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.
Tag: Dynamics 365 CE / CRM
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.
Academy Preview: Executive Insights: Greatest Hits from 365 Leadership Summit
Geoff Ables, Tricia Desso-Cox, Traci Winter, and C5 Insight's AI Ally Jameson will present a "greatest hits" version of a 365 Leadership Summit sessio…
Academy Preview: Dynamics 365 Field Service 101 Bootcamp: Setup, Configuration, and Best Practices for Success
Join Scott LeFante for a 2-day workshop on field service management, covering everything from the setup process to advanced scheduling techniques and …
How to Embed Power BI Visuals on Model-Driven App Forms
This article shows how to embed Power BI visuals directly on model‑driven app forms. With step‑by‑step guidance and screenshots, it walks throug…
Add Power BI Visuals to Dynamics 365 CE Dashboard
Learn how to embed individual Power BI visuals (tiles) into personal Dynamics 365 dashboards, step by step.
How to Embed Power BI Dashboard in Dynamics 365 Customer Engagement
Heidi Neuhauser explains how to embed an existing Power BI dashboard into Dynamics 365 Customer Engagement so users can view and interact with visuals…
How to Connect Power BI with Dynamics 365 Customer Engagement: A Quick Start Guide
Connecting Power BI with D365 Customer Engagement is a powerful way to get more KPIs and datapoints compared to the system's out-of-the-box dashboards…
Advanced Settings in Dynamics 365 CE/CRM: Marketing
UG Expert Heidi Neuhauser shares her expertise on advanced settings in Dynamics 365 for CE/CRM users, specifically for marketing.
Modern Themes in Model-Driven Apps: Full Custom Theme
Kylie Kiser walks through using a full custom theme in model-driven apps so users can be on-brand.
Modern Themes in Model-Driven Apps: App Header Colors
Understand how to customize app header colors and manually adjust other app colors without having to use the base color palette.
Modern Themes in Model-Driven Apps: Base Color Palette
Quickly personalize your model-driven apps with this walkthrough of setting the base color palette for Power Apps.
An Overview of Modern Themes in Model-Driven Power Apps
Kylie Kiser discusses the transition to modern themes in model-driven Power Apps, as old themes are no longer supported.
Advanced Settings in Dynamics 365 CE/CRM: Customer Service
UG Expert Heidi Neuhauser highlights settings for customer service within the Copilot Service Admin Center and the Resource Scheduling model-driven ap…
MVP Insights: Malcolm McAuley Discusses AI Integration in CRM, Customer Impacts, Summit NA Sessions
Microsoft MVP Malcolm McAuley discusses the integration of AI and agents into Dynamics CE (CRM) and the impacts on customers. He also shares details o…
Advanced Settings in Dynamics 365 CE/CRM: Sales Hub
UG Expert Heidi Neuhauser walks through advanced settings for CE/CRM users, specifically for the Sales Hub settings area.
Advanced Settings in Dynamics 365 CE/CRM: Environment Settings
UG Expert Heidi Neuhauser demonstrates how uses can manage environment settings for their Dynamics 365 CE/CRM apps.
From Chaos to Clarity: Transforming Lead Management with Sales Accelerator
UG Expert Heidi Neuhauser breaks down how to optimize the use of Sales Accelerator, a feature in Dynamics 365 Sales.
Smarter Selling with Predictive Lead Scoring in Dynamics 365 Sales
UG Expert Heidi Neuhauser reviews how to use AI in Dynamics 365 Sales to prioritize leads with predictive scoring. Learn how it works, setup steps, an…
Feature Comparison: Power Apps Table Designer Vs. Table Hub
In this video, UG Expert Heidi Neuhauser reviews the new interface for the Table Designer in Power Apps, highlighting some of the missing functionality. Key…
