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CRM Heidi

Dynamics 365, Power Automate & Power Apps tips, tricks and news to help you succeed & increase user adoption!

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Events, Power Automate

Scottish Summit: Join Me for an Hour in the Power Automate Connector World!

February 23, 2021February 23, 2021
Posted by Heidi Neuhauser
A Free Virtual Event: Scottish Summit This Saturday is Scottish Summit, a free virtual event. If you haven’t signed up yet, secure your free ticket here. There are more than 300 session that
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Dynamics 365

ClickDimensions: A Tour in the Dynamics 365 Unified Interface / Model-Driven App

February 22, 2021February 22, 2021
Posted by Heidi Neuhauser
Last month, we took a tour of Dynamics 365 for Marketing and learned about configuring their Lead Scoring model. I’m an equal-opportunity-marketing-automation user, and I personally love the
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Events

Dynamics 365 CE User Group Philadelphia Meet-Up

February 19, 2021February 19, 2021
Posted by Heidi Neuhauser
This morning, we held our 2021 Q1 Chapter meeting of the Philadelphia Dynamics 365 User Group. It was an exciting 1 hour and 45 minutes where we learned how food motivated our members are and also
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Dynamics 365

Dynamics 365 System Administrators: Global Search Configuration Tools

February 12, 2021February 12, 2021
Posted by Heidi Neuhauser
Today, I’m going to show you how to update two things with Global Search in Dynamics 365: Modifying the three columns (fields) displayed in the search results screen. Adding/removing tables
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Power Automate

Connector Review Announcement

February 5, 2021February 5, 2021
Posted by Heidi Neuhauser
I’m thrilled to not-yet-officially-but-slightly-soft-launch a project my husband, Nick Hance, and I have been working on for months: http://connectorreview.com. Why Connector Review? As a
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Dynamics 365, Power Apps

New Video: Power Apps Maker Portal vs. Classic Solution Designer (Dynamics 365)

January 26, 2021January 26, 2021
Posted by Heidi Neuhauser
After a brief delay, 10-Minute Mondays have returned! This week, we looked at typical System Administrator tasks and where you should make them: In the Power Apps Maker Portal (make.powerapps.com).
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Power Automate

Gravity Forms Power Automate Add-In for WordPress

January 19, 2021January 19, 2021
Posted by Heidi Neuhauser
Today, I recorded the video below to walk you through how simple it is to install the Gravity Forms Power Automate Add-In in WordPress. If you have a WordPress website that uses Gravity Forms AND
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Dynamics 365 for Marketing

New Video: Lead Scoring with Dynamics 365 for Marketing

January 12, 2021January 12, 2021
Posted by Heidi Neuhauser
I made a (short) 3-minute video demo on how to use Lead Scoring in Dynamics 365 for Marketing. When you combine together Lead Scoring, Marketing Forms, Segments and Customer Journeys, you start to
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Power Apps

Model Driven Apps News: New controls & some oldies but goodies are deprecated

January 5, 2021January 5, 2021
Posted by Heidi Neuhauser
There’s big news in Model Driven Apps controls: new ones have been added (sort of, but still – yay!) and some of my favorites have been deprecated (boo!). The Good While the Flip Switch
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Dynamics 365, Power Apps

Dynamics 365 System Administrators: Changing System Views in Power Apps

December 30, 2020December 30, 2020
Posted by Heidi Neuhauser
Last week, I blogged about how to add a new system view in Power Apps for Dynamics 365. Today, let’s talk about a simpler update – how you can change your existing system views. Going
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bostonmarathonBoston Marathon@bostonmarathon·
6h

Today, we encourage you to walk or run 2.23 miles in memory of Ahmaud Arbery, who was shot and killed while out for an afternoon run a year ago.

We believe everyone should be able to advance their well-being by running safely & without fear or discrimination.

#FinishTheRun

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QaixenQaixen@Qaixen·
19h

Heidi (@CRMHeidi) will be presenting "Power Automate: Sifting through 400+ connectors to figure out what you can use" at @ScottishSummit. Get your tickets here: https://qaixen.link/ss2021. #ScottishSummit2021 #PowerAutomate

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CRMHeidiHeidi Neuhauser@CRMHeidi·
24h

Get a 4-minute tour of #ClickDimensions marketing automation platform in #Dynamics365: Email, Campaign Automation, Email Statistics, SMS, Social, Web Content, Forms, Landing Pages, Surveys, Subscription, Web Statistics, Events, Lead Scoring. https://youtu.be/k66kCxNiMUI

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scottishsummitScottish Summit@scottishsummit·
20 Feb

THIS IS YOUR ONE WEEK NOTICE!!!!!

WE WILL BE IN OUR OPENING SESSION THIS TIME NEXT WEEK

HAVING A FREE TICKET WILL BE THE ONLY WAY YOU CAN SEE #ScottishSummit2021

GET YOURS NOW FROM http://AKA.MS/SS2021

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CRMHeidiHeidi Neuhauser@CRMHeidi·
19 Feb

Did you miss the Philadelphia CRM User group meeting? Here's the replay! Excellent sessions from #RSM and #Microsoft today. Great content - #CustomerInsights & #RPA in #PowerAutomate. https://youtu.be/CtMlF4NrUnk Check out how food motivated our members are! 🌮🍕

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