Posts by Heidi Neuhauser — Page 4
Power Apps 2025 Release Wave 1: Features for Building Modern Apps
In her latest video, Heidi Neuhauser discusses the 4 features included in the "Build Modern Apps" area of the Power Apps release notes.
May 6, 2025
Dynamics 365 Sales License Comparison: Professional vs. Enterprise vs. Premium
UG Expert Heidi Neuhauser breaks down which features come with which license tier for the Sales app for D365 CE/CRM users.
May 1, 2025
A Beginnerās Guide to Power Automate for Dynamics 365 Users
UG Expert Heidi Neuhauser breaks down the basics of Power Automate for users to better understand how to optimize this tool within Dynamics 365.
April 24, 2025
How to Manage View Access with Security Roles
UG Expert Heidi Neuhauser describes the steps for admin users to configure access to system and public views using security roles.
April 11, 2025
Copilot for Sales Mobile Support Available in Preview
Copilot for Sales Mobile Support is in preview with general availability listed in March. Heidi Neuhauser does a deep dive of the features, including limitations to the mobile app experience.
April 2, 2025
Testing the New Project Tracker Feature in Power Apps
UG Expert and Microsoft MVP Heidi Neuhauser gives a live demo testing a new feature in Power Apps for project tracking.
March 28, 2025
Tips for Submitting a Session for Community Summit NA 2025
UG Expert and Microsoft MVP, Heidi Neuhauser, shares tips for the Community Summit NA 2025 Call for Speakers (CFS), which closes on March 31, 2025.
March 26, 2025
Release Wave 1 2025: Customer Insights Journeys, Unifying Sales and Marketing
UG Expert Heidi Neuhauser highlights the customer insights journey elements of Release Wave 1 as well as unifying sales and marketing.
March 24, 2025
Maximizing CRM Training Effectiveness with Multi-Modal Learning Strategies
UG Expert Heidi Neuhauser explores how the VARK model ā Visual, Auditory, Reading/Writing, Kinesthetic ā can enhance CRM training programs by accommodating different learning styles.
March 11, 2025
3 Out-of-the-Box Tools in Dynamics 365 CE to Help with Data Accuracy and Integrity
UG Expert Heidi Neuhauser highlights 3 out-of-the box-tools to help with data accuracy in D365 CE/CRM, including Business Rules, Formula Columns, and Field Mapping on Table Relationships.
February 25, 2025
Dynamics 365 Customer Service 2025 Release Wave 1: Enhancing Generative AI, Administrative, & User Experience Features
UG Expert Heidi Neuhauser highlights two focus areas of the Customer Service section for Release Wave 1, including Generative AI and administrative features.
February 20, 2025
Dynamics 365 Sales: Unpacking the Sales Qualification Agent
UG Expert and Microsoft MVP Heidi Neuhauser provides an overview of the new Sales Qualification Agent in Dynamics 365 Sales, introduced in the 2025 Release Wave 1, which automates the lead qualification process by leveraging CRM data and external sources.
February 11, 2025
Feature Showdown: Power Platform Environment Settings App
UG Expert Heidi Neuhauser presents a comparison of the Power Platform Environment Settings App vs. the sales and service hubs.
January 30, 2025
Overview of Power Platform Environments Settings Model-Driven App
UG Expert Heidi Neuhauser reviews the Power Platform Environment Settings model-driven app and its new features compared to classic.
January 27, 2025
How to Customize the Opportunity Closed Form in Dynamics 365
Take 5 minutes and learn from Heidi Neuhauser how to customize the opportunity closed form in Dynamics 365 Sales Hub.
January 21, 2025
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.…
January 17, 2025
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.
January 13, 2025
Power Automate 2024 Year in Review: An Opinion Piece
As the year comes to a close, UG Expert Heidi Neuhauser gives her opinion on Power Automate in 2024.
December 20, 2024
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.
December 19, 2024
3 New Updates to Power Automate Cloud Flows
Take 3 minute and learn about the latest updates to cloud flows in Power Automate, per the 2024 Release Wave 2 notes.
December 18, 2024
