Latest How To Content — Page 4
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
Boost Business Efficiency with Dynamics 365 Finance and Operations Attachments
How can Dynamics 365 Finance and Operations business attachments be used to make processes more efficient? UG Expert Crystal Ahrens breaks down the function in her latest post.
May 15, 2024
Academy Preview: Analyzing Dynamics 365 Data in Microsoft Fabric – A Hands-On Approach
Maximize the potential of your Dynamics 365 data with Microsoft Fabric. Learn more by attending this Academy class on October 17.
May 15, 2024
AI Builder Prompts: Bringing It All Together
Rounding out her series on AI Builder prompts, UG Expert Kylie Kiser demonstrates how to create a button to run a Flow with the prompt.
May 9, 2024
Deleting a Sales Customer in Dynamics GP
UG Expert Kerry Hataley reviews the six steps to removing a customer from the Sales module in Dynamics GP.
May 8, 2024
AI Builder Prompts: Using Prompts in a Flow
Take 5 minutes and learn from UG Expert Kylie Kiser how an AI Builder prompt can be applied to a Flow in part three of her how-to series.
May 7, 2024
Mastering Wildcard Filtering in Dynamics 365 Finance and Operations
The wildcard filter in Dynamics 365 Finance and Operations can save users time and streamline tasks. How can it be used? Tune into Crystal Ahrens' latest post to learn how.
May 7, 2024
Academy Preview: AL Bootcamp: From Zero to Hero in Two Days
Register for this Academy class to gain an understanding of AL programming and how it can extend Business Central functionality.
May 6, 2024
AI Builder Prompts: Using Prompts in Power Apps
In part two of her series on AI Builder prompts, UG Expert Kylie Kiser demonstrates how to add a prompt to a Power App.
May 2, 2024
AI Builder Prompts: Creating Your First Prompt
In the first video on her series on AI Builder prompts, UG Expert Kylie Kiser describes how to get started creating your first prompt.
April 30, 2024
How to Enable Administration Mode in Power Platform
Take a few minutes to learn from UG Expert Kylie Kiser how to set up Administration Mode in the Power Platform.
April 8, 2024
How to Backup, Restore a Power Platform Environment
In the next video in her how-to series, UG Expert Kylie Kiser describes to how backup and restore Power Platform environments.
April 5, 2024
Advanced Warehousing without Advanced Warehousing: Picks
UG Expert Jason Chance explains how users can perform advanced warehousing without having to turn it on in Business Central. In this video, he focuses on Picks.
April 4, 2024
Assigning Custom Report Versions to Customers and Vendors in Business Central
How do you assign custom report versions to customers and vendors in Business Central? UG Expert Dave Wiser addresses this question in his latest post.
April 3, 2024
Using the Dataverse (Legacy) Connector for Dynamics 365 CRM
Learn how to use the Dataverse connector for Dynamics 365 CE/CRM in this how-to video from UG Expert Heidi Neuhauser.
April 1, 2024
How to Add a Timeline Control Form to a Model-Driven App
How do you add a timeline control form to a model-driven app in Power Apps? Tune into this video from UG Expert Heidi Neuhauser to find out how!
March 11, 2024
How to Review Workflow History in Dynamics 365 Finance and Operations
UG Expert Crystal Ahrens explains how to review workflow history in Dynamics 365 Finance and Operations.
March 11, 2024
A Narrative on Training Within a Microsoft Dynamics 365 for Finance and Operations Implementation
How can organizations effectively train their users for a Dynamics 365 Finance and Operations implementation? UG Expert Kelly Gustafson shares her tips in this post.
March 6, 2024
The Essential Guide to Microsoft Dynamics 365 ERP Implementation: Avoiding Pitfalls and Scaling Up
This guidebook is your roadmap to Dynamics 365 ERP implementations, advising you on how to scale up while avoiding common pitfalls.
February 22, 2024
How to Think Like Your Dynamics 365 Finance and Operations Consultant
As end users, how do we start to think like consultants when it comes to D365FO? UG Expert Kelly Gustafson answers this question in her latest post.
February 13, 2024
