Posts by Heidi Neuhauser — Page 2
New Sales Hub Setting: Dynamics 365 AI Hub
Dynamics 365 Sales Hub now includes an AI Hub where you can create agents and review their performance in one place. Use Agent Manager to set up Sales Qualification or Sales Close agents, then track results in the AI Optimization Hub.
February 3, 2026
Mapping Columns Between Tables
Column mapping auto-populates child table fields from a parent record when a child is created through a 1:N relationship. This guide explains the rules, how to switch to Classic, and how to configure mappings with real-world examples.
January 26, 2026
Setting Up Table Relationship in Dynamics 365 CE/CRM
UG Expert and Microsoft MVP, Heidi Neuhauser, reviews the relationships between tables in Dynamics 365 CE/CRM, focusing specifically on 1:N relationships.
January 20, 2026
Frustrations with Dynamics 365 Contact Center Deployments
Promoting Dynamics 365 Contact Center work from Sandbox to UAT can feel like a rebuild because key channel assets are environment-bound and donāt move cleanly in solutions. Hereās what commonly breaks, why it differs from typical Dynamics ALM, and practical ways teams reduce chaos.
January 14, 2026
Tip for CRM Users: How to Load the ‘Switch to Classic’ Button
If the Switch to Classic button in Dynamics 365 CRM is taking too long to load, try this quick tip.
January 8, 2026
Creating an App in the New Power Apps ‘Vibe’ Experience
UG Expert and Microsoft MVP, Heidi Neuhauser, configures settings, creates and app, and assets, using the new Vibe experience in Power Apps.
December 23, 2025
5 Things I Learned Playing with the New Power Apps Vibe Experience
UG Expert and Microsoft MVP, Heidi Neuhauser, shares 5 lessons from hands-on experimentation with the new Power Apps Vibe experience at vibe.powerapps.com.
December 18, 2025
How to Create, Configure the Opportunity Research Agent in Dynamics 365 Sales
UG Expert and Microsoft MVP Heidi Neuhauser explains how to create and set up the Opportunity Research Agent in Dynamics 365 Sales.
December 16, 2025
Setup & Configure the Sales Qualification Agent in Dynamics 365 Sales
UG Expert Heidi Neuhauser dives into the Sales Qualification Agent and how users can configure various settings to optimize agent use.
December 8, 2025
The Role of Sales Literature in Dynamics 365 Sales
UG Expert and Microsoft MVP, Heidi Neuhauser, reviews the role of sales literature in Dynamics 365 Sales, covering what can be done with it.
December 4, 2025
Quantify ROI for Cloud Flows with New Savings in Power Automate
Heidi Neuhauser demos a new Power Automate feature, Quantify time and money savings delivered by automations. Key Takeaways Savings in…
November 25, 2025
XRMToolBox: How to Connect an Environment
Heidi Neuhauser reviews the XRMToolBox, a free resource for CRM users, and explains how to connect an environment.
November 10, 2025
Summit NA Preview: A Beginner’s Guide to Power Automate for CRM Systems
UG Expert Heidi Neuhauser shares a preview of her upcoming session at Community Summit, guiding beginner CRM users through Power Automate.
October 16, 2025
How to Setup a 30-Day Free Trial for Dynamics 365
Heidi Neuhauser walks users through the setup of a free, 30-day trial for Dynamics 365, including Sales, Customer Service, Field Service, Business Central, and Customer Insights.
October 14, 2025
Copilot for Service: The Practical Features Your Sales Agents Will Actually Use
Copilot for Service can help with a variety of tasks for CRM users, especially with agents in Outlook and Teams.
October 9, 2025
Copilot for Sales: The Key Features You Need to Know
This post introduces Microsoft Copilot for Sales and highlights its key features, showing how it extends Dynamics 365 Sales into Outlook and Teams.
October 3, 2025
Understanding the Difference Between ‘Copilot for’ and ‘Copilot in’ Sales and Service
With Copilot and Dynamics 365 Sales and Customer Service, grammar really does matter. Mix up one little preposition and youāre…
September 30, 2025
Copilot Features in Customer Insights Journeys
Microsoft's Copilot features can beneficial for CE/CRM users in the Customer Insights Journeys app to build smarter journeys and reduce friction.
September 23, 2025
Explaining SLAs in Dynamics 365 to End Users
After covering SLAs in her last 2 posts, Heidi Neuahuser reviews what an SLA is in the context of Dynamics 365 and what it means for users.
September 11, 2025
Using SLA KPI Instance Table to Build KPIs
UG Expert Heidi Neuhauser reviews the SLA KPI Instance table for important columns and sample posts, building off her last post on Dataverse tables to deliver SLA solutions to organizations.
September 8, 2025
