Heidi Neuhauser
Reflections from Community Summit NA 2026
Heidi Neuhauser reflects on a session she attended at the recent Community Summit NA 2026.
Using Environment Variables in Power Automate
Heidi Neuhauser explains how to use environment variables in Power Automate to move between development, test, and production environments.
Copilot in Customer Service vs. Service Agent in Microsoft 365 Copilot
As the Copilot experience for Customer Service continues to evolve, UG Expert Heidi Neuhauser highlights what users need to know about the functionali…
3 Dataverse Formula Column ‘Gotchas’ & How to Work Around Them
Dataverse formula columns can fail even when the Power Fx looks correct because the underlying column metadata matters. This post explores three commo…
Calculated Columns Arenāt Dead: When to Use Them Instead of Formula Columns
UG Expert Heidi Neuhauser reviews the difference of formula columns vs. calculated columns and when users might want to apply which one.
Dynamics 365 Publishers and Prefixes
UG Expert Heidi Neuhauser reviews publishers and prefixes in Dynamics 365 - what they are, the differences, and why they're important to your environm…
The Difference Between Managed and Unmanaged Solutions in Dynamics 365
As part of her ALM series, Heidi Neuhauser breaks down the differences between managed and unmanaged solutions on Dynamics 365.
Dynamics 365 Solutions 101: What They Are & How to Build One
To kick off her series on application lifecycle management (ALM), Heidi Neuhauser unpacks the foundation - solutions, specifically what they are, and …
Dynamics 365 Solution Management Best Practices
Following best practices for solution management can help keep your changes organized, testable, and understandable over time.
ā Meet the AI Agents in Dynamics 365 Customer Insights Journeys
UG Expert Heidi Neuhauser wraps up the "Meet the AI Agents" series by covering the AI Agents for Customer Insights Journeys: the journey creation agen…
5 Tips to Consider for Dynamics 365 CE AI Agent Readiness
Consider these five tips before onboarding your first AI agent into a first-party app.
Meet the AI Agents in Dynamics 365 Customer Service
UG Expert Heidi Neuhauser introduces the customer care rescue specialists who represent the AI agents for Dynamics 365 Customer Service.
Meet the AI Agents in Dynamics 365 Sales
Dive into the sales safari of AI agents for Dynamics 365 Sales to understand how they collaborate to drive efficiency and quality results.
Why CRM Admins Should Stop Testing Dynamics 365 as a System Administrator
CRM admins should alpha test configurations as System Administrators, but true success requires beta testing with real user roles to uncover role-base…
2026 Release Wave 1: What CRM Admins Actually Need to Review
Release waves do not have to be overwhelming; you just need to know which changes matter to your environment, your users, and your business processes.
An Updated Tour of the Copilot Service Admin Center
Take a tour of the Copilot Service Admin Center, diving into agent features, insights, governance, and updates.
How to Determine When a Case Should Become a Knowledge Article
Gain a deeper understanding of when a case should become a knowledge article through this practical framework.
Working with Dataverse Customer Columns in Power Automate
Understand how to use Customer columns through a practical example to make flows easier to read, troubleshoot, and safely reuse.
Dynamics 365 Customer Insights – Data 2026 Release Wave 1 Feature: Smarter Agents
Learn how this release is making existing Customer Insights data easier for agents to discover, understand, and use inside Copilot Studio.
Back to Basics: Business Process Flows for Dynamics 365 Customer Engagement
Learn how to start simple applying business process flows to make work clearer and refine flows as processes mature.
Customer Insights Journeys Updates in 2026 Release Wave 1
Microsoft is rolling out two notable updates to Customer Insights Journeys that give marketers more flexibility and less downtime. Dynamic content blo…
Academy Preview: Skill Up as a System Admin
Heidi Neuhauser previews her two-day Dynamics 365 CE/CRM System Admin Boot Camp at Summit NA Academy. Whether you're brand new to the platform or read…
IVR: Custom Voice for Voice Agents
Dynamics 365 Contact Center is getting custom AI voice support for IVR in the 2026 Release Wave 1, and it's skipping public preview entirely. Here's w…
Updates to Microsoft Certification Exams
Microsoft is shaking up its certification landscape with new agentic AI-focused exams for Dynamics 365 and Power Platform. Learn what's coming and why…
Dynamics 365 Customer Insights-Journeys: Add Marketing Interactions in Contact or Lead Timeline
This step-by-step guide breaks down how CE/CRM users can add marketing interactions and ensure they show in a record's timeline.
2026 Release Wave 1: Sales Qualification Agent Updates
UG Expert Heidier Neuhauser highlights two updates under the lead management area for the Sales Qualification Agent as part of the 2026 Release Wave 1…
Summer Updates Coming to the Sales Close Agent
UG Expert Heidi Neuhauser provides an update on what's coming to the Sales Close Agent this summer.
Word Templates in Dynamics 365 CRM: Navigating Known Issues
There are known issues when creating Word templates in Dynamics 365 CRM. Heidi Neuhauser identifies the problems and the fixes.
Power Automate 101: Types of Flows
If you are new to Power Automate, this guide will help you get started with the basic concepts you need to understand how automations work.
Scheduled Cloud Flow: How the Data Operation Connector Improved My Automation
Discover how to build a scheduled Power Automate cloud flow that queries Dataverse for won opportunities and delivers a clean, formatted HTML table di…
