Posts Tagged: Dynamics 365 CE / CRM — Page 8
How to Configure Dynamics 365 Sales App Settings
UG Expert Heidi Neuhauser highlights various app settings in Dynamics 365 Sales, including lesser-known functions.
May 15, 2024
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 accelerate your creativity during this Academy course.
May 8, 2024
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.
May 7, 2024
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.
May 1, 2024
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 your investment into D365 CE/CRM.
April 24, 2024
How CRM Admins Can Utilize Power Automate
UG Expert Heidi Neuhauser explains how to leverage Power Automate to extend CRM information to Microsoft Teams.
April 12, 2024
Artifical Intelligence (AI) Applications in the World of Dynamics CE/CRM
TechFluent Scholarship Winner Erika Romero explains the pivotal role artificial intelligence plays in her work as a CE consultant.
April 10, 2024
The Top Opportunities of Copilot with Microsoft Dynamics 365
In his latest guidebook, AI Expert Aaron Back explores the opportunities that Microsoft Copilot unlocks in Dynamics 365 applications.
April 5, 2024
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.
April 1, 2024
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.
March 18, 2024
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 attempts to sort through these product lines.
March 1, 2024
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.
February 22, 2024
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.
February 21, 2024
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.
February 16, 2024
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.
February 12, 2024
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.
February 5, 2024
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.
January 23, 2024
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.
January 19, 2024
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.
January 12, 2024
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.
January 9, 2024
