Posts Tagged: Dynamics 365 CE / CRM
CE (CRM) Microsoft Platform General Session: Changing Dynamics From a System of Record to a System of Action
The CE (CRM) Microsoft Platform General Session featured a keynote that highlighted the realities that sellers face with updating CRMs and how the Microsoft ecosystem supports them.
October 14, 2026
Copilot in Customer Service vs. Service Agent in Microsoft 365 Copilot
As the Copilot experience for Customer Service continues to evolve, UG Expert Heidi Neuhauser highlights what users need to know about the functionality.
October 6, 2026
3 Dataverse Formula Column ‘Gotchas’ & How to Work Around Them
Dataverse formula columns can fail even when the Power Fx looks correct because the underlying column metadata matters. This post explores three common "gotchas."
October 1, 2026
Calculated Columns Arenāt Dead: When to Use Them Instead of Formula Columns
UG Expert Heidi Neuhauser reviews the difference of formula columns vs. calculated columns and when users might want to apply which one.
September 28, 2026
Mastering Dynamics 365 Project Operations Part 1: Sales, Planning, Resourcing, and Time
These four modules can be simple on their own, but when they're configured together, it determines whether Project Operations is either genuinely powerful or frustrating.
September 25, 2026
MVP Insights: 15x Microsoft MVP Chris Cognetta Talks AI, Community Contributions, Summit NA Sessions
MVP Chris Cognetta highlights his community involvement, AI innovations, and experiences with Community Summit North America.
September 22, 2026
Dynamics 365 Publishers and Prefixes
UG Expert Heidi Neuhauser reviews publishers and prefixes in Dynamics 365 - what they are, the differences, and why they're important to your environments.
September 22, 2026
How to Prepare for Community Summit NA: Tips for Attendees
UG Expert Kylie Kiser shares what to expect at Community Summit, from Academy classes to education sessions, and shares tips for attendees to come prepared.
September 21, 2026
Mastering Dynamics 365 Field Service: The Stuff Nobody Puts in a Demo
In this next part of his series on D365 Field Service, Scott LeFante covers inventory, security, inspections, agents, self-service, finance integration, subcontractors, and crews.
September 18, 2026
The Difference Between Managed and Unmanaged Solutions in Dynamics 365
As part of her ALM series, Heidi Neuhauser breaks down the differences between managed and unmanaged solutions on Dynamics 365.
September 15, 2026
Academy Preview: DAX and Calculations in Power BI Workshop
Join Reza Rad's single-day Academy Workshop to cultivate DAX competency from basic skills to advanced techniques.
Dynamics 365 Solutions 101: What They Are & How to Build One
To kick off her series on application lifecycle management (ALM), Heidi Neuhauser unpacks the foundation - solutions, specifically what they are, and how to build them.
September 10, 2026
Summit Launchpad: Steve Snowden of SNCL Details ‘Process Pilot’ to be Announced at Summit NA 2026
Steve Snowden of Snowden Consulting (SNCL) describes Process Pilot, a new product launch, which will be available to demo at Community Summit NA 2026.
September 8, 2026
Mastering D365 Field Service: Agreements, Entitlements, and NTEs
Wrapping up the Mastering D365 Field Service series, UG Expert Scott LeFante breaks down all things agreements, entitlements, and NTEs.
September 8, 2026
The Incident Type Trap: How to Build a True Work Order Playbook in D365 Field Service
Discover how to transform your Incident Types into the backbone of your field operations when using Dynamics 365 Field Service.
September 4, 2026
Mastering D365 Field Service: Asset Management
Because asset management is critical in Field Service, UG Expert Scott LeFante highlights the key areas that matter and provides a data governance checklist.
September 3, 2026
Mastering D365 Field Service: Connected Field Service
UG Expert Scott LeFante breaks down the part of Field Service that can turn from reactive break-fix into being proactive in preventing extra work orders.
September 1, 2026
Dynamics 365 Solution Management Best Practices
Following best practices for solution management can help keep your changes organized, testable, and understandable over time.
August 31, 2026
Mastering D365 Field Service: The Mobile App
Users should consider how they use offline sync features as well as new capabilities from the 2026 Release Wave when using the Field Service Mobile App.
August 27, 2026
Summit Launchpad: HSO’s Jonathan Summers on AI Implementation Success, Industry Focus
Jonathan Summers of HSO details the company's new initiatives and what attendees can expect from the organization at Summit NA 2026.
August 25, 2026
