Latest Customer Experience (CRM) Content — Page 14
Customizing Work List Items in Dynamics 365 Sales
UG Expert Heidi Neuhauser demonstrates how to configure and customize work list items in Dynamics 365 Sales.
May 28, 2024
Understanding Dynamics 365 Security Roles
Rahel Endris sheds light on the importance of security roles in Dynamics 365 and the Power Platform.
May 24, 2024
Part 2: Tips and Tricks for Optimal Engagement with Model-Driven Apps
Yuliya Kuklina shares two tips to ensure users have a positive experience with their model-driven apps.
May 23, 2024
Academy Preview: Dynamics 365 CRM System Admin 101
Join Heidi Neuhauser on October 13 for a full-day learning journey with theĀ Dynamics 365 CRM System Admin 101Ā class.
May 20, 2024
How to Use Alternate Keys in Microsoft Dataverse
UG Expert Heidi Neuhauser describes the benefits of using alternate keys in Microsoft Dataverse to enhance the integrity of data.
May 17, 2024
How to Configure Dynamics 365 Sales App Settings
UG Expert Heidi Neuhauser highlights various app settings in Dynamics 365 Sales, including lesser-known functions.
May 15, 2024
Academy Preview: Analyzing Dynamics 365 Data in Microsoft Fabric – A Hands-On Approach
Maximize the potential of your Dynamics 365 data with Microsoft Fabric. Learn more by attending this Academy class on October 17.
May 15, 2024
Dynamic Communities Releases 2024 Community Summit North America Session & Speaker Line-Up
Dynamics Communities has released the speaker and session list for Community Summit North America 2024, running October 13-17 in San Antonio, Tā¦
May 15, 2024
Dynamic Communities Introduces UG AI Assistant for Community Training & Education Site
Dynamic Communities is releasing a new User Group (UG) AI Assistant, a private instance Open AI ChatGPT for Dynamics Communities user group members delivering tips, tutorials and how-to answers to the most frequently asked message board questions.
May 14, 2024
5 Tips to Ensure You’re Getting Max Value for Your Summit NA Investment
UG Expert AJ Ansari shares five tips for making the most of your investments in Community Summit North America (Summit NA).
May 9, 2024
Academy Preview: Learning Dynamics 365 Customer Insights – Journeys and Data
Walk through creating customer journeys, learn how to design web forms that understand the Power Pages connection, and discover how Copilot can accelerate your creativity during this Academy course.
May 8, 2024
Microsoft Copilot and Why the Wait Is Over
congruentX's Chris Cognetta joins the "Inside Dynamics Communities" podcast to discuss Microsoft Copilot and Dynamics 365 CE/CRM.
May 7, 2024
Academy Preview: Elevate Your Enterprise – Workflow Wizardy with Microsoft 365
Join Jordan Loeffler and Malcolm McAuley on October 13 to unlock the potential of Microsoft 365 to elevate your organization.
May 3, 2024
Focused View in Dynamics 365 CE/CRM
Users can see a streamlined version of data, displaying their CRM records and all associated activities on one page with Focused View enabled.
May 1, 2024
Academy Preview: Dynamics 365 CE: Strategies for Leaders
Join Geoff Ables and Tricia Desso-Cox at their Summit NA Academy Class to discover leadership strategies and insights designed to maximize the ROI of your investment into D365 CE/CRM.
April 24, 2024
How CRM Admins Can Utilize Power Automate
UG Expert Heidi Neuhauser explains how to leverage Power Automate to extend CRM information to Microsoft Teams.
April 12, 2024
Artifical Intelligence (AI) Applications in the World of Dynamics CE/CRM
TechFluent Scholarship Winner Erika Romero explains the pivotal role artificial intelligence plays in her work as a CE consultant.
April 10, 2024
How to Create, Copy Environments in Power Platform
UG Expert Kylie Kiser demonstrates how to create new environments in Power Platform, as well as copy existing environments in this how-to video.
April 3, 2024
Using the Dataverse (Legacy) Connector for Dynamics 365 CRM
Learn how to use the Dataverse connector for Dynamics 365 CE/CRM in this how-to video from UG Expert Heidi Neuhauser.
April 1, 2024
Streamlining Data Migration with XrmToolBox
Rahel Endris explains how the XrmToolBox streamlines data migration for Microsoft Dynamics 365 products.
March 22, 2024
