Posts Tagged: sales
Profile Questionnaires: The Secret Behind Successful Marketing
Understand how to use a Profile Questionnaire to gather information about people and companies for win-win marketing scenarios.
May 8, 2026
Dynamics 365 Finance & Operations OData Entities for Integration Architects
This comprehensive guide walks integration architects through using SalesOrderHeaderV2, SalesOrderLine, and other integration best practices.
May 5, 2026
Testing the Limits of the Sales Order Agent in Business Central
Can the Sales Order Agent in Dynamics 365 Business Central handle complex, real-world scenarios? UG Expert Jason Chance puts the AI-powered feature through its paces with multilingual orders, PDF attachments, and intricate order modifications to see where it excels—and where it breaks.
January 23, 2026
Where AI Turns Revenue from Reactive to Predictable in Dynamics 365 Sales
Scott LeFante explains how AI in Dynamics 365 Sales enhances decision-making across acquisition, deal execution, and customer growth.
January 16, 2026
Introduction to the Sales Order Agent in Business Central
Discover how to configure the Sales Order Agent, optimize your workflow, and streamline your order-to-fulfillment process.
January 15, 2026
How to Create, Configure the Opportunity Research Agent in Dynamics 365 Sales
UG Expert and Microsoft MVP Heidi Neuhauser explains how to create and set up the Opportunity Research Agent in Dynamics 365 Sales.
December 16, 2025
The Role of Sales Literature in Dynamics 365 Sales
UG Expert and Microsoft MVP, Heidi Neuhauser, reviews the role of sales literature in Dynamics 365 Sales, covering what can be done with it.
December 4, 2025
Copilot for Sales 101: What To Know About AI-Powered Selling
Scott LeFante explains what Microsoft Copilot for Sales does, how it differs from Copilot in Sales, and where it truly saves time without risking trust or data.
November 13, 2025
Copilot for Sales: The Key Features You Need to Know
This post introduces Microsoft Copilot for Sales and highlights its key features, showing how it extends Dynamics 365 Sales into Outlook and Teams.
October 3, 2025
Advanced Settings in Dynamics 365 CE/CRM: Sales Hub
UG Expert Heidi Neuhauser walks through advanced settings for CE/CRM users, specifically for the Sales Hub settings area.
June 26, 2025
Smarter Selling with Predictive Lead Scoring in Dynamics 365 Sales
UG Expert Heidi Neuhauser reviews how to use AI in Dynamics 365 Sales to prioritize leads with predictive scoring. Learn how it works, setup steps, and how to use scores to boost sales efficiency and target high-converting leads.
May 27, 2025
Dynamics 365 Sales License Comparison: Professional vs. Enterprise vs. Premium
UG Expert Heidi Neuhauser breaks down which features come with which license tier for the Sales app for D365 CE/CRM users.
May 1, 2025
Copilot for Sales Mobile Support Available in Preview
Copilot for Sales Mobile Support is in preview with general availability listed in March. Heidi Neuhauser does a deep dive of the features, including limitations to the mobile app experience.
April 2, 2025
Dynamics 365 Sales: Unpacking the Sales Qualification Agent
UG Expert and Microsoft MVP Heidi Neuhauser provides an overview of the new Sales Qualification Agent in Dynamics 365 Sales, introduced in the 2025 Release Wave 1, which automates the lead qualification process by leveraging CRM data and external sources.
February 11, 2025
How to Customize the Opportunity Closed Form in Dynamics 365
Take 5 minutes and learn from Heidi Neuhauser how to customize the opportunity closed form in Dynamics 365 Sales Hub.
January 21, 2025
Copilot 101: An Overview of Copilot for Sales
In this episode of the “Copilot 101 Podcast,” Shawn Dorward, Vice President, sa.global, UG Expert, gives an overview of the capabilities…
December 5, 2024
Boosting Productivity with Dynamics 365 F&O Workspaces for Sales Operations
UG Expert Crystal Ahrens reviews the features - and the benefits - of workspaces for sales operations in Dynamics 365 Finance & Operations.
October 2, 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
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: Marie Wiese on Sales and Marketing Alignment, How the Buyer Journey Has Shifted
Microsoft MVP Marie Wiese joins the "MVP Insights Podcast" to discuss the importance of sales and marketing alignment and how the buyer journey has shifted.
June 26, 2024
