Latest Customer Experience (CRM) Content — Page 14
Enhancing Financial Reporting, Analysis with AI and Copilot
Hugh Cumming of Vena Solutions joins the "Inside Dynamics Communities" podcast to discuss how Microsoft Copilot can enhance financial reporting, analysis, and automate processes.
October 1, 2024
How to Apply AI to Your Business, Boost Customer Outcomes
Hector Negron of Optimus Business Transformation joins the "Inside Dynamics Communities Podcast" to discuss how AI can be applied to business and boost customer outcomes.
September 26, 2024
Social Events and Experiences at Community Summit North America 2024
From the Community Golf Scramble to the Summit Riverwalk Concert & Fiesta, Summit NA 2024 attendees will have numerous opportunities to network, relax, and create lasting memories.
September 24, 2024
Disabling Recent Items from Option Sets in Dynamics 365 Customer Engagement
UG Expert Heidi Neuhauser shares a how-to post on removing recent items from option sets to reduce user confusion and enhance data quality.
September 13, 2024
Copilot for Sales Capabilities in Microsoft Word
In this post, Heidi Neuhauser gives a walkthrough of the new preview feature, Copilot for Sales for Word.
September 12, 2024
FY25 Biz Apps Partner Report
The "FY25 Biz Apps Partner Report" gives insights for the Dynamics, Copilot. and Power Platform channel into Microsoft's fiscal priorities for 2025.
September 10, 2024
Microsoft Corporate Vice President Vik Singh to Keynote Community Summit North America
Community Summit North America, the largest independent innovation, education, and training event for Microsoft business applications, is thrilled to announce that Vik Singh, CVP of AI and Apps, will deliver the keynote address on Monday, October 14.
September 4, 2024
Summit Preview: Dynamics 365 App for Outlook vs Copilot for Sales
UG Expert and Microsoft MVP Heidi Neuhauser shares a preview of her upcoming session at Community Summit 2024 comparing the D365 app for Outlook and Copilot for Sales.
August 29, 2024
MVP Insights: Malcolm McAuley on Dynamics 365, Community Engagement, Tips for Summit Attendees
Malcolm McAuley joins the "MVP Insights Podcast" to discuss his MVP journey, areas of expertise, and share details of his Summit NA sessions.
August 28, 2024
MVP Insights: Kylie Kiser on Community Involvement, AI and Automation, Power Apps and Cats
Microsoft MVP Kylie Kiser joins John Siefert on the "MVP Insights" podcast to discuss her community journey and her sessions at the upcoming Community Summit NA.
August 14, 2024
Unifying CRM Data For a Single Version of Truth
DQ Global's Conor Doyle joins the "Inside Dynamics Communities" podcast to discuss the value of unified data.
August 13, 2024
MVP Insights: Joe Griffin on Adoption of AI, MVP Journey, Education at Summit NA
Microsoft MVP Joe Griffin tells John Siefert about his areas of expertise, journey to becoming an MVP, and shares details on his Summit NA 2024 sessions.
August 12, 2024
Dynamics 365 Sales 2024 Release Wave 2 Updates
UG Expert Heidi Neuhauser shares two update to D365 Sales that came out in the 2024 Release Wave 2 notes
August 8, 2024
MVP Insights: Heidi Neuhauser on Summit NA Sessions, Tips for Community, User Adoption
Heidi Neuhauser joins the "MVP Insights Podcast" to discuss her involvement with the ecosystem and shares tips for Summit NA attendees.
August 7, 2024
MVP Insights: Shawn Dorward on Community, Mentorship, Summit NA Speaking Engagements
Shawn Dorward joins the "MVP Insights Podcast" to discuss the journey to becoming a Microsoft MVP and preview his sessions at Summit NA 2024.
August 5, 2024
Adapting CRM Training & Design for Multiple Learning Styles
UG Expert Heidi Neuhauser gives a preview of her Summit NA 2024 session on adapting CRM training and design for various learning styles.
August 1, 2024
How to Implement a Quote Approval Process for Dynamics 365 CRM Using Power Automate
How can you build in approval flow in Power Automate for D365 Sales users? Tune in to Heidi Neuhauser's latest post to get the answer.
July 23, 2024
MVP Insights: Marko Totovic on ERP Expertise, Copilot in D365, Journey to MVP
MVP Marko Totovic joins John Siefert on the "MVP Insights" podcast to describe his journey to becoming an MVP, areas of expertise, and Summit NA session.
July 22, 2024
Dynamics 365 Contact Center
The new Dynamics 365 Contact Center teases the new Copilot-first solution that delivers generative AI to every customer engagement channel.
July 11, 2024
MVP Insights: Asif Rehmani Defines MVP Journey, Summit NA Session, User Adoption
In the lastest "MVP Insights Podcast," VisualSP Founder and CEO Asif Rehmani describes his journey to becoming a Microsoft MVP and details his Summit NA session.
July 10, 2024
