How to Setup a 30-Day Free Trial for Dynamics 365
Heidi Neuhauser walks users through the setup of a free, 30-day trial for Dynamics 365, including Sales, Customer Service, Field Service, Business Cen…
Category: Customer Experience (CRM)
MVP Insights: Marko Totovic on the Business Impact of Agents
Microsoft MVP Marko Totovic talks about how agents and Copilot Studio have increased efficiency for businesses.
Copilot for Service: The Practical Features Your Sales Agents Will Actually Use
Copilot for Service can help with a variety of tasks for CRM users, especially with agents in Outlook and Teams.
MVP Insights: Ashley Steiner on Career Journey, CRM Involvement
Microsoft MVP Ashley Steiner shares insights from her career journey, involvement as an MVP, and her Summit NA sessions.
Summit NA 2025: Academy Classes, Pro Tips & Power Platform Sessions
UG Expert and Microsoft MVP Kylie Kiser reviews important details about Community Summit NA and shares key tips for maximizing your experience.
MVP Insights: Asif Rehmani on Using Your Unique Abilities, Microsoft 365 Copilot Insights
Microsoft MVP Asif Rehmani talks about his experiences with Microsoft 365 and Dynamics 365 and gives insights into his Summit session.
Copilot for Sales: The Key Features You Need to Know
This post introduces Microsoft Copilot for Sales and highlights its key features, showing how it extends Dynamics 365 Sales into Outlook and Teams.
How Users and Partners Can Optimize Their Summit NA Experience
Edward Harof shares insights from his years of experience with Community Summit to make the most of attending the event.
Understanding the Difference Between ‘Copilot for’ and ‘Copilot in’ Sales and Service
With Copilot and Dynamics 365 Sales and Customer Service, grammar really does matter. Mix up one little preposition and you’re suddenly looking at a totally…
MVP Insights: Rick McCutcheon on Microsoft Involvement, Building Community
12x Microsoft MVP Rick McCutcheon highlights what drives him to continue his involvement and building community as well as Summit NA insights.
Copilot Features in Customer Insights Journeys
Microsoft's Copilot features can beneficial for CE/CRM users in the Customer Insights Journeys app to build smarter journeys and reduce friction.
6 Tips to Maximize Your Experience at Community Summit NA
UG Expert Suzanne Scanlan provides tips to maximize the attendee experience at Community Summit North AMerica.
AI Agent & Copilot Special Report: Microsoft’s Ryan Dorrheim on Dynamics 365 for Nonprofits
Microsoft's Ryan Dorrheim describes how nonprofits can take advantage of Dynamics 365 tools to achieve more.
Academy Preview: Dynamics 365 CE/CRM System Admin Boot Camp
This two-day Academy course is designed for System Admins who are either new to or looking to optimize their CE/CRM system.
Explaining SLAs in Dynamics 365 to End Users
After covering SLAs in her last 2 posts, Heidi Neuahuser reviews what an SLA is in the context of Dynamics 365 and what it means for users.
Using SLA KPI Instance Table to Build KPIs
UG Expert Heidi Neuhauser reviews the SLA KPI Instance table for important columns and sample posts, building off her last post on Dataverse tables to…
Dynamic Communities Introduces AI Partner Executive News & Analysis Site for the Microsoft AI Business Solutions Partner Ecosystem
Launching September 2025, AI Partner Executive is a news and analysis site to help partners adapt to the new AI Business Solutions reality Microsoft is…
Understanding the SLA Dataverse Tables
UG Expert Heidi Neuhauser provides an overview for users to better understand SLAs in Dynamics 365 to track SLA success.
MVP Insights: Heidi Neuhauser on Microsoft Innovations, CRM Admins at Summit
Microsoft MVP Heidi Neuhauser highlights agents within Microsoft business applications as well as her sessions at Community Summit.
Acadmey Preview: Dynamics 365 CE/CRM System Admin Boot Camp 101 & 201
Heidi Neuhauser previews her two-day Academy class covering System Admin 101 and 201 at Community Summit North America.
