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.
Tag: Dynamics 365 CE / CRM
Getting Started with Dynamics CE/CRM: Working with System and Public Views
UG Expert and Microsoft MVP Heidi Neuhauser gives an overview of both system and public views in Dynamics 365 CE/CRM.
Summit NA Roadshow – Tampa
Summit North America is going on the road! Join us for a one-day "for user, by user" event focused on Innovation, Education, and Training across the M…
How to Setup, Apply Marketing Copilot to Tailor Email Insights
UG Expert Heidi Neuhauser describes how to setup and apply Marketing Copilot to tailor email insights in Dynamics 365 Customer Insights.
Feature Review: Walkthrough of Customer Service Copilot
UG Expert and Microsoft MVP Kylie Kiser offers a comprehensive overview of Customer Service Copilot in this video.
Lead Support for Dynamics 365 Sales with Microsoft Copilot
UG Expert and Microsoft MVP Heidi Neuhauser explains how Microsoft Copilot can be used in Dynamics 365 Sales for lead support.
Feature Review: Using Microsoft Copilot in Dynamics 365 Sales
In this video, UG Expert and Microsoft MVP Kylie Kiser reviews the features of Microsoft Copilot in Dynamics 365 Sales.
How to Perform Global Search in Model-Driven Apps in Dynamics CE/CRM
UG Expert and Microsoft MVP Heidi Neuhauser explains two methods to perform global search in model-driven apps in Dynamics 365 CE/CRM.
How to Setup Microsoft Copilot in Customer Service
UG Expert and Microsoft MVP Kylie Kiser reviews how to set up Microsoft Copilot for Sales in this how-to video.
Navigating Leadership at a Young Age: Unveiling the Power of Emerging Leaders
UG Expert Meenakshi Singh explores how to embrace young leaders, reviewing the qualities they possess and challenges they face.
Working with Rollup Fields in Dataverse
UG Expert Heidi Neuhauser explains how to work with rollup fields in Dataverse and explains how to create one, as well as their limitations.
Community Summit North America: Legend Interview with Kylie Kiser
Community Summit North America Legend Kylie Kiser tells Dynamics Communities Editor Cam Sessinger about her Summit experience and community involvemen…
Choosing Between Rollup Columns, Calculated Columns, and Formula Fields
UG Expert and Microsoft MVP Kylie Kiser sheds light on the distinction between Rollup Columns, Calculated Columns, and Formula Fields in Dynamics 365 …
Community Summit North America 2023 Highlights
Tune in to key takeaways and highlights from Community Summit North America 2023, provided by User Group Experts.
Microsoft Dynamics 365 & Avalara: Creating a Compliant Global Commerce Architecture for International Sales
Download this guidebook to learn how Microsoft Dynamics 365 and Avalara create a compliant global architecture for international sales.
Community Summit 2023 CE/CRM and Power Platform General Session Highlights
UG Expert and Microsoft MVP Kylie Kiser recaps the CE/CRM and Power Platform General Session that took place during Community Summit North America 202…
Extending Dynamics 365 Sales with Power Automate
Microsoft MVP and User Group Expert Heidi Neuhauser reviews six Power Automate connectors that can help extend the capabilities of D365 Sales.
How to Spin up a Dynamics 365 Trial Environment
In this post, UG Expert and Microsoft MVP Heidi Neuhauser reviews the steps in setting up a Dynamics 365 trial environment.
Understanding Calculated Fields in Dataverse
Microsoft MVP and UG Expert Heidi Neuhauser explains Calculated Fields in Dataverse and explains how to create one.
How to Become a Microsoft MVP
UG Expert and Microsoft MVP Heidi Neuhauser defines what a Microsoft MVP is, how to become one, and shares a few pieces of advice.
