Latest Customer Experience (CRM) Content — Page 5
5 Steps for Driving Sustainable Dynamics 365 CE/CRM User Adoption
Session Overview: Is your Dynamics 365 CE/CRM gathering digital dust? Are users resisting data entry, leaving your CRM underutilized? If…
October 24, 2025
She Builds: How Women in Tech Are Redefining Leadership, Resilience, and Opportunity
At this year's Women in Tech Panel and Luncheon, the "She Builds" theme was strong, as six panelists shared how they've built their own journeys and careers.
October 22, 2025
Microsoftās Alan Ross on Power of Agents in D365 Customer Experience
The Dynamics 365 Customer Experience Product Roadmap session, led by Microsoft's Alan Ross, introduced many new agents to the platform.
October 22, 2025
Community Summit North America Recognizes 2025 Legends, Community All-Stars
Community Summit North America recognized and awarded the 2025 Legends and Community Summit All-Stars.
October 22, 2025
Summit NA 2025 Keynote Introduces Learners Platform, Microsoft Leaders Share Impacts of AI on Business SolutionsĀ
The 2025 Keynote Program at Summit NA featured Microsoft leaders discussing AI's implications across the app stack and the new Learners platform was announced.
October 20, 2025
Summit NA Preview: A Beginner’s Guide to Power Automate for CRM Systems
UG Expert Heidi Neuhauser shares a preview of her upcoming session at Community Summit, guiding beginner CRM users through Power Automate.
October 16, 2025
MVP Insights: Geoff Ables on Strengthening AI Adoption, Academy Classes, Summit NA Sessions
Microsoft MVP Geoff Ables shares his thoughts on AI, how to strengthen adoption, and details Summit NA sessions at Academy classes in the latest episode.
October 15, 2025
How to Setup a 30-Day Free Trial for Dynamics 365
Heidi Neuhauser walks users through the setup of a free, 30-day trial for Dynamics 365, including Sales, Customer Service, Field Service, Business Central, and Customer Insights.
October 14, 2025
MVP Insights: Marko Totovic on the Business Impact of Agents
Microsoft MVP Marko Totovic talks about how agents and Copilot Studio have increased efficiency for businesses.
October 13, 2025
Copilot for Service: The Practical Features Your Sales Agents Will Actually Use
Copilot for Service can help with a variety of tasks for CRM users, especially with agents in Outlook and Teams.
October 9, 2025
MVP Insights: Ashley Steiner on Career Journey, CRM Involvement
Microsoft MVP Ashley Steiner shares insights from her career journey, involvement as an MVP, and her Summit NA sessions.
October 8, 2025
Summit NA 2025: Academy Classes, Pro Tips & Power Platform Sessions
UG Expert and Microsoft MVP Kylie Kiser reviews important details about Community Summit NA and shares key tips for maximizing your experience.
October 6, 2025
MVP Insights: Asif Rehmani on Using Your Unique Abilities, Microsoft 365 Copilot Insights
Microsoft MVP Asif Rehmani talks about his experiences with Microsoft 365 and Dynamics 365 and gives insights into his Summit session.
October 6, 2025
Copilot for Sales: The Key Features You Need to Know
This post introduces Microsoft Copilot for Sales and highlights its key features, showing how it extends Dynamics 365 Sales into Outlook and Teams.
October 3, 2025
How Users and Partners Can Optimize Their Summit NA Experience
Edward Harof shares insights from his years of experience with Community Summit to make the most of attending the event.
October 2, 2025
Understanding the Difference Between ‘Copilot for’ and ‘Copilot in’ Sales and Service
With Copilot and Dynamics 365 Sales and Customer Service, grammar really does matter. Mix up one little preposition and youāre…
September 30, 2025
MVP Insights: Rick McCutcheon on Microsoft Involvement, Building Community
12x Microsoft MVP Rick McCutcheon highlights what drives him to continue his involvement and building community as well as Summit NA insights.
September 24, 2025
Copilot Features in Customer Insights Journeys
Microsoft's Copilot features can beneficial for CE/CRM users in the Customer Insights Journeys app to build smarter journeys and reduce friction.
September 23, 2025
6 Tips to Maximize Your Experience at Community Summit NA
UG Expert Suzanne Scanlan provides tips to maximize the attendee experience at Community Summit North AMerica.
September 23, 2025
AI Agent & Copilot Special Report: Microsoft’s Ryan Dorrheim on Dynamics 365 for Nonprofits
Microsoft's Ryan Dorrheim describes how nonprofits can take advantage of Dynamics 365 tools to achieve more.
September 18, 2025
