Posts Tagged: Dynamics 365 CE / CRM — Page 6
Setting Up a New User with Security Licensing in Power Platform
In this how-to video, UG Expert Kylie Kiser demonstrates how to set up a new user with security permissions in Power Platform.
December 6, 2024
6 Tools in XrmToolBox All System Administrators Should Know
UG Expert Heidi Neuhauser highlights six tools within the XrmToolBox that all system administrators should be aware of.
December 3, 2024
How to Set Up a New Publisher In Dynamics 365, Power Apps
Heidi Neuhauser explains how to set up a new publisher in Dynamics 365 CE/CRM and Power Apps, which is basic solution management.
November 27, 2024
A Recap of the Demo Zone at Community Summit NA
Explore this analysis of the inaugural Demo Zone at Summit NA, in which 12 companies shared their products in greater detail.
November 26, 2024
Velosio’s Matt Englund on Benefits of Business Central and D365 CE/CRM Integrations
In this Executive Interview, which took place at Community Summit NA 2024, Cam Sessinger is joined by Matt Englund, Account Executive,…
November 22, 2024
Feature Review: FetchXML Builder in the XrmToolBox
In the final part of her series on the XrmToolBox, UG Expert Kylie Kiser reviews the FetchXLM Builder.
November 21, 2024
XrmToolBox Feature Highlight: Record Counter, Attribute Usage Inspector
UG Expert Kylie Kiser reviews tool tools of the XrmToolBox - the record counter overview and the attribute usage inspector in part 3 of her series.
November 19, 2024
Introducing the XRMToolBox Metadata Document Generator
UG Expert Kylie Kiser gives an overview of one of her favorite tools in the XRMToolBox, the metadata document generator.
November 13, 2024
How to Use Business Rules in Dynamics 365 CE/CRM
UG Expert and Microsoft MVP Heidi Neuhauser introduces business rules in Dynamics 365 CE/CRM and presents several use cases.
November 12, 2024
How to Automate a Business Process Flow within Dynamics 365 CE/CRM
UG Expert Heidi Neuhauser reviews the steps for calling a Power Automate flow inside of Dynamics 365 CE/CRM within a business process flow.
October 31, 2024
Unpacking the New Copilot for Sales Success Kit
UG Expert Heidi Neuhauser gives an overview of the new Copilot for Sales Success kit and its contents.
October 21, 2024
Summit Spotlight: Breakthrough Technologies Showcased in the Demo Zone
The Demo Zone at Summit featured a variety of innovative solutions focused on automation and modernization across diverse business processes.
October 17, 2024
Day 3 Highlights from Community Summit NA 2024: Expert Insights on Dynamics, Power Platform, and Copilot Innovations
On Day 3 of the Community Summit NA 2024, education sessions continued, offering key insights across Dynamics user groups, including Business Central, Dynamics 365, Power Platform, and Microsoft Copilot, with takeaways on rigorous testing, strategic project management, reporting tools, and security practices.
October 16, 2024
Dynamics CE/CRM and Power Platform General Sessions Recognizes All-Stars, Look into 2024 Release Wave 2
Product roadmaps and key updates to CE/CRM and Power Platform were unveiled during today's General Session at Community Summit NA.
October 16, 2024
Education Sessions Continue for Microsoft Users at Community Summit Day 2
The second day of Community Summit was packed with education sessions for attendees across Microsoft user groups.
October 15, 2024
How to Send an Email to a Lead from CRM Using Instant Cloud Flow
Heidi Neuhauser explains how to create an instant cloud flow using Power Automate and Dataverse to automate sending an email to a lead from a CRM in her latest video.
October 11, 2024
MVP Insights: Geoff Ables on Change Management, AI Integrations, Summit NA Speaking Engagements
MVP Geoff Ables joins the "MVP Insights Podcast" to explore his journey to becoming an MVP. He also shares details on his Academy classes and sessions at the upcoming Community Summit NA 2024.
October 7, 2024
Disabling Recent Items from Option Sets in Dynamics 365 Customer Engagement
UG Expert Heidi Neuhauser shares a how-to post on removing recent items from option sets to reduce user confusion and enhance data quality.
September 13, 2024
Copilot for Sales Capabilities in Microsoft Word
In this post, Heidi Neuhauser gives a walkthrough of the new preview feature, Copilot for Sales for Word.
September 12, 2024
FY25 Biz Apps Partner Report
The "FY25 Biz Apps Partner Report" gives insights for the Dynamics, Copilot. and Power Platform channel into Microsoft's fiscal priorities for 2025.
September 10, 2024
