How to Customize the Case Resolution Form in Dynamics 365 Customer Service
In this video, UG Expert Heidi Neuhauser explains how to customize the case resolution form in Dynamics 365 Customer Service. Key Takeaways
Tag: Dynamics 365 CE / CRM
How to Test a Security Configuration
Kylie Kiser walks through the process of testing a security configuration as part of her Dataverse security series.
Engaging Remote Users with ‘Slido’ PowerPoint Add-In
Heidi Neuhauser explains how to engage remote users and create enhanced presentations using a free PowerPoint add-in, Slido.
How to Create a Security Role From Blank
Kylie Kiser continues her Dataverse security series with a walkthrough of creating a security role from blank.
How to Create a Security Role From a Copy
Kylie Kiser demonstrates the process of creating and editing a security role from a copy, and then applying that role to a solution.
3 Ways to Use Generative AI Inside of Dynamics 365 Without a Copilot License
UG Expert Heidi Neuhauser shares three ways generative AI can be used inside of Dynamics 365 CE/CRM without a Copilot license.
How to Create a New Office Group in Dynamics 365, Power Platform
Kylie Kiser explains how to create a new office group and manage security access in her latest video.
How to Assign a Security Role to a Dataverse User
UG Expert Kylie Kiser explores how to grant security permissions for users in Dataverse in part three of her series on security.
How to Create a New Browser Profile in Dynamics 365, Power Apps
UG Expert Kylie Kiser continues her series on security in Dataverse. In part 2, she explains how to set up a new browser profile.
Summit Launchpad: Velosio’s Mike DeGeeter on Benefits of ERP Migrations, New Company Offerings
Velosio's Mike DeGeeter joins Jason Gumpert to discuss the company's latest offerings while on-site at Community Summit North America 2024.
Setting Up a New User with Security Licensing in Power Platform
In this how-to video, UG Expert Kylie Kiser demonstrates how to set up a new user with security permissions in Power Platform.
6 Tools in XrmToolBox All System Administrators Should Know
UG Expert Heidi Neuhauser highlights six tools within the XrmToolBox that all system administrators should be aware of.
How to Set Up a New Publisher In Dynamics 365, Power Apps
Heidi Neuhauser explains how to set up a new publisher in Dynamics 365 CE/CRM and Power Apps, which is basic solution management.
Velosio’s Matt Englund on Benefits of Business Central and D365 CE/CRM Integrations
In this Executive Interview, which took place at Community Summit NA 2024, Cam Sessinger is joined by Matt Englund, Account Executive, Velosio, to discuss how Velosio…
Feature Review: FetchXML Builder in the XrmToolBox
In the final part of her series on the XrmToolBox, UG Expert Kylie Kiser reviews the FetchXLM Builder.
XrmToolBox Feature Highlight: Record Counter, Attribute Usage Inspector
UG Expert Kylie Kiser reviews tool tools of the XrmToolBox - the record counter overview and the attribute usage inspector in part 3 of her series.
Introducing the XRMToolBox Metadata Document Generator
UG Expert Kylie Kiser gives an overview of one of her favorite tools in the XRMToolBox, the metadata document generator.
How to Use Business Rules in Dynamics 365 CE/CRM
UG Expert and Microsoft MVP Heidi Neuhauser introduces business rules in Dynamics 365 CE/CRM and presents several use cases.
How to Automate a Business Process Flow within Dynamics 365 CE/CRM
UG Expert Heidi Neuhauser reviews the steps for calling a Power Automate flow inside of Dynamics 365 CE/CRM within a business process flow.
Unpacking the New Copilot for Sales Success Kit
UG Expert Heidi Neuhauser gives an overview of the new Copilot for Sales Success kit and its contents.
