What to Expect When Taking a Certification Exam Online
UG Expert Kelly Gustafson shares advice based on her personal experience taking a certification exam online.
Category: Dynamics CE / CRM UG
How to Manage View Access with Security Roles
UG Expert Heidi Neuhauser describes the steps for admin users to configure access to system and public views using security roles.
AI Agent & Copilot Podcast: Microsoft’s Cecilia Flombaum Defines an ‘AI-First Company,’ Transformation of Biz Apps
Microsoft's Cecilia Flombaum defines what it means to be an "AI-first company," and shares insights on the transformation of business applications as …
MVP Insights: Marie Wiese on Benefits of Copilot for CRMs, Understanding Your Buyer
Mircosoft MVP Marie Wiese emphasizes how Copilot can help users optimize their CRM use as well as the importance of knowing your buyer.
Copilot for Sales Mobile Support Available in Preview
Copilot for Sales Mobile Support is in preview with general availability listed in March. Heidi Neuhauser does a deep dive of the features, including …
Testing the New Project Tracker Feature in Power Apps
UG Expert and Microsoft MVP Heidi Neuhauser gives a live demo testing a new feature in Power Apps for project tracking.
Tips for Submitting a Session for Community Summit NA 2025
UG Expert and Microsoft MVP, Heidi Neuhauser, shares tips for the Community Summit NA 2025 Call for Speakers (CFS), which closes on March 31, 2025.
Release Wave 1 2025: Customer Insights Journeys, Unifying Sales and Marketing
UG Expert Heidi Neuhauser highlights the customer insights journey elements of Release Wave 1 as well as unifying sales and marketing.
Global ISV SignUp Software Acquires CMS, eCommerce, PIM Provider DynamicWeb
Leading Microsoft ISV SignUp Software acquires leading provider of CMS, eCommerce, PIM, and Marketing solutions, DynamicWeb.
Using Agents and Copilots in M365 Modern Work
Report analyzes the changing nature of work – and how it can transform business – through three lenses: opportunities with AI, impact on work toda…
Maximizing CRM Training Effectiveness with Multi-Modal Learning Strategies
UG Expert Heidi Neuhauser explores how the VARK model — Visual, Auditory, Reading/Writing, Kinesthetic — can enhance CRM training programs by acco…
MVP Insights: Asif Rehmani on AI Adoption and Impact in the Modern Workplace
Welcome to “MVP Insights,” a podcast that explores the universe, ideas, and opportunities of the brightest stars in the Microsoft business applications ecosystem. In episode…
Enhancing Data Security with Microsoft’s Data Masking Rules in Dataverse Model-Driven Apps
UG Expert Kylie Kiser gives an overview of the new data masking feature in Dynamics 365 and what it could mean for organizations.
Biz Apps Partner Digital Summit Report: Exclusive Insights, Plans, and Ideas to Put to Work For Your Business
This report provides an analysis of each of the five modules that made up the Biz Apps Partner Digital Summit, co-created by Dynamics Communities and …
MVP Insights: Heidi Neuhauser on Copilot Innovations, Ensuring Data Quality, User Benefits
In this MVP Insights episode, Microsoft MVP and UG Expert Heidi Neuhauser shares her thoughts on the latest innovations, user experiences, and tips fo…
3 Out-of-the-Box Tools in Dynamics 365 CE to Help with Data Accuracy and Integrity
UG Expert Heidi Neuhauser highlights 3 out-of-the box-tools to help with data accuracy in D365 CE/CRM, including Business Rules, Formula Columns, and …
Biz Apps Partner Digital Summit: Best Practices for ISVs in the Microsoft Ecosystem
ISVs in the Microsoft Biz Apps ecosystem share best practices for scaling success during Module 5 of the Biz Apps Partner Digital Summit.
Biz Apps Partner Podcast: Microsoft’s Steve Cohen on How the Progression of AI Elevates Innovation
In this Biz Apps Partner Podcast episode, John Siefert welcomes Microsoft's Steve Cohen about how the technology landscape has shifted with the rapid …
Dynamics 365 Customer Service 2025 Release Wave 1: Enhancing Generative AI, Administrative, & User Experience Features
UG Expert Heidi Neuhauser highlights two focus areas of the Customer Service section for Release Wave 1, including Generative AI and administrative fe…
Biz Apps Partner Digital Summit: Scaling Business with AI, Copilot, & ISV Success Programs
Module 4 of the Biz Apps Partner Digital Summit featured Microsoft's Jerry Weber for a discussion on ISV programs and the power of Copilot.
