Heidi Neuhauser
Heidi Neuhauser
  • Видео 203
  • Просмотров 105 343
Dynamics 365 Customer Service: Customize Case Resolution Form
Learn how to customize the case resolution form in Dynamics 365 Customer Service.
This video was originally created for dynamicscommunities.com/
Просмотров: 18

Видео

Power Tips: 3 Ignite announcements we are excited about!
Просмотров 509 часов назад
It's been 6 weeks since Ignite happened - here are 3 of the items in the Book of News we are excited to see! 2024 Ignite Book of News: news.microsoft.com/ignite-2024-book-of-news/ 0:00 Intro 0:48 Project Manager Agent 2:25 Interpreter Agent 3:27 Smart Collaboration with Teams
Power Tips: 2024 Year in Review
Просмотров 6714 дней назад
2024 brought us tons of awesome enhancements to our favorite tech platform! Check out what we covered this past year. Links to our Power Tips live videos from conferences in 2024: - DynamicsCon: ruclips.net/video/_fs29Mg3t8U/видео.html - Power Platform Conference: ruclips.net/video/M3FdyIJg-18/видео.html - Summit: ruclips.net/video/YVqKnigl86w/видео.html
Dynamics 365 & Power Platform User Group Meeting: December 13, 2024
Просмотров 19021 день назад
Check out our special "Friday the 13th" user group meeting in Malvern, PA! Sessions from Doug Bellingeri, Sr Tech Specialist at Microsoft, and Leoza Kabir Barker & Microsoft MVP Éric Sauvé 0:00 Copilot Studio & Agents 46:32 Power Automate Process Mining
Power Tips: Power Automate 2024 Release Wave 2
Просмотров 18521 день назад
Check out some of the great features for Power Automate that are part of the 2024 Release Wave 2 updates coming soon!
Power Apps 2024 Release Wave 2
Просмотров 257Месяц назад
Learn more about Copilot, release cadence changes, enhanced automated testing and more! Full release #PowerApps notes can be found at: learn.microsoft.com/en-us/power-platform/release-plan/2024wave2/power-apps/planned-features?WT.mc_id=M365-MVP-5004215 0:00 Copilot in Power Apps updates 4:35 Resize side panes 5:13 Monthly release channels 6:59 Monitor & improve health 8:19 Enhanced testing 10:1...
How to Use Business Rules in Dynamics 365 CE/CRM
Просмотров 1182 месяца назад
Let's review an oldie but a goodie - here is an overview of the actions available using Business Rules in Dynamics 365. This video was originally created for dynamicscommunities.com.
Power Tips: Live from User Group Summit
Просмотров 712 месяца назад
Power Tips: Live from User Group Summit
Power Tips: Field Service Updates in 2024 Wave 2
Просмотров 612 месяца назад
Power Tips: Field Service Updates in 2024 Wave 2
Power Automate + CRM: When a flow step is run from a Business Process Flow
Просмотров 2142 месяца назад
Check out this great Dataverse trigger in Power Automate! Let your users run a flow from inside of CRM in a business process flow.
Power Automate: Get to know the Control Connector
Просмотров 1142 месяца назад
A quick overview on what the 6 actions are within the Control Connector, one of Power Automate's built-in connectors. Note: This video was originally created for dynamicscommunities.com.
