Latest Customer Experience (CRM) Content — Page 9
3 Ways to Use Generative AI Inside of Dynamics 365 Without a Copilot License
UG Expert Heidi Neuhauser shares three ways generative AI can be used inside of Dynamics 365 CE/CRM without a Copilot license.
December 19, 2024
How to Create a New Office Group in Dynamics 365, Power Platform
Kylie Kiser explains how to create a new office group and manage security access in her latest video.
December 17, 2024
Using Copilots in Microsoft Business Apps
This report analyzes and helps position how to use Copilots in Microsoft Business Applications, including 25 product highlights and a deep dive into the positioning of copilots and agents by top Microsoft executives.
December 16, 2024
How to Assign a Security Role to a Dataverse User
UG Expert Kylie Kiser explores how to grant security permissions for users in Dataverse in part three of her series on security.
December 12, 2024
How to Create a New Browser Profile in Dynamics 365, Power Apps
UG Expert Kylie Kiser continues her series on security in Dataverse. In part 2, she explains how to set up a new browser profile.
December 10, 2024
Summit Launchpad: Velosio’s Mike DeGeeter on Benefits of ERP Migrations, New Company Offerings
Velosio's Mike DeGeeter joins Jason Gumpert to discuss the company's latest offerings while on-site at Community Summit North America 2024.
December 9, 2024
Setting Up a New User with Security Licensing in Power Platform
In this how-to video, UG Expert Kylie Kiser demonstrates how to set up a new user with security permissions in Power Platform.
December 6, 2024
Copilot 101: An Overview of Copilot for Sales
In this episode of the āCopilot 101 Podcast,ā Ā Shawn Dorward, Vice President,Ā sa.global, UG Expert, gives an overview of the capabilities…
December 5, 2024
6 Tools in XrmToolBox All System Administrators Should Know
UG Expert Heidi Neuhauser highlights six tools within the XrmToolBox that all system administrators should be aware of.
December 3, 2024
How to Set Up a New Publisher In Dynamics 365, Power Apps
Heidi Neuhauser explains how to set up a new publisher in Dynamics 365 CE/CRM and Power Apps, which is basic solution management.
November 27, 2024
A Recap of the Demo Zone at Community Summit NA
Explore this analysis of the inaugural Demo Zone at Summit NA, in which 12 companies shared their products in greater detail.
November 26, 2024
Summit Launchpad: KingswaySoft’s Daniel Cai Discusses Customer and Partner Challenges, New Company Offerings
KingswaySoft's Daniel Cai joins Jason Gumpert while on-site at Summit NA 2024 to discuss the company's new offerings and common customer and partner challenges.
November 25, 2024
The New Way to Spin Up a Dynamics 365 Trial Instance
Heidi Neuhauser shares the "new" way to spin up a Dynamics 365 trial instance, and notes which D365 apps this applies to.
November 25, 2024
Velosio’s Matt Englund on Benefits of Business Central and D365 CE/CRM Integrations
In this Executive Interview, which took place atĀ Community Summit NA 2024, Cam Sessinger is joined by Matt Englund, Account Executive,…
November 22, 2024
Feature Review: FetchXML Builder in the XrmToolBox
In the final part of her series on the XrmToolBox, UG Expert Kylie Kiser reviews the FetchXLM Builder.
November 21, 2024
XrmToolBox Feature Highlight: Record Counter, Attribute Usage Inspector
UG Expert Kylie Kiser reviews tool tools of the XrmToolBox - the record counter overview and the attribute usage inspector in part 3 of her series.
November 19, 2024
CIO Insights on AI, Microsoft, and ServiceNow at Community Summit
John Siefert, Tom Smith, and PriceSmart CIO Wayne Sadin got together at Community Summit NA 2024 to discuss AI and ERP developments.
November 15, 2024
Introducing the XRMToolBox Metadata Document Generator
UG Expert Kylie Kiser gives an overview of one of her favorite tools in the XRMToolBox, the metadata document generator.
November 13, 2024
How to Use Business Rules in Dynamics 365 CE/CRM
UG Expert and Microsoft MVP Heidi Neuhauser introduces business rules in Dynamics 365 CE/CRM and presents several use cases.
November 12, 2024
Introduction to the XrmToolBox
UG Expert Kylie Kiser begins a new video series on the XrmToolBox. In the first video, she gives an overview of the tool and its capabilities.
November 11, 2024
