How to Create Custom Activity Types in Power Apps
In this video, UG Expert Heidi Neuhauser describes how to create custom activity types in Dynamics 365 and Power Apps.
Tag: Dynamics 365 CE / CRM
Collaboration Enhancements Coming for Dynamics 365 for Marketing
UG Expert Heidi Neuhauser reviews four new collaboration enhancements coming to Dynamics 365 for Marketing in her latest article.
Tax Compliance, Integration Complexity, and Major Summit Update
In episode 15 of the "Inside Dynamics Communities" podcast, the hosts explore customer stories from a fiber optics company and a tap dispenser.
Dynamics 365 Industry Accelerators
UG Expert Heidi Neuhauser defines the six industry accelerators in Dynamics 365 CE/CRM and explains how they can be leveraged.
Directions NA Day 1 Wrap-Up: Growth to Business Central Ecosystem, Microsoft Copilot Updates
On location at Day 1 of Directions NA, Chief Content Officer and Microsoft MVP Aaron Back shares an overview of what was covered at the for partner, b…
Business Process Automation Through Technology
In episode 14 of "Inside Dynamics Communities," John Siefert, Ryan Gonzales, and Pam Misialek discuss business process automation through technology. …
A Week in the Life with Microsoft’s Viva Sales
UG Expert Heidi Neuhauser offers her thoughts on Viva Sales and discusses additional setup necessary for Viva Sales to get AI insights, before offerin…
New for Dynamics 365 for Sales: Best Next Step
UG Expert Heidi Neuhauser discusses a new feature for Dynamics 365 for Sales, called Best Next Step, which works with the "Up Next" widget.
Why Communication is Critical For Business Leaders and Users
UG Expert Meenakshi Singh explains why communication is a key essential part of business operations, for both leaders and users.
Top 10 Product Features to Configure in the Power Platform Admin Center
UG Expert & Microsoft MVP Heidi Neuhauser reviews the ten best product features that can be configured in the Power Platform Admin Center.
Feature Showdown: Viva Sales Vs. Dynamics 365 App for Outlook
UG Expert Heidi Neuhauser reviews and compares the features of Viva Sales and the Dynamics 365 app for Outlook.
Thinkmax CEO Marc Belliveau on Company Priorities, Power Platform, and Future Investments
Aaron Back and Thinkmax CEO and President Marc Belliveau discuss company priorities, how Power Platform is enabling Thinkmax customers, and future are…
Recover from a Cybersecurity Breach
How does a company recover from a cybersecurity breach? Filled with expert insights from CISOs and practitioners, this “for user, by user” inciden…
Using the Dynamics 365 App for Outlook
UG Expert Heidi Neuhauser describes how to use the Dynamics 365 App for Outlook, which is a great tool to help increase user adoption at organizations…
Making Sense of AI and Hyperautomation
Are you equipped for the impact of AI throughout your company? This guidebook provides real-world insights to help make sense of AI and how to conside…
Configuring Microsoft Teams and Dynamics 365 Basic and Enhanced Collaboration
What is the difference between the basic and enhanced integration of Microsoft Teams and Dynamics 365? UG Expert Heidi Neuhauser reviews these differe…
How to Connect Microsoft Teams Chat with Dynamics 365 for Sales
In part two of the series, UG Expert Heidi Neuhauser dives deeper into the Microsoft Teams chat configuration with Dynamics 365 for Sales
How to Troubleshoot Why Dynamics 365 is Running Slow
Finding that your Dynamics 365 environment is not performing at its peak? These quick tips will help you through your troubleshooting process
Customer Success with AvidXchange, Tibco Cloud Integration, and Microsoft’s AI Goals
In the latest Inside Dynamics Communities episode, John, Ryan, and Pam share the latest customer stories from the Dynamics Communities, including Avid…
How to Set Up Dynamics 365 and Microsoft Teams Integration
In part one of the series, UG Expert Heidi Neuhauser explains how to integrate Microsoft Teams within a Dynamics 365 environment and experience the be…
