Posts Tagged: Dynamics 365 CE / CRM — Page 12

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
Kylie Kiser Kylie Kiser 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.
Kylie Kiser Kylie Kiser 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
Aaron Back Aaron Back 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.
Heidi Neuhauser Heidi Neuhauser 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.
Kylie Kiser Kylie Kiser 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.
Aaron Back Aaron Back 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.
Heidi Neuhauser Heidi Neuhauser 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.
Aaron Back Aaron Back 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
Aaron Back Aaron Back 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!
Dynamics Communities Dynamics Communities 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.
Heidi Neuhauser Heidi Neuhauser 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
Heidi Neuhauser Heidi Neuhauser June 6, 2023
Why You Should Use Two Power Platform Environments for Solution Management
In this first part of her series on solution management best practices, UG Expert Heidi Neuhauser explains how to set up two environments in Power Platform.
Heidi Neuhauser Heidi Neuhauser May 25, 2023
AI Summit Day Announced at October Microsoft Business Apps User Group Conference
Community Summit NA 2023 and Dynamics Communities have just announced AI Summit, a one-day pre-conference event happening Oct. 16.
Dynamics Communities Dynamics Communities May 24, 2023
How to Create Custom Activity Types in Power Apps
In this video, UG Expert Heidi Neuhauser describes how to create custom activity types in Dynamics 365 and Power Apps.
Heidi Neuhauser Heidi Neuhauser May 18, 2023
Collaboration Enhancements Coming for Dynamics 365 for Marketing
UG Expert Heidi Neuhauser reviews four new collaboration enhancements coming to Dynamics 365 for Marketing in her latest article.
Heidi Neuhauser Heidi Neuhauser May 9, 2023
Tax Compliance, Integration Complexity, and Major Summit Update
In episode 15 of the "Inside Dynamics Communities" podcast, the hosts explore customer stories from a fiber optics company and a tap dispenser.
Dynamics Communities Dynamics Communities May 8, 2023
Dynamics 365 Industry Accelerators
UG Expert Heidi Neuhauser defines the six industry accelerators in Dynamics 365 CE/CRM and explains how they can be leveraged.
Heidi Neuhauser Heidi Neuhauser April 19, 2023
Directions NA Day 1 Wrap-Up: Growth to Business Central Ecosystem, Microsoft Copilot Updates
On location at Day 1 of Directions NA, Chief Content Officer and Microsoft MVP Aaron Back shares an overview of what was covered at the for partner, by partner event.
Aaron Back Aaron Back April 18, 2023
Business Process Automation Through Technology
In episode 14 of "Inside Dynamics Communities," John Siefert, Ryan Gonzales, and Pam Misialek discuss business process automation through technology. They highlight how ChemTreat and On are both using automation to transform their businesses.
Dynamics Communities Dynamics Communities April 17, 2023

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