Posts Tagged: Dynamics 365 CE / CRM — Page 10
Extend Dynamics 365 CE/CRM with Gravity Forms
UG Expert and Microsoft MVP Heidi Neuhauser demonstrates how to get WordPress leads into Dataverse using Gravity Forms.
September 29, 2023
How Communication and Collaboration Strengthen Compliance for Dynamics 365 Financial Automation Processes
This guidebook is your roadmap to understanding how financial automation can not only drive efficiency but also ensure compliance in a rapidly changing world.
September 15, 2023
What to Know When Working with Segments in Dynamics 365 for Marketing
UG Expert Heidi Neuhauser defines what you need to know about segments in Dynamics 365 for Marketing.
September 5, 2023
CE/CRM User Group All-Star Nominations Are Open!
UG Expert and Microsoft MVP Heidi Neuhauser explains how to submit your Dynamics CE/CRM All-Star nominations.
August 17, 2023
10 Exciting Highlights of Community Summit 2023
With Community Summit North America 2023 just around the corner, these are 10 things you should look out for.
August 14, 2023
How to Navigate the Dynamics Communities Website
UG Expert Suzanne Scanlan describes how to navigate the Dynamics Communities website in this how-to video.
August 8, 2023
Dynamics 365 CE/CRM Early Access Features of 2023 Release Wave 2 Plan
UG Expert Heidi Neuhauser reviews the 2023 Release Wave 2 early access features for Dynamics 365 CE/CRM.
August 7, 2023
How to Add a Custom Activity Type in Power Platform and Dynamics 365 CE/CRM
UG Expert Heidi Neuhauser demonstrates how to create custom activity types in Power Platform and Dynamics 365 CE/CRM.
July 21, 2023
Managing Dataverse Security with Microsoft Teams
UG Expert and Microsoft MVP Kylie Kiser explains how to leverage Microsoft Teams and Azure Active Directory to manage security in Dataverse
July 19, 2023
How to Plan for and Deploy Dynamics 365 & Power Platform Release Waves
UG Expert Kylie Kiser shares her best tips on preparing for and deploying the Dynamics 365 and Power Platform release waves.
July 12, 2023
Summit Watch: Why You Should Attend Community Summit & Planning for the Expo Hall
Still on the fence about attending Community Summit? Aaron Back outlines reasons why you should attend and tips to help navigate the Expo Hall
July 7, 2023
Solution Management Best Practices: Naming Conventions and Testing
UG Expert and Microsoft MVP Heidi Neuhauser reviews the final two tips in her Solution Management Best Practices series.
July 3, 2023
Building a Forms Processing Model with AI Builder
Microsoft MVP and UG Expert Kylie Kiser demonstrates how to build a forms processing model using the AI Builder in Power Platform.
June 28, 2023
9 Ways Tax Automation Solutions Help Organizations Maintain Compliance
Microsoft MVP Aaron Back offers nine ways that tax automation solutions help organizations maintain compliance regulations. Sponsored by Avalara.
June 27, 2023
Solution Management Best Practices: Solution Components
In the third article in her series, UG Expert Heidi Neuhauser offers another solution management best practice: don't include all components/metadata unless you need them.
June 26, 2023
Summit Watch: Full Agenda Now Available, AI Day, Summit NA Registration
In the first episode of "Summit Watch," Microsoft MVP Aaron Back shares updates around the Summit NA agenda, AI Day, and discounted registration.
June 21, 2023
Microsoft CVP Charles Lamanna on the Power of AI and Microsoft Copilot
Charles Lamanna, Corporate Vice President, Business Applications and Platform, Microsoft, dives into the power of artificial intelligence (AI) and Microsoft Copilot as part of his keynote for the Generative AI Digital Summit
June 20, 2023
Embracing Change: A Comprehensive Guide to Automating Tax Compliance for Microsoft Dynamics 365 Users
This guidebook brings these ideas together to help you understand the complexities of navigating and managing change, especially in highly regulated industries or geographies – as there is no more difficult area to navigate than taxes!
June 16, 2023
Top Tips from ChatGPT for Dynamics CE/CRM System Admins
UG Experts and Microsoft MVPs Heidi Neuhauser and Kylie Kiser review the top 10 tips for Dynamics CE/CRM system admins, as suggested by ChatGPT.
June 15, 2023
Solution Management Best Practices: Use a Prefix and Solution Files
In part two on solution management best practices, UG Expert Heidi Neuhauser explains solution files, prefixes, and managed/unmanaged solutions
June 6, 2023
