Ep 37 - Keeping it all in sync, contact and activity edition

On the heels of discussing integration Office tools, the next logical question is how best to manage things like contacts and activities to avoid double entry and still have Dynamics 365 help you out.  This week, our discussion starts into this topic, with some best practices on managing contacts so they appear everywhere but minimize your data entry, as well as conversation on what syncs and what doesn't when thinking about tracking your activities like phone calls and appointments. For more information, visit www.dynamicshotdish.com.