Posts by Heidi Neuhauser
Using Environment Variables in Power Automate
Heidi Neuhauser explains how to use environment variables in Power Automate to move between development, test, and production environments.
October 8, 2026
Copilot in Customer Service vs. Service Agent in Microsoft 365 Copilot
As the Copilot experience for Customer Service continues to evolve, UG Expert Heidi Neuhauser highlights what users need to know about the functionality.
October 6, 2026
3 Dataverse Formula Column ‘Gotchas’ & How to Work Around Them
Dataverse formula columns can fail even when the Power Fx looks correct because the underlying column metadata matters. This post explores three common "gotchas."
October 1, 2026
Calculated Columns Arenāt Dead: When to Use Them Instead of Formula Columns
UG Expert Heidi Neuhauser reviews the difference of formula columns vs. calculated columns and when users might want to apply which one.
September 28, 2026
Dynamics 365 Publishers and Prefixes
UG Expert Heidi Neuhauser reviews publishers and prefixes in Dynamics 365 - what they are, the differences, and why they're important to your environments.
September 22, 2026
The Difference Between Managed and Unmanaged Solutions in Dynamics 365
As part of her ALM series, Heidi Neuhauser breaks down the differences between managed and unmanaged solutions on Dynamics 365.
September 15, 2026
Dynamics 365 Solutions 101: What They Are & How to Build One
To kick off her series on application lifecycle management (ALM), Heidi Neuhauser unpacks the foundation - solutions, specifically what they are, and how to build them.
September 10, 2026
Dynamics 365 Solution Management Best Practices
Following best practices for solution management can help keep your changes organized, testable, and understandable over time.
August 31, 2026
ā Meet the AI Agents in Dynamics 365 Customer Insights Journeys
UG Expert Heidi Neuhauser wraps up the "Meet the AI Agents" series by covering the AI Agents for Customer Insights Journeys: the journey creation agent and the outreach optimization agent.
August 11, 2026
5 Tips to Consider for Dynamics 365 CE AI Agent Readiness
Consider these five tips before onboarding your first AI agent into a first-party app.
August 7, 2026
Meet the AI Agents in Dynamics 365 Customer Service
UG Expert Heidi Neuhauser introduces the customer care rescue specialists who represent the AI agents for Dynamics 365 Customer Service.
July 29, 2026
Meet the AI Agents in Dynamics 365 Sales
Dive into the sales safari of AI agents for Dynamics 365 Sales to understand how they collaborate to drive efficiency and quality results.
July 24, 2026
Why CRM Admins Should Stop Testing Dynamics 365 as a System Administrator
CRM admins should alpha test configurations as System Administrators, but true success requires beta testing with real user roles to uncover role-based security, access, and usability issues before go-live.
June 29, 2026
2026 Release Wave 1: What CRM Admins Actually Need to Review
Release waves do not have to be overwhelming; you just need to know which changes matter to your environment, your users, and your business processes.
June 22, 2026
An Updated Tour of the Copilot Service Admin Center
Take a tour of the Copilot Service Admin Center, diving into agent features, insights, governance, and updates.
June 18, 2026
How to Determine When a Case Should Become a Knowledge Article
Gain a deeper understanding of when a case should become a knowledge article through this practical framework.
June 15, 2026
Working with Dataverse Customer Columns in Power Automate
Understand how to use Customer columns through a practical example to make flows easier to read, troubleshoot, and safely reuse.
June 8, 2026
Dynamics 365 Customer Insights – Data 2026 Release Wave 1 Feature: Smarter Agents
Learn how this release is making existing Customer Insights data easier for agents to discover, understand, and use inside Copilot Studio.
June 2, 2026
Back to Basics: Business Process Flows for Dynamics 365 Customer Engagement
Learn how to start simple applying business process flows to make work clearer and refine flows as processes mature.
May 26, 2026
Customer Insights Journeys Updates in 2026 Release Wave 1
Microsoft is rolling out two notable updates to Customer Insights Journeys that give marketers more flexibility and less downtime. Dynamic content blocks and live segment editing are set to change how teams manage ongoing campaigns.
May 21, 2026
