What Makes the Perfect CRM Record?

Feb 09, 2021

As marketers and sales teams increasingly use Dynamics 365CE & CRM data to make decisions about strategy, marketing spend, and the customer journey, the fields and processes we add to our forms can have a tremendous impact on our success. In this session, marketing and sales users of Dynamics 365CE will learn how to think through required fields, custom fields, option sets, workflows, and more to capture the data they need to inform a successful sales and marketing strategy.


The content of this session is geared toward an audience with beginner-level knowledge of the subject area.

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