Latest Customer Experience (CRM) Content — Page 2 — Tips & Tricks
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
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
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
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
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
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
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
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
Mastering D365 Field Service: Connected Field Service
UG Expert Scott LeFante breaks down the part of Field Service that can turn from reactive break-fix into being proactive in preventing extra work orders.
September 1, 2026
Dynamics 365 Solution Management Best Practices
Following best practices for solution management can help keep your changes organized, testable, and understandable over time.
August 31, 2026
Mastering D365 Field Service: The Mobile App
Users should consider how they use offline sync features as well as new capabilities from the 2026 Release Wave when using the Field Service Mobile App.
August 27, 2026
Mastering D365 Field Service: Scheduling and Resource Optimization
In part 1 of this series on Mastering D365 Field Service, UG Expert Scott LeFante shares his lessons learned on scheduling and resource optimization.
August 25, 2026
Why Most D365 Field Service Implementations Fail
Because failures with implementations happen slowly, organizations need to be aware of areas to evaluate to ensure success beyond day one.
August 14, 2026
5 Tips to Consider for Dynamics 365 CE AI Agent Readiness
Consider these five tips before onboarding your first AI agent into a first-party app.
August 7, 2026
