AI-Powered Assistant
Ask Our AI Agent About Customer Experience (CRM)
Get instant answers on customer experience (crm) topics ā powered by community knowledge.
Ask Now
Learners ā Customer Experience (CRM) Regional Groups
Connect With Customer Experience (CRM) Users Near You
Join a regional user group ā attend local meetups, virtual sessions, and connect with practitioners in your area.
Find Your Customer Experience (CRM) Group
Our Customer Experience (CRM) Experts
Heidi has been working with Microsoft CRM since…
Kylie Kiser is a Power Platform enthusiast who…
Join the Customer Experience (CRM) Community
Connect with practitioners, ask questions, and follow discussions ā members get full access to the community feed.
Join the Group
Latest Customer Experience (CRM) Content
Academy Preview: Skill Up as a System Admin
Heidi Neuhauser previews her two-day Dynamics 365 CE/CRM System Admin Boot Camp at Summit NA Academy. Whether you're brand new to the platform or ready to level up, there's a session built for where you are right now.
May 14, 2026
IVR: Custom Voice for Voice Agents
Dynamics 365 Contact Center is getting custom AI voice support for IVR in the 2026 Release Wave 1, and it's skipping public preview entirely. Here's what we know so far and why it matters for your phone channel setup.
May 7, 2026
2026 Release Wave 1: Sales Qualification Agent Updates
UG Expert Heidier Neuhauser highlights two updates under the lead management area for the Sales Qualification Agent as part of the 2026 Release Wave 1.
April 16, 2026
New Sales Hub Setting: Dynamics 365 AI Hub
Dynamics 365 Sales Hub now includes an AI Hub where you can create agents and review their performance in one place. Use Agent Manager to set up Sales Qualification or Sales Close agents, then track results in the AI Optimization Hub.
February 3, 2026
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 rules, how to switch to Classic, and how to configure mappings with real-world examples.
January 26, 2026
