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
  • Contact Me!
  • Upcoming Events
  • Videos, Podcasts & eBooks
Dynamics 365

Thoughts on Change Management as a Process

September 22, 2020September 22, 2020
Posted by Heidi Neuhauser
A few weeks ago, I was on a panel with some pretty awesome Dynamics 365 pals about Change Management. One of the discussion items was about how you can adopt change management best practices into
Read More
Dynamics 365

Add Color on Option Set in Dynamics 365

September 17, 2020
Posted by Heidi Neuhauser
Here’s a simple update to spice up your option sets: add color! In our example, we will be applying color on an option set for Appointment Type, but you can follow these steps for any option
Read More
Dynamics 365, Events, Power Apps

New Video! DynamicsCon 2020 Session

September 14, 2020September 14, 2020
Posted by Heidi Neuhauser
Check out my DynamicsCon 2020 session in it’s 42-minute long glory! I know it’s a long video, but I hope you enjoy it, learn some new things and take away a few new tidbits that can help
Read More
Events

That’s a Wrap! My Thoughts on DynamicsCon 2020

September 11, 2020September 10, 2020
Posted by Heidi Neuhauser
I had so much fun presenting at and attending DynamicsCon 2020! I’ve always been a huge fan of big networking and learning events and I really enjoy speaking. DynamicsCon didn’t
Read More
Dynamics 365

Spinning up a Dynamics 365 Trial Environment

September 9, 2020July 21, 2021
Posted by Heidi Neuhauser
I find myself spinning up trial environments for Dynamics 365 on a semi-regular basis. I figured that if I’m doing it, others probably are as well. Why not document how to do it for others
Read More
Power Automate

Power Automate: Building a Simple Flow to send an email when a term is used on Twitter

September 7, 2020September 4, 2020
Posted by Heidi Neuhauser
I’m newer around the Twittersphere, but it’s fun to get really into it! I’m not sure if you know this yet – but I like to run. OK, I really like to run. I spend a lot of my
Read More
Events

DynamicsCon is Next Week: Learn about UI Controls at my session!

September 5, 2020September 4, 2020
Posted by Heidi Neuhauser
What a fun week coming up, filled with FREE LEARNING on September 9 & 10! DynamicsCon brings you some of the best speakers in Dynamics 365 Customer Engagement, Power Platform, Finance &
Read More
Dynamics 365, Power Apps

Video: What is Dynamics 365?

September 4, 2020September 4, 2020
Posted by Heidi Neuhauser
Here in Pennsylvania, my kids have a school holiday. Which naturally means that I’ve asked them to record a video. I told them it would be an interview, but I did not tell them what it would be
Read More
Dynamics 365

Welcome: Let’s Have some Fun with Dynamics 365!

September 3, 2020September 3, 2020
Posted by Heidi Neuhauser
Hello! I’m happy to launch this new blog, which will focus on Dynamics 365, Power Automate and Power Apps. I can’t promise you won’t also see my kids, cats or learn more about
Read More

Posts navigation

1 … 7 8 9

Welcome to My World!

Categories

  • Change Management
  • Dynamics 365
  • Dynamics 365 for Marketing
  • Events
  • Power Apps
  • Power Automate
  • Uncategorized
  • 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
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
Join Kylie Kiser, Malcolm McAuley & Heidi Neuhauser as we dive into 3 interesting new(er) finds in the Dynamics 365 for Marketing app: Real-time marketing, M365 integrations (Power Automate & Teams) and AI and marketing.

0:00 Intro
0:24 Real-time Marketing
2:56 M365 Integrations
5:56 AI & Marketing

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

More about real-time (moments-based) marketing: https://docs.microsoft.com/en-us/dynamics365-release-plan/2022wave1/marketing/dynamics365-marketing/moments-based

More about Microsoft 365 integrations in marketing: 
https://docs.microsoft.com/en-us/dynamics365-release-plan/2022wave1/marketing/dynamics365-marketing/collaborative-apps

More about AI & marketing: 
https://docs.microsoft.com/en-us/dynamics365-release-plan/2022wave1/marketing/dynamics365-marketing/data-ai
Power Tips: Dynamics 365 for Marketing
YouTube Video UCPeEG6XU1K1kD1Ccnm1B_qg_TERBulmLoUE
Please add your thoughts in the comments below!
Non-business independent publishers for Power Automate: Fun or a distraction?
YouTube Video UCPeEG6XU1K1kD1Ccnm1B_qg_7mn547-LGdg
0:14 What is a canvas app?
0:40 What is a model-driven app?
1:00 High level feature comparison
2:23 Canvas app examples
2:51 Model-driven app examples
Power Apps: Canvas or model-driven apps?
YouTube Video UCPeEG6XU1K1kD1Ccnm1B_qg_ISyFJqQQwwY
Join Kylie Kiser, Malcolm McAuley & Heidi Neuhauser as we dive into 3 interesting new(er) finds in the Sales App for Dynamics 365: Deal Manager, Conversational Intelligence & Forecasting.

0:00 Intro
0:20 Deal Manager
6:29 Conversational Intelligence
11:28 Forecasting

MORE INFORMATION!
Link from the Deal Manager slides: 
https://docs.microsoft.com/en-us/dynamics365/sales/enable-deal-manager-preview

Links from the Conversational Intelligence slides: 
- https://docs.microsoft.com/en-us/dynamics365-release-plan/2022wave1/sales/dynamics365-sales/conversation-intelligence
- https://docs.microsoft.com/en-us/dynamics365-release-plan/2022wave1/sales/dynamics365-sales/get-right-insight-at-right-time-at-right-place
- Prerequisites for using with Sales Insights: https://docs.microsoft.com/en-us/dynamics365/sales/prereq-sales-insights-app
- Similar Customer Service feature: https://docs.microsoft.com/en-us/dynamics365-release-plan/2021wave2/service/dynamics365-customer-service/call-transcription-real-time-sentiment-analysis?msclkid=eb356fc0a55511ecb2c14aede2d2f4b6
Power Tips: Sales App
YouTube Video UCPeEG6XU1K1kD1Ccnm1B_qg_L0dDcNxF6Ck
Power Apps changed the location and name for the ability to "enable activities." Here's the new spot and name on a custom table!
Custom Tables in Power Apps: Where to find "Enable Activities" after name changes?
YouTube Video UCPeEG6XU1K1kD1Ccnm1B_qg_chLPZM8zYnc
There are 16 Microsoft-certified Power Automate connectors for Document Signing. Check out who they are and which may be best for your organization and business needs.

0:00 The 16 Connectors
0:57 Evaluation Criteria
1:40 The Rankings
3:17 Action & Trigger Count and Rating for Connectors
4:07 Connector Review
UPDATED! Power Automate Connectors for Document Signing
YouTube Video UCPeEG6XU1K1kD1Ccnm1B_qg_RgTQVAlFJrk
Full details at: https://www.crmheidi.com/index.php/2022/03/02/power-automate-news-dynamics-365-connector-will-stop-working-this-summer/
The Dynamics 365 connector in Power Automate was marked for deprecation on May 5, 2020. However, you can still use it in existing flows. You can even build new flows using it. But it will actually be deprecated and removed very soon!

If you are still using the Dynamics 365 connector, the time has come. You should really re-write those flows to use the Dataverse (Legacy) and Dataverse connectors. In fact, you will need to. You only have a few months left!
The Dynamics 365 Power Automate Connector is Being Removed
YouTube Video UCPeEG6XU1K1kD1Ccnm1B_qg_NuIFeRnP5gc
Deep dive into the Product Settings area of the Power Platform Admin Center: Behavior, Features, Languages and Privacy + Security.

0:21 Behaviors
2:00 Features
5:00 Languages
5:09 Privacy + Security
Power Platform Admin Center: Product Settings
YouTube Video UCPeEG6XU1K1kD1Ccnm1B_qg_0vLQJ9SOeQo
Load More... Subscribe

Tags

30 minute mondays business rules calendar control calendar control v2 change management classic solution designer clickdimensions connector connectors contact form 7 custom controls d365ug dataverse document signing dynamics 365 dynamics 365 app for outlook dynamics 365 for marketing dynamicscon field level mapping field mapping flow global search gravity forms lead scoring maker portal model-driven app model-driven apps model driven apps outlook powerapps power apps power automate power form 7 power platform set up a trial star rating system administrator teams toggle control trial environment ui controls user adoption user group video wordpress

Follow me on Twitter! @CRMHeidi

Heidi NeuhauserFollow

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

Heidi Neuhauser
CRMHeidiHeidi Neuhauser@CRMHeidi·
6 May

We're back with more #PowerTips! This time, @malcmcauley, @KylieKiser and I dive into the release notes for #Dynamics365 for #CustomerService, specifically looking at SLAs, Knowledge Management & #MicrosoftTeams Integration. https://youtu.be/WLDQtq0vC7Y

Reply on Twitter 1522587252836208646Retweet on Twitter 15225872528362086463Like on Twitter 15225872528362086464Twitter 1522587252836208646
CRMHeidiHeidi Neuhauser@CRMHeidi·
5 May

Hey @nhance ! You helped inspire me to embrace #PowerAutomate in 2020! Thanks man! #BuildTogether #sponsoredgiveaway

Reply on Twitter 1522275551964241930Retweet on Twitter 15222755519642419302Like on Twitter 15222755519642419305Twitter 1522275551964241930
CRMHeidiHeidi Neuhauser@CRMHeidi·
3 May

Dynamics 365 for Marketing has many exciting features rolling out this year. Learn about the #MicrosoftTeams & #PowerAutomate integrations coming soon. #Dynamics365 #Marketing https://www.crmheidi.com/index.php/2022/05/03/upcoming-m365-integrations-with-dynamics-365-for-marketing/

Reply on Twitter 1521515872610922498Retweet on Twitter 15215158726109224983Like on Twitter 1521515872610922498Twitter 1521515872610922498
CRMHeidiHeidi Neuhauser@CRMHeidi·
29 Apr

🤯Big #PowerAutomate #Connector day! There are 17 new connectors added: 3 full connectors + 14 neat indie publisher connectors. Tons of use cases, more soon!

Reply on Twitter 1520084932323946499Retweet on Twitter 1520084932323946499Like on Twitter 1520084932323946499Twitter 1520084932323946499
CRMHeidiHeidi Neuhauser@CRMHeidi·
29 Apr

Learn more about #Dynamics365 for #Marketing in this #PowerTips video from @KylieKiser, @malcmcauley & me! Topics we discuss: real-time marketing, #PowerAutomate & #Teams integration updates and #AI. https://www.youtube.com/watch?v=TERBulmLoUE

Reply on Twitter 1520048128271003648Retweet on Twitter 15200481282710036484Like on Twitter 15200481282710036482Twitter 1520048128271003648
Load More...
Copyright © 2022
Theme by Pro