How to Customize the Opportunity Closed Form in Dynamics 365
Take 5 minutes and learn from Heidi Neuhauser how to customize the opportunity closed form in Dynamics 365 Sales Hub.
Category: Dynamics CE / CRM UG
How to Customize the Case Resolution Form in Dynamics 365 Customer Service
In this video, UG Expert Heidi Neuhauser explains how to customize the case resolution form in Dynamics 365 Customer Service. Key Takeaways
How to Test a Security Configuration
Kylie Kiser walks through the process of testing a security configuration as part of her Dataverse security series.
Engaging Remote Users with ‘Slido’ PowerPoint Add-In
Heidi Neuhauser explains how to engage remote users and create enhanced presentations using a free PowerPoint add-in, Slido.
How to Create a Security Role From Blank
Kylie Kiser continues her Dataverse security series with a walkthrough of creating a security role from blank.
How to Create a Security Role From a Copy
Kylie Kiser demonstrates the process of creating and editing a security role from a copy, and then applying that role to a solution.
Biz Apps Partner Podcast: Microsoft’s Adriana Bade Shares Insights Into Biz Apps Partner Digital Summit
Microsoft's Adriana Bade joins John Siefert in this episode of the Biz Apps Partner Podcast to discuss the upcoming Biz Apps Partner Digital Summit an…
3 Ways to Use Generative AI Inside of Dynamics 365 Without a Copilot License
UG Expert Heidi Neuhauser shares three ways generative AI can be used inside of Dynamics 365 CE/CRM without a Copilot license.
How to Create a New Office Group in Dynamics 365, Power Platform
Kylie Kiser explains how to create a new office group and manage security access in her latest video.
Using Copilots in Microsoft Business Apps
This report analyzes and helps position how to use Copilots in Microsoft Business Applications, including 25 product highlights and a deep dive into t…
How to Assign a Security Role to a Dataverse User
UG Expert Kylie Kiser explores how to grant security permissions for users in Dataverse in part three of her series on security.
How to Create a New Browser Profile in Dynamics 365, Power Apps
UG Expert Kylie Kiser continues her series on security in Dataverse. In part 2, she explains how to set up a new browser profile.
Summit Launchpad: Velosio’s Mike DeGeeter on Benefits of ERP Migrations, New Company Offerings
Velosio's Mike DeGeeter joins Jason Gumpert to discuss the company's latest offerings while on-site at Community Summit North America 2024.
Setting Up a New User with Security Licensing in Power Platform
In this how-to video, UG Expert Kylie Kiser demonstrates how to set up a new user with security permissions in Power Platform.
Copilot 101: An Overview of Copilot for Sales
In this episode of the “Copilot 101 Podcast,” Shawn Dorward, Vice President, sa.global, UG Expert, gives an overview of the capabilities of Copilot for Sales. Key…
6 Tools in XrmToolBox All System Administrators Should Know
UG Expert Heidi Neuhauser highlights six tools within the XrmToolBox that all system administrators should be aware of.
How to Set Up a New Publisher In Dynamics 365, Power Apps
Heidi Neuhauser explains how to set up a new publisher in Dynamics 365 CE/CRM and Power Apps, which is basic solution management.
A Recap of the Demo Zone at Community Summit NA
Explore this analysis of the inaugural Demo Zone at Summit NA, in which 12 companies shared their products in greater detail.
Summit Launchpad: KingswaySoft’s Daniel Cai Discusses Customer and Partner Challenges, New Company Offerings
KingswaySoft's Daniel Cai joins Jason Gumpert while on-site at Summit NA 2024 to discuss the company's new offerings and common customer and partner c…
The New Way to Spin Up a Dynamics 365 Trial Instance
Heidi Neuhauser shares the "new" way to spin up a Dynamics 365 trial instance, and notes which D365 apps this applies to.
