D365 processes with human behavior in mind, especially as AI and automation enter the system. Using real implementation scenarios, we’ll explore how small design decisions can either build trust or increase friction. Topics include handling exceptions, clarifying ownership, reducing cognitive load, explaining the “why” behind process steps, and why earning user trust before enforcing processes is key to the success of a project.
Maria Andrade
MCA Connect, Dynamics 365 Finance & Supply Chain Functional Consultant
Montréal, Canada
Links
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