Posts Tagged: Dynamics 365 CE / CRM — Page 7
Summit Preview: Dynamics 365 App for Outlook vs Copilot for Sales
UG Expert and Microsoft MVP Heidi Neuhauser shares a preview of her upcoming session at Community Summit 2024 comparing the D365 app for Outlook and Copilot for Sales.
August 29, 2024
MVP Insights: Malcolm McAuley on Dynamics 365, Community Engagement, Tips for Summit Attendees
Malcolm McAuley joins the "MVP Insights Podcast" to discuss his MVP journey, areas of expertise, and share details of his Summit NA sessions.
August 28, 2024
MVP Insights: Joe Griffin on Adoption of AI, MVP Journey, Education at Summit NA
Microsoft MVP Joe Griffin tells John Siefert about his areas of expertise, journey to becoming an MVP, and shares details on his Summit NA 2024 sessions.
August 12, 2024
Dynamics 365 Sales 2024 Release Wave 2 Updates
UG Expert Heidi Neuhauser shares two update to D365 Sales that came out in the 2024 Release Wave 2 notes
August 8, 2024
MVP Insights: Heidi Neuhauser on Summit NA Sessions, Tips for Community, User Adoption
Heidi Neuhauser joins the "MVP Insights Podcast" to discuss her involvement with the ecosystem and shares tips for Summit NA attendees.
August 7, 2024
MVP Insights: Shawn Dorward on Community, Mentorship, Summit NA Speaking Engagements
Shawn Dorward joins the "MVP Insights Podcast" to discuss the journey to becoming a Microsoft MVP and preview his sessions at Summit NA 2024.
August 5, 2024
Adapting CRM Training & Design for Multiple Learning Styles
UG Expert Heidi Neuhauser gives a preview of her Summit NA 2024 session on adapting CRM training and design for various learning styles.
August 1, 2024
How to Implement a Quote Approval Process for Dynamics 365 CRM Using Power Automate
How can you build in approval flow in Power Automate for D365 Sales users? Tune in to Heidi Neuhauser's latest post to get the answer.
July 23, 2024
MVP Insights: Marko Totovic on ERP Expertise, Copilot in D365, Journey to MVP
MVP Marko Totovic joins John Siefert on the "MVP Insights" podcast to describe his journey to becoming an MVP, areas of expertise, and Summit NA session.
July 22, 2024
Dynamics 365 Contact Center
The new Dynamics 365 Contact Center teases the new Copilot-first solution that delivers generative AI to every customer engagement channel.
July 11, 2024
Solution Management in Dynamics 365 and Power Platform
In this how-to video, UG Expert Kylie Kiser demonstrates how to create a solution and add components to it in the Power Platform and Dynamics 365.
June 26, 2024
MVP Insights: Stalin Ponnusamy Details Summit NA Session, Biz Apps Expertise, Power of Automation
Stalin Ponnusamy joins the "MVP Insights Podcast" to discuss his first-time speaking engagement at Community Summit NA 2024 and explains how he overcame a complex project.
June 19, 2024
Configuring Copilot in Customer Service
UG Expert Heidi Neuhauser demonstrates how to configure Microsoft Copilot inside of Dynamics 365 Customer Service.
June 7, 2024
Lead and Succeed: Optimizing Sales with Dynamics 365 CE/CRM
Jyoti Karki explains how to optimize sales leads by using Dynamics 365 CE/CRM.
June 4, 2024
Academy Preview: Build Your Own Microsoft Power Pages Website
Join Nicholas Hayduk on October 17 to learn how to build your own Power Pages website.
May 29, 2024
Customizing Work List Items in Dynamics 365 Sales
UG Expert Heidi Neuhauser demonstrates how to configure and customize work list items in Dynamics 365 Sales.
May 28, 2024
Understanding Dynamics 365 Security Roles
Rahel Endris sheds light on the importance of security roles in Dynamics 365 and the Power Platform.
May 24, 2024
Part 2: Tips and Tricks for Optimal Engagement with Model-Driven Apps
Yuliya Kuklina shares two tips to ensure users have a positive experience with their model-driven apps.
May 23, 2024
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.
May 20, 2024
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.
May 17, 2024
