Posts Tagged: Dynamics 365 CE / CRM — Page 5
Enhancing Data Security with Microsoft’s Data Masking Rules in Dataverse Model-Driven Apps
UG Expert Kylie Kiser gives an overview of the new data masking feature in Dynamics 365 and what it could mean for organizations.
March 6, 2025
Biz Apps Partner Digital Summit Report: Exclusive Insights, Plans, and Ideas to Put to Work For Your Business
This report provides an analysis of each of the five modules that made up the Biz Apps Partner Digital Summit, co-created by Dynamics Communities and Microsoft.
March 6, 2025
MVP Insights: Heidi Neuhauser on Copilot Innovations, Ensuring Data Quality, User Benefits
In this MVP Insights episode, Microsoft MVP and UG Expert Heidi Neuhauser shares her thoughts on the latest innovations, user experiences, and tips for new users.
February 26, 2025
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 Field Mapping on Table Relationships.
February 25, 2025
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 features.
February 20, 2025
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 Release Wave 1, which automates the lead qualification process by leveraging CRM data and external sources.
February 11, 2025
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.
January 30, 2025
Building AI Agents and Copilots: How to Select and Use the Right Tool for Your Business
Gain in-depth insights into the options and decision points that customers face when building AI agents and Copilots, with deep analysis of Microsoft Copilot Studio and Azure AI Foundry.
January 28, 2025
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.
January 27, 2025
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.
January 21, 2025
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.…
January 17, 2025
How to Test a Security Configuration
Kylie Kiser walks through the process of testing a security configuration as part of her Dataverse security series.
January 15, 2025
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.
January 13, 2025
How to Create a Security Role From Blank
Kylie Kiser continues her Dataverse security series with a walkthrough of creating a security role from blank.
January 10, 2025
How to Create a Security Role From a Copy
Kylie Kiser demonstrates the process of creating and editing a security role from a copy, and then applying that role to a solution.
January 7, 2025
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.
December 19, 2024
How to Create a New Office Group in Dynamics 365, Power Platform
Kylie Kiser explains how to create a new office group and manage security access in her latest video.
December 17, 2024
How to Assign a Security Role to a Dataverse User
UG Expert Kylie Kiser explores how to grant security permissions for users in Dataverse in part three of her series on security.
December 12, 2024
How to Create a New Browser Profile in Dynamics 365, Power Apps
UG Expert Kylie Kiser continues her series on security in Dataverse. In part 2, she explains how to set up a new browser profile.
December 10, 2024
Summit Launchpad: Velosio’s Mike DeGeeter on Benefits of ERP Migrations, New Company Offerings
Velosio's Mike DeGeeter joins Jason Gumpert to discuss the company's latest offerings while on-site at Community Summit North America 2024.
December 9, 2024
