Latest Customer Experience (CRM) Content — Page 8
MVP Insights: Heidi Neuhauser on Microsoft Innovations, CRM Admins at Summit
Microsoft MVP Heidi Neuhauser highlights agents within Microsoft business applications as well as her sessions at Community Summit.
September 3, 2025
Acadmey Preview: Dynamics 365 CE/CRM System Admin Boot Camp 101 & 201
Heidi Neuhauser previews her two-day Academy class covering System Admin 101 and 201 at Community Summit North America.
August 25, 2025
MVP Insights: Scott LeFante on MVP Journey, AI-Focused Sessions at Summit NA
Microsoft MVP Scott LeFante discusses his journey to becoming an 8x MVP and shares details on the sessions he'll be leading at Summit NA 2025.
August 25, 2025
Academy Preview: Executive Insights: Greatest Hits from 365 Leadership Summit
Geoff Ables, Tricia Desso-Cox, Traci Winter, and C5 Insight's AI Ally Jameson will present a "greatest hits" version of a 365 Leadership Summit session at Community Summit.
August 22, 2025
Academy Preview: Dynamics 365 Field Service 101 Bootcamp: Setup, Configuration, and Best Practices for Success
Join Scott LeFante for a 2-day workshop on field service management, covering everything from the setup process to advanced scheduling techniques and automation.
August 20, 2025
How to Embed Power BI Visuals on Model-Driven App Forms
This article shows how to embed Power BI visuals directly on modelādriven app forms. With stepābyāstep guidance and screenshots, it walks through adding an iframe, linking your report, and surfacing realātime insights where users work every day.
August 11, 2025
Premier Partner Spotlight Interview: Enavate
Enavate CTO Chad Sogge tells Cam Sessinger what attendees can expect from the company in the context on Community Summit NA 2025.
August 6, 2025
Add Power BI Visuals to Dynamics 365 CE Dashboard
Learn how to embed individual Power BI visuals (tiles) into personal Dynamics 365 dashboards, step by step.
August 5, 2025
How to Embed Power BI Dashboard in Dynamics 365 Customer Engagement
Heidi Neuhauser explains how to embed an existing Power BI dashboard into Dynamics 365 Customer Engagement so users can view and interact with visuals directly within their CRM dashboards.
July 31, 2025
MVP Insights: Shawn Dorward on AI Innovations, Presenting at Community Summit
MVP Shawn Dorward describes exciting AI innovations and outcomes, plus provides insights on upcoming Summit NA sessions.
July 30, 2025
How to Connect Power BI with Dynamics 365 Customer Engagement: A Quick Start Guide
Connecting Power BI with D365 Customer Engagement is a powerful way to get more KPIs and datapoints compared to the system's out-of-the-box dashboards.
July 22, 2025
Advanced Settings in Dynamics 365 CE/CRM: Marketing
UG Expert Heidi Neuhauser shares her expertise on advanced settings in Dynamics 365 for CE/CRM users, specifically for marketing.
July 18, 2025
Modern Themes in Model-Driven Apps: Full Custom Theme
Kylie Kiser walks through using a full custom theme in model-driven apps so users can be on-brand.
July 17, 2025
Modern Themes in Model-Driven Apps: App Header Colors
Understand how to customize app header colors and manually adjust other app colors without having to use the base color palette.
July 15, 2025
Modern Themes in Model-Driven Apps: Base Color Palette
Quickly personalize your model-driven apps with this walkthrough of setting the base color palette for Power Apps.
July 11, 2025
An Overview of Modern Themes in Model-Driven Power Apps
Kylie Kiser discusses the transition to modern themes in model-driven Power Apps, as old themes are no longer supported.
July 8, 2025
Advanced Settings in Dynamics 365 CE/CRM: Customer Service
UG Expert Heidi Neuhauser highlights settings for customer service within the Copilot Service Admin Center and the Resource Scheduling model-driven app.
June 30, 2025
MVP Insights: Malcolm McAuley Discusses AI Integration in CRM, Customer Impacts, Summit NA Sessions
Microsoft MVP Malcolm McAuley discusses the integration of AI and agents into Dynamics CE (CRM) and the impacts on customers. He also shares details on his sessions at Summit NA 2025.
June 27, 2025
Advanced Settings in Dynamics 365 CE/CRM: Sales Hub
UG Expert Heidi Neuhauser walks through advanced settings for CE/CRM users, specifically for the Sales Hub settings area.
June 26, 2025
Advanced Settings in Dynamics 365 CE/CRM: Environment Settings
UG Expert Heidi Neuhauser demonstrates how uses can manage environment settings for their Dynamics 365 CE/CRM apps.
June 23, 2025
