Latest Customer Experience (CRM) Content — Page 18
3 ERP Horror Story Videos To Help Microsoft Dynamics Users To Avoid Implementation Mistakes
Anya Ciecierski of the ERP Software Blog shares three videos to help Microsoft Dynamics users avoid mistakes in ERP implemenations.
March 5, 2024
Making Sense of Copilot in Sales, Copilot for Sales & Copilot for Sales (Premium)
What are the differences between Copilot in Sales, Copilot for Sales, and Copilot for Sales (Premium)? In this post, UG Expert Heidi Neuhauser attempts to sort through these product lines.
March 1, 2024
Copilot Podcast: Microsoft’s Michelle Albright Explores How Microsoft Copilot Improves Field Service Experience for Users
"Copilot Podcast" host Aaron Back welcomes Microsoft's Michelle Albright to explore the role of Microsoft Copilot in Dynamics 365 Field Service.
February 22, 2024
Top 4 Knowledge Base Articles for Microsoft Dynamics 365 Users in 2023
Anya Ciecierski shares the top four knowledge base articles for Microsoft Dynamics 365 users, based on 2023 trends.
February 21, 2024
How Copilot & Dynamics 365 Create Customer Experience Opportunities
In this post, AI Expert Aaron Back dives into Copilot opportunities for Customer Experience and provides practical takeaways for your organization.
February 20, 2024
Legendary Podcast: Julie Yack on Value of Welcoming Community, Summit NA Impressions, and D365 Education
In episode 5 of the "Legendary Podcast," Cam Sessinger interviews Community Summit NA Legend and Microsoft MVP Julie Yack.
February 16, 2024
Copilot for Sales Updates Coming in 2024 Release Wave 1
UG Expert Heidi Neuhauser provides an overview of the Copilot for Sales updates coming in the 2024 Release Wave 1.
February 12, 2024
Top Opportunities for Salespeople with Copilot in Dynamics 365
AI Expert Aaron Back, shares how Microsoft Copilot can streamline work for salespeople and what you should be cautious of when using or implementing it.
February 9, 2024
Dynamics Communities, Community Summit North America Announce Summit NA Roadshow Series
Dynamics Communities and Community Summit North America announce the details of its "Summit NA Roadshow" series.
February 5, 2024
Creating an Account Team with Microsoft Copilot, Dynamics 365 Sales
UG Expert and Microsoft MVP Heidi Neuhauser demonstrates how Microsoft Copilot can integrate with Microsoft Teams.
January 23, 2024
What to Expect When Attending Community Summit for the First Time
TechFluent Scholarship Winner Yuliya Kuklina offers tips for first-time Community Summit attendees in this post, after having attended for the first time in 2023.
January 22, 2024
Getting Started with Dynamics CE/CRM: Working with System and Public Views
UG Expert and Microsoft MVP Heidi Neuhauser gives an overview of both system and public views in Dynamics 365 CE/CRM.
January 19, 2024
How to Setup, Apply Marketing Copilot to Tailor Email Insights
UG Expert Heidi Neuhauser describes how to setup and apply Marketing Copilot to tailor email insights in Dynamics 365 Customer Insights.
January 12, 2024
Feature Review: Walkthrough of Customer Service Copilot
UG Expert and Microsoft MVP Kylie Kiser offers a comprehensive overview of Customer Service Copilot in this video.
January 9, 2024
The Benefits of an Independent Software Vendor (ISV)
ISV products help users avoid custom ERP solutions in addition to many other benefits. In this post, UG Expert Kelly Gustafson reviews the benefits of an ISV.
January 5, 2024
Lead Support for Dynamics 365 Sales with Microsoft Copilot
UG Expert and Microsoft MVP Heidi Neuhauser explains how Microsoft Copilot can be used in Dynamics 365 Sales for lead support.
January 4, 2024
Feature Review: Using Microsoft Copilot in Dynamics 365 Sales
In this video, UG Expert and Microsoft MVP Kylie Kiser reviews the features of Microsoft Copilot in Dynamics 365 Sales.
January 3, 2024
How to Perform Global Search in Model-Driven Apps in Dynamics CE/CRM
UG Expert and Microsoft MVP Heidi Neuhauser explains two methods to perform global search in model-driven apps in Dynamics 365 CE/CRM.
December 22, 2023
AI Summit 2023 Preconference Highlights
This guidebook is a comprehensive overview of Community Summit North America's AI Summit Preconference, with insights from AI Expert Aaron Back.
December 21, 2023
How to Setup Microsoft Copilot in Customer Service
UG Expert and Microsoft MVP Kylie Kiser reviews how to set up Microsoft Copilot for Sales in this how-to video.
December 21, 2023
