How a forecasting nightmare led to my biggest AI breakthrough In Week 1, I shared how a frustrating forecasting exercise pushed me onto this AI journey. This week, I’ve come full circle: the same challenge showed me why relying on a single AI platform is too limiting—and how a multi-AI approach can transform not only… Continue reading AI Over 40 Series – Week 7: The Multi-AI Approach
Category: AI & Copilot
AI Over 40 Series – Week 6: Your Research Synthesis Partner
How AI turned months of stalled research into actionable insights—in minutes When ArcherPoint joined Cherry Bekaert in October, one opportunity rose to the top: cross-selling. Overnight, our clients could access Cherry Bekaert’s broader services, and their clients could tap our Microsoft Dynamics 365 Business Central expertise. Simple in theory—hard in practice. The Cheesecake Factory problem… Continue reading AI Over 40 Series – Week 6: Your Research Synthesis Partner
Get Ready for Dynamics 365 Business Central 2025 Wave 2 (BC27): Smarter, Faster, More Connected
Business Central 2025 Release Wave 2 (BC27) will be released between October 2025 and March 2026, with general availability beginning October 1, 2025. This release offers features for intelligent automation, AI-driven productivity, enhanced e-document workflows, fintech-friendly extensibility, compliance tools, and refined quality controls. Here are some standout features that will empower both users and developers to achieve more with less… Continue reading Get Ready for Dynamics 365 Business Central 2025 Wave 2 (BC27): Smarter, Faster, More Connected
AI for Basic Writing – From Blank Page Paralysis to Your Personal Editorial Board
AI Over 40 Series – Week 5 How AI gave me the editorial team I always needed but could never afford For years, I’ve been the guy who said I’d write a book “someday.” Full of stories and hard-won experience, yet unable to get past the blank page. Every time I sat down to write,… Continue reading AI for Basic Writing – From Blank Page Paralysis to Your Personal Editorial Board
Understanding AI Limitations
AI Over 40 Series – Week 4 When Your AI Therapist Outperforms Your AI Developer When I asked Claude and ChatGPT to act as personal behavioral psychologists, I fed them a decade’s worth of personality assessments—DISC, Myers-Briggs, StrengthsFinder, and more—and challenged them to build a comprehensive psychometric profile. They synthesized fresh insights and tailored real-world… Continue reading Understanding AI Limitations
The Art of Prompting – Basic Communication with AI
AI Over 40 Series – Week 3 Many of us have treated AI like a fickle search engine—demanding perfect queries, agonizing over keywords, and double-checking every answer for “hallucinations.” That approach quickly becomes exhausting and unscalable. In this week’s installment of our “AI for the Over 40” series, we’ll flip the script: instead of engineering… Continue reading The Art of Prompting – Basic Communication with AI
Setting Up Your AI Workspace – Tools and Access
AI Over 40 Series – Week 2 Why having multiple AI platforms is like having specialized consultants on retainer (and how I learned this the hard way) As a Microsoft Business Central Partner, my instinct is to start with Microsoft solutions. It’s not just loyalty—my clients trust me to help them maximize their Microsoft investments.… Continue reading Setting Up Your AI Workspace – Tools and Access
Understanding What AI Actually Is – and How to Work with It
AI Over 40 Series – Week 1 I’ve been chasing the promise of AI for years. Long before ChatGPT became a household name, I was installing aftermarket tech in my SUV to make it self-driving—much to my wife’s dismay. (Ironically, she now prefers driving that car thanks to the AI features.) Despite my enthusiasm—and even… Continue reading Understanding What AI Actually Is – and How to Work with It
Simplify Bank Reconciliation with Copilot in Dynamics 365 Business Central
Bank reconciliation can often be a tedious and time-consuming task for many businesses. However, with the introduction of Microsoft Copilot in Dynamics 365 Business Central, this process has become significantly more efficient and accurate. In this blog, we’ll explore how Copilot can help streamline your bank reconciliation process, making it quicker and easier to manage.… Continue reading Simplify Bank Reconciliation with Copilot in Dynamics 365 Business Central
How CFOs Are Using Copilot in Business Central for Autonomous Finance
A driver of digital transformation for finance professionals is autonomous finance, a term that describes utilizing artificial intelligence, machine learning, and automation to optimize financial operations with minimal human intervention. Microsoft’s Copilot, part of Microsoft Dynamics 365 Business Central, together with Microsoft’s Power Platform, promises to help CFOs and their departments manage financial workflows, streamline… Continue reading How CFOs Are Using Copilot in Business Central for Autonomous Finance