Automation and AI promise major efficiency gains in Dynamics 365, yet many teams struggle to see real value. In most cases, the issue isn’t the technology. It’s missing foundations that prevent automation from working as intended.
This session takes a practical, beginner-friendly look at the core elements that must be in place before automation can succeed in D365. Through common finance and operations scenarios, we’ll examine how unstable data, inconsistent processes, and unclear ownership lead to automation failures and user frustration. This session is intended to help teams understand where to start, what to fix first, and how to set realistic expectations before scaling automation.