More Sales Force Automation in Dynamics 365 – Ep 20

In today’s episode (sponsored by @maplytics by @inogic), hosts Britta Rekstad and Matthew C. Anderson continue their discussion (started in episode 14) about their favorite things in Dynamics for sales force automation in Dynamics.

Discussed on the show

  • Category search vs. relevance search use cases
  • Wildcards in search (George Doubinski’s Wildcard Tip of the Day post)
  • Search performance, best practices, and idiosyncracies
  • Power struggles for data formatting
  • Using shared personal views with user teams
  • Persnickety
  • Affinity for Goals (as discussed in Episode 17)
  • Dynamics 365 Gamification (on AppSource)

What’s on your mind?

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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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