Listen "CRM Chronicles: From Awkward Introductions to Security Solutions"
Episode Synopsis
Join us for an exciting episode as we welcome our very first guest, Ali Nelson, to the podcast! Together, we dive into the complicated world of CRM security and discuss strategies for managing security roles and business units effectively. Ali, who just started a new job managing a system with over 11,000 users, grapples with the headaches of security and shares insights and challenges. We explore solutions ranging from automating processes with Power Apps and Power Automate to leveraging dynamic security roles and advanced visualizations. Whether you're an admin or a CRM enthusiast, this episode has valuable takeaways for improving your system's security and efficiency.
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