Enterprise AI Digest #33 - PODCAST on Spotify and Apple
Topics:
D365 Business Central - Financial Reports
Power Platform - AI Plugin
AI: Azure AI Foundry SDK
Data: Copilot for Real-Time Intelligence
D365 Business Central - Financial Reports
Microsoft Business Central offers key financial reports to help finance teams audit, analyze, and reconcile financial data efficiently. These reports provide real-time insights into general ledger balances, trial balances, dimensions, and consolidations.
Key Financial Reports:
Detail Trial Balance – View net change, opening/closing balances, and transactions for auditing.
Trial Balance Excel – Export chart of accounts to Excel for quick analysis.
Trial Balance/Previous Year – Compare financial performance with the previous year.
Trial Balance/Budget – Compare actuals against budgeted amounts.
Closing Trial Balance – Analyze end-of-year figures without closing entries.
Financial Reports – Run reports using the Financial Reporting feature.
Dimensions - Total & Detail – Analyze general ledger balances by dimensions.
Reconcile Customer & Vendor Accounts – Identify discrepancies between GL and sub-ledgers.
Trial Balance by Period – View closing balances across 12 accounting periods.
Consolidated Trial Balance – Get a combined view of general ledger data for multiple companies.
Power Platform - AI Plugin
AI plugins in Power Platform allow makers to extend Microsoft Copilot’s abilities by integrating flows, connectors, and prompts to create custom business behaviors. These plugins help Copilot answer more complex questions and improve out-of-the-box responses.
Types of AI Plugins:
Prompt Plugins–GenAI-powered summaries, classifications, translations, and sentiment analysis.
Custom Connector Plugins – Connect external APIs to retrieve and update data dynamically.
OpenAI Plugins – Surface specific data sources that are not available in general AI models.
Power Automate Flow Plugins – Automate multi-step actions beyond data retrieval.
Creating AI Plugins:
Build AI plugins using Power Apps or Microsoft Copilot Studio.
Access the AI plugin section in Power Apps and follow guided setup steps.
Deploy plugins across Power Platform, Microsoft Copilot, and Microsoft 365.
Azure AI Foundry SDK
The Azure AI Foundry SDK provides a powerful toolkit for AI developers to integrate, test, and deploy AI applications seamlessly. It offers a unified interface to access multiple AI models, connect to Azure AI services, and streamline application workflows.
Key Features:
AI Model Access – Work with models from OpenAI, Microsoft, Meta, and more.
AI Model Inference – Generate content, summarize text, and automate workflows.
Prompt Templates – Create dynamic AI-powered interactions with customizable prompts.
Azure AI Search & Agent Service – Build intelligent search and AI-driven assistants.
Evaluation & Tracing – Monitor AI performance and optimize application insights.
SDK Availability:
Python SDK – Install via pip install azure-ai-projects azure-identity.
C# SDK – Available for seamless integration into .NET applications.
Copilot for Real-Time Intelligence
Copilot for Real-Time Intelligence in Microsoft Fabric simplifies data analysis by translating natural language queries into Kusto Query Language (KQL), making it easier for both experienced analysts and beginners to explore real-time data.
Key Capabilities:
Natural Language to KQL – Ask business-related questions, and Copilot generates KQL queries.
Dynamic Query Refinement – Modify queries by refining prompts, adding filters, or specifying tables/columns.
Seamless Follow-Up Questions – Expand queries and explore related data without starting over
Best Practices for Accuracy:
Use clear and specific prompts.
Specify tables, columns, and operators when possible.
Add docstring properties to describe key database components.
Provide feedback using the like/dislike feature for improvements.
Source
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