Dynamics 365 Sales: Unpacking the Sales Qualification Agent
UG Expert and Microsoft MVP Heidi Neuhauser provides an overview of the new Sales Qualification Agent in Dynamics 365 Sales, introduced in the 2025 Re…
Category: Dynamics CE / CRM UG
Biz Apps Partner Digital Summit: Best Practices and Co-Selling Opportunities for SMB, SMC, Enterprise Segments
Module 3 of the Biz Apps Partner Digital Summit featured a range of Microsoft speakers and partners who described the opportunities for co-selling wit…
Biz Apps Partner Digital Summit: Increase Scale of Deal Sizes by Creating Funded Engagements
Module 2 of the Biz Apps Partner Digital Summit highlighted funded engagements: what they are, how businesses can benefit from them, and how Microsoft…
Feature Showdown: Power Platform Environment Settings App
UG Expert Heidi Neuhauser presents a comparison of the Power Platform Environment Settings App vs. the sales and service hubs.
AI Agent & Copilot Summit Agenda Now Available
The full agenda for AI Agent & Copilot Summit, running March 17-19 in San Diego, CA, has been released. Get the details in the press release.
Overview of Power Platform Environments Settings Model-Driven App
UG Expert Heidi Neuhauser reviews the Power Platform Environment Settings model-driven app and its new features compared to classic.
Biz Apps Partner Digital Summit: Understanding Solutions Designations, Specializations, and Microsoft Partner Program Benefits
Module 1 of the Biz Apps Partner Digital Summit unpacked Microsoft partner programs, solutions designations, and specializations, before hearing from …
How to Customize the Opportunity Closed Form in Dynamics 365
Take 5 minutes and learn from Heidi Neuhauser how to customize the opportunity closed form in Dynamics 365 Sales Hub.
How to Customize the Case Resolution Form in Dynamics 365 Customer Service
In this video, UG Expert Heidi Neuhauser explains how to customize the case resolution form in Dynamics 365 Customer Service. Key Takeaways
How to Test a Security Configuration
Kylie Kiser walks through the process of testing a security configuration as part of her Dataverse security series.
Engaging Remote Users with ‘Slido’ PowerPoint Add-In
Heidi Neuhauser explains how to engage remote users and create enhanced presentations using a free PowerPoint add-in, Slido.
How to Create a Security Role From Blank
Kylie Kiser continues her Dataverse security series with a walkthrough of creating a security role from blank.
How to Create a Security Role From a Copy
Kylie Kiser demonstrates the process of creating and editing a security role from a copy, and then applying that role to a solution.
Biz Apps Partner Podcast: Microsoft’s Adriana Bade Shares Insights Into Biz Apps Partner Digital Summit
Microsoft's Adriana Bade joins John Siefert in this episode of the Biz Apps Partner Podcast to discuss the upcoming Biz Apps Partner Digital Summit an…
3 Ways to Use Generative AI Inside of Dynamics 365 Without a Copilot License
UG Expert Heidi Neuhauser shares three ways generative AI can be used inside of Dynamics 365 CE/CRM without a Copilot license.
How to Create a New Office Group in Dynamics 365, Power Platform
Kylie Kiser explains how to create a new office group and manage security access in her latest video.
Using Copilots in Microsoft Business Apps
This report analyzes and helps position how to use Copilots in Microsoft Business Applications, including 25 product highlights and a deep dive into t…
How to Assign a Security Role to a Dataverse User
UG Expert Kylie Kiser explores how to grant security permissions for users in Dataverse in part three of her series on security.
How to Create a New Browser Profile in Dynamics 365, Power Apps
UG Expert Kylie Kiser continues her series on security in Dataverse. In part 2, she explains how to set up a new browser profile.
Summit Launchpad: Velosio’s Mike DeGeeter on Benefits of ERP Migrations, New Company Offerings
Velosio's Mike DeGeeter joins Jason Gumpert to discuss the company's latest offerings while on-site at Community Summit North America 2024.
