Latest Customer Experience (CRM) Content — Page 21

The Importance of Automation in Strengthening Financial Processes
Dynamics Communities Editor Cam Sessinger defines the critical role communication and collaboration play in automating financial processes. Sponsored by Avalara.
Cam Sessinger Cam Sessinger September 19, 2023
Navigating the Community Summit North America Website
UG Expert Suzanne Scanlan provides an overview of how to navigate the Dynamics Communities website.
Suzanne Scanlan Suzanne Scanlan September 15, 2023
Planning Your Community Summit 2023 Experience
UG Expert Kerry Hataley provides five critical tips to consider when planning for your Community Summit 2023 experience.
Kerry Hataley Kerry Hataley September 15, 2023
How Communication and Collaboration Strengthen Compliance for Dynamics 365 Financial Automation Processes
This guidebook is your roadmap to understanding how financial automation can not only drive efficiency but also ensure compliance in a rapidly changing world.
Dynamics Communities Dynamics Communities September 15, 2023
Moving Actionable Dynamics 365 Customized Solutions
In episode 27 of the "Inside Dynamics Communities" podcast, the hosts and their guests discuss Dynamics 365 migrations and implementations.
Dynamics Communities Dynamics Communities August 29, 2023
Microsoft’s Charles Lamanna Offers 3 Ways Microsoft Copilots Boost Productivity
Microsoft exec Charles Lamanna explains how Microsoft Copilots drive productivity and reduce business complexities.
Dynamics Communities Dynamics Communities August 24, 2023
Microsoft’s Charles Lamanna Explains How Artificial Intelligence Represents Shift for Customers, Technology
The impact of artificial intelligence has the ability to drastically impact customers and technology more broadly, explains Microsoft exec Charles Lamanna.
Dynamics Communities Dynamics Communities August 18, 2023
CE/CRM User Group All-Star Nominations Are Open!
UG Expert and Microsoft MVP Heidi Neuhauser explains how to submit your Dynamics CE/CRM All-Star nominations.
Heidi Neuhauser Heidi Neuhauser August 17, 2023
Microsoft Exec Charles Lamanna on Generative AI, Microsoft Copilot
Microsoft's Corporate VP of Business Apps and Platform Charles Lamanna explains how Microsoft Copilots increase productivity.
Dynamics Communities Dynamics Communities August 17, 2023
10 Exciting Highlights of Community Summit 2023
With Community Summit North America 2023 just around the corner, these are 10 things you should look out for.
Anya Ciecierski Anya Ciecierski August 14, 2023
User Solutions, Connections, and Planning for the Community
Learn about The Solutions Connections from The Partner Marketing Group in episode 24 of "Inside Dynamics Communities."
Dynamics Communities Dynamics Communities August 10, 2023
How to Navigate the Dynamics Communities Website
UG Expert Suzanne Scanlan describes how to navigate the Dynamics Communities website in this how-to video.
Suzanne Scanlan Suzanne Scanlan August 8, 2023
Dynamics 365 CE/CRM Early Access Features of 2023 Release Wave 2 Plan
UG Expert Heidi Neuhauser reviews the 2023 Release Wave 2 early access features for Dynamics 365 CE/CRM.
Heidi Neuhauser Heidi Neuhauser August 7, 2023
Understanding the Benefits and Limitations of Microsoft’s AI-Powered Copilot
UG Expert Pablo Moreno explains the benefits & limitations of the AI-powered Microsoft Copilot which is embedded across many business apps.
Pablo Moreno Pablo Moreno July 24, 2023
Defining Change Management in Dynamics 365 Projects
Change management must be considered when taking on a Dynamics 365 project or enhancement, says UG Expert Heidi Neuhauser.
Heidi Neuhauser Heidi Neuhauser July 24, 2023
How to Add a Custom Activity Type in Power Platform and Dynamics 365 CE/CRM
UG Expert Heidi Neuhauser demonstrates how to create custom activity types in Power Platform and Dynamics 365 CE/CRM.
Heidi Neuhauser Heidi Neuhauser July 21, 2023
Managing Dataverse Security with Microsoft Teams
UG Expert and Microsoft MVP Kylie Kiser explains how to leverage Microsoft Teams and Azure Active Directory to manage security in Dataverse
Kylie Kiser Kylie Kiser July 19, 2023
Summit Watch: Women in Tech and Full Summit Agenda
Aaron Back shares details on the Women in Tech experience and the full Summit agenda in the latest episode of "Summit Watch."
Aaron Back Aaron Back July 18, 2023
How to Create Security Roles in the Classic and Modern Power Platform Editors
In this "how to" video, UG Expert Kylie Kiser demonstrates how to create a security role in the classic and modern editors in Power Platform
Kylie Kiser Kylie Kiser July 13, 2023
Summit Watch: Summit Sponsors, Create Your Summit Agenda
In episode 6 of "Summit Watch," Aaron Back shares details on Community Summit sponsors and how to create your personalized show agenda.
Aaron Back Aaron Back July 12, 2023

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