Posts Tagged: Dynamics 365 CE / CRM — Page 6
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.
June 23, 2025
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.
June 5, 2025
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, and how to use scores to boost sales efficiency and target high-converting leads.
May 27, 2025
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…
May 20, 2025
Dynamics 365 Sales License Comparison: Professional vs. Enterprise vs. Premium
UG Expert Heidi Neuhauser breaks down which features come with which license tier for the Sales app for D365 CE/CRM users.
May 1, 2025
A Beginnerās Guide to Power Automate for Dynamics 365 Users
UG Expert Heidi Neuhauser breaks down the basics of Power Automate for users to better understand how to optimize this tool within Dynamics 365.
April 24, 2025
What to Expect When Taking a Certification Exam Online
UG Expert Kelly Gustafson shares advice based on her personal experience taking a certification exam online.
April 17, 2025
How to Manage View Access with Security Roles
UG Expert Heidi Neuhauser describes the steps for admin users to configure access to system and public views using security roles.
April 11, 2025
MVP Insights: Marie Wiese on Benefits of Copilot for CRMs, Understanding Your Buyer
Mircosoft MVP Marie Wiese emphasizes how Copilot can help users optimize their CRM use as well as the importance of knowing your buyer.
April 7, 2025
Testing the New Project Tracker Feature in Power Apps
UG Expert and Microsoft MVP Heidi Neuhauser gives a live demo testing a new feature in Power Apps for project tracking.
March 28, 2025
Release Wave 1 2025: Customer Insights Journeys, Unifying Sales and Marketing
UG Expert Heidi Neuhauser highlights the customer insights journey elements of Release Wave 1 as well as unifying sales and marketing.
March 24, 2025
Maximizing CRM Training Effectiveness with Multi-Modal Learning Strategies
UG Expert Heidi Neuhauser explores how the VARK model ā Visual, Auditory, Reading/Writing, Kinesthetic ā can enhance CRM training programs by accommodating different learning styles.
March 11, 2025
Enhancing Data Security with Microsoft’s Data Masking Rules in Dataverse Model-Driven Apps
UG Expert Kylie Kiser gives an overview of the new data masking feature in Dynamics 365 and what it could mean for organizations.
March 6, 2025
Biz Apps Partner Digital Summit Report: Exclusive Insights, Plans, and Ideas to Put to Work For Your Business
This report provides an analysis of each of the five modules that made up the Biz Apps Partner Digital Summit, co-created by Dynamics Communities and Microsoft.
March 6, 2025
MVP Insights: Heidi Neuhauser on Copilot Innovations, Ensuring Data Quality, User Benefits
In this MVP Insights episode, Microsoft MVP and UG Expert Heidi Neuhauser shares her thoughts on the latest innovations, user experiences, and tips for new users.
February 26, 2025
3 Out-of-the-Box Tools in Dynamics 365 CE to Help with Data Accuracy and Integrity
UG Expert Heidi Neuhauser highlights 3 out-of-the box-tools to help with data accuracy in D365 CE/CRM, including Business Rules, Formula Columns, and Field Mapping on Table Relationships.
February 25, 2025
Dynamics 365 Customer Service 2025 Release Wave 1: Enhancing Generative AI, Administrative, & User Experience Features
UG Expert Heidi Neuhauser highlights two focus areas of the Customer Service section for Release Wave 1, including Generative AI and administrative features.
February 20, 2025
Dynamics 365 Sales: Unpacking the Sales Qualification Agent
UG Expert and Microsoft MVP Heidi Neuhauser provides an overview of the new Sales Qualification Agent in Dynamics 365 Sales, introduced in the 2025 Release Wave 1, which automates the lead qualification process by leveraging CRM data and external sources.
February 11, 2025
Feature Showdown: Power Platform Environment Settings App
UG Expert Heidi Neuhauser presents a comparison of the Power Platform Environment Settings App vs. the sales and service hubs.
January 30, 2025
Building AI Agents and Copilots: How to Select and Use the Right Tool for Your Business
Gain in-depth insights into the options and decision points that customers face when building AI agents and Copilots, with deep analysis of Microsoft Copilot Studio and Azure AI Foundry.
January 28, 2025
