Posts Tagged: CRM
Profile Questionnaires: The Secret Behind Successful Marketing
Understand how to use a Profile Questionnaire to gather information about people and companies for win-win marketing scenarios.
May 8, 2026
Frustrations with Dynamics 365 Contact Center Deployments
Promoting Dynamics 365 Contact Center work from Sandbox to UAT can feel like a rebuild because key channel assets are environment-bound and don’t move cleanly in solutions. Here’s what commonly breaks, why it differs from typical Dynamics ALM, and practical ways teams reduce chaos.
January 14, 2026
MVP Insights: Marie Wiese on Benefits of Copilot for CRMs, Understanding Your Buyer
Mircosoft MVP Marie Wiese emphasizes how Copilot can help users optimize their CRM use as well as the importance of knowing your buyer.
April 7, 2025
Copilot 101: An Overview of Copilot for Sales
In this episode of the “Copilot 101 Podcast,” Shawn Dorward, Vice President, sa.global, UG Expert, gives an overview of the capabilities…
December 5, 2024
Education Sessions Continue for Microsoft Users at Community Summit Day 2
The second day of Community Summit was packed with education sessions for attendees across Microsoft user groups.
October 15, 2024
Copilot for Sales Capabilities in Microsoft Word
In this post, Heidi Neuhauser gives a walkthrough of the new preview feature, Copilot for Sales for Word.
September 12, 2024
Unifying CRM Data For a Single Version of Truth
DQ Global's Conor Doyle joins the "Inside Dynamics Communities" podcast to discuss the value of unified data.
August 13, 2024
MVP Insights: Asif Rehmani Defines MVP Journey, Summit NA Session, User Adoption
In the lastest "MVP Insights Podcast," VisualSP Founder and CEO Asif Rehmani describes his journey to becoming a Microsoft MVP and details his Summit NA session.
July 10, 2024
How CRM Functionality in Business Central Simplifies Accounts Receivable Collection Efforts
UG Expert Robb Delprado explores two facets of the Relationship Management functionality of Business Central.
July 10, 2024
MVP Insights: Marie Wiese on Sales and Marketing Alignment, How the Buyer Journey Has Shifted
Microsoft MVP Marie Wiese joins the "MVP Insights Podcast" to discuss the importance of sales and marketing alignment and how the buyer journey has shifted.
June 26, 2024
Microsoft Copilot and Why the Wait Is Over
congruentX's Chris Cognetta joins the "Inside Dynamics Communities" podcast to discuss Microsoft Copilot and Dynamics 365 CE/CRM.
May 7, 2024
Gaining a Competitive Edge with Dynamics 365 and Microsoft Fabric Integration
How can companies gain a competitive advantage by integrating Dynamics 365 and Microsoft Fabric? UG Expert and MVP Pablo Moreno explains the benefits in this post.
March 18, 2024
How Junior IT Consultants Propel Startup Success
Christabell Tita explains how junior IT consultants can fuel startup success, and highlights her personal journey in this role.
March 12, 2024
3 ERP Horror Story Videos To Help Microsoft Dynamics Users To Avoid Implementation Mistakes
Anya Ciecierski of the ERP Software Blog shares three videos to help Microsoft Dynamics users avoid mistakes in ERP implemenations.
March 5, 2024
Making Sense of Copilot in Sales, Copilot for Sales & Copilot for Sales (Premium)
What are the differences between Copilot in Sales, Copilot for Sales, and Copilot for Sales (Premium)? In this post, UG Expert Heidi Neuhauser attempts to sort through these product lines.
March 1, 2024
Top 4 Knowledge Base Articles for Microsoft Dynamics 365 Users in 2023
Anya Ciecierski shares the top four knowledge base articles for Microsoft Dynamics 365 users, based on 2023 trends.
February 21, 2024
Copilot Podcast: A Deeper Dive into the Expanding Copilot Ecosystem
As the Microsoft Copilot ecosystem expands, Aaron Back reviews the impact this has on end users in episode 2 of the "Copilot Podcast."
December 13, 2023
Enhancing Sales Processes and Automation
Revegy executives discuss how the organization's technology helps enhance sakes processes in the latest episode of "Inside Dynamics Communities."
October 10, 2023
Microsoft’s Charles Lamanna Explains How Artificial Intelligence Represents Shift for Customers, Technology
The impact of artificial intelligence has the ability to drastically impact customers and technology more broadly, explains Microsoft exec Charles Lamanna.
August 18, 2023
Microsoft Exec Charles Lamanna on Generative AI, Microsoft Copilot
Microsoft's Corporate VP of Business Apps and Platform Charles Lamanna explains how Microsoft Copilots increase productivity.
August 17, 2023
