Marketing & Sales
Secondary Track: Marketing & Sales
Give your users the tools they need to improve productivity while capturing data to fuel AI and analytics.
Most teams struggle to get full adoption of activity management. Users often complain that planning and tracking activities in CRM can slow them down. Yet without this foundational building block in place, an entire CRM project can fall apart. Perhaps more importantly is that activity tracking is the raw material that fuels better analytics and AI.
In this session you will learn not only how to use activity management to drive adoption, but to get the team excited about using CRM. We will walk-through the activity management features in Dynamics 365, methods for improving how they are configured, the best way to use Outlook integration, and best practices for weekly and daily activity management for your users.
Walk away with a simple 4-step approach to transform your CRM into a proactive planning solution, and tips on how to configure CRM to make activity management simpler and easier.