Posts Tagged: Dynamics 365 CE / CRM — Page 11
Choosing Between Rollup Columns, Calculated Columns, and Formula Fields
UG Expert and Microsoft MVP Kylie Kiser sheds light on the distinction between Rollup Columns, Calculated Columns, and Formula Fields in Dynamics 365 CE/CRM.
December 1, 2023
Community Summit North America 2023 Highlights
Tune in to key takeaways and highlights from Community Summit North America 2023, provided by User Group Experts.
November 28, 2023
Microsoft Dynamics 365 & Avalara: Creating a Compliant Global Commerce Architecture for International Sales
Download this guidebook to learn how Microsoft Dynamics 365 and Avalara create a compliant global architecture for international sales.
November 17, 2023
Community Summit 2023 CE/CRM and Power Platform General Session Highlights
UG Expert and Microsoft MVP Kylie Kiser recaps the CE/CRM and Power Platform General Session that took place during Community Summit North America 2023.
November 16, 2023
Extending Dynamics 365 Sales with Power Automate
Microsoft MVP and User Group Expert Heidi Neuhauser reviews six Power Automate connectors that can help extend the capabilities of D365 Sales.
November 13, 2023
How to Spin up a Dynamics 365 Trial Environment
In this post, UG Expert and Microsoft MVP Heidi Neuhauser reviews the steps in setting up a Dynamics 365 trial environment.
November 9, 2023
Understanding Calculated Fields in Dataverse
Microsoft MVP and UG Expert Heidi Neuhauser explains Calculated Fields in Dataverse and explains how to create one.
November 1, 2023
How to Become a Microsoft MVP
UG Expert and Microsoft MVP Heidi Neuhauser defines what a Microsoft MVP is, how to become one, and shares a few pieces of advice.
October 23, 2023
10 Tips for Enhancing User Adoption
UG Expert and Microsoft MVP Heidi Neuhauser offers 10 tips to ensure successful user adoption of Dynamics 365 products and the Power Platform.
October 18, 2023
AI Summit Preconference Kicks Off Community Summit 2023
Community Summit North America 2023 kicked off with the AI Summit Preconference, which aims to provide attendees with an understanding of how generative AI and Microsoft Copilots can reduce complexities.
October 17, 2023
Enhancing Sales Processes and Automation
Revegy executives discuss how the organization's technology helps enhance sakes processes in the latest episode of "Inside Dynamics Communities."
October 10, 2023
Enhancing Dataverse Security with Teams
UG Expert and Microsoft MVP Kylie Kiser reviews the benefits of using Teams to simplify security models in Dataverse.
October 5, 2023
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
