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

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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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Dynamics 365, Power Apps

Dynamics 365 System Administrators: Creating New System Views in Power Apps

December 22, 2020December 22, 2020
Posted by Heidi Neuhauser
In today’s blog, we walk you through how to add a new system view to Dynamics 365 using Power Apps. Going forward, we assume you will be packaging all changes in solution files in a Sandbox
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Dynamics 365

ClickDimensions eBook

December 9, 2020December 9, 2020
Posted by Heidi Neuhauser
Yesterday, ClickDimensions launched their free eBook: Optimizing Dynamics 365: CRM Experts Share Their Advice. I’m thrilled to have participated in this eBook. The eBook has the following
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Power Automate

SMS Connectors for Power Automate

sms connector
December 2, 2020December 2, 2020
Posted by Heidi Neuhauser
There are 23 Microsoft-certified connectors in Power Automate that provide SMS solutions. We’ve grouped them 3 ways: Connectors who have SMS as a primary offering. Those who have SMS as a
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Dynamics 365

Dynamics 365: How to Add / Remove Entities (Tables) to Global Search

November 30, 2020December 2, 2020
Posted by Heidi Neuhauser
When you’ve added custom entities to your Dynamics 365 environment, you may want some to appear for your users when they use Global Search. Alternatively, perhaps you want to remove some
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Welcome to My World!

Categories

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  • User Adoption

My YouTube Channel

Heidi Neuhauser

Welcome to my YouTube channel, where we talk all things Dynamics 365, Power Apps, Power Platform and user adoption. My goal is to provide valuable tips, tricks and late-breaking news about Dynamics 365 and the Power Platform that can equip you to better manage your system and enhance user adoption at your organization!

https://www.youtube.com/watch?v=tyP-0Exsqtc

Heidi Neuhauser
Microsoft has created six industry accelerators designed to get your company up and running with a great Dynamics 365 Customer Engagement solution faster and cheaper.

The cost? FREE!* 
*With an existing Dynamics 365 license!

The six accelerators available today are: Automotive, education, government, media & entertainment, nonprofit and telecommunications.
Dynamics 365 Industry Accelerators Overview
YouTube Video UCPeEG6XU1K1kD1Ccnm1B_qg_vn17ew2w9qQ
We walk you through modern advanced find for model-driven apps in Power Apps!

0:00 Intro and how to configure
1:19 Live demo
9:52 Closing thoughts

Some excellent resources to learn more:
https://docs.microsoft.com/en-us/power-apps/user/advanced-find

https://docs.microsoft.com/en-us/power-platform-release-plan/2022wave1/power-apps/explore-data-through-modern-advanced-find

https://powerapps.microsoft.com/en-us/blog/modern-advanced-find-with-enhanced-view-management-in-model-driven-apps/

https://d365goddess.com/modern-advanced-find-in-d365/
Power Tips: Modern Advanced Find in Power Apps
YouTube Video UCPeEG6XU1K1kD1Ccnm1B_qg_TeQFZ3p_qTs
Live, uncut, unedited attempt to upload an image and create a Power App using Express Design!

0:00 Express Design Features
1:30 Heidi's Story / Background
3:18 Demo: Upload Image to App
7:52 Set up Data (Dataverse)
15:48 Our Canvas App!
17:40 Final Thoughts
Power Tips: Express design with Power Apps
YouTube Video UCPeEG6XU1K1kD1Ccnm1B_qg_ox-SupRRCFs
Here's how to get the fun new functionality to work!

And here's the full walkthrough video with @Kylie Kiser : https://www.youtube.com/watch?v=ox-SupRRCFs
UPDATE! Canvas Apps in Power Apps: the NEW AI powered express design
YouTube Video UCPeEG6XU1K1kD1Ccnm1B_qg_HiNForv-FN8
UPDATE!! Here is what the issue was: https://www.youtube.com/watch?v=HiNForv-FN8 

UPDATE #2: I walked through the whole process live with @Kylie Kiser - check that out here: https://www.youtube.com/watch?v=ox-SupRRCFs

I was so excited to read this release, announced at Microsoft Build on May 24, 2022: https://powerapps.microsoft.com/en-us/blog/new-express-design-in-power-apps-converts-images-and-designs-to-apps-in-seconds/

0:00 I cannot get this to work: Errors
0:32 Original video record, excitement!
1:18 Attempt 2
2:49 Closing thoughts


I wanted to dive in and show you how easy it is! And I can't. I cannot make this work and get an "unknown error has occurred" message that refuses to move. Send help. Tell me what I've done wrong!!
Canvas Apps in Power Apps: the NEW AI powered express design THAT I CANNOT GET WORKING!
YouTube Video UCPeEG6XU1K1kD1Ccnm1B_qg_cuAMXl-inXg
Join Kylie Kiser, Malcolm McAuley & Heidi Neuhauser as we dive into 3 interesting new(er) finds in the Power Apps release notes: Power Fx, Collaboration & Editable Grids.

0:00 Intro
0:22 Power Fx
4:12 More collaboration
7:30 Editable Grids

MORE INFORMATION!
The full Power Apps release notes: https://docs.microsoft.com/en-us/power-platform-release-plan/2022wave1/power-apps/planned-features

Using Power Fx in Calculated fields: https://docs.microsoft.com/en-us/power-platform-release-plan/2022wave1/power-apps/power-fx-formulas-provide-richer-easier-use-column-calculations-dataverse

Editable Grid improvements: https://docs.microsoft.com/en-us/power-platform-release-plan/2022wave1/power-apps/power-apps-grid-control-support-editable-scenarios-model-driven-apps

Power Apps Grid (read-only): https://docs.microsoft.com/en-us/power-platform-release-plan/2021wave2/power-apps/new-power-apps-grid-read-only
Power Tips: Power Apps
YouTube Video UCPeEG6XU1K1kD1Ccnm1B_qg_mfOGnGH6A4Q
Read the complete how-to guide on my blog: https://www.crmheidi.com/index.php/2022/05/19/applying-the-power-apps-grid-read-only/

0:00 Demo of the Control
1:16 Step 1: Add table to solution file and open in classic
1:38 Step 2: Navigate to entity controls
2:04 Step 3: Add Control
2:10 Step 4: Pic Power Apps Read-only Grid 
2:30 Step 5: Set scope
2:48 Step 6: Save & Publish
2:52 Additional configuration available
How to apply the Power Apps Read-only Grid to a Table in Power Apps
YouTube Video UCPeEG6XU1K1kD1Ccnm1B_qg_cFPjCmlK2tE
Featuring presentations from:
- James Hammond, Click Dimensions: 5 Departments that can benefit from Marketing Automation
- Nick Hance, Reenhanced: Mini Power Automate Demo with Custom Connector
- Merlin Schwaiger & Liz McGlennen: Canvas apps vs model-driven apps, how do I decide?


0:00 Marketing Automation
26:58 Power Automate Demo
36:18 Canvas Apps vs Model-Driven Apps
Virtual Philadelphia Dynamics 365 & Power Platform User Group Meeting: May 13, 2022
YouTube Video UCPeEG6XU1K1kD1Ccnm1B_qg_TMGge18YM04
Join Kylie Kiser, Malcolm McAuley & Heidi Neuhauser as we dive into 3 interesting new(er) finds in the Dynamics 365 for Customer Service app: SLAs, Knowledge Management and Teams Integration.

0:00 Intro
0:20 SLAs
3:42 Knowledge Management
6:30 Teams Integration
9:18 Closing Thoughts

MORE INFORMATION!
Link to the Dynamics 365 for Customer Service release notes: 
https://docs.microsoft.com/en-us/dynamics365-release-plan/2022wave1/marketing/dynamics365-marketing/

More about SLAs: 
- https://docs.microsoft.com/en-us/dynamics365-release-plan/2022wave1/service/dynamics365-customer-service/service-level-agreements 
- How to enable custom time calculation of SLA KPIs: https://docs.microsoft.com/en-us/dynamics365/customer-service/enable-sla-custom-time-calculation
- How to export/import calendar with SLAs: https://docs.microsoft.com/en-us/dynamics365/customer-service/define-service-level-agreements?tabs=customerservicehub#export-or-import-a-calendar-with-slas

More about Knowledge Management: 
https://docs.microsoft.com/en-us/dynamics365-release-plan/2022wave1/service/dynamics365-customer-service/knowledge-management

More about Teams Integration: 
- https://docs.microsoft.com/en-us/dynamics365-release-plan/2022wave1/service/dynamics365-customer-service/teams-integration
- Conversation summary: https://docs.microsoft.com/en-us/dynamics365-release-plan/2022wave1/service/dynamics365-customer-service/ai-generated-conversation-summary-set-context-teams-based-collaboration​
- Suggested contacts: https://docs.microsoft.com/en-us/dynamics365-release-plan/2022wave1/service/dynamics365-customer-service/provide-ai-suggested-contacts-agents-teams-based-collaboration​
- Contextual collaboration: https://docs.microsoft.com/en-us/dynamics365-release-plan/2022wave1/service/dynamics365-customer-service/contextual-collaboration-using-embedded-teams​
- Act on records from within Teams:​ https://docs.microsoft.com/en-us/dynamics365-release-plan/2022wave1/service/dynamics365-customer-service/take-action-business-data-contextually-right-within-teams-chats​
Power Tips: Dynamics 365 for Customer Service
YouTube Video UCPeEG6XU1K1kD1Ccnm1B_qg_WLDQtq0vC7Y
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Follow me on Twitter! @CRMHeidi

Heidi Neuhauser Follow

Microsoft MVP | Dynamics 365, User Adoption & Power Platform Enthusiast @Reenhanced, https://t.co/Xz5FAxuPUv, mom to 2 awesome kids, Runner with #MontcoRunners

CRMHeidi
crmheidi Heidi Neuhauser @crmheidi ·
22 Jul

Dynamics 365 Industry Accelerators: Helping companies implement excellent solutions faster, cheaper and more efficiently. Oh, and for free* (read on to learn more!). #Dynamics365 https://www.crmheidi.com/index.php/2022/07/22/dynamics-365-industry-accelerators-an-overview/

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crmheidi Heidi Neuhauser @crmheidi ·
17 Jul

I finished my goal race for 2022, and I beat my goal time by 40 minutes!! What a great day running the #WyEastHowl. Amazing adventure, tough course. 5 stars, highly recommend, even with a shortened course due to snow!

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crmheidi Heidi Neuhauser @crmheidi ·
5 Jul

I was right here, in the middle of my lunchtime trail run when I got the awesome news that I'm a Microsoft MVP for another year! Thanks to this wonderful community - I'm thrilled and honored! 😀 #MVPBuzz

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crmheidi Heidi Neuhauser @crmheidi ·
1 Jul

#PowerTips is back! @KylieKiser and I turn on #Dataverse search and Modern Advanced Find in a model-driven app in #PowerApps. https://youtu.be/TeQFZ3p_qTs

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blacklionm1 Meron @blacklionm1 ·
28 Jun

Looking forward to community Super Stars @KylieKiser and @CRMHeidi session: Power Platform and Dynamics 365 First-Part Apps Overview - August 8, prepared for Pathfinders Power Platform Community.
Thank you!

#HumansofIT #PowerPlatform #CommunityRocks #MVP #MSDyn365

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