Customer Engagement White Papers

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

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

7 Key Tips for Building Business Resilience with Microsoft Clouds

enVista

Tips that all I.T. professionals should know about achieving post-pandemic business resilience with Azure, Microsoft Dynamics 365, and Microsoft Office 365

Azure Business Central Business Performance Mgmt Business Process Mgmt Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics Marketing Dynamics NAV

The Email Marketing Reporting Template

emfluence

Good email campaigns deserve good reporting templates

BI and Reporting Customer Engagement Dynamics 365 Dynamics CRM Dynamics Marketing Email Management Marketing Automation Sales & Marketing

How to Select an Independent Software Vendor for Dynamics 365

enVista

Follow these key considerations when choosing an ISV for implementing with Dynamics 365 for Finance and Supply Chain

Business Central Customer Engagement Dynamics 365 Finance and Operations Financial Management Supply Chain Management

Moving Beyond CRM to True Customer Engagement

enVista

Learn how leading companies are moving beyond traditional CRM capabilities and achieving true customer engagement

Call Tracking Customer Engagement Customer Relationship Mgmt Customer Service Dynamics 365 Dynamics CRM Field Service Sales & Marketing

The Dirty Little Secrets of CRM: Field Service

enVista

3 secrets all CRM customers should know about field service

Azure Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics AX Dynamics