Heidi Neuhauser
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…
How to Fix Power Automate’s Teams ‘Post a Message’ Action
When using Power Automate's "Post a Message in a Chat or Channel" action, switching between the new and old designer breaks either your page breaks or…
Power Automate Control Connector: Condition vs Switch
Use Condition for yes/no or operator-based logic, and Switch for 3+ equals-based cases in Power Automate Control actions.
Using the Data Operation Connector in Power Automate with Model-Driven Apps
Learn how to use the Data Operations connector's Compose action in Power Automate to generate a dynamic deep link directly to a specific record inside…
How to Show Customer Insights – Journeys Marketing Emails on Lead & Contact Timeline
Ensure marketing emails appear in Dynamics 365 contact and lead timelines by enabling feature switches and configuring custom connectors for seamless …
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 donāt 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.
