Customer Engagement White Papers

Sales and Marketing Alignment with Microsoft Dynamics

emfluence

Learn how to use Microsoft Dynamics and your marketing automation platform to facilitate the hand off of marketing leads to your sales team

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

How to Transition from the Field Service Mobile (Xamarin) app to Resco Field Service 2.0

Resco

Preparing for the transition from Microsoft Dynamics 365 Field Service with the Field Service Mobile app to the Power-Apps-based Field Service (Dynamics 365) mobile app

Automated Data Collection Business Central Configuration & Development Customer Engagement Data Integration Data Management Dynamics 365 Dynamics NAV Energy Field Service Field Service Healthcare

What to Consider for Your Microsoft Dynamics and Marketing Automation Platform Integration

emfluence

Think through your marketing automation integration for maximum success

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

How to Build a Customer Journey Map with Microsoft Dynamics CRM/CE

emfluence

Take your company’s sales and marketing alignment to the next level

Customer Engagement Dynamics 365 Dynamics CRM Email Management Field Service Marketing Marketing Automation Marketing Resource Mgmt (MRM) Project Operations Project Service Automation Sales Sales & Marketing

Managing Risk & Discovering Value with Fastpath During an ERP Implementation or Upgrade

Fastpath, now part of Delinea
How to align security during the critical phases of an ERP implementation.
Auditing Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations Governance, Risk, and Compliance (GRC) Risk Management Security

Marketing Automation Platform Migration Checklist

emfluence

Ready to make a change to a new marketing automation platform or email service provider?

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

How Equipment Manufacturers can Create More Value from Customer Relationships

Sikich

The critical role of customer relationships in the equipment manufacturing (EM) industry.

Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Industrial Equipment Manufacturing

5 Ways to Build a More Resilient Supply Chain: How Microsoft Technologies Empower Manufacturers

Sikich

Business as usual for manufacturers is being challenged in new ways.

Accounting Advanced Pricing Bill Of Material Mgmt Business Central Consumer Goods Customer Engagement Distribution Dynamics 365 Finance and Operations Financial Management Forecasting Industrial Equipment

4 Ways D365 HEADSTART Saves You Time and Money

Sikich

Read this infographic to see how HEADSTART gives you a critical edge.

Accounting BI and Reporting Bill Of Material Mgmt Business Central Consumer Goods Customer Engagement Customer Relationship Mgmt Distribution Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP

What the End of Third-Party Cookies Means for Your Digital Strategy

emfluence

Google announced late last year that they will stop supporting third-party cookies on Chrome by the end of 2021

Customer Engagement Dynamics 365 Dynamics CRM Dynamics Marketing Email Management Marketing Automation Marketing Resource Mgmt (MRM) Sales & Marketing