Heidi Neuhauser
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 youāre 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 modelādriven app forms. With stepābyāstep 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.
From Chaos to Clarity: Transforming Lead Management with Sales Accelerator
UG Expert Heidi Neuhauser breaks down how to optimize the use of Sales Accelerator, a feature in Dynamics 365 Sales.
Advancements to Copilot Studio From 2025 Release Wave 1
Gain insights on the 2025 Release Wave 1 for Copilot Studio, including knowledge source and configuration updates.
Smarter Selling with Predictive Lead Scoring in Dynamics 365 Sales
UG Expert Heidi Neuhauser reviews how to use AI in Dynamics 365 Sales to prioritize leads with predictive scoring. Learn how it works, setup steps, an…
Feature Comparison: Power Apps Table Designer Vs. Table Hub
In this video, UG Expert Heidi Neuhauser reviews the new interface for the Table Designer in Power Apps, highlighting some of the missing functionality. Key…
Power Apps 2025 Release Wave 1: Features for Building Modern Apps
In her latest video, Heidi Neuhauser discusses the 4 features included in the "Build Modern Apps" area of the Power Apps release notes.
Dynamics 365 Sales License Comparison: Professional vs. Enterprise vs. Premium
UG Expert Heidi Neuhauser breaks down which features come with which license tier for the Sales app for D365 CE/CRM users.
A Beginnerās Guide to Power Automate for Dynamics 365 Users
UG Expert Heidi Neuhauser breaks down the basics of Power Automate for users to better understand how to optimize this tool within Dynamics 365.
How to Manage View Access with Security Roles
UG Expert Heidi Neuhauser describes the steps for admin users to configure access to system and public views using security roles.
Copilot for Sales Mobile Support Available in Preview
Copilot for Sales Mobile Support is in preview with general availability listed in March. Heidi Neuhauser does a deep dive of the features, including …
Testing the New Project Tracker Feature in Power Apps
UG Expert and Microsoft MVP Heidi Neuhauser gives a live demo testing a new feature in Power Apps for project tracking.
