Feasting on CRM Wisdom: Ali Serves the Main Course of Admin Tips, Seasoned with Years of Experience!
Ali Nelson shares her top CRM admin tips based on her years of experience. She highlights three key areas: 1. Maker Portal vs. Classic interface: The Maker Portal offers a more user-friendly and efficient experience for CRM administrators, with improved features and a drag-and-drop interface. 2. Power Apps Grid Control: Embracing the Power Apps Grid Control can greatly enhance the user experience in views, providing a more dynamic and visually appealing interface. 3. XrmToolBox's Data Transporter: This tool allows CRM administrators to efficiently move records between environments while retaining the original GUIDs, ensuring consistency and reducing the likelihood of errors. By implementing these tips, CRM administrators can improve productivity and enhance the user experience.
Podcast 17m
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