Posts by Heidi Neuhauser — Page 5
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
Business Value Toolkit Added to the Center of Excellence Starter Kit
Heidi Neuhauser reviews the Business Value Toolkit, which was announced on August 19, 2024.
August 30, 2024
Summit Preview: Dynamics 365 App for Outlook vs Copilot for Sales
UG Expert and Microsoft MVP Heidi Neuhauser shares a preview of her upcoming session at Community Summit 2024 comparing the D365 app for Outlook and Copilot for Sales.
August 29, 2024
New Updates to Dataverse Power Automate Connector
UG Expert Heidi Neuhauser explains that Dataverse users can now use the main connector for all flows in Power Automate.
August 26, 2024
Dynamics 365 Sales 2024 Release Wave 2 Updates
UG Expert Heidi Neuhauser shares two update to D365 Sales that came out in the 2024 Release Wave 2 notes
August 8, 2024
Adapting CRM Training & Design for Multiple Learning Styles
UG Expert Heidi Neuhauser gives a preview of her Summit NA 2024 session on adapting CRM training and design for various learning styles.
August 1, 2024
How to Implement a Quote Approval Process for Dynamics 365 CRM Using Power Automate
How can you build in approval flow in Power Automate for D365 Sales users? Tune in to Heidi Neuhauser's latest post to get the answer.
July 23, 2024
Copilot AI Form Fill Assistance and User Adoption
What is the Copilot Form Fill assistance feature in Power Platform, and how can users enable or disable it? UG Expert Heidi Neuhauser addresses these questions in her latest video.
July 19, 2024
New in Power Apps: ERD View Assisted by Copilot
The new ERD view assisted by Microsoft Copilot is a new way to work with complex data models in Power Platform.
July 15, 2024
Dynamics 365 Contact Center
The new Dynamics 365 Contact Center teases the new Copilot-first solution that delivers generative AI to every customer engagement channel.
July 11, 2024
How to Add Welcome Content in Power Apps
UG Expert Heidi Neuhauser explains how to add content to the Welcome page of a Power App.
June 20, 2024
3 Ways to Use Copilot in Power Automate
UG Expert Heidi Neuhauser shares three ways to use Microsoft Copilot inside of Power Automate.
June 10, 2024
Configuring Copilot in Customer Service
UG Expert Heidi Neuhauser demonstrates how to configure Microsoft Copilot inside of Dynamics 365 Customer Service.
June 7, 2024
Copilot Confusion for Small and Medium-Sized Businesses
Are you a small or medium-sized business confused about Microsoft Copilot? Read this post from UG Expert Heidi Neuhauser to determine which product is best for you.
May 31, 2024
Customizing Work List Items in Dynamics 365 Sales
UG Expert Heidi Neuhauser demonstrates how to configure and customize work list items in Dynamics 365 Sales.
May 28, 2024
