Hi everyone,
I'm interested in learning how other Dynamics 365 users keep customer and business records clean and up to date. Do you have any recommended workflows for avoiding duplicate records, validating addresses, or handling bulk updates? Any tips on using built-in features or automation would be greatly appreciated.
Accurate information is important in every industry. I also manage a food-related website where keeping menu details current is essential: Wendy's Menu.
Looking forward to hearing your best practices. Thanks!