Posts Tagged: Dynamics 365 CE / CRM — Page 9
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 session.
July 22, 2024
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.
July 11, 2024
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.
June 26, 2024
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 overcame a complex project.
June 19, 2024
Configuring Copilot in Customer Service
UG Expert Heidi Neuhauser demonstrates how to configure Microsoft Copilot inside of Dynamics 365 Customer Service.
June 7, 2024
Lead and Succeed: Optimizing Sales with Dynamics 365 CE/CRM
Jyoti Karki explains how to optimize sales leads by using Dynamics 365 CE/CRM.
June 4, 2024
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.
May 29, 2024
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.
May 28, 2024
Understanding Dynamics 365 Security Roles
Rahel Endris sheds light on the importance of security roles in Dynamics 365 and the Power Platform.
May 24, 2024
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.
May 23, 2024
Academy Preview: Dynamics 365 CRM System Admin 101
Join Heidi Neuhauser on October 13 for a full-day learning journey with theĀ Dynamics 365 CRM System Admin 101Ā class.
May 20, 2024
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.
May 17, 2024
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
