Posts Tagged: Dynamics 365 CE / CRM — Page 4
MVP Insights: Ashley Steiner on Career Journey, CRM Involvement
Microsoft MVP Ashley Steiner shares insights from her career journey, involvement as an MVP, and her Summit NA sessions.
October 8, 2025
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.
October 3, 2025
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 you’re…
September 30, 2025
MVP Insights: Rick McCutcheon on Microsoft Involvement, Building Community
12x Microsoft MVP Rick McCutcheon highlights what drives him to continue his involvement and building community as well as Summit NA insights.
September 24, 2025
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.
September 23, 2025
Academy Preview: Dynamics 365 CE/CRM System Admin Boot Camp
This two-day Academy course is designed for System Admins who are either new to or looking to optimize their CE/CRM system.
September 12, 2025
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.
September 11, 2025
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 deliver SLA solutions to organizations.
September 8, 2025
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.
September 4, 2025
MVP Insights: Heidi Neuhauser on Microsoft Innovations, CRM Admins at Summit
Microsoft MVP Heidi Neuhauser highlights agents within Microsoft business applications as well as her sessions at Community Summit.
September 3, 2025
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.
August 25, 2025
MVP Insights: Scott LeFante on MVP Journey, AI-Focused Sessions at Summit NA
Microsoft MVP Scott LeFante discusses his journey to becoming an 8x MVP and shares details on the sessions he'll be leading at Summit NA 2025.
August 25, 2025
Academy Preview: Executive Insights: Greatest Hits from 365 Leadership Summit
Geoff Ables, Tricia Desso-Cox, Traci Winter, and C5 Insight's AI Ally Jameson will present a "greatest hits" version of a 365 Leadership Summit session at Community Summit.
August 22, 2025
Academy Preview: Dynamics 365 Field Service 101 Bootcamp: Setup, Configuration, and Best Practices for Success
Join Scott LeFante for a 2-day workshop on field service management, covering everything from the setup process to advanced scheduling techniques and automation.
August 20, 2025
How to Embed Power BI Visuals on Model-Driven App Forms
This article shows how to embed Power BI visuals directly on model‑driven app forms. With step‑by‑step guidance and screenshots, it walks through adding an iframe, linking your report, and surfacing real‑time insights where users work every day.
August 11, 2025
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.
August 5, 2025
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 directly within their CRM dashboards.
July 31, 2025
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.
July 22, 2025
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.
July 18, 2025
Modern Themes in Model-Driven Apps: Full Custom Theme
Kylie Kiser walks through using a full custom theme in model-driven apps so users can be on-brand.
July 17, 2025
