Heidi Neuhauser
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.
Solution Management Best Practices: Solution Components
In the third article in her series, UG Expert Heidi Neuhauser offers another solution management best practice: don't include all components/metadata …
Top Tips from ChatGPT for Dynamics CE/CRM System Admins
UG Experts and Microsoft MVPs Heidi Neuhauser and Kylie Kiser review the top 10 tips for Dynamics CE/CRM system admins, as suggested by ChatGPT.
Solution Management Best Practices: Use a Prefix and Solution Files
In part two on solution management best practices, UG Expert Heidi Neuhauser explains solution files, prefixes, and managed/unmanaged solutions
Improving Power Automate for Less Technical Makers
UG Expert Heidi Neuhauser shares two new enhancements coming to Power Platform that she believes less technical users will love.
Why You Should Use Two Power Platform Environments for Solution Management
In this first part of her series on solution management best practices, UG Expert Heidi Neuhauser explains how to set up two environments in Power Pla…
How to Create Custom Activity Types in Power Apps
In this video, UG Expert Heidi Neuhauser describes how to create custom activity types in Dynamics 365 and Power Apps.
Collaboration Enhancements Coming for Dynamics 365 for Marketing
UG Expert Heidi Neuhauser reviews four new collaboration enhancements coming to Dynamics 365 for Marketing in her latest article.
Power Automate’s 14 Built-In Connectors
In this article, UG Expert Heidi Neuhauser reviews and defines the 14 built-in connectors that are available in Power Automate.
Dynamics 365 Industry Accelerators
UG Expert Heidi Neuhauser defines the six industry accelerators in Dynamics 365 CE/CRM and explains how they can be leveraged.
A Week in the Life with Microsoft’s Viva Sales
UG Expert Heidi Neuhauser offers her thoughts on Viva Sales and discusses additional setup necessary for Viva Sales to get AI insights, before offerin…
New for Dynamics 365 for Sales: Best Next Step
UG Expert Heidi Neuhauser discusses a new feature for Dynamics 365 for Sales, called Best Next Step, which works with the "Up Next" widget.
Get Ready for the Power Apps Copilot
UG Expert and Microsoft MVP Heidi Neuhauser explains the recent Microsoft Copilot solution and discusses the required prerequisites and associated cos…
Top 10 Product Features to Configure in the Power Platform Admin Center
UG Expert & Microsoft MVP Heidi Neuhauser reviews the ten best product features that can be configured in the Power Platform Admin Center.
Feature Showdown: Viva Sales Vs. Dynamics 365 App for Outlook
UG Expert Heidi Neuhauser reviews and compares the features of Viva Sales and the Dynamics 365 app for Outlook.
Using the Dynamics 365 App for Outlook
UG Expert Heidi Neuhauser describes how to use the Dynamics 365 App for Outlook, which is a great tool to help increase user adoption at organizations…
Configuring Microsoft Teams and Dynamics 365 Basic and Enhanced Collaboration
What is the difference between the basic and enhanced integration of Microsoft Teams and Dynamics 365? UG Expert Heidi Neuhauser reviews these differe…
How to Connect Microsoft Teams Chat with Dynamics 365 for Sales
In part two of the series, UG Expert Heidi Neuhauser dives deeper into the Microsoft Teams chat configuration with Dynamics 365 for Sales
How to Set Up Dynamics 365 and Microsoft Teams Integration
In part one of the series, UG Expert Heidi Neuhauser explains how to integrate Microsoft Teams within a Dynamics 365 environment and experience the be…
Highlights of the Dynamics 365 2023 Release Wave 1
Heidi Neuhauser breaks down the 2023 Release Wave 1 notes for Dynamics 365 CE first-party apps and shows users how to use the new release planner.
10 Power Automate Connectors to Extend Dynamics 365 for Service
In this final article of the series, Heidi Neuhauser reviews 10 Power Automate connectors to extend Dynamics 365 for Service, focusing on four key are…
10 Connectors to Extend Dynamics 365 for Marketing
In this article, we are going to look at 10 Power Automate connectors that can help you extend Dynamics 365 for Marketing. To do this, we will look at…
