Heidi Neuhauser
Making Sense of Copilot in Sales, Copilot for Sales & Copilot for Sales (Premium)
What are the differences between Copilot in Sales, Copilot for Sales, and Copilot for Sales (Premium)? In this post, UG Expert Heidi Neuhauser attempt…
Feature Review: Power Platform Admin Center
UG Expert and Microsoft MVP Heidi Neuhauser reviews some of the features of the Power Platform Admin Center in this video.
Copilot for Sales Updates Coming in 2024 Release Wave 1
UG Expert Heidi Neuhauser provides an overview of the Copilot for Sales updates coming in the 2024 Release Wave 1.
Focused View Updates on Dataverse Tables
UG Expert and Microsoft MVP Heidi Neuhauser shares the latest updates to the "Focused View" feature in Power Platform.
Creating an Account Team with Microsoft Copilot, Dynamics 365 Sales
UG Expert and Microsoft MVP Heidi Neuhauser demonstrates how Microsoft Copilot can integrate with Microsoft Teams.
Getting Started with Dynamics CE/CRM: Working with System and Public Views
UG Expert and Microsoft MVP Heidi Neuhauser gives an overview of both system and public views in Dynamics 365 CE/CRM.
How to Setup, Apply Marketing Copilot to Tailor Email Insights
UG Expert Heidi Neuhauser describes how to setup and apply Marketing Copilot to tailor email insights in Dynamics 365 Customer Insights.
Lead Support for Dynamics 365 Sales with Microsoft Copilot
UG Expert and Microsoft MVP Heidi Neuhauser explains how Microsoft Copilot can be used in Dynamics 365 Sales for lead support.
How to Perform Global Search in Model-Driven Apps in Dynamics CE/CRM
UG Expert and Microsoft MVP Heidi Neuhauser explains two methods to perform global search in model-driven apps in Dynamics 365 CE/CRM.
How to Share a Model-Driven App Using Power Apps
UG Expert and Microsoft MVP Heidi Neuhauser explains how to share a model-driven app using Power Apps.
Working with Rollup Fields in Dataverse
UG Expert Heidi Neuhauser explains how to work with rollup fields in Dataverse and explains how to create one, as well as their limitations.
The Role of Consultants in a Post-Copilot World
With the rise of Copilot across the Microsoft business applications space, what is the role of consultants? In this post, UG Expert Heidi Neuhauser ad…
Power Apps Classic Designer Is Deprecated
In this post, Microsoft MVP and UG Expert Heidi Neuhauser explains that Power Apps Classic Designer is deprecated. However, admins can re-enable it at…
Extending Dynamics 365 Sales with Power Automate
Microsoft MVP and User Group Expert Heidi Neuhauser reviews six Power Automate connectors that can help extend the capabilities of D365 Sales.
How to Spin up a Dynamics 365 Trial Environment
In this post, UG Expert and Microsoft MVP Heidi Neuhauser reviews the steps in setting up a Dynamics 365 trial environment.
Understanding Calculated Fields in Dataverse
Microsoft MVP and UG Expert Heidi Neuhauser explains Calculated Fields in Dataverse and explains how to create one.
How to Add a Hyperlink to a CRM Record in Power Automate
UG Expert & Microsoft MVP, Hiedi Neuhauser, shares a how-to video on using Power Automate to create a hyperlink to a CRM record
2 New Copilot Features in Power Virtual Agents
UG Expert and Microsoft MVP Heidi Neuhauser reviews two Copilot-related features of Power Virtual Agents in her latest video.
10 Tips for Enhancing User Adoption
UG Expert and Microsoft MVP Heidi Neuhauser offers 10 tips to ensure successful user adoption of Dynamics 365 products and the Power Platform.
Extend Dynamics 365 CE/CRM with Gravity Forms
UG Expert and Microsoft MVP Heidi Neuhauser demonstrates how to get WordPress leads into Dataverse using Gravity Forms.
Power Automate’s 15 Built-In Connectors
UG Expert and Microsoft MVP Heidi Neuhauser reviews the 15 built-in connectors that are available for Power Automate.
What to Know When Working with Segments in Dynamics 365 for Marketing
UG Expert Heidi Neuhauser defines what you need to know about segments in Dynamics 365 for Marketing.
CE/CRM User Group All-Star Nominations Are Open!
UG Expert and Microsoft MVP Heidi Neuhauser explains how to submit your Dynamics CE/CRM All-Star nominations.
Getting Started with Dynamics 365 for Marketing: Installation & Security Roles
You've purchased Dynamics 365 for Marketing, and now it's time to install it and apply proper security roles...but how? In this how-to post, UG Expert…
Dynamics 365 CE/CRM Early Access Features of 2023 Release Wave 2 Plan
UG Expert Heidi Neuhauser reviews the 2023 Release Wave 2 early access features for Dynamics 365 CE/CRM.
How to Create a Dataverse Lead from WordPress Gravity Forms Using Power Automate
UG Expert Heidi Neuhauser demonstrates how to create a Dataverse lead from Gravity Forms in WordPress using Power Automate.
Defining Change Management in Dynamics 365 Projects
Change management must be considered when taking on a Dynamics 365 project or enhancement, says UG Expert Heidi Neuhauser.
How to Add a Custom Activity Type in Power Platform and Dynamics 365 CE/CRM
UG Expert Heidi Neuhauser demonstrates how to create custom activity types in Power Platform and Dynamics 365 CE/CRM.
How to Create an App Using Copilot in the Power Platform
UG Expert Heidi Neuhauser demonstrates how to create an app – on the fly! – using Copilot in the Power Platform maker site.
Solution Management Best Practices: Naming Conventions and Testing
UG Expert and Microsoft MVP Heidi Neuhauser reviews the final two tips in her Solution Management Best Practices series.
