Feature Review: FetchXML Builder in the XrmToolBox
In the final part of her series on the XrmToolBox, UG Expert Kylie Kiser reviews the FetchXLM Builder.
Tag: Dynamics 365 CE / CRM
XrmToolBox Feature Highlight: Record Counter, Attribute Usage Inspector
UG Expert Kylie Kiser reviews tool tools of the XrmToolBox - the record counter overview and the attribute usage inspector in part 3 of her series.
Introducing the XRMToolBox Metadata Document Generator
UG Expert Kylie Kiser gives an overview of one of her favorite tools in the XRMToolBox, the metadata document generator.
How to Use Business Rules in Dynamics 365 CE/CRM
UG Expert and Microsoft MVP Heidi Neuhauser introduces business rules in Dynamics 365 CE/CRM and presents several use cases.
How to Automate a Business Process Flow within Dynamics 365 CE/CRM
UG Expert Heidi Neuhauser reviews the steps for calling a Power Automate flow inside of Dynamics 365 CE/CRM within a business process flow.
Unpacking the New Copilot for Sales Success Kit
UG Expert Heidi Neuhauser gives an overview of the new Copilot for Sales Success kit and its contents.
Summit Spotlight: Breakthrough Technologies Showcased in the Demo Zone
The Demo Zone at Summit featured a variety of innovative solutions focused on automation and modernization across diverse business processes.
Day 3 Highlights from Community Summit NA 2024: Expert Insights on Dynamics, Power Platform, and Copilot Innovations
On Day 3 of the Community Summit NA 2024, education sessions continued, offering key insights across Dynamics user groups, including Business Central,…
Dynamics CE/CRM and Power Platform General Sessions Recognizes All-Stars, Look into 2024 Release Wave 2
Product roadmaps and key updates to CE/CRM and Power Platform were unveiled during today's General Session at Community Summit NA.
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.
How to Send an Email to a Lead from CRM Using Instant Cloud Flow
Heidi Neuhauser explains how to create an instant cloud flow using Power Automate and Dataverse to automate sending an email to a lead from a CRM in h…
Biz Apps Partner Podcast: Jeff Ney on Dynamics 365 CE, AI Innovations, Account-Based Marketing
Welcome to the “Biz Apps Partner Podcast,” a weekly video series designed to decentralize intelligence about how partners can scale their Microsoft practice by having…
MVP Insights: Geoff Ables on Change Management, AI Integrations, Summit NA Speaking Engagements
MVP Geoff Ables joins the "MVP Insights Podcast" to explore his journey to becoming an MVP. He also shares details on his Academy classes and sessions…
Disabling Recent Items from Option Sets in Dynamics 365 Customer Engagement
UG Expert Heidi Neuhauser shares a how-to post on removing recent items from option sets to reduce user confusion and enhance data quality.
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.
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 C…
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.
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 sessio…
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
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.
