XRMToolBox: How to Connect an Environment
Heidi Neuhauser reviews the XRMToolBox, a free resource for CRM users, and explains how to connect an environment.
Tag: Dynamics 365 CE / CRM
Microsoft’s Alan Ross on Power of Agents in D365 Customer Experience
The Dynamics 365 Customer Experience Product Roadmap session, led by Microsoft's Alan Ross, introduced many new agents to the platform.
Summit NA 2025 Keynote Introduces Learners Platform, Microsoft Leaders Share Impacts of AI on Business Solutions
The 2025 Keynote Program at Summit NA featured Microsoft leaders discussing AI's implications across the app stack and the new Learners platform was a…
Summit NA Preview: A Beginner’s Guide to Power Automate for CRM Systems
UG Expert Heidi Neuhauser shares a preview of her upcoming session at Community Summit, guiding beginner CRM users through Power Automate.
How to Setup a 30-Day Free Trial for Dynamics 365
Heidi Neuhauser walks users through the setup of a free, 30-day trial for Dynamics 365, including Sales, Customer Service, Field Service, Business Cen…
MVP Insights: Marko Totovic on the Business Impact of Agents
Microsoft MVP Marko Totovic talks about how agents and Copilot Studio have increased efficiency for businesses.
How DQ Global Intends to Spread Brand Awareness Through Arcade Booth at Summit NA
DQ Global's Conor Doyle explains why the company decided to sponsor the Arcade booth at Summit NA 2025 and how it aligns with the company's goals at t…
Copilot for Service: The Practical Features Your Sales Agents Will Actually Use
Copilot for Service can help with a variety of tasks for CRM users, especially with agents in Outlook and Teams.
MVP Insights: Ashley Steiner on Career Journey, CRM Involvement
Microsoft MVP Ashley Steiner shares insights from her career journey, involvement as an MVP, and her Summit NA sessions.
Copilot for Sales: The Key Features You Need to Know
This post introduces Microsoft Copilot for Sales and highlights its key features, showing how it extends Dynamics 365 Sales into Outlook and Teams.
Understanding the Difference Between ‘Copilot for’ and ‘Copilot in’ Sales and Service
With Copilot and Dynamics 365 Sales and Customer Service, grammar really does matter. Mix up one little preposition and you’re suddenly looking at a totally…
MVP Insights: Rick McCutcheon on Microsoft Involvement, Building Community
12x Microsoft MVP Rick McCutcheon highlights what drives him to continue his involvement and building community as well as Summit NA insights.
Copilot Features in Customer Insights Journeys
Microsoft's Copilot features can beneficial for CE/CRM users in the Customer Insights Journeys app to build smarter journeys and reduce friction.
Academy Preview: Dynamics 365 CE/CRM System Admin Boot Camp
This two-day Academy course is designed for System Admins who are either new to or looking to optimize their CE/CRM system.
Explaining SLAs in Dynamics 365 to End Users
After covering SLAs in her last 2 posts, Heidi Neuahuser reviews what an SLA is in the context of Dynamics 365 and what it means for users.
Using SLA KPI Instance Table to Build KPIs
UG Expert Heidi Neuhauser reviews the SLA KPI Instance table for important columns and sample posts, building off her last post on Dataverse tables to…
Understanding the SLA Dataverse Tables
UG Expert Heidi Neuhauser provides an overview for users to better understand SLAs in Dynamics 365 to track SLA success.
MVP Insights: Heidi Neuhauser on Microsoft Innovations, CRM Admins at Summit
Microsoft MVP Heidi Neuhauser highlights agents within Microsoft business applications as well as her sessions at Community Summit.
Acadmey Preview: Dynamics 365 CE/CRM System Admin Boot Camp 101 & 201
Heidi Neuhauser previews her two-day Academy class covering System Admin 101 and 201 at Community Summit North America.
MVP Insights: Scott LeFante on MVP Journey, AI-Focused Sessions at Summit NA
Microsoft MVP Scott LeFante discusses his journey to becoming an 8x MVP and shares details on the sessions he'll be leading at Summit NA 2025.
