Posts by Heidi Neuhauser — Page 3
Advanced Settings in Dynamics 365 CE/CRM: Customer Service
UG Expert Heidi Neuhauser highlights settings for customer service within the Copilot Service Admin Center and the Resource Scheduling model-driven app.
June 30, 2025
Advanced Settings in Dynamics 365 CE/CRM: Sales Hub
UG Expert Heidi Neuhauser walks through advanced settings for CE/CRM users, specifically for the Sales Hub settings area.
June 26, 2025
Advanced Settings in Dynamics 365 CE/CRM: Environment Settings
UG Expert Heidi Neuhauser demonstrates how uses can manage environment settings for their Dynamics 365 CE/CRM apps.
June 23, 2025
From Chaos to Clarity: Transforming Lead Management with Sales Accelerator
UG Expert Heidi Neuhauser breaks down how to optimize the use of Sales Accelerator, a feature in Dynamics 365 Sales.
June 5, 2025
Advancements to Copilot Studio From 2025 Release Wave 1
Gain insights on the 2025 Release Wave 1 for Copilot Studio, including knowledge source and configuration updates.
June 3, 2025
Smarter Selling with Predictive Lead Scoring in Dynamics 365 Sales
UG Expert Heidi Neuhauser reviews how to use AI in Dynamics 365 Sales to prioritize leads with predictive scoring. Learn how it works, setup steps, and how to use scores to boost sales efficiency and target high-converting leads.
May 27, 2025
Feature Comparison: Power Apps Table Designer Vs. Table Hub
In this video, UG Expert Heidi Neuhauser reviews the new interface for the Table Designer in Power Apps, highlighting some…
May 20, 2025
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
