Latest Customer Experience (CRM) Content — Page 23
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.
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.
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.
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."
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.
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.
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.
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.
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.
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
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."
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
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.
July 12, 2023
How to Plan for and Deploy Dynamics 365 & Power Platform Release Waves
UG Expert Kylie Kiser shares her best tips on preparing for and deploying the Dynamics 365 and Power Platform release waves.
July 12, 2023
Summit Watch: Why You Should Attend Community Summit & Planning for the Expo Hall
Still on the fence about attending Community Summit? Aaron Back outlines reasons why you should attend and tips to help navigate the Expo Hall
July 7, 2023
Solution Management Best Practices: Naming Conventions and Testing
UG Expert and Microsoft MVP Heidi Neuhauser reviews the final two tips in her Solution Management Best Practices series.
July 3, 2023
Building a Forms Processing Model with AI Builder
Microsoft MVP and UG Expert Kylie Kiser demonstrates how to build a forms processing model using the AI Builder in Power Platform.
June 28, 2023
On Location at Pax8 Beyond with Chief Strategy Officer, Ryan Walsh
In episode 21 of "Inside Dynamics Communities," Pam Misialek, on-location at Pax8 Beyond, interviews Ryan Walsh, Chief Strategy Officer, about its partner ecosystem, AI, & marketplace
June 27, 2023
Summit Watch: Generative AI Sessions, FAQs, Expo Hall Exhibitors
In episode 3 of "Summit Watch," Aaron Back shares three things to watch out for, including sessions on generative AI, the Community Summit FAQ page, and how to learn more about the Expo Hall exhibitors.
June 27, 2023
9 Ways Tax Automation Solutions Help Organizations Maintain Compliance
Microsoft MVP Aaron Back offers nine ways that tax automation solutions help organizations maintain compliance regulations. Sponsored by Avalara.
June 27, 2023
