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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About the Author

There is such a thriving and growing community around Dynamics 365. So why is it so hard to find good insights about what to consider and how to implement this or that feature, solution, app, or enhancement (without diving into code)? Join the conversation with hosts Britta Scampton and Matthew C. Anderson, longtime champions of the Dynamics platform.

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