Posts Tagged: Dynamics 365 CE / CRM
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
Mastering D365 Field Service: Scheduling and Resource Optimization
In part 1 of this series on Mastering D365 Field Service, UG Expert Scott LeFante shares his lessons learned on scheduling and resource optimization.
August 25, 2026
Dataverse Prompt Columns: AI That Actually Becomes Part of Your Application
Now that Prompt Columns are generally available in Dataverse, users can get the most out of the feature with a deeper understanding of how to embed it into BizApps.
August 20, 2026
SNCL & Process Pilot Introduce Process Mining & Continuous Improvement at Community Summit North America 2026
As part of the Community Summit Launchpad program, Snowden Consulting has announced Process Pilot, a new process mining and AI-enabled strategic service.
August 18, 2026
2026 Release Wave Updates: Data Exploration Agent
UG Expert Kylie Kiser highlights the data exploration agent, as well as managing settings and usage, as part of reviewing the 2026 Release Wave updates.
August 17, 2026
Why Most D365 Field Service Implementations Fail
Because failures with implementations happen slowly, organizations need to be aware of areas to evaluate to ensure success beyond day one.
August 14, 2026
2026 Release Wave Updates: Dataverse AI Prompt Columns
UG Expert Kylie Kiser covers Dataverse AI prompt columns and how to use them as part of the recent Release Wave updates.
August 12, 2026
Meet the AI Agents in Dynamics 365 Customer Insights Journeys
UG Expert Heidi Neuhauser wraps up the "Meet the AI Agents" series by covering the AI Agents for Customer Insights Journeys: the journey creation agent and the outreach optimization agent.
August 11, 2026
5 Tips to Consider for Dynamics 365 CE AI Agent Readiness
Consider these five tips before onboarding your first AI agent into a first-party app.
August 7, 2026
2026 Release Wave Updates: Smart Paste and Enhanced Form Fill
UG Expert Kylie Kiser demonstrates how to use the smart paste and form fill features, and explains how they can be beneficial for users.
August 6, 2026
2026 Release Wave Updates: Row Summaries
UG Expert Kylie Kiser reviews Release Wave updates for using row summaries in model-driven apps.
August 3, 2026
Meet the AI Agents in Dynamics 365 Customer Service
UG Expert Heidi Neuhauser introduces the customer care rescue specialists who represent the AI agents for Dynamics 365 Customer Service.
July 29, 2026
Meet the AI Agents in Dynamics 365 Sales
Dive into the sales safari of AI agents for Dynamics 365 Sales to understand how they collaborate to drive efficiency and quality results.
July 24, 2026
Why CRM Admins Should Stop Testing Dynamics 365 as a System Administrator
CRM admins should alpha test configurations as System Administrators, but true success requires beta testing with real user roles to uncover role-based security, access, and usability issues before go-live.
June 29, 2026
Summer System Cleaning: Backlog and Solution Hygiene
In part 1 of a new series, Kylie Kiser shares maintenance tips for a system backlog and managed/unmanaged solutions.
June 24, 2026
