More Sales Force Automation in Dynamics 365 – Ep 20

Podcast: Play in new window | Download

Subscribe: Apple Podcasts | Android | Google Play | Stitcher | RSS | More

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?

Have a question you’d like answered on a future podcast? Submit one by visiting implementthis.org

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.

Leave a Reply 0 comments