Heidi Neuhauser
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.
Using the Dataverse (Legacy) Connector for Dynamics 365 CRM
Learn how to use the Dataverse connector for Dynamics 365 CE/CRM in this how-to video from UG Expert Heidi Neuhauser.
5 Great Updates Coming to Dynamics 365 Customer Insights ā Journeys
UG Expert and Microsoft MVP, Heidi Neuahuser, shares five new updates coming to Dynamics 365 Customer Insights - Journeys in this post.
How to Add a Timeline Control Form to a Model-Driven App
How do you add a timeline control form to a model-driven app in Power Apps? Tune into this video from UG Expert Heidi Neuhauser to find out how!
Making Sense of Copilot in Sales, Copilot for Sales & Copilot for Sales (Premium)
What are the differences between Copilot in Sales, Copilot for Sales, and Copilot for Sales (Premium)? In this post, UG Expert Heidi Neuhauser attempt…
Feature Review: Power Platform Admin Center
UG Expert and Microsoft MVP Heidi Neuhauser reviews some of the features of the Power Platform Admin Center in this video.
Copilot for Sales Updates Coming in 2024 Release Wave 1
UG Expert Heidi Neuhauser provides an overview of the Copilot for Sales updates coming in the 2024 Release Wave 1.
Focused View Updates on Dataverse Tables
UG Expert and Microsoft MVP Heidi Neuhauser shares the latest updates to the "Focused View" feature in Power Platform.
Creating an Account Team with Microsoft Copilot, Dynamics 365 Sales
UG Expert and Microsoft MVP Heidi Neuhauser demonstrates how Microsoft Copilot can integrate with Microsoft Teams.
