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CRM Audio

May 22, 2017

This episode was recorded at the 2017 Hitachi Solutions Customer Conference. Joining Joel and Shawn are special guests Paul Way and Matthew Case.

Paul is a developer and the creator of the CRM Data Detective, which is now the XRM Toolbox's Attribute Usage Inspector. 

Matthew Case is a consultant and CRM trainer, and he has logged over 8,000 hours training companies on how to use CRM.

We discuss how to build your training strategy when deploying Dynamics 365. How does Learning Path fit in, when is the right time to do training, and how do you decide what type of training is best?

Other topics discussed in this episode:

  • Virtual entities
  • Using the right tool for the job
  • A novel approach to deduplicating contacts in Outlook
  • Flow vs. Workflow
  • Using the right tool for the job
  • Matthew and Paul's favorite XRM Toolbox plugins