Monthly Archives: March 2018

Implement This with Dynamics 365

Sales Force Automation in Dynamics 365 – Ep 14

Hosts Britta Rekstad and Matthew C. Anderson discuss some of their favorite things–and lessons learned–for building out Sales Force Automation (SFA) implementations (beyond the expected Lead/Opportunity/etc.).

Discussed on the show

  • QuickView forms
  • Field Mapping
  • QuickCreate forms

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