Meet Your Users Where They Are! Leverage Embedded Forms - DynamicsCon
DynamicsCon November 2024

Meet Your Users Where They Are! Leverage Embedded Forms

Speaker

Herb Johnson

Herb Johnson

He/him/his

Session Description

Do your users often complain about the number of clicks they have in navigating between entities in CRM? Do you hear them say things like “when I used to do this in a spreadsheet…” Improve your user’s experience by giving them more with less (clicks that is). Watch as we demonstrate how to give your users the ability to update Account and Contact information from the Opportunity form. We’ll demo the user experience and show you how to do this within your own model-driven app. Use this concept on the Opportunity or other with other Entities.

Session Track: Customer Engagement
Session Type: Functional
Session Category: Sales and Marketing
Content Level: Intermediate
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