Latest Customer Experience (CRM) Content — Page 24
Solution Management Best Practices: Solution Components
In the third article in her series, UG Expert Heidi Neuhauser offers another solution management best practice: don't include all components/metadata unless you need them.
June 26, 2023
How Accurate Are the Bing-Generated Top Tips for Power Platform System Admins?
UG Experts Kylie Kiser and Heidi Neuhauser share the top 10 tips for Power Platform system admins as suggested by Bing.
June 23, 2023
Summit Watch: Full Agenda Now Available, AI Day, Summit NA Registration
In the first episode of "Summit Watch," Microsoft MVP Aaron Back shares updates around the Summit NA agenda, AI Day, and discounted registration.
June 21, 2023
Microsoft CVP Charles Lamanna on the Power of AI and Microsoft Copilot
Charles Lamanna, Corporate Vice President, Business Applications and Platform, Microsoft, dives into the power of artificial intelligence (AI) and Microsoft Copilot as part of his keynote for the Generative AI Digital Summit
June 20, 2023
Top Tips from ChatGPT for Dynamics CE/CRM System Admins
UG Experts and Microsoft MVPs Heidi Neuhauser and Kylie Kiser review the top 10 tips for Dynamics CE/CRM system admins, as suggested by ChatGPT.
June 15, 2023
Solution Management Best Practices: Use a Prefix and Solution Files
In part two on solution management best practices, UG Expert Heidi Neuhauser explains solution files, prefixes, and managed/unmanaged solutions
June 6, 2023
Why You Should Use Two Power Platform Environments for Solution Management
In this first part of her series on solution management best practices, UG Expert Heidi Neuhauser explains how to set up two environments in Power Platform.
May 25, 2023
AI Builder Pre-Built Models: Language Detection
In this article, UG Expert Kylie Kiser continues her series on AI Builder Pre-Built Models. In this piece, she focuses on language detection.
May 24, 2023
How to Create Custom Activity Types in Power Apps
In this video, UG Expert Heidi Neuhauser describes how to create custom activity types in Dynamics 365 and Power Apps.
May 18, 2023
Community Summit North America Partner Incentive and Customer Success Initiative
The "Inside Dynamics Communities" hosts get together to discuss the latest Partner Incentive and Customer Success Initiative relating to Community Summit North America.
May 16, 2023
Collaboration Enhancements Coming for Dynamics 365 for Marketing
UG Expert Heidi Neuhauser reviews four new collaboration enhancements coming to Dynamics 365 for Marketing in her latest article.
May 9, 2023
Tax Compliance, Integration Complexity, and Major Summit Update
In episode 15 of the "Inside Dynamics Communities" podcast, the hosts explore customer stories from a fiber optics company and a tap dispenser.
May 8, 2023
Dynamics 365 Industry Accelerators
UG Expert Heidi Neuhauser defines the six industry accelerators in Dynamics 365 CE/CRM and explains how they can be leveraged.
April 19, 2023
Business Process Automation Through Technology
In episode 14 of "Inside Dynamics Communities," John Siefert, Ryan Gonzales, and Pam Misialek discuss business process automation through technology. They highlight how ChemTreat and On are both using automation to transform their businesses.
April 17, 2023
A Week in the Life with Microsoft’s Viva Sales
UG Expert Heidi Neuhauser offers her thoughts on Viva Sales and discusses additional setup necessary for Viva Sales to get AI insights, before offering real-world use cases.
April 11, 2023
New for Dynamics 365 for Sales: Best Next Step
UG Expert Heidi Neuhauser discusses a new feature for Dynamics 365 for Sales, called Best Next Step, which works with the "Up Next" widget.
April 7, 2023
How Data and Reporting Drives Business
In episode 11 of "Inside Dynamics Communities," Pam Misialek and Ryan Gonzales explain how data and reporting drives business operations.
April 5, 2023
Get Ready for the Power Apps Copilot
UG Expert and Microsoft MVP Heidi Neuhauser explains the recent Microsoft Copilot solution and discusses the required prerequisites and associated costs.
March 29, 2023
Top 10 Product Features to Configure in the Power Platform Admin Center
UG Expert & Microsoft MVP Heidi Neuhauser reviews the ten best product features that can be configured in the Power Platform Admin Center.
March 24, 2023
Feature Showdown: Viva Sales Vs. Dynamics 365 App for Outlook
UG Expert Heidi Neuhauser reviews and compares the features of Viva Sales and the Dynamics 365 app for Outlook.
March 22, 2023
