Posts by Heidi Neuhauser — Page 4
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
Overview of Power Platform Environments Settings Model-Driven App
UG Expert Heidi Neuhauser reviews the Power Platform Environment Settings model-driven app and its new features compared to classic.
January 27, 2025
How to Customize the Opportunity Closed Form in Dynamics 365
Take 5 minutes and learn from Heidi Neuhauser how to customize the opportunity closed form in Dynamics 365 Sales Hub.
January 21, 2025
How to Customize the Case Resolution Form in Dynamics 365 Customer Service
In this video, UG Expert Heidi Neuhauser explains how to customize the case resolution form in Dynamics 365 Customer Service.…
January 17, 2025
Engaging Remote Users with ‘Slido’ PowerPoint Add-In
Heidi Neuhauser explains how to engage remote users and create enhanced presentations using a free PowerPoint add-in, Slido.
January 13, 2025
Power Automate 2024 Year in Review: An Opinion Piece
As the year comes to a close, UG Expert Heidi Neuhauser gives her opinion on Power Automate in 2024.
December 20, 2024
3 Ways to Use Generative AI Inside of Dynamics 365 Without a Copilot License
UG Expert Heidi Neuhauser shares three ways generative AI can be used inside of Dynamics 365 CE/CRM without a Copilot license.
December 19, 2024
3 New Updates to Power Automate Cloud Flows
Take 3 minute and learn about the latest updates to cloud flows in Power Automate, per the 2024 Release Wave 2 notes.
December 18, 2024
6 Tools in XrmToolBox All System Administrators Should Know
UG Expert Heidi Neuhauser highlights six tools within the XrmToolBox that all system administrators should be aware of.
December 3, 2024
Upcoming Power Automate Copilot Feature: Create & Edit Expressions
Heidi Neuhauser shares details on an upcoming feature for Power Apps - create and edit expressions, which will be generally available in January 2025.
December 2, 2024
How to Set Up a New Publisher In Dynamics 365, Power Apps
Heidi Neuhauser explains how to set up a new publisher in Dynamics 365 CE/CRM and Power Apps, which is basic solution management.
November 27, 2024
The New Way to Spin Up a Dynamics 365 Trial Instance
Heidi Neuhauser shares the "new" way to spin up a Dynamics 365 trial instance, and notes which D365 apps this applies to.
November 25, 2024
How to Use Business Rules in Dynamics 365 CE/CRM
UG Expert and Microsoft MVP Heidi Neuhauser introduces business rules in Dynamics 365 CE/CRM and presents several use cases.
November 12, 2024
Get to Know the Control Connector in Power Automate
UG Expert Heidi Neuhauser reviews various actions within the Control connector in Power Automate and explains how they can enhance automation.
November 8, 2024
