Heidi Neuhauser
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.
Tips for Submitting a Session for Community Summit NA 2025
UG Expert and Microsoft MVP, Heidi Neuhauser, shares tips for the Community Summit NA 2025 Call for Speakers (CFS), which closes on March 31, 2025.
Release Wave 1 2025: Customer Insights Journeys, Unifying Sales and Marketing
UG Expert Heidi Neuhauser highlights the customer insights journey elements of Release Wave 1 as well as unifying sales and marketing.
Maximizing CRM Training Effectiveness with Multi-Modal Learning Strategies
UG Expert Heidi Neuhauser explores how the VARK model ā Visual, Auditory, Reading/Writing, Kinesthetic ā can enhance CRM training programs by acco…
3 Out-of-the-Box Tools in Dynamics 365 CE to Help with Data Accuracy and Integrity
UG Expert Heidi Neuhauser highlights 3 out-of-the box-tools to help with data accuracy in D365 CE/CRM, including Business Rules, Formula Columns, and …
Dynamics 365 Customer Service 2025 Release Wave 1: Enhancing Generative AI, Administrative, & User Experience Features
UG Expert Heidi Neuhauser highlights two focus areas of the Customer Service section for Release Wave 1, including Generative AI and administrative fe…
Dynamics 365 Sales: Unpacking the Sales Qualification Agent
UG Expert and Microsoft MVP Heidi Neuhauser provides an overview of the new Sales Qualification Agent in Dynamics 365 Sales, introduced in the 2025 Re…
Feature Showdown: Power Platform Environment Settings App
UG Expert Heidi Neuhauser presents a comparison of the Power Platform Environment Settings App vs. the sales and service hubs.
Overview of Power Platform Environments Settings Model-Driven App
UG Expert Heidi Neuhauser reviews the Power Platform Environment Settings model-driven app and its new features compared to classic.
How to Customize the Opportunity Closed Form in Dynamics 365
Take 5 minutes and learn from Heidi Neuhauser how to customize the opportunity closed form in Dynamics 365 Sales Hub.
How to Customize the Case Resolution Form in Dynamics 365 Customer Service
In this video, UG Expert Heidi Neuhauser explains how to customize the case resolution form in Dynamics 365 Customer Service. Key Takeaways
Engaging Remote Users with ‘Slido’ PowerPoint Add-In
Heidi Neuhauser explains how to engage remote users and create enhanced presentations using a free PowerPoint add-in, Slido.
Power Automate 2024 Year in Review: An Opinion Piece
As the year comes to a close, UG Expert Heidi Neuhauser gives her opinion on Power Automate in 2024.
3 Ways to Use Generative AI Inside of Dynamics 365 Without a Copilot License
UG Expert Heidi Neuhauser shares three ways generative AI can be used inside of Dynamics 365 CE/CRM without a Copilot license.
3 New Updates to Power Automate Cloud Flows
Take 3 minute and learn about the latest updates to cloud flows in Power Automate, per the 2024 Release Wave 2 notes.
6 Tools in XrmToolBox All System Administrators Should Know
UG Expert Heidi Neuhauser highlights six tools within the XrmToolBox that all system administrators should be aware of.
Upcoming Power Automate Copilot Feature: Create & Edit Expressions
Heidi Neuhauser shares details on an upcoming feature for Power Apps - create and edit expressions, which will be generally available in January 2025.…
How to Set Up a New Publisher In Dynamics 365, Power Apps
Heidi Neuhauser explains how to set up a new publisher in Dynamics 365 CE/CRM and Power Apps, which is basic solution management.
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.
