Adapting CRM Training & Design for Multiple Learning Styles
UG Expert Heidi Neuhauser gives a preview of her Summit NA 2024 session on adapting CRM training and design for various learning styles.
Tag: Dynamics 365 CE / CRM
How to Implement a Quote Approval Process for Dynamics 365 CRM Using Power Automate
How can you build in approval flow in Power Automate for D365 Sales users? Tune in to Heidi Neuhauser's latest post to get the answer.
MVP Insights: Marko Totovic on ERP Expertise, Copilot in D365, Journey to MVP
MVP Marko Totovic joins John Siefert on the "MVP Insights" podcast to describe his journey to becoming an MVP, areas of expertise, and Summit NA sessi…
Dynamics 365 Contact Center
The new Dynamics 365 Contact Center teases the new Copilot-first solution that delivers generative AI to every customer engagement channel.
Solution Management in Dynamics 365 and Power Platform
In this how-to video, UG Expert Kylie Kiser demonstrates how to create a solution and add components to it in the Power Platform and Dynamics 365.
MVP Insights: Stalin Ponnusamy Details Summit NA Session, Biz Apps Expertise, Power of Automation
Stalin Ponnusamy joins the "MVP Insights Podcast" to discuss his first-time speaking engagement at Community Summit NA 2024 and explains how he overca…
Configuring Copilot in Customer Service
UG Expert Heidi Neuhauser demonstrates how to configure Microsoft Copilot inside of Dynamics 365 Customer Service.
Lead and Succeed: Optimizing Sales with Dynamics 365 CE/CRM
Jyoti Karki explains how to optimize sales leads by using Dynamics 365 CE/CRM.
Academy Preview: Build Your Own Microsoft Power Pages Website
Join Nicholas Hayduk on October 17 to learn how to build your own Power Pages website.
Customizing Work List Items in Dynamics 365 Sales
UG Expert Heidi Neuhauser demonstrates how to configure and customize work list items in Dynamics 365 Sales.
Understanding Dynamics 365 Security Roles
Rahel Endris sheds light on the importance of security roles in Dynamics 365 and the Power Platform.
Part 2: Tips and Tricks for Optimal Engagement with Model-Driven Apps
Yuliya Kuklina shares two tips to ensure users have a positive experience with their model-driven apps.
Academy Preview: Dynamics 365 CRM System Admin 101
Join Heidi Neuhauser on October 13 for a full-day learning journey with the Dynamics 365 CRM System Admin 101 class.
How to Use Alternate Keys in Microsoft Dataverse
UG Expert Heidi Neuhauser describes the benefits of using alternate keys in Microsoft Dataverse to enhance the integrity of data.
How to Configure Dynamics 365 Sales App Settings
UG Expert Heidi Neuhauser highlights various app settings in Dynamics 365 Sales, including lesser-known functions.
Academy Preview: Learning Dynamics 365 Customer Insights – Journeys and Data
Walk through creating customer journeys, learn how to design web forms that understand the Power Pages connection, and discover how Copilot can accele…
Microsoft Copilot and Why the Wait Is Over
congruentX's Chris Cognetta joins the "Inside Dynamics Communities" podcast to discuss Microsoft Copilot and Dynamics 365 CE/CRM.
Focused View in Dynamics 365 CE/CRM
Users can see a streamlined version of data, displaying their CRM records and all associated activities on one page with Focused View enabled.
Academy Preview: Dynamics 365 CE: Strategies for Leaders
Join Geoff Ables and Tricia Desso-Cox at their Summit NA Academy Class to discover leadership strategies and insights designed to maximize the ROI of …
How CRM Admins Can Utilize Power Automate
UG Expert Heidi Neuhauser explains how to leverage Power Automate to extend CRM information to Microsoft Teams.
