Mapping Columns Between Tables
Column mapping auto-populates child table fields from a parent record when a child is created through a 1:N relationship. This guide explains the rule…
Category: Customer Experience (CRM)
Setting Up Table Relationship in Dynamics 365 CE/CRM
UG Expert and Microsoft MVP, Heidi Neuhauser, reviews the relationships between tables in Dynamics 365 CE/CRM, focusing specifically on 1:N relationsh…
Where AI Turns Revenue from Reactive to Predictable in Dynamics 365 Sales
Scott LeFante explains how AI in Dynamics 365 Sales enhances decision-making across acquisition, deal execution, and customer growth.
Frustrations with Dynamics 365 Contact Center Deployments
Promoting Dynamics 365 Contact Center work from Sandbox to UAT can feel like a rebuild because key channel assets are environment-bound and don’t mo…
Tip for CRM Users: How to Load the ‘Switch to Classic’ Button
If the Switch to Classic button in Dynamics 365 CRM is taking too long to load, try this quick tip.
AI Agent & Copilot Summit 2026 Speakers & Sessions Released
The speakers and sessions for the 2026 AI Agent & Copilot Summit have been announced by event producers, Dynamic Communities and Cloud Wars.
How to Create, Configure the Opportunity Research Agent in Dynamics 365 Sales
UG Expert and Microsoft MVP Heidi Neuhauser explains how to create and set up the Opportunity Research Agent in Dynamics 365 Sales.
How the Dynamics 365 Contact Center Is Transforming Customer Engagement
The Dynamics 365 Contact Center is applying AI to transform contact centers to be a powerful source of customer intelligence.
Setup & Configure the Sales Qualification Agent in Dynamics 365 Sales
UG Expert Heidi Neuhauser dives into the Sales Qualification Agent and how users can configure various settings to optimize agent use.
The Role of Sales Literature in Dynamics 365 Sales
UG Expert and Microsoft MVP, Heidi Neuhauser, reviews the role of sales literature in Dynamics 365 Sales, covering what can be done with it.
Microsoft Partner Network Announces 2025 ‘Partner of the Year’ Awards
The Microsoft Partner Network announced the 2025 Partner of the Year Awards. This post highlights the 2025 winners and finalists of the business appli…
Copilot for Sales 101: What To Know About AI-Powered Selling
Scott LeFante explains what Microsoft Copilot for Sales does, how it differs from Copilot in Sales, and where it truly saves time without risking trus…
XRMToolBox: How to Connect an Environment
Heidi Neuhauser reviews the XRMToolBox, a free resource for CRM users, and explains how to connect an environment.
D365 Customer Experience Product Roadmap General Session
Session Overview: The Customer Experience Product Roadmap (formerly known as General Session) featured direct insights from Alan Ross, Head of Product, Dynamics 365 Customer Service, Experiences +…
Community Summit NA Keynote: The AI Mindset Fireside Chat
Session Overview: The Community Summit North America keynote program set the tone for the 2025 theme of “How AI is Redefining Microsoft Business Applications,” with…
Community Summit NA Keynote: Copilot Studio Fireside Chat
Session Overview: The Community Summit North America keynote program set the tone for the 2025 theme of “How AI is Redefining Microsoft Business Applications,” with leaders…
Community Summit NA Keynote: How AI Is Redefining Dynamics 365 Customer Experience
Session Overview: The Community Summit North America keynote program set the tone for the 2025 theme of “How AI is Redefining Microsoft Business Applications,” with leaders…
Community Summit NA Keynote: How AI Is Redefining Dynamics 365 Business Central
Session Overview: The Community Summit North America keynote program set the tone for the 2025 theme of “How AI is Redefining Microsoft Business Applications,” with leaders…
Community Summit NA Keynote: How AI Is Redefining Dynamics 365 Finance & Supply Chain
Session Overview: The Community Summit North America keynote program set the tone for the 2025 theme of “How AI is Redefining Microsoft Business Applications,” with leaders…
Novice to Ninja: Mastering CRM User Training and Adoption with the CRM Blackbelt Program
Session Overview: This course is designed to help organizations define competency for their CRM system, discover the current baseline of users, and develop a structured…
