Posts by Heidi Neuhauser — Page 8
2 New Copilot Features in Power Virtual Agents
UG Expert and Microsoft MVP Heidi Neuhauser reviews two Copilot-related features of Power Virtual Agents in her latest video.
October 30, 2023
10 Tips for Enhancing User Adoption
UG Expert and Microsoft MVP Heidi Neuhauser offers 10 tips to ensure successful user adoption of Dynamics 365 products and the Power Platform.
October 18, 2023
Extend Dynamics 365 CE/CRM with Gravity Forms
UG Expert and Microsoft MVP Heidi Neuhauser demonstrates how to get WordPress leads into Dataverse using Gravity Forms.
September 29, 2023
Power Automate’s 15 Built-In Connectors
UG Expert and Microsoft MVP Heidi Neuhauser reviews the 15 built-in connectors that are available for Power Automate.
September 20, 2023
What to Know When Working with Segments in Dynamics 365 for Marketing
UG Expert Heidi Neuhauser defines what you need to know about segments in Dynamics 365 for Marketing.
September 5, 2023
CE/CRM User Group All-Star Nominations Are Open!
UG Expert and Microsoft MVP Heidi Neuhauser explains how to submit your Dynamics CE/CRM All-Star nominations.
August 17, 2023
Getting Started with Dynamics 365 for Marketing: Installation & Security Roles
You've purchased Dynamics 365 for Marketing, and now it's time to install it and apply proper security roles...but how? In this how-to post, UG Expert Heidi Neuhauser answers these questions.
August 15, 2023
Dynamics 365 CE/CRM Early Access Features of 2023 Release Wave 2 Plan
UG Expert Heidi Neuhauser reviews the 2023 Release Wave 2 early access features for Dynamics 365 CE/CRM.
August 7, 2023
How to Create a Dataverse Lead from WordPress Gravity Forms Using Power Automate
UG Expert Heidi Neuhauser demonstrates how to create a Dataverse lead from Gravity Forms in WordPress using Power Automate.
July 25, 2023
Defining Change Management in Dynamics 365 Projects
Change management must be considered when taking on a Dynamics 365 project or enhancement, says UG Expert Heidi Neuhauser.
July 24, 2023
How to Add a Custom Activity Type in Power Platform and Dynamics 365 CE/CRM
UG Expert Heidi Neuhauser demonstrates how to create custom activity types in Power Platform and Dynamics 365 CE/CRM.
July 21, 2023
How to Create an App Using Copilot in the Power Platform
UG Expert Heidi Neuhauser demonstrates how to create an app ā on the fly! ā using Copilot in the Power Platform maker site.
July 17, 2023
Solution Management Best Practices: Naming Conventions and Testing
UG Expert and Microsoft MVP Heidi Neuhauser reviews the final two tips in her Solution Management Best Practices series.
July 3, 2023
Solution Management Best Practices: Solution Components
In the third article in her series, UG Expert Heidi Neuhauser offers another solution management best practice: don't include all components/metadata unless you need them.
June 26, 2023
Top Tips from ChatGPT for Dynamics CE/CRM System Admins
UG Experts and Microsoft MVPs Heidi Neuhauser and Kylie Kiser review the top 10 tips for Dynamics CE/CRM system admins, as suggested by ChatGPT.
June 15, 2023
Solution Management Best Practices: Use a Prefix and Solution Files
In part two on solution management best practices, UG Expert Heidi Neuhauser explains solution files, prefixes, and managed/unmanaged solutions
June 6, 2023
Improving Power Automate for Less Technical Makers
UG Expert Heidi Neuhauser shares two new enhancements coming to Power Platform that she believes less technical users will love.
May 31, 2023
Why You Should Use Two Power Platform Environments for Solution Management
In this first part of her series on solution management best practices, UG Expert Heidi Neuhauser explains how to set up two environments in Power Platform.
May 25, 2023
How to Create Custom Activity Types in Power Apps
In this video, UG Expert Heidi Neuhauser describes how to create custom activity types in Dynamics 365 and Power Apps.
May 18, 2023
Collaboration Enhancements Coming for Dynamics 365 for Marketing
UG Expert Heidi Neuhauser reviews four new collaboration enhancements coming to Dynamics 365 for Marketing in her latest article.
May 9, 2023
