It's About Time: Better Activity Management with D365 - DynamicsCon
DynamicsCon November 2024

It’s About Time: Better Activity Management with D365


Session Description

Improve adoption, analytics and AI through better activity management.

Most teams struggle to get activity management adoption. Users complain that planning and tracking activities in CRM can slow them down. Yet without this foundation in place, CRM projects fall apart.

Learn: how to configure activity management to drive productivity and adoption, the good/bad of Outlook integration, and best practices for user time management processes.

Take away a simple 4-step approach to transform your CRM into a proactive planning solution.

Session Track: Customer Engagement
Session Type: Functional
Content Level:
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