Release Wave 1 2025: Customer Insights Journeys, Unifying Sales and Marketing
UG Expert Heidi Neuhauser highlights the customer insights journey elements of Release Wave 1 as well as unifying sales and marketing.
Tag: Dynamics 365 CE / CRM
Maximizing CRM Training Effectiveness with Multi-Modal Learning Strategies
UG Expert Heidi Neuhauser explores how the VARK model — Visual, Auditory, Reading/Writing, Kinesthetic — can enhance CRM training programs by acco…
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.
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 fo…
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 …
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 fe…
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 Re…
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.
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.
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.
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. Key Takeaways
How to Test a Security Configuration
Kylie Kiser walks through the process of testing a security configuration as part of her Dataverse security series.
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.
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.
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.
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.
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.
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.
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.
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.
