Posts by Heidi Neuhauser — Page 5
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
How to Use Alternate Keys in Microsoft Dataverse
UG Expert Heidi Neuhauser describes the benefits of using alternate keys in Microsoft Dataverse to enhance the integrity of data.
May 17, 2024
How to Configure Dynamics 365 Sales App Settings
UG Expert Heidi Neuhauser highlights various app settings in Dynamics 365 Sales, including lesser-known functions.
May 15, 2024
2024 Release Wave 1 Copilot Studio Updates
Heidi Neuhauser shares two updates coming to Copilot Studio as part of the 2024 Release Wave 1 notes in this short video.
May 13, 2024
Focused View in Dynamics 365 CE/CRM
Users can see a streamlined version of data, displaying their CRM records and all associated activities on one page with Focused View enabled.
May 1, 2024
2 New Updates Coming to Power Automate
What's new in Power Automate? UG Expert Heidi Neuhauser shares two exciting features being added to the system, as per the 2024 Release Wave 1.
April 24, 2024
How CRM Admins Can Utilize Power Automate
UG Expert Heidi Neuhauser explains how to leverage Power Automate to extend CRM information to Microsoft Teams.
April 12, 2024
