Welcome to the AI Agent & Copilot Podcast, analyzing the latest AI Copilot and agent developments from Microsoft and its partners, delving into customer use cases, and exploring how AI plus the Cloud helps customers reimagine their business.
In this episode, Tom Smith talks with two speakers about their upcoming “AI Financial Insights in Dynamics 365 Business Central” and “Is Copilot Enough? Advancing AI in Business Central” sessions at AI Agent & Copilot Summit:
- Kamil Karbowiak, CEO and managing director, Data Courage
- Tristan Threlkeld, director of business development, Data Courage
AI Agent & Copilot Summit is an AI-first event to define opportunities, impact, and outcomes with Microsoft Copilot and agents. Building on its 2025 success, the 2026 event takes place March 17-19 in San Diego. Get more details.
Highlights
Speaker Introductions (00:21)
Karbowiak introduces himself as the CEO and co-founder of Data Courage, focusing on AI and machine learning apps for Dynamics 365 Business Central. Threlkeld is responsible for expanding the company into the US market and working on business development and partnerships.
Overview of Data Courage and Its Apps (03:41)
Karbowiak explains that Data Courage creates AI and machine learning apps for Dynamics 365 Business Central. Threlkeld elaborates on the company’s expansion into the U.S. and its role in providing AI solutions for Dynamics. He provides a summary of Data Courage’s three apps: AI Financial Intelligence, Customer Intelligence, and Item Intelligence.
AI Financial Insights Session Overview (06:07)
Key learning objectives include making financial insights accessible to non-super users and saving time for end users. Karbowiak adds that the session will cover repetitive tasks and the ability to interact with data on the go. Threlkeld mentions that the apps have saved users significant time, with some saving up to 12 weeks annually.
Copilot Enough: Advancing AI and Business Central Session Overview (09:16)
Their second session will cover the new functionalities of agents and the balance between human and AI interaction in the ERP space. Threlkeld adds that the session will be interactive, allowing for audience engagement and discussion on the practical applications of Copilot technology. AI needs to work within specific guidelines to avoid overstepping boundaries.
Outlook on Agentic AI in 2025 (11:13)
Karbowiak explains that the adoption of agentic AI in 2025 depends on the specific needs and tasks of the business, emphasizing the importance of human interaction. He discusses the balance between agentic AI and human decision-making, using inventory management as an example. Both speakers agree that agentic AI is still in its early stages and that companies are gradually adopting it to optimize their workloads.
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