Latest Customer Experience (CRM) Content — Page 2
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
Dynamics 365 Solutions 101: What They Are & How to Build One
To kick off her series on application lifecycle management (ALM), Heidi Neuhauser unpacks the foundation - solutions, specifically what they are, and how to build them.
September 10, 2026
HSO’s Kelly Holwagner on Summit NA 2026: Attendee Value, 2026 Programming, Company Presence
HSO's Kelly Holwagner talks to John Siefert about the evolution of Community Summit North America and the value for attendees.
September 9, 2026
Summit Launchpad: Steve Snowden of SNCL Details ‘Process Pilot’ to be Announced at Summit NA 2026
Steve Snowden of Snowden Consulting (SNCL) describes Process Pilot, a new product launch, which will be available to demo at Community Summit NA 2026.
September 8, 2026
Premier Partner Interview 2026: DynaTech Systems
Annie Graziani of DynaTech Systems shares what attendees can expect from the company at Summit NA 2026.
September 8, 2026
Mastering D365 Field Service: Agreements, Entitlements, and NTEs
Wrapping up the Mastering D365 Field Service series, UG Expert Scott LeFante breaks down all things agreements, entitlements, and NTEs.
September 8, 2026
Premier Partner Interview 2026: Square 9 Softworks
In this Premier Partner Interview, Giuseppe Ianni is joined by Jeff McWilliams, Vice President of Business Development,Ā Square 9 Softworks, who…
September 4, 2026
The Incident Type Trap: How to Build a True Work Order Playbook in D365 Field Service
Discover how to transform your Incident Types into the backbone of your field operations when using Dynamics 365 Field Service.
September 4, 2026
Mastering D365 Field Service: Asset Management
Because asset management is critical in Field Service, UG Expert Scott LeFante highlights the key areas that matter and provides a data governance checklist.
September 3, 2026