Power CAT Team Releases Power Automate Best Practices
Просмотров 1662 месяца назад
The Power CAT team at Microsoft dropped an impressive 80-page document outlining best practices for Power Automate Cloud Flows! Here are some highlights. Check out the full document here: lnkd.in/guhjGaVG This video was originally created for dynamicscommunities.com.
Power Tips: Customer Insights Data
Просмотров 1892 месяца назад
Let's learn more about Customer Insights Data! Academy Courses: www.summitna.com/academy-at-summit/#course_8c5897675cd5799f5dd37f581122a09859043837
A tour of the Copilot for Sales Success Kit
Просмотров 833 месяца назад
Get to know the Copilot for Sales Success Kit! Learn more and get the download at: adoption.microsoft.com/en-us/copilot-for-sales/success-kit/?WT.mc_id=M365-MVP-5004215 Note: this video was originally created for dynamicscommunities.com.
Philadelphia Area Dynamics 365 & Power Platform User Group Meeting: Sept 27, 2024
Просмотров 1673 месяца назад
0:00 Power Automate: Performance without the Pain by Sean Astrakhan 47:09 45 Tips in 45 minutes by Kylie Kiser & Heidi Neuhauser
Power Tips: Live from the Power Platform Community Conference 2024!
Просмотров 1183 месяца назад
Power Tips: Live from the Power Platform Community Conference 2024!
Power Tips: What's new in Customer Insights Journeys 2024 Release Wave 2
Просмотров 2154 месяца назад
Power Tips: What's new in Customer Insights Journeys 2024 Release Wave 2
New to the Center of Excellence Starter Kit: Business Value Toolkit
Просмотров 2994 месяца назад
New to the Center of Excellence Starter Kit: Business Value Toolkit
Power Tips: Service 2024 Release Wave 2
Просмотров 934 месяца назад
Power Tips: Service 2024 Release Wave 2
Power Automate: Dataverse Connector Update
Просмотров 1984 месяца назад
Power Automate: Dataverse Connector Update
Power Tips: Dynamics 365 for Sales 2024 Release Wave 2
Просмотров 2015 месяцев назад
Power Tips: Dynamics 365 for Sales 2024 Release Wave 2
Power Tips: AI Builder
Просмотров 1005 месяцев назад
Power Tips: AI Builder
Power Tips: Dynamics 365 Contact Center
Просмотров 7556 месяцев назад
Power Tips: Dynamics 365 Contact Center
Power Tips: Maker Welcome Content Demo & Discussion
Просмотров 656 месяцев назад
Power Tips: Maker Welcome Content Demo & Discussion
Create Welcome Content for Power Apps
Просмотров 2326 месяцев назад
Create Welcome Content for Power Apps
Copilot in Customer Service vs Copilot for Customer Service
Просмотров 2977 месяцев назад
Copilot in Customer Service vs Copilot for Customer Service
3 Ways to Use Copilot in Power Automate
Просмотров 1487 месяцев назад
3 Ways to Use Copilot in Power Automate
Power Tips LIVE at DynamicsCon Live Denver!
Просмотров 957 месяцев назад
Power Tips LIVE at DynamicsCon Live Denver!
How to Customize Work List Items in Dynamics 365 for Sales
Просмотров 3527 месяцев назад
How to Customize Work List Items in Dynamics 365 for Sales
DynamicsCon Live Countdown!!
Просмотров 517 месяцев назад
DynamicsCon Live Countdown!!

