Latest Customer Experience (CRM) Content — Page 3
Mapping Columns Between Tables
Column mapping auto-populates child table fields from a parent record when a child is created through a 1:N relationship. This guide explains the rules, how to switch to Classic, and how to configure mappings with real-world examples.
January 26, 2026
Setting Up Table Relationship in Dynamics 365 CE/CRM
UG Expert and Microsoft MVP, Heidi Neuhauser, reviews the relationships between tables in Dynamics 365 CE/CRM, focusing specifically on 1:N relationships.
January 20, 2026
Where AI Turns Revenue from Reactive to Predictable in Dynamics 365 Sales
Scott LeFante explains how AI in Dynamics 365 Sales enhances decision-making across acquisition, deal execution, and customer growth.
January 16, 2026
Frustrations with Dynamics 365 Contact Center Deployments
Promoting Dynamics 365 Contact Center work from Sandbox to UAT can feel like a rebuild because key channel assets are environment-bound and donāt move cleanly in solutions. Hereās what commonly breaks, why it differs from typical Dynamics ALM, and practical ways teams reduce chaos.
January 14, 2026
Tip for CRM Users: How to Load the ‘Switch to Classic’ Button
If the Switch to Classic button in Dynamics 365 CRM is taking too long to load, try this quick tip.
January 8, 2026
AI Agent & Copilot Summit 2026 Speakers & Sessions Released
The speakers and sessions for the 2026 AI Agent & Copilot Summit have been announced by event producers, Dynamic Communities and Cloud Wars.
January 6, 2026
How to Create, Configure the Opportunity Research Agent in Dynamics 365 Sales
UG Expert and Microsoft MVP Heidi Neuhauser explains how to create and set up the Opportunity Research Agent in Dynamics 365 Sales.
December 16, 2025
How the Dynamics 365 Contact Center Is Transforming Customer Engagement
The Dynamics 365 Contact Center is applying AI to transform contact centers to be a powerful source of customer intelligence.
December 10, 2025
Setup & Configure the Sales Qualification Agent in Dynamics 365 Sales
UG Expert Heidi Neuhauser dives into the Sales Qualification Agent and how users can configure various settings to optimize agent use.
December 8, 2025
The Role of Sales Literature in Dynamics 365 Sales
UG Expert and Microsoft MVP, Heidi Neuhauser, reviews the role of sales literature in Dynamics 365 Sales, covering what can be done with it.
December 4, 2025
Microsoft Partner Network Announces 2025 ‘Partner of the Year’ Awards
The Microsoft Partner Network announced the 2025 Partner of the Year Awards. This post highlights the 2025 winners and finalists of the business applications category.
November 13, 2025
Copilot for Sales 101: What To Know About AI-Powered Selling
Scott LeFante explains what Microsoft Copilot for Sales does, how it differs from Copilot in Sales, and where it truly saves time without risking trust or data.
November 13, 2025
XRMToolBox: How to Connect an Environment
Heidi Neuhauser reviews the XRMToolBox, a free resource for CRM users, and explains how to connect an environment.
November 10, 2025
D365 Customer Experience Product Roadmap General Session
Session Overview:Ā The Customer Experience Product Roadmap (formerly known as General Session) featured direct insights fromĀ Alan Ross, Head of Product, Dynamics…
October 26, 2025
Community Summit NA Keynote: The AI Mindset Fireside Chat
Session Overview: The Community Summit North America keynote program set the tone for the 2025 theme of āHow AI is…
October 25, 2025
Community Summit NA Keynote: Copilot Studio Fireside Chat
Session Overview: The Community Summit North America keynote program set the tone for the 2025 theme of āHow AI is Redefining…
October 25, 2025
Community Summit NA Keynote: How AI Is Redefining Dynamics 365 Customer Experience
Session Overview: The Community Summit North America keynote program set the tone for the 2025 theme of āHow AI is Redefining…
October 25, 2025
Community Summit NA Keynote: How AI Is Redefining Dynamics 365 Business Central
Session Overview: The Community Summit North America keynote program set the tone for the 2025 theme of āHow AI is Redefining…
October 25, 2025
Community Summit NA Keynote: How AI Is Redefining Dynamics 365 Finance & Supply Chain
Session Overview: The Community Summit North America keynote program set the tone for the 2025 theme of āHow AI is Redefining…
October 25, 2025
Novice to Ninja: Mastering CRM User Training and Adoption with the CRM Blackbelt Program
Session Overview: This course is designed to help organizations define competency for their CRM system, discover the current baseline of…
October 24, 2025
