Using the Dataverse (Legacy) Connector for Dynamics 365 CRM
Learn how to use the Dataverse connector for Dynamics 365 CE/CRM in this how-to video from UG Expert Heidi Neuhauser.
Tag: Dynamics 365 CE / CRM
5 Great Updates Coming to Dynamics 365 Customer Insights – Journeys
UG Expert and Microsoft MVP, Heidi Neuahuser, shares five new updates coming to Dynamics 365 Customer Insights - Journeys in this post.
Making Sense of Copilot in Sales, Copilot for Sales & Copilot for Sales (Premium)
What are the differences between Copilot in Sales, Copilot for Sales, and Copilot for Sales (Premium)? In this post, UG Expert Heidi Neuhauser attempt…
Summit NA Roadshow — Seattle
Join us for a one-day, "skinny" version of Community Summit North America in Seattle, WA.
Summit NA Roadshow — Chicago
Summit NA is awesome, but it only happens once a year in October, so we are taking this “for user, by user” experience on the…
Copilot Podcast: Microsoft’s Michelle Albright Explores How Microsoft Copilot Improves Field Service Experience for Users
"Copilot Podcast" host Aaron Back welcomes Microsoft's Michelle Albright to explore the role of Microsoft Copilot in Dynamics 365 Field Service.
Top 4 Knowledge Base Articles for Microsoft Dynamics 365 Users in 2023
Anya Ciecierski shares the top four knowledge base articles for Microsoft Dynamics 365 users, based on 2023 trends.
Legendary Podcast: Julie Yack on Value of Welcoming Community, Summit NA Impressions, and D365 Education
In episode 5 of the "Legendary Podcast," Cam Sessinger interviews Community Summit NA Legend and Microsoft MVP Julie Yack.
Copilot for Sales Updates Coming in 2024 Release Wave 1
UG Expert Heidi Neuhauser provides an overview of the Copilot for Sales updates coming in the 2024 Release Wave 1.
Dynamics Communities, Community Summit North America Announce Summit NA Roadshow Series
Dynamics Communities and Community Summit North America announce the details of its "Summit NA Roadshow" series.
Summit NA Roadshow – Minneapolis
Join us for a one-day, "skinny" version of Community Summit North America in Minneapolis, MN.
Summit NA Roadshow – Dallas
Join us in Dallas, TX for a one-day, "skinny" version of Community Summit North America.
Creating an Account Team with Microsoft Copilot, Dynamics 365 Sales
UG Expert and Microsoft MVP Heidi Neuhauser demonstrates how Microsoft Copilot can integrate with Microsoft Teams.
Getting Started with Dynamics CE/CRM: Working with System and Public Views
UG Expert and Microsoft MVP Heidi Neuhauser gives an overview of both system and public views in Dynamics 365 CE/CRM.
Summit NA Roadshow – Tampa
Summit North America is going on the road! Join us for a one-day "for user, by user" event focused on Innovation, Education, and Training across the M…
How to Setup, Apply Marketing Copilot to Tailor Email Insights
UG Expert Heidi Neuhauser describes how to setup and apply Marketing Copilot to tailor email insights in Dynamics 365 Customer Insights.
Feature Review: Walkthrough of Customer Service Copilot
UG Expert and Microsoft MVP Kylie Kiser offers a comprehensive overview of Customer Service Copilot in this video.
Lead Support for Dynamics 365 Sales with Microsoft Copilot
UG Expert and Microsoft MVP Heidi Neuhauser explains how Microsoft Copilot can be used in Dynamics 365 Sales for lead support.
Feature Review: Using Microsoft Copilot in Dynamics 365 Sales
In this video, UG Expert and Microsoft MVP Kylie Kiser reviews the features of Microsoft Copilot in Dynamics 365 Sales.
How to Perform Global Search in Model-Driven Apps in Dynamics CE/CRM
UG Expert and Microsoft MVP Heidi Neuhauser explains two methods to perform global search in model-driven apps in Dynamics 365 CE/CRM.
