In this episode of D365 Shot First, Ben and Charlie dig into common day-to-day user problems across BC and CE, from bad data and manual entry to duplicated information across SharePoint, spreadsheets and inboxes.

They share practical ways to solve these issues with automation, Copilot Studio, OCR and forecasting, without selling big AI dreams.

As they put it: most businesses don’t need artificial intelligence, they need intelligent use of what they already have.

The conversation then shifts to how consultants should approach these problems.

Do we specialise deeply? Learn everything? Or just become strong problem-solvers with enough technical grounding to ask the right questions?

Their answer: understand people, understand process, and don’t pretend to know what you don’t.

🔥 What you’ll learn:

- Why most pain points come from process, not missing features

- Practical fixes using automation, Copilot Studio, Power Platform & OCR

- Where AI forecasting helps… and where exact finance work needs humans

- How consultants should balance broad knowledge with specialism

- Why asking questions beats pretending to know everything

- The real skills that make clients trust you (hint: it's not coding alone)

- Why “go learn everything” is terrible advice for new consultants

- How to build confidence without knowing every answer

Whether you work in Business Central, CE, Power Platform or consulting, this episode is a reminder that the real value we bring isn’t technology, it’s clarity, problem-solving, and honest delivery.

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