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CRM Audio : Implement This 14 - Sales Force Automation in Dynamics 365
In this episode (sponsored by Maplytics by Inogic), 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
Have a question you'd like answered on a future podcast? Submit one by visiting implementthis.org
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By Joel LindstromIn this episode (sponsored by Maplytics by Inogic), 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
Have a question you'd like answered on a future podcast? Submit one by visiting implementthis.org