Posts by Heidi Neuhauser — Page 4
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
How to Automate a Business Process Flow within Dynamics 365 CE/CRM
UG Expert Heidi Neuhauser reviews the steps for calling a Power Automate flow inside of Dynamics 365 CE/CRM within a business process flow.
October 31, 2024
Unpacking the New Copilot for Sales Success Kit
UG Expert Heidi Neuhauser gives an overview of the new Copilot for Sales Success kit and its contents.
October 21, 2024
How to Send an Email to a Lead from CRM Using Instant Cloud Flow
Heidi Neuhauser explains how to create an instant cloud flow using Power Automate and Dataverse to automate sending an email to a lead from a CRM in her latest video.
October 11, 2024
Disabling Recent Items from Option Sets in Dynamics 365 Customer Engagement
UG Expert Heidi Neuhauser shares a how-to post on removing recent items from option sets to reduce user confusion and enhance data quality.
September 13, 2024
Copilot for Sales Capabilities in Microsoft Word
In this post, Heidi Neuhauser gives a walkthrough of the new preview feature, Copilot for Sales for Word.
September 12, 2024
AI Suggestions for Formula Columns in Power Platform
AI suggestions for formula columns are now available in Preview mode in the Power Platform. UG Expert Heidi Neuhauser reviews this new feature in her latest post.
September 5, 2024
