Posts by Heidi Neuhauser — Page 3
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
Understanding the SLA Dataverse Tables
UG Expert Heidi Neuhauser provides an overview for users to better understand SLAs in Dynamics 365 to track SLA success.
September 4, 2025
Acadmey Preview: Dynamics 365 CE/CRM System Admin Boot Camp 101 & 201
Heidi Neuhauser previews her two-day Academy class covering System Admin 101 and 201 at Community Summit North America.
August 25, 2025
How to Embed Power BI Visuals on Model-Driven App Forms
This article shows how to embed Power BI visuals directly on modelādriven app forms. With stepābyāstep guidance and screenshots, it walks through adding an iframe, linking your report, and surfacing realātime insights where users work every day.
August 11, 2025
Add Power BI Visuals to Dynamics 365 CE Dashboard
Learn how to embed individual Power BI visuals (tiles) into personal Dynamics 365 dashboards, step by step.
August 5, 2025
How to Embed Power BI Dashboard in Dynamics 365 Customer Engagement
Heidi Neuhauser explains how to embed an existing Power BI dashboard into Dynamics 365 Customer Engagement so users can view and interact with visuals directly within their CRM dashboards.
July 31, 2025
How to Connect Power BI with Dynamics 365 Customer Engagement: A Quick Start Guide
Connecting Power BI with D365 Customer Engagement is a powerful way to get more KPIs and datapoints compared to the system's out-of-the-box dashboards.
July 22, 2025
Advanced Settings in Dynamics 365 CE/CRM: Marketing
UG Expert Heidi Neuhauser shares her expertise on advanced settings in Dynamics 365 for CE/CRM users, specifically for marketing.
July 18, 2025
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
