Latest Customer Experience (CRM) Content — Page 2
Premier Partner Interview 2026: TrueCommerce
In this Premier Partner Interview, Giuseppe Ianni is joined by Gregory Bellis, VP of Product Management, TrueCommerce, who explains what…
September 30, 2026
Build Your Custom Community Summit Agenda with the ‘Summit Agent’
Build your custom agenda for Community Summit 2026 using the new "Summit Agent," as demonstrated in this video by Suzanne Scanlan.
September 29, 2026
Calculated Columns Arenāt Dead: When to Use Them Instead of Formula Columns
UG Expert Heidi Neuhauser reviews the difference of formula columns vs. calculated columns and when users might want to apply which one.
September 28, 2026
Citrin Cooperman’s Krystle Fay Talks Leadership, Networking, and Non-Linear Career Experiences Ahead of Women in Tech at Summit NA
Krystle Fay of Citrin Cooperman reflects on her career and how it's been shaped by networking and relationships, and discusses the Women in Tech panel at Community Summit NA 2026.
September 25, 2026
Premier Partner Interview 2026: Alithya
In this Premier Partner Interview, Giuseppe Ianni is joined by John Scandar, SVP, Alithya, who details the company's presence at…
September 25, 2026
Mastering Dynamics 365 Project Operations Part 1: Sales, Planning, Resourcing, and Time
These four modules can be simple on their own, but when they're configured together, it determines whether Project Operations is either genuinely powerful or frustrating.
September 25, 2026
Summit Launchpad: Citrin Cooperman
Phil Martino of Citrin Cooperman tells Giuseppe Ianni what the team is bringing to Community Summit NA 2026 this year, including complimentary health checks to identify system improvements.
September 24, 2026
Premier Partner Interview 2026: Forvis Mazars
Forvis Mazars' Nick Stroop joins Giuseppe Ianni for a discussion on what Community Summit 2026 attendees can expect from the organization.
September 23, 2026
Agent & Copilot Podcast: Lisa Crosbie on AI Delegation, Copilot Cowork, Need for Human Expertise, and the ‘Next Wave’ of AI
Microsoft MVP and Youtuber Lisa Crosbie joins Shawn Dorward for an episode of the AI Agent & Copilot Podcast to discuss effective delegation of AI.
September 23, 2026
MVP Insights: 15x Microsoft MVP Chris Cognetta Talks AI, Community Contributions, Summit NA Sessions
MVP Chris Cognetta highlights his community involvement, AI innovations, and experiences with Community Summit North America.
September 22, 2026
Dynamics 365 Publishers and Prefixes
UG Expert Heidi Neuhauser reviews publishers and prefixes in Dynamics 365 - what they are, the differences, and why they're important to your environments.
September 22, 2026
Premier Partner Interview 2026: Nodus Technologies
Learn what you can expect from Nodus Technologies at Community Summit NA 2026.
September 21, 2026
How to Prepare for Community Summit NA: Tips for Attendees
UG Expert Kylie Kiser shares what to expect at Community Summit, from Academy classes to education sessions, and shares tips for attendees to come prepared.
September 21, 2026
Premier Partner Interview 2026: Fastpath Delinea
Emily Richuso explains what attendees can expect from Fastpath Delinea at Community Summit North America 2026.
September 18, 2026
Mastering Dynamics 365 Field Service: The Stuff Nobody Puts in a Demo
In this next part of his series on D365 Field Service, Scott LeFante covers inventory, security, inspections, agents, self-service, finance integration, subcontractors, and crews.
September 18, 2026
Premier Partner Interview 2026: Avalara
Learn what you can expect from Avalara at Community Summit NA 2026 -- and where you can find the company on the Show Floor.
September 16, 2026
Map My Customers’ Angela Earl: Trusting Human Judgement in the AI Era, Human + Machine Partnership, Women in Tech Keynote
Angela Earl, a marketing leader at Map My Customers and the Women in Tech Keynote speaker at Summit NA, discusses the role of human judgement when working with AI.
September 16, 2026
The Difference Between Managed and Unmanaged Solutions in Dynamics 365
As part of her ALM series, Heidi Neuhauser breaks down the differences between managed and unmanaged solutions on Dynamics 365.
September 15, 2026
Premier Partner Interview 2026: elevaite365 Test Automation
Matt Holzmann shares details on elevaite365 Test Automation's presence at Summit NA 2026.
September 14, 2026
Premier Partner Interview 2026: Rand Group
Andrew King of Rand Group shares what attendees can expect from the company at Summit NA 2026.
September 11, 2026
