Rules to Better CRM

• Do you know the reasons to use Dynamics 365 CRM?
• Do you install the Dynamics 365 App?
• Do you install the Dynamics 365 iPhone/Android app?
• Do you keep your Dynamics 365 Online synced with Entra ID?
• Do you know how to automate event signup processes?
• Do you know the CRM roadmap?
• Do you know the Dynamics 365 (CRM) competitors?
• Do you know what is the best tool for your email marketing?
• Do you know how to use Dynamics 365 Copilot?
• Do you report on your CRM with Power BI?
• Do you set up your mailbox in CRM?
• Installation - Do you ensure you are on the current CRM Rollup?
• Installation - Do you log each screen which is different to the default?
• Do you know how to find an employee or client's phone number?
• Do you use Customer Voice for feedback surveys?