Academy Preview: Dynamics 365 CRM System Admin 101
Join Heidi Neuhauser on October 13 for a full-day learning journey with the Dynamics 365 CRM System Admin 101 class.
Tag: Dynamics 365 CE / CRM
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.
Academy Preview: Learning Dynamics 365 Customer Insights – Journeys and Data
Walk through creating customer journeys, learn how to design web forms that understand the Power Pages connection, and discover how Copilot can accele…
Microsoft Copilot and Why the Wait Is Over
congruentX's Chris Cognetta joins the "Inside Dynamics Communities" podcast to discuss Microsoft Copilot and Dynamics 365 CE/CRM.
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.
Academy Preview: Dynamics 365 CE: Strategies for Leaders
Join Geoff Ables and Tricia Desso-Cox at their Summit NA Academy Class to discover leadership strategies and insights designed to maximize the ROI of …
How CRM Admins Can Utilize Power Automate
UG Expert Heidi Neuhauser explains how to leverage Power Automate to extend CRM information to Microsoft Teams.
Artifical Intelligence (AI) Applications in the World of Dynamics CE/CRM
TechFluent Scholarship Winner Erika Romero explains the pivotal role artificial intelligence plays in her work as a CE consultant.
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 – Journeys
UG Expert and Microsoft MVP, Heidi Neuahuser, shares five new updates coming to Dynamics 365 Customer Insights - Journeys in this post.
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…
Summit NA Roadshow — Seattle
Join us for a one-day, "skinny" version of Community Summit North America in Seattle, WA.
Summit NA Roadshow — Chicago
Summit NA is awesome, but it only happens once a year in October, so we are taking this “for user, by user” experience on the…
Copilot Podcast: Microsoft’s Michelle Albright Explores How Microsoft Copilot Improves Field Service Experience for Users
"Copilot Podcast" host Aaron Back welcomes Microsoft's Michelle Albright to explore the role of Microsoft Copilot in Dynamics 365 Field Service.
Top 4 Knowledge Base Articles for Microsoft Dynamics 365 Users in 2023
Anya Ciecierski shares the top four knowledge base articles for Microsoft Dynamics 365 users, based on 2023 trends.
Legendary Podcast: Julie Yack on Value of Welcoming Community, Summit NA Impressions, and D365 Education
In episode 5 of the "Legendary Podcast," Cam Sessinger interviews Community Summit NA Legend and Microsoft MVP Julie Yack.
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.
Dynamics Communities, Community Summit North America Announce Summit NA Roadshow Series
Dynamics Communities and Community Summit North America announce the details of its "Summit NA Roadshow" series.
Summit NA Roadshow – Minneapolis
Join us for a one-day, "skinny" version of Community Summit North America in Minneapolis, MN.