Комментарии

  • @shaheenmarwari7458
    @shaheenmarwari7458 6 часов назад

    Thanks Heidi 😊

  • @hash4162
    @hash4162 17 часов назад

    Thank you sharing it

  • @TheAsterii
    @TheAsterii 2 дня назад

    Thanks for the recap. Also, interesting to hear that others find the new PA editor akward, too. I also like that you guys are unbiased and openly call out Microsoft’s roadmap failures. I feel like most other channels are pretty hesistant to express criticism.

    • @CRMHeidi
      @CRMHeidi 23 часа назад

      Thanks for the kudos! We appreciate it :)

  • @StockTheBuilder
    @StockTheBuilder 5 дней назад

    Very useful but as per new update of dynamic 365 CRM select entity option is not available on the front end side from the setting show for that we have to go to the designer and then we have to follow the same steps like advance setting setting administrator and then under feature system setting feature we have to select the entity or remove the entity so this is the new update

  • @zarimaimankulova5203
    @zarimaimankulova5203 21 день назад

    Thank you for the great video. What kind of component did you use the probability column? Under Input components i didnt find anything like that? Thank you!

  • @TheOnlyDominik
    @TheOnlyDominik Месяц назад

    Arbeite mich gerade in Power Apps ein (bin VS 2020, C# gewohnt) und muss sagen ich bin äußerst enttäuscht. Alles an Profeatures fehlt oder ist stümperhaft, wie Sourcecodeverwaltung, Versionierung, Debugging, Lokalisierung, Globalisierung, Validierung, usw.. Die Programmiersprache ist schrecklich, die IDE (igitt Webbbasiert) schrecklich. Zb bewege ich den Curser mit den Tasten und gebe etwas ein, dann springt der Cursor irgendwo hin und ich lösche oder verändere etwas ganz anderes, was ich gar nicht wollte. Die Controls sind oft erstaunlich intelligent (beim Erstellen), aber können aber nur einen Bruchteil von dem was ich gewohnt bin (Suchen, Filtern, Sortieren fehlt). Nicht mal einen modalen Dialog gibt es; das muss man alles per Hand erstellen. Dafür das die Technologie unter NoCode, LowCode läuft muss man sehr sehr viel selber programmieren. Ich denke C# mit Win UI 3 (was auch nicht ausgereift ist) ist da bei weitem besser. Vielleicht hast du Kontakte zu MS und machst da mal Dampf. So wird das nix.

  • @blackfincloudservices2844
    @blackfincloudservices2844 Месяц назад

    I should also mention that a veritable landslide of opportunities have dropped out of nowhere for this technology. Everyone wants it NOW and not a lot of people know it deeply. (How could they? :)

  • @owenbscott
    @owenbscott Месяц назад

    Hilarious ... the cat image is EXACTLY how I feel whenever these kinds of announcements happen ... and they happen a LOT!!

  • @crmdeveloper6509
    @crmdeveloper6509 2 месяца назад

    While adding an agent for "Copilot in Customer Service", the agent gets added to library and when I check the agent from library, connected copilot does not contain "Copilot in Customer Service", can you please help?

  • @shaheenmarwari7458
    @shaheenmarwari7458 2 месяца назад

    Defo a goodie x😊

  • @shaheenmarwari7458
    @shaheenmarwari7458 2 месяца назад

    Thanks Heidi, love this tutorial 😊

  • @papyrophliac
    @papyrophliac 2 месяца назад

    Hi Heidi, Thanks for this video. I have a question hoping for your input: if I have a form that collect assessment data, one of the questions has all 26 letters of alphabet that can be clicked when the student identifies them, but there is also a "none" option. How do we prevent the teacher from selecting both letters that are identified and "None"? I am thinking our developer may not be using the right input control here?

    • @CRMHeidi
      @CRMHeidi 2 месяца назад

      Thanks a really good question! I don't know that this can be done via a field control. I'd suggest your developer accomplish this using JavaScript on the form. Good luck! :)

    • @papyrophliac
      @papyrophliac 2 месяца назад

      @@CRMHeidi many thanks for the quick response

  • @CarlSohns
    @CarlSohns 2 месяца назад

    Wow, two great presentations with so much updated information. Thanks to Sean, Kylie, and Heidi for all the work to put this together and share with the community!

  • @shaheenmarwari7458
    @shaheenmarwari7458 3 месяца назад

    Yeay love this Heidi xxx

  • @amigochan
    @amigochan 3 месяца назад

    Thanks for sharing. It's very useful. I may learn quickly what copilot can do for me.

    • @CRMHeidi
      @CRMHeidi 3 месяца назад

      It is a very useful tool! I like how this is broken up to show different user paths and how it can help. Have fun exploring Copilot for Sales! 😃

  • @tytorrance96
    @tytorrance96 3 месяца назад

    Way to go, im running it this year would u say its very technical & need trail shoes with deep lugs or is a regular trail to road shoe fine?

    • @CRMHeidi
      @CRMHeidi 3 месяца назад

      Hey there! You'll be completely fine with regular trail shoes. It was not very technical, just your standard roots and rocks terrain in the area :) Have a WONDERFUL time. Pro tip: don't go out too fast! ;)

    • @tytorrance96
      @tytorrance96 3 месяца назад

      @@CRMHeidi thank u so much & well wishes on any of your future run pursuits 🤘🏾

    • @tytorrance96
      @tytorrance96 2 месяца назад

      Thank u for replying & ill definitely remember slow & steady 😎

  • @DavidWade66
    @DavidWade66 3 месяца назад

    Thanks for putting those together !

    • @CRMHeidi
      @CRMHeidi 3 месяца назад

      Thank you for joining us this morning David!!

  • @neilbrown1915
    @neilbrown1915 3 месяца назад

    Treat it very business like

  • @shaheenmarwari7458
    @shaheenmarwari7458 4 месяца назад

    Thanks for this guys. Very useful 😊

  • @renata-negrini
    @renata-negrini 4 месяца назад

    Hi! Thanks for the video! I'm working with this connector but once I disabled the "Split on" function, the connector doesn't work anymore. Do you know why? Can you help me?

    • @CRMHeidi
      @CRMHeidi 4 месяца назад

      Have you tried using it with the not legacy version of the connector? Since I posted this video, you can use the not-legacy version... perhaps that will help you.

  • @anjanipendem4684
    @anjanipendem4684 4 месяца назад

    Can we hide the '+' button in the timeline command bar

    • @CRMHeidi
      @CRMHeidi 4 месяца назад

      Hi there! I am unaware of any way using out-of-the-box functionality to do that. I'd suggest checking into custom code as your solution. Though... if you don't allow creation of anything on your timeline - why would you have a timeline?

  • @vimalathethan6604
    @vimalathethan6604 4 месяца назад

    Thankyou so much

  • @shaheenmarwari7458
    @shaheenmarwari7458 4 месяца назад

    Thanks Heidi

  • @shaheenmarwari7458
    @shaheenmarwari7458 5 месяцев назад

    🎉 woohoooooo 😊 thanks Heidi

  • @necdetsaritas8722
    @necdetsaritas8722 5 месяцев назад

    Great Thanks for sharing. I have a question: Can we deploy environment setting from DEV to another environment? or should work each setting in each environment setting manually? Thanks in advance

    • @CRMHeidi
      @CRMHeidi 5 месяцев назад

      Hi there, thanks for your question! The environment-level settings cannot be deployed between environments. You'll have to update settings within each environment in the Power Platform Admin center. Maybe this will be updated in the future, but that's the answer for now! :)

    • @necdetsaritas8722
      @necdetsaritas8722 5 месяцев назад

      @@CRMHeidi thank you so much

  • @CarlSohns
    @CarlSohns 5 месяцев назад

    Wow! What an incredible presentation full of extremely useful tips. Thank You for sharing!

    • @CRMHeidi
      @CRMHeidi 5 месяцев назад

      Thank you for these kind word! I'm happy to hear it was helpful for you!

  • @ZiHongLau
    @ZiHongLau 5 месяцев назад

    Have any functions to replace the Dynamics 365 in Power Automate?

    • @CRMHeidi
      @CRMHeidi 5 месяцев назад

      If you're looking to replace the Dynamics 365 connector, you should use Dataverse. Is there something else you're looking to do?

  • @pavankumarvuyyuru
    @pavankumarvuyyuru 6 месяцев назад

    I have the focussed indicator option available on focussed view in sales accelerator against contacts, but cant find the indicator in focussed view of contacts home grid. I have checked settings and it is there actually but not showing on the ui. I am system administrator of the environment but cant see it. Any idea what could be the issue here?

    • @CRMHeidi
      @CRMHeidi 6 месяцев назад

      Hey there! First of all, you're off to a great start!! Which model-driven app are you using? If it's easier to chat via email, feel free to send me one heidi@reenhanced.com.

  • @LloydIsom
    @LloydIsom 6 месяцев назад

    A monthly fee for what? Are you kidding me, ridiculous.

    • @CRMHeidi
      @CRMHeidi 6 месяцев назад

      No worries, you don't have to buy it 😄

  • @nycurlygirl
    @nycurlygirl 6 месяцев назад

    Hi Heidi, I’m new to CRM. I’ve added Status Reason to the pipeline view but it is not editable. How can this field be made to be editable in this view? I had made it editable in the form. Thanks

    • @CRMHeidi
      @CRMHeidi 5 месяцев назад

      Oh gosh, I am so sorry I haven't responded to this sooner!! Did you get this working yet??

  • @ChristaDesign
    @ChristaDesign 6 месяцев назад

    for my part it's not too useful but it's a good thing to know and in my great generosity I leave a like and a comment keep going

  • @PixieHarwood
    @PixieHarwood 6 месяцев назад

    Thank you! It's a shame you can't do this using the modern look. Had to find your video to show how to do it :).

    • @CRMHeidi
      @CRMHeidi 6 месяцев назад

      I agree, having this in the modern editor would be wonderful!!

  • @shaheenmarwari7458
    @shaheenmarwari7458 7 месяцев назад

    Phenomenal 😊 Thanks Heidi.

