Heidi Neuhauser
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.
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.
Get to Know the Control Connector in Power Automate
UG Expert Heidi Neuhauser reviews various actions within the Control connector in Power Automate and explains how they can enhance automation.
How to Automate a Business Process Flow within Dynamics 365 CE/CRM
UG Expert Heidi Neuhauser reviews the steps for calling a Power Automate flow inside of Dynamics 365 CE/CRM within a business process flow.
Unpacking the New Copilot for Sales Success Kit
UG Expert Heidi Neuhauser gives an overview of the new Copilot for Sales Success kit and its contents.
How to Send an Email to a Lead from CRM Using Instant Cloud Flow
Heidi Neuhauser explains how to create an instant cloud flow using Power Automate and Dataverse to automate sending an email to a lead from a CRM in h…
Disabling Recent Items from Option Sets in Dynamics 365 Customer Engagement
UG Expert Heidi Neuhauser shares a how-to post on removing recent items from option sets to reduce user confusion and enhance data quality.
Copilot for Sales Capabilities in Microsoft Word
In this post, Heidi Neuhauser gives a walkthrough of the new preview feature, Copilot for Sales for Word.
AI Suggestions for Formula Columns in Power Platform
AI suggestions for formula columns are now available in Preview mode in the Power Platform. UG Expert Heidi Neuhauser reviews this new feature in her …
Business Value Toolkit Added to the Center of Excellence Starter Kit
Heidi Neuhauser reviews the Business Value Toolkit, which was announced on August 19, 2024.
Summit Preview: Dynamics 365 App for Outlook vs Copilot for Sales
UG Expert and Microsoft MVP Heidi Neuhauser shares a preview of her upcoming session at Community Summit 2024 comparing the D365 app for Outlook and C…
New Updates to Dataverse Power Automate Connector
UG Expert Heidi Neuhauser explains that Dataverse users can now use the main connector for all flows in Power Automate.
Dynamics 365 Sales 2024 Release Wave 2 Updates
UG Expert Heidi Neuhauser shares two update to D365 Sales that came out in the 2024 Release Wave 2 notes
Adapting CRM Training & Design for Multiple Learning Styles
UG Expert Heidi Neuhauser gives a preview of her Summit NA 2024 session on adapting CRM training and design for various learning styles.
How to Implement a Quote Approval Process for Dynamics 365 CRM Using Power Automate
How can you build in approval flow in Power Automate for D365 Sales users? Tune in to Heidi Neuhauser's latest post to get the answer.
Copilot AI Form Fill Assistance and User Adoption
What is the Copilot Form Fill assistance feature in Power Platform, and how can users enable or disable it? UG Expert Heidi Neuhauser addresses these …
New in Power Apps: ERD View Assisted by Copilot
The new ERD view assisted by Microsoft Copilot is a new way to work with complex data models in Power Platform.
Dynamics 365 Contact Center
The new Dynamics 365 Contact Center teases the new Copilot-first solution that delivers generative AI to every customer engagement channel.
How to Add Welcome Content in Power Apps
UG Expert Heidi Neuhauser explains how to add content to the Welcome page of a Power App.
3 Ways to Use Copilot in Power Automate
UG Expert Heidi Neuhauser shares three ways to use Microsoft Copilot inside of Power Automate.
Configuring Copilot in Customer Service
UG Expert Heidi Neuhauser demonstrates how to configure Microsoft Copilot inside of Dynamics 365 Customer Service.
Copilot Confusion for Small and Medium-Sized Businesses
Are you a small or medium-sized business confused about Microsoft Copilot? Read this post from UG Expert Heidi Neuhauser to determine which product is…
Customizing Work List Items in Dynamics 365 Sales
UG Expert Heidi Neuhauser demonstrates how to configure and customize work list items in Dynamics 365 Sales.
How to Use Alternate Keys in Microsoft Dataverse
UG Expert Heidi Neuhauser describes the benefits of using alternate keys in Microsoft Dataverse to enhance the integrity of data.
How to Configure Dynamics 365 Sales App Settings
UG Expert Heidi Neuhauser highlights various app settings in Dynamics 365 Sales, including lesser-known functions.
2024 Release Wave 1 Copilot Studio Updates
Heidi Neuhauser shares two updates coming to Copilot Studio as part of the 2024 Release Wave 1 notes in this short video.
Focused View in Dynamics 365 CE/CRM
Users can see a streamlined version of data, displaying their CRM records and all associated activities on one page with Focused View enabled.
2 New Updates Coming to Power Automate
What's new in Power Automate? UG Expert Heidi Neuhauser shares two exciting features being added to the system, as per the 2024 Release Wave 1.
How CRM Admins Can Utilize Power Automate
UG Expert Heidi Neuhauser explains how to leverage Power Automate to extend CRM information to Microsoft Teams.
Power Automate: Create Lead from Form Submission
UG Expert Heidi Neuhauser reviews how to create a lead from a form submission in Power Automate.
