MVP Insights: Heidi Neuhauser on Copilot Innovations, Ensuring Data Quality, User Benefits

Key Takeaways

• Latest innovations: "The biggest, fastest challenge is coming from the Copilot world," Heidi emphasizes. Copilots are leaking into every part of the tech stack and influencing how organizations work. "I've been really impressed with the innovations that are in CRM" or Copilot in the sales, service, and marketing apps as they are "giving users shortcuts to do things [and] making information easier to find by using natural language."
• Ensuring data quality: These innovations are only as good as the data inside of your system. Organizations must ensure data is being inputted the right way so it can be put to work. Heidi recommends using formula fields for a column type, for instance. "I'm thinking, specifically, about formula columns and automating some of the data that you're trying to collect, which has a benefit of ensuring your data quality but also making things easier for your users, not asking them to perform those calculations on your own."
• Impact on user experience: Standardizing and streamlining processes for users is an organizational benefit. On the end user side, it increases productivity and saves time, as it delivers the right information faster.
• Top tips for new users: Heidi suggests "involving your end users from the inception of an idea...Focusing on your users and delivering your benefits from that user focus is very important." Her other tip is understanding the fundamentals of how Dynamics and the Power Platform work, and getting into the engineering of your system to ensure that your processes, forms, data, and integration points are right. "Your users are happy because everything is going in the right way."