Customer Engagement White Papers

Supply Chain Tech: 7 Secrets to Instant Value with HEADSTART for D365

Sikich
See how you can get to value faster, and minimize your risk with HEADSTART for D365.
Automotive Construction Consumer Goods Customer Engagement Distribution Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations Industrial Equipment

Microsoft Dynamics 365 Customer Engagement

enVista
Customer expectations are higher than ever, are your employees equipped to deliver on those customer expectations? Learn what it takes in enVista's brochure.
AI AI and Machine Learning Azure Business Central Consumer Goods Customer Engagement Customer Voice Distribution Dynamics 365 Dynamics AX Food & Beverage Integration

Managing Identity and Access Controls Across Multiple Applications

Fastpath, now part of Delinea
Organizations must be aware of the risks they face and take the appropriate measures to minimize the impacts on their operations
Auditing Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations Security Segregation of Duties (SoD)

The Complete Guide to Backup and Recovery for Microsoft Dynamics 365

OwnBackup

Discover the most common causes of Dynamics 365 data loss and the options businesses have to recover lost or corrupted data

Business Central Customer Engagement Data Management Data Migration Dynamics 365 Finance and Operations Security

7 Audit Scoping and Project Management Best Practices

Fastpath, now part of Delinea
A practical approach to audit programs and compliance
Auditing Business Central Business Rules Mgmt Configuration & Development Customer Engagement Data Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL

Getting Started with Sales Nurturing and Marketing Automation

emfluence

Using automated workflows to send your messages

Customer Engagement Dataverse (CDS) Dynamics 365 Dynamics CRM Dynamics Marketing Email Management Marketing Automation Marketing Resource Mgmt (MRM) Power Apps Power Platform Sales & Marketing

How to Create a Contact and Lead Scoring Methodology That Can Transform Your Business

emfluence

Setting forth an agreed upon contact and lead scoring methodology is key for the implementation of a collaborative, cross discipline nurture program

Customer Engagement Dataverse (CDS) Dynamics 365 Dynamics CRM Dynamics Marketing Marketing Automation Marketing Resource Mgmt (MRM) Power Apps Power Platform Sales & Marketing

Separation of Duties (SOD): Basics and Applications

Fastpath, now part of Delinea
Understand how Separation Of Duties can help you maintain security and compliance for your business-critical applications
Business Central Commerce Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Governance, Risk, and Compliance (GRC) Human Resources (Talent)

Using Your Dynamics and Marketing Automation Integration to Trigger Email Campaigns

emfluence

Ensure your CRM system is funneling opportunity to your marketing automation platform with the data it needs to generate the most...

Customer Engagement Dynamics 365 Dynamics CRM Dynamics Marketing Marketing Automation Marketing Resource Mgmt (MRM) Power Apps Power Platform Sales & Marketing

Defining Your Customer Journey with Microsoft Dynamics CRM/CE

emfluence

Six steps towards successfully defining your customer journey with Microsoft Dynamics

Customer Engagement Dataverse (CDS) Dynamics 365 Dynamics CRM Dynamics Marketing Marketing Automation Marketing Resource Mgmt (MRM) Power Apps Power Platform Sales & Marketing