Heidi Neuhauser
New Sales Hub Setting: Dynamics 365 AI Hub
Dynamics 365 Sales Hub now includes an AI Hub where you can create agents and review their performance in one place. Use Agent Manager to set up Sales…
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 rule…
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 relationsh…
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 don’t mo…
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.
Creating an App in the New Power Apps ‘Vibe’ Experience
UG Expert and Microsoft MVP, Heidi Neuhauser, configures settings, creates and app, and assets, using the new Vibe experience in Power Apps.
5 Things I Learned Playing with the New Power Apps Vibe Experience
UG Expert and Microsoft MVP, Heidi Neuhauser, shares 5 lessons from hands-on experimentation with the new Power Apps Vibe experience at vibe.powerapps…
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.
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.
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.
Quantify ROI for Cloud Flows with New Savings in Power Automate
Heidi Neuhauser demos a new Power Automate feature, Quantify time and money savings delivered by automations. Key Takeaways
XRMToolBox: How to Connect an Environment
Heidi Neuhauser reviews the XRMToolBox, a free resource for CRM users, and explains how to connect an environment.
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.
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 Cen…
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.
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.
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 you’re suddenly looking at a totally…
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.
Explaining SLAs in Dynamics 365 to End Users
After covering SLAs in her last 2 posts, Heidi Neuahuser reviews what an SLA is in the context of Dynamics 365 and what it means for users.
Using SLA KPI Instance Table to Build KPIs
UG Expert Heidi Neuhauser reviews the SLA KPI Instance table for important columns and sample posts, building off her last post on Dataverse tables to…
Understanding the SLA Dataverse Tables
UG Expert Heidi Neuhauser provides an overview for users to better understand SLAs in Dynamics 365 to track SLA success.
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.
How to Embed Power BI Visuals on Model-Driven App Forms
This article shows how to embed Power BI visuals directly on model‑driven app forms. With step‑by‑step guidance and screenshots, it walks throug…
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.
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…
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…
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.
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 ap…
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.
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.
