Latest Customer Experience (CRM) Content — Page 8
Tips for Submitting a Session for Community Summit NA 2025
UG Expert and Microsoft MVP, Heidi Neuhauser, shares tips for the Community Summit NA 2025 Call for Speakers (CFS), which closes on March 31, 2025.
March 26, 2025
Release Wave 1 2025: Customer Insights Journeys, Unifying Sales and Marketing
UG Expert Heidi Neuhauser highlights the customer insights journey elements of Release Wave 1 as well as unifying sales and marketing.
March 24, 2025
Global ISV SignUp Software Acquires CMS, eCommerce, PIM Provider DynamicWeb
Leading Microsoft ISV SignUp Software acquires leading provider of CMS, eCommerce, PIM, and Marketing solutions, DynamicWeb.
March 14, 2025
Using Agents and Copilots in M365 Modern Work
Report analyzes the changing nature of work ā and how it can transform business ā through three lenses: opportunities with AI, impact on work today and in the near future, and outcomes being realized by enterprise customers.
March 13, 2025
Maximizing CRM Training Effectiveness with Multi-Modal Learning Strategies
UG Expert Heidi Neuhauser explores how the VARK model ā Visual, Auditory, Reading/Writing, Kinesthetic ā can enhance CRM training programs by accommodating different learning styles.
March 11, 2025
MVP Insights: Asif Rehmani on AI Adoption and Impact in the Modern Workplace
Welcome to āMVP Insights,ā a podcast that explores the universe, ideas, and opportunities of the brightest stars in the Microsoft…
March 10, 2025
Enhancing Data Security with Microsoft’s Data Masking Rules in Dataverse Model-Driven Apps
UG Expert Kylie Kiser gives an overview of the new data masking feature in Dynamics 365 and what it could mean for organizations.
March 6, 2025
Biz Apps Partner Digital Summit Report: Exclusive Insights, Plans, and Ideas to Put to Work For Your Business
This report provides an analysis of each of the five modules that made up the Biz Apps Partner Digital Summit, co-created by Dynamics Communities and Microsoft.
March 6, 2025
MVP Insights: Heidi Neuhauser on Copilot Innovations, Ensuring Data Quality, User Benefits
In this MVP Insights episode, Microsoft MVP and UG Expert Heidi Neuhauser shares her thoughts on the latest innovations, user experiences, and tips for new users.
February 26, 2025
3 Out-of-the-Box Tools in Dynamics 365 CE to Help with Data Accuracy and Integrity
UG Expert Heidi Neuhauser highlights 3 out-of-the box-tools to help with data accuracy in D365 CE/CRM, including Business Rules, Formula Columns, and Field Mapping on Table Relationships.
February 25, 2025
Dynamics 365 Customer Service 2025 Release Wave 1: Enhancing Generative AI, Administrative, & User Experience Features
UG Expert Heidi Neuhauser highlights two focus areas of the Customer Service section for Release Wave 1, including Generative AI and administrative features.
February 20, 2025
Dynamics 365 Sales: Unpacking the Sales Qualification Agent
UG Expert and Microsoft MVP Heidi Neuhauser provides an overview of the new Sales Qualification Agent in Dynamics 365 Sales, introduced in the 2025 Release Wave 1, which automates the lead qualification process by leveraging CRM data and external sources.
February 11, 2025
Feature Showdown: Power Platform Environment Settings App
UG Expert Heidi Neuhauser presents a comparison of the Power Platform Environment Settings App vs. the sales and service hubs.
January 30, 2025
Overview of Power Platform Environments Settings Model-Driven App
UG Expert Heidi Neuhauser reviews the Power Platform Environment Settings model-driven app and its new features compared to classic.
January 27, 2025
How to Customize the Opportunity Closed Form in Dynamics 365
Take 5 minutes and learn from Heidi Neuhauser how to customize the opportunity closed form in Dynamics 365 Sales Hub.
January 21, 2025
How to Customize the Case Resolution Form in Dynamics 365 Customer Service
In this video, UG Expert Heidi Neuhauser explains how to customize the case resolution form in Dynamics 365 Customer Service.…
January 17, 2025
How to Test a Security Configuration
Kylie Kiser walks through the process of testing a security configuration as part of her Dataverse security series.
January 15, 2025
Engaging Remote Users with ‘Slido’ PowerPoint Add-In
Heidi Neuhauser explains how to engage remote users and create enhanced presentations using a free PowerPoint add-in, Slido.
January 13, 2025
How to Create a Security Role From Blank
Kylie Kiser continues her Dataverse security series with a walkthrough of creating a security role from blank.
January 10, 2025
How to Create a Security Role From a Copy
Kylie Kiser demonstrates the process of creating and editing a security role from a copy, and then applying that role to a solution.
January 7, 2025
