Posts Tagged: Dynamics 365 CE / CRM — Page 8
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
Summit Preview: Dynamics 365 App for Outlook vs Copilot for Sales
UG Expert and Microsoft MVP Heidi Neuhauser shares a preview of her upcoming session at Community Summit 2024 comparing the D365 app for Outlook and Copilot for Sales.
August 29, 2024
MVP Insights: Malcolm McAuley on Dynamics 365, Community Engagement, Tips for Summit Attendees
Malcolm McAuley joins the "MVP Insights Podcast" to discuss his MVP journey, areas of expertise, and share details of his Summit NA sessions.
August 28, 2024
MVP Insights: Joe Griffin on Adoption of AI, MVP Journey, Education at Summit NA
Microsoft MVP Joe Griffin tells John Siefert about his areas of expertise, journey to becoming an MVP, and shares details on his Summit NA 2024 sessions.
August 12, 2024
Dynamics 365 Sales 2024 Release Wave 2 Updates
UG Expert Heidi Neuhauser shares two update to D365 Sales that came out in the 2024 Release Wave 2 notes
August 8, 2024
MVP Insights: Heidi Neuhauser on Summit NA Sessions, Tips for Community, User Adoption
Heidi Neuhauser joins the "MVP Insights Podcast" to discuss her involvement with the ecosystem and shares tips for Summit NA attendees.
August 7, 2024
MVP Insights: Shawn Dorward on Community, Mentorship, Summit NA Speaking Engagements
Shawn Dorward joins the "MVP Insights Podcast" to discuss the journey to becoming a Microsoft MVP and preview his sessions at Summit NA 2024.
August 5, 2024
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.
August 1, 2024
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.
July 23, 2024
