Spring Cleaning Microsoft Dynamics CRM: Best Practices
March 25, 2025
Online Only
Join us for an insightful webinar focused on boosting your Microsoft Dynamics 365 CRM system. Learn best practices for “spring cleaning” your CRM environment, including data cleanup, duplicate removal, and performance enhancement. Discover how to streamline your lead-to-opportunity process and leverage AI-driven tools for efficient CRM maintenance.
Learning Objectives
Upon completion of this program, participants will be able to:
- Identify data quality best practices.
- Employ strategies for enhancing system performance.
- Discuss how AI-powered tools like Dynamics 365 Copilot can help streamline maintenance tasks.