Posts by Heidi Neuhauser — Page 7
How to Perform Global Search in Model-Driven Apps in Dynamics CE/CRM
UG Expert and Microsoft MVP Heidi Neuhauser explains two methods to perform global search in model-driven apps in Dynamics 365 CE/CRM.
December 22, 2023
How to Share a Model-Driven App Using Power Apps
UG Expert and Microsoft MVP Heidi Neuhauser explains how to share a model-driven app using Power Apps.
December 21, 2023
Working with Rollup Fields in Dataverse
UG Expert Heidi Neuhauser explains how to work with rollup fields in Dataverse and explains how to create one, as well as their limitations.
December 18, 2023
The Role of Consultants in a Post-Copilot World
With the rise of Copilot across the Microsoft business applications space, what is the role of consultants? In this post, UG Expert Heidi Neuhauser addresses this question.
December 4, 2023
Power Apps Classic Designer Is Deprecated
In this post, Microsoft MVP and UG Expert Heidi Neuhauser explains that Power Apps Classic Designer is deprecated. However, admins can re-enable it at an environment level, and she reviews the steps of this process.
November 14, 2023
Extending Dynamics 365 Sales with Power Automate
Microsoft MVP and User Group Expert Heidi Neuhauser reviews six Power Automate connectors that can help extend the capabilities of D365 Sales.
November 13, 2023
How to Spin up a Dynamics 365 Trial Environment
In this post, UG Expert and Microsoft MVP Heidi Neuhauser reviews the steps in setting up a Dynamics 365 trial environment.
November 9, 2023
Understanding Calculated Fields in Dataverse
Microsoft MVP and UG Expert Heidi Neuhauser explains Calculated Fields in Dataverse and explains how to create one.
November 1, 2023
How to Add a Hyperlink to a CRM Record in Power Automate
UG Expert & Microsoft MVP, Hiedi Neuhauser, shares a how-to video on using Power Automate to create a hyperlink to a CRM record
October 31, 2023
2 New Copilot Features in Power Virtual Agents
UG Expert and Microsoft MVP Heidi Neuhauser reviews two Copilot-related features of Power Virtual Agents in her latest video.
October 30, 2023
10 Tips for Enhancing User Adoption
UG Expert and Microsoft MVP Heidi Neuhauser offers 10 tips to ensure successful user adoption of Dynamics 365 products and the Power Platform.
October 18, 2023
Extend Dynamics 365 CE/CRM with Gravity Forms
UG Expert and Microsoft MVP Heidi Neuhauser demonstrates how to get WordPress leads into Dataverse using Gravity Forms.
September 29, 2023
Power Automate’s 15 Built-In Connectors
UG Expert and Microsoft MVP Heidi Neuhauser reviews the 15 built-in connectors that are available for Power Automate.
September 20, 2023
What to Know When Working with Segments in Dynamics 365 for Marketing
UG Expert Heidi Neuhauser defines what you need to know about segments in Dynamics 365 for Marketing.
September 5, 2023
CE/CRM User Group All-Star Nominations Are Open!
UG Expert and Microsoft MVP Heidi Neuhauser explains how to submit your Dynamics CE/CRM All-Star nominations.
August 17, 2023
Getting Started with Dynamics 365 for Marketing: Installation & Security Roles
You've purchased Dynamics 365 for Marketing, and now it's time to install it and apply proper security roles...but how? In this how-to post, UG Expert Heidi Neuhauser answers these questions.
August 15, 2023
Dynamics 365 CE/CRM Early Access Features of 2023 Release Wave 2 Plan
UG Expert Heidi Neuhauser reviews the 2023 Release Wave 2 early access features for Dynamics 365 CE/CRM.
August 7, 2023
How to Create a Dataverse Lead from WordPress Gravity Forms Using Power Automate
UG Expert Heidi Neuhauser demonstrates how to create a Dataverse lead from Gravity Forms in WordPress using Power Automate.
July 25, 2023
Defining Change Management in Dynamics 365 Projects
Change management must be considered when taking on a Dynamics 365 project or enhancement, says UG Expert Heidi Neuhauser.
July 24, 2023
How to Add a Custom Activity Type in Power Platform and Dynamics 365 CE/CRM
UG Expert Heidi Neuhauser demonstrates how to create custom activity types in Power Platform and Dynamics 365 CE/CRM.
July 21, 2023
