Latest Customer Experience (CRM) Content — Page 15
Academy Preview: Introduction to Power BI, Data Modeling, and Data Analysis for ERP Data
Belinda Allen's two-day Academy class will equip attendees with essential skills to use Power BI for data analysis and modeling.
July 8, 2024
Academy Preview: AI at Work: Real-World Applications of Copilot and Other Microsoft AI Offerings
Discover the latest AI advancements - plus those from Microsoft - and learn how they can drive success by registering for this Academy class.
July 5, 2024
MVP Insights: Marie Wiese on Sales and Marketing Alignment, How the Buyer Journey Has Shifted
Microsoft MVP Marie Wiese joins the "MVP Insights Podcast" to discuss the importance of sales and marketing alignment and how the buyer journey has shifted.
June 26, 2024
Solution Management in Dynamics 365 and Power Platform
In this how-to video, UG Expert Kylie Kiser demonstrates how to create a solution and add components to it in the Power Platform and Dynamics 365.
June 26, 2024
MVP Insights: Stalin Ponnusamy Details Summit NA Session, Biz Apps Expertise, Power of Automation
Stalin Ponnusamy joins the "MVP Insights Podcast" to discuss his first-time speaking engagement at Community Summit NA 2024 and explains how he overcame a complex project.
June 19, 2024
Configuring Copilot in Customer Service
UG Expert Heidi Neuhauser demonstrates how to configure Microsoft Copilot inside of Dynamics 365 Customer Service.
June 7, 2024
Dynamics Communities Update 2.0
"Inside Dynamics Communities" hosts welcome Community Summit NA CEO John Siefert to discuss the latest developments from Dynamics Communities.
June 5, 2024
Lead and Succeed: Optimizing Sales with Dynamics 365 CE/CRM
Jyoti Karki explains how to optimize sales leads by using Dynamics 365 CE/CRM.
June 4, 2024
Copilot Confusion for Small and Medium-Sized Businesses
Are you a small or medium-sized business confused about Microsoft Copilot? Read this post from UG Expert Heidi Neuhauser to determine which product is best for you.
May 31, 2024
Academy Preview: Build Your Own Microsoft Power Pages Website
Join Nicholas Hayduk on October 17 to learn how to build your own Power Pages website.
May 29, 2024
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
