Posts by Heidi Neuhauser — Page 7
Using the Dataverse (Legacy) Connector for Dynamics 365 CRM
Learn how to use the Dataverse connector for Dynamics 365 CE/CRM in this how-to video from UG Expert Heidi Neuhauser.
April 1, 2024
5 Great Updates Coming to Dynamics 365 Customer Insights ā Journeys
UG Expert and Microsoft MVP, Heidi Neuahuser, shares five new updates coming to Dynamics 365 Customer Insights - Journeys in this post.
March 18, 2024
How to Add a Timeline Control Form to a Model-Driven App
How do you add a timeline control form to a model-driven app in Power Apps? Tune into this video from UG Expert Heidi Neuhauser to find out how!
March 11, 2024
Making Sense of Copilot in Sales, Copilot for Sales & Copilot for Sales (Premium)
What are the differences between Copilot in Sales, Copilot for Sales, and Copilot for Sales (Premium)? In this post, UG Expert Heidi Neuhauser attempts to sort through these product lines.
March 1, 2024
Feature Review: Power Platform Admin Center
UG Expert and Microsoft MVP Heidi Neuhauser reviews some of the features of the Power Platform Admin Center in this video.
February 16, 2024
Copilot for Sales Updates Coming in 2024 Release Wave 1
UG Expert Heidi Neuhauser provides an overview of the Copilot for Sales updates coming in the 2024 Release Wave 1.
February 12, 2024
Focused View Updates on Dataverse Tables
UG Expert and Microsoft MVP Heidi Neuhauser shares the latest updates to the "Focused View" feature in Power Platform.
January 29, 2024
Creating an Account Team with Microsoft Copilot, Dynamics 365 Sales
UG Expert and Microsoft MVP Heidi Neuhauser demonstrates how Microsoft Copilot can integrate with Microsoft Teams.
January 23, 2024
Getting Started with Dynamics CE/CRM: Working with System and Public Views
UG Expert and Microsoft MVP Heidi Neuhauser gives an overview of both system and public views in Dynamics 365 CE/CRM.
January 19, 2024
How to Setup, Apply Marketing Copilot to Tailor Email Insights
UG Expert Heidi Neuhauser describes how to setup and apply Marketing Copilot to tailor email insights in Dynamics 365 Customer Insights.
January 12, 2024
Lead Support for Dynamics 365 Sales with Microsoft Copilot
UG Expert and Microsoft MVP Heidi Neuhauser explains how Microsoft Copilot can be used in Dynamics 365 Sales for lead support.
January 4, 2024
How to Perform Global Search in Model-Driven Apps in Dynamics CE/CRM
UG Expert and Microsoft MVP Heidi Neuhauser explains two methods to perform global search in model-driven apps in Dynamics 365 CE/CRM.
December 22, 2023
How to Share a Model-Driven App Using Power Apps
UG Expert and Microsoft MVP Heidi Neuhauser explains how to share a model-driven app using Power Apps.
December 21, 2023
Working with Rollup Fields in Dataverse
UG Expert Heidi Neuhauser explains how to work with rollup fields in Dataverse and explains how to create one, as well as their limitations.
December 18, 2023
The Role of Consultants in a Post-Copilot World
With the rise of Copilot across the Microsoft business applications space, what is the role of consultants? In this post, UG Expert Heidi Neuhauser addresses this question.
December 4, 2023
Power Apps Classic Designer Is Deprecated
In this post, Microsoft MVP and UG Expert Heidi Neuhauser explains that Power Apps Classic Designer is deprecated. However, admins can re-enable it at an environment level, and she reviews the steps of this process.
November 14, 2023
Extending Dynamics 365 Sales with Power Automate
Microsoft MVP and User Group Expert Heidi Neuhauser reviews six Power Automate connectors that can help extend the capabilities of D365 Sales.
November 13, 2023
How to Spin up a Dynamics 365 Trial Environment
In this post, UG Expert and Microsoft MVP Heidi Neuhauser reviews the steps in setting up a Dynamics 365 trial environment.
November 9, 2023
Understanding Calculated Fields in Dataverse
Microsoft MVP and UG Expert Heidi Neuhauser explains Calculated Fields in Dataverse and explains how to create one.
November 1, 2023
How to Add a Hyperlink to a CRM Record in Power Automate
UG Expert & Microsoft MVP, Hiedi Neuhauser, shares a how-to video on using Power Automate to create a hyperlink to a CRM record
October 31, 2023