  • @stuartharrod4007
    @stuartharrod4007 7 месяцев назад

    Great solution for creating the required record url Heidi, which can then be used in a <a href="INSERT DYMANIC OUTPUT HERE"> Direct Link to Case </a> as @joefoodservice suggested

  • @shaheenmarwari7458
    @shaheenmarwari7458 7 месяцев назад

    Hey Heidi, so gona try this out. Let you know how it goes 😊

    • @CRMHeidi
      @CRMHeidi 7 месяцев назад

      Awesome, let me know what you think and if Copilot gives you good results to start working with!

  • @shaheenmarwari7458
    @shaheenmarwari7458 8 месяцев назад

    Hey Heidi x Great stuff ...

    • @CRMHeidi
      @CRMHeidi 8 месяцев назад

      Thanks! Glad it was helpful! 😄

  • @shaheenmarwari7458
    @shaheenmarwari7458 8 месяцев назад

    Thanks Heidi xx

  • @bellcore1
    @bellcore1 8 месяцев назад

    If anybody is curious as to how the Activities option magically appeared after the cut, you need to go to the table properties (this is the properties button in the top left panel which displays the table name etc), advanced, then select (Make this table an option when) Creating a new activity.

    • @CRMHeidi
      @CRMHeidi 8 месяцев назад

      Yeahhh that was video editing and I seem to have accidentally chopped it too soon. Thanks for the update :)

  • @PrabhakarA-d6i
    @PrabhakarA-d6i 9 месяцев назад

    Hi Thank you for your video i want to setting up collaboration & chat features in outlook could you please help me on this?

    • @CRMHeidi
      @CRMHeidi 9 месяцев назад

      Hi there, thanks for your comment. For collaboration in Outlook, you'd want to look at the Copilot for Sales, or if you are using D365 CRM, you can use the Dynamics 365 App for Outlook.

  • @RajM-g7b
    @RajM-g7b 9 месяцев назад

    As this is a legacy connector, is there a replacement for this trigger as the Microsoft documentation says this would be deprecated soon?

    • @CRMHeidi
      @CRMHeidi 9 месяцев назад

      Not as of yet! I think there will be? They will not deprecate this connector's trigger until there is a good replacement for it.

  • @flashmobphotos
    @flashmobphotos 9 месяцев назад

    Fantastic presentation!

    • @CRMHeidi
      @CRMHeidi 8 месяцев назад

      Glad you enjoyed it! Thank you!

  • @shaheenmarwari7458
    @shaheenmarwari7458 9 месяцев назад

    Hmmmmm too Copilot heavy 😢

    • @CRMHeidi
      @CRMHeidi 9 месяцев назад

      EVERYTHING is! I'm considering submitting a session for conferences about "Non-Copilot features coming for D365 CRM"

  • @EezyKeepitSleezy
    @EezyKeepitSleezy 9 месяцев назад

    so completely useless features while modern controls are still buggy and lack a huge amount of capabilities. Why is microsoft so bent on pushing out new products while leaving some of their biggest feature in preview? Having apps with half modern controls is ridiculous, but great, now I can auto complete a form? No one asked for this.

    • @CRMHeidi
      @CRMHeidi 9 месяцев назад

      Yeah, you're not wrong there. A lot of times, things will just disappear from old release notes too. Thing I/we were excited for!

  • @Muhammadr320
    @Muhammadr320 9 месяцев назад

    Please check your LinkedIn Massages

  • @Muhammadr320
    @Muhammadr320 9 месяцев назад

    This is helpful ❤

  • @shaheenmarwari7458
    @shaheenmarwari7458 9 месяцев назад

    More more more of these gems on how to start out in power automate pleaseeee😊

    • @CRMHeidi
      @CRMHeidi 9 месяцев назад

      I can do that!! :)

  • @shaheenmarwari7458
    @shaheenmarwari7458 9 месяцев назад

    Hi I'm gona start this revolution 😊... thanks hon

  • @jayvalerian7081
    @jayvalerian7081 9 месяцев назад

    Thanks, Heidi. Very helpful.

  • @shaheenmarwari7458
    @shaheenmarwari7458 10 месяцев назад

    Thanks guys 😊