I was traveling to Sweden to speak at Dynamics 365 Saturday in Stockholm when I started realizing that there were a few situations in Microsoft Dynamics 365 where there were a couple of ways to approach them, but I always defaulted to one way versus the other, sometimes perhaps even going against Microsoft or Industry Best Practices.

I wrote down a list of 10 situations or functionalities that accomplish the same task and I got together a group of CRM MVPs and outstanding professionals to discuss which one they prefer and why.

If you are an Dynamics 365 Pro or practitioner, listen in to what 5 CRM MVPs have to say about these items:

Real-time vs. Background workflows Power BI dashboards vs. Dynamics 365 dashboards Dynamics 365 for Outlook client vs. App for Outlook Regular/Web vs. Unified Interface Power Platform and CDS vs. 3rd party Integration tools Dynamics 365 for Marketing vs. 3rd party Marketing Automation solutions AppSource vs. Google/Bing search Microsoft Portals vs. VoC surveys or 3rd Party web forms PowerApps vs. Dynamics 365 for Mobile Editable grids vs. Classic grids

 

Guests - CRM MVPs:

Gustaf Westerlund: https://twitter.com/crmgustaf

Chris Huntingford: https://twitter.com/TattooedCRMGuy

Jonas Rapp: https://twitter.com/rappen

Antti Pajunen: https://twitter.com/anttipajunen

 

Humberto Fernández-Morán: https://en.wikipedia.org/wiki/Humberto_Fern%C3%A1ndez_Mor%C3%A1n

 

Twitter Mentions