Disabling Recent Items from Option Sets in Dynamics 365 Customer Engagement
UG Expert Heidi Neuhauser shares a how-to post on removing recent items from option sets to reduce user confusion and enhance data quality.
Tag: Dynamics 365 CE / CRM
Copilot for Sales Capabilities in Microsoft Word
In this post, Heidi Neuhauser gives a walkthrough of the new preview feature, Copilot for Sales for Word.
Summit Preview: Dynamics 365 App for Outlook vs Copilot for Sales
UG Expert and Microsoft MVP Heidi Neuhauser shares a preview of her upcoming session at Community Summit 2024 comparing the D365 app for Outlook and C…
MVP Insights: Malcolm McAuley on Dynamics 365, Community Engagement, Tips for Summit Attendees
Malcolm McAuley joins the "MVP Insights Podcast" to discuss his MVP journey, areas of expertise, and share details of his Summit NA sessions.
MVP Insights: Joe Griffin on Adoption of AI, MVP Journey, Education at Summit NA
Microsoft MVP Joe Griffin tells John Siefert about his areas of expertise, journey to becoming an MVP, and shares details on his Summit NA 2024 sessio…
Dynamics 365 Sales 2024 Release Wave 2 Updates
UG Expert Heidi Neuhauser shares two update to D365 Sales that came out in the 2024 Release Wave 2 notes
MVP Insights: Heidi Neuhauser on Summit NA Sessions, Tips for Community, User Adoption
Heidi Neuhauser joins the "MVP Insights Podcast" to discuss her involvement with the ecosystem and shares tips for Summit NA attendees.
MVP Insights: Shawn Dorward on Community, Mentorship, Summit NA Speaking Engagements
Shawn Dorward joins the "MVP Insights Podcast" to discuss the journey to becoming a Microsoft MVP and preview his sessions at Summit NA 2024.
Adapting CRM Training & Design for Multiple Learning Styles
UG Expert Heidi Neuhauser gives a preview of her Summit NA 2024 session on adapting CRM training and design for various learning styles.
How to Implement a Quote Approval Process for Dynamics 365 CRM Using Power Automate
How can you build in approval flow in Power Automate for D365 Sales users? Tune in to Heidi Neuhauser's latest post to get the answer.
MVP Insights: Marko Totovic on ERP Expertise, Copilot in D365, Journey to MVP
MVP Marko Totovic joins John Siefert on the "MVP Insights" podcast to describe his journey to becoming an MVP, areas of expertise, and Summit NA sessi…
Dynamics 365 Contact Center
The new Dynamics 365 Contact Center teases the new Copilot-first solution that delivers generative AI to every customer engagement channel.
Solution Management in Dynamics 365 and Power Platform
In this how-to video, UG Expert Kylie Kiser demonstrates how to create a solution and add components to it in the Power Platform and Dynamics 365.
MVP Insights: Stalin Ponnusamy Details Summit NA Session, Biz Apps Expertise, Power of Automation
Stalin Ponnusamy joins the "MVP Insights Podcast" to discuss his first-time speaking engagement at Community Summit NA 2024 and explains how he overca…
Configuring Copilot in Customer Service
UG Expert Heidi Neuhauser demonstrates how to configure Microsoft Copilot inside of Dynamics 365 Customer Service.
Lead and Succeed: Optimizing Sales with Dynamics 365 CE/CRM
Jyoti Karki explains how to optimize sales leads by using Dynamics 365 CE/CRM.
Academy Preview: Build Your Own Microsoft Power Pages Website
Join Nicholas Hayduk on October 17 to learn how to build your own Power Pages website.
Customizing Work List Items in Dynamics 365 Sales
UG Expert Heidi Neuhauser demonstrates how to configure and customize work list items in Dynamics 365 Sales.
Understanding Dynamics 365 Security Roles
Rahel Endris sheds light on the importance of security roles in Dynamics 365 and the Power Platform.
Part 2: Tips and Tricks for Optimal Engagement with Model-Driven Apps
Yuliya Kuklina shares two tips to ensure users have a positive experience with their model-driven apps.
