Author: Heidi Neuhauser
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.
Understanding Calculated Fields in Dataverse
Microsoft MVP and UG Expert Heidi Neuhauser explains Calculated Fields in Dataverse and explains how to create one.
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
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.
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.
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.
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.
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.
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.
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…
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.
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.
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.
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.
How to Create an App Using Copilot in the Power Platform
UG Expert Heidi Neuhauser demonstrates how to create an app – on the fly! – using Copilot in the Power Platform maker site.
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.
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 …
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.
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