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24:26

Episode 37 – Keeping it all in sync, contact and activity edition

September 15, 2021

Show Notes:

Comment to let us know what kind of haircut Merlin should get!

How Dynamics 365 can solve activity management: https://ledgeviewpartners.com/blog/microsoft-dynamics-365-crm-101-activity-management/

Click to call in Dynamics: https://www.dyn365pros.com/2020/02/04/microsoft-dynamics-365-for-sales-native-click-to-dial-functionality/

What is masking: https://www.inogic.com/blog/2017/02/controls-in-dynamics-365-for-mobile-app-input-mask/

Sync contacts with Outlook: https://docs.microsoft.com/en-us/dynamics365/outlook-addin/admin-guide/configure-synchronization-appointments-contacts-tasks

Check out the Application Ideas board and submit your ideas!!! https://experience.dynamics.com/ideas/categories/?forum=3d83d841-984b-ea11-a812-000d3a579c39&forumName=Dynamics%20365%20Sales

Don’t forget that you can follow records in Dynamics: https://ledgeviewpartners.com/blog/follow-customers-actions-dynamics-crm/

Upcoming events
Virtual DynamicsCon, September 20-23, https://dynamicscon.com/
DynamicsCon Live, November 10-11, https://dynamicscon.com/dynamicscon-live/
Community Summit North America, October 12-15, https://www.summitna.com/
Scottish Summit, February 25-26, https://scottishsummit.com/

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