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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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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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Uncategorized

I’m 40!!

November 24, 2020November 24, 2020
Posted by Heidi Neuhauser
I took the past week off to enjoy some wilderness time with my family. We journeyed to the Smoky Mountains in Tennessee and rented a cabin on top of a mountain with incredible views. I also turned 40
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Dynamics 365, Power Apps

5 Steps to Configure the Flip-Switch Control in Power Apps

flip-switch
November 16, 2020March 19, 2021
Posted by Heidi Neuhauser
IMPORTANT UPDATE: Sadly, the Flip-Switch Control was deprecated. BUT you can use the Toggle control, which does the same thing – but better! It defaults to a NULL value. Which is a big win for
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Power Automate

Integrating Contact Form 7 with Power Automate

November 10, 2020November 10, 2020
Posted by Heidi Neuhauser
Contact Form 7 is the most popular plug-in for WordPress. Nick Hance, of Reenhanced, recently build and launched Power Form 7, the Microsoft certified connector for Contact Form 7. One thing I really
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Dynamics 365

Tomorrow’s Webinar: Business Rules

October 27, 2020October 27, 2020
Posted by Heidi Neuhauser
Tomorrow, I’ll be on a great panel discussion with the Dynamics 365 User Group discussing business rules. If you’re a User Group member, this is free to attend, you just need to register
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Power Automate

Power Automate Marketing Automation Connectors

October 26, 2020October 26, 2020
Posted by Heidi Neuhauser
This morning on 10-Minute Mondays, we reviewed the currently available marketing automation connectors in Power Automate. If you missed it, here’s the recording (we went a big long… it
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Dynamics 365

Dynamics 365 Update an Entity Name Using Translations

export translations
October 22, 2020October 20, 2020
Posted by Heidi Neuhauser
Sometimes, the out-of-the-box core entities in Dynamics 365 don’t work for your industry or company. “Accounts” might not always be the appropriate word, but everything else about
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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 ·
24 Mar

This is a great Tiny Tip from @MsBelindaAllen ! #PowerBI

Belinda Allen (She/Her) @MsBelindaAllen

Microsoft Power BI Story Telling with PowerPoint https://bibelinda.com/2023/03/24/microsoft-power-bi-story-telling-with-powerpoint/

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inogic Inogic - 16 Preferred #CRM Apps @inogic ·
24 Mar

Use of Enable Managed Environments(Preview) feature in Power Platform https://bit.ly/3EK2QDK #PowerPlatform #Dynamics365 #MSDynCRM

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crmheidi Heidi Neuhauser @crmheidi ·
24 Mar

Have you seen all of the incredible features coming for #Dynamics365 for Sales? In today's #PowerTips video, @KylieKiser, @malcmcauley & I review 8 release items in the Sales app.
https://youtu.be/-rlURptUdv0

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crmheidi Heidi Neuhauser @crmheidi ·
24 Mar

I know the tech is outdated now (unless you switch to classic!) but 3 years ago today is the first time Kaelyn took an interest in #Dynamics365 and what I do at work.

https://youtu.be/NcsKUtUN3SE

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crmheidi Heidi Neuhauser @crmheidi ·
23 Mar

Come jump on an ask Asif your questions!

Markus Erlandsson @MarkusErlandsso

@CRMHeidi and I will soon talk with @asifrehmani about user adoption and learning methodologies in Dynamics, come listen: https://www.bullhorn.fm/crm-rocks/posts/user-adoption-and-learning

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