Skip to content

Microsoft MVP Business Applications | Dynamics 365, Power Automate & Power Apps tips, tricks and news to help you succeed & increase user adoption!

  • About Me
  • Connector Review
  • Upcoming Events
  • Contact Me!
  • Login
  • Fundamentals Online Course
Dynamics 365, Power Apps

Restricting Views by Role: A New Tool for Admins

April 29, 2025April 15, 2025
Posted by Heidi Neuhauser
Ever wish you could hide certain Power Apps views from some users without spinning up a whole new app? Your wish is (almost) granted. With this new feature—currently in public preview—you can
Read More
Dynamics 365, Power Automate

Power Automate Demystified: A Simple Guide for Business Users in Dynamics 365

April 15, 2025April 15, 2025
Posted by Heidi Neuhauser
Power Automate might sound technical, but it’s really just a smarter way to get things done. If you’ve ever thought, “Why am I still doing this manually?” this guide is for you. Power
Read More
Copilot, Dynamics 365

Going Mobile: Unlocking New Horizons with Copilot for Sales Mobile Support

March 25, 2025March 25, 2025
Posted by Heidi Neuhauser
Get ready to take your sales operations mobile! The highly anticipated mobile support for Copilot for Sales is finally here, currently in its preview phase. This exciting update brings the robust
Read More
Dynamics 365

2025 Release Wave 1: Features Coming in Dynamics 365 Customer Service

February 14, 2025February 14, 2025
Posted by Heidi Neuhauser
This blog will review all of the features included in the 2025 Release Wave 1 notes for Dynamics 365 Customer Service. It is organized in two main sections: Generative AI integrations Copilot and AI
Read More
Power Automate

Beyond the Buzz: Why Power Automate Still Outshines Copilot

December 16, 2024December 16, 2024
Posted by Heidi Neuhauser
In a year dominated by AI buzzwords, autonomous agents and Copilot announcements, it’s easy to get swept up in the excitement. Every headline seems to promise that it will revolutionize business
Read More
Dataverse, Power Apps

Using AI suggestions for formula columns

September 11, 2024September 11, 2024
Posted by Heidi Neuhauser
AI suggestions for formula columns is a powerful preview feature available to your Power App environment. Since it is in Preview, so it’s a great time to play around with it and get to know how it
Read More
Dynamics 365, User Adoption

Adapting CRM Training Design for Multiple Learning Styles

August 13, 2024August 13, 2024
Posted by Heidi Neuhauser
In today’s rapidly evolving business landscape, effectively training users on Customer Relationship Management (CRM) systems like Dynamics 365 is crucial for ensuring successful adoption and
Read More
Dynamics 365, Power Automate

Build a Power Automate Flow to Automate a Quote Approval Process in Dynamics 365 Sales

July 12, 2024July 12, 2024
Posted by Heidi Neuhauser
This article will provide you with a walk-through on creating a flow to automate a quote approval process in Dynamics 365 Sales. It is based on the following business scenario: Today, your sales reps
Read More
Power Apps

Power Apps: Add Welcome Content

June 7, 2024June 7, 2024
Posted by Heidi Neuhauser
Good news Power Apps users – you can now add welcome content to greet your users when they navigate to make.powerapps.com! It’s simple to configure and presents a great opportunity for
Read More
Dynamics 365

Using and Configuring Focused View in Dynamics 365

May 28, 2024May 28, 2024
Posted by Heidi Neuhauser
Dynamics 365 has an excellent solution to help your users see their data in one frame – by using Focused View. This article will describe what Focused View is and how you can configure and
Read More

Posts pagination

1 2 3 … 14

Welcome to My World!

Categories

  • Change Management
  • Copilot
  • Dataverse
  • Dynamics 365
  • Dynamics 365 for Marketing
  • Events
  • Power Apps
  • Power Automate
  • Power BI
  • Power Pages
  • Uncategorized
  • User Adoption
  • Viva Sales

Tags

ai ai builder business rules canvas apps change management classic solution designer connector connectors copilot copilot for sales dataverse dynamics 365 dynamics 365 app for outlook dynamics 365 for marketing dynamicscon email field level mapping field mapping flow flow button for mobile global search gravity forms input mask maker portal model-driven app model-driven apps model driven apps outlook power apps powerapps power automate power bi power platform power virtual agents sharing star rating system administrator teams toggle control training trial environment ui controls user adoption video wordpress

Follow me on Twitter! @CRMHeidi

Twitter feed is not available at the moment.

Dynamics 365 Marketing Snippet

Copyright © 2025
Theme by Quoatable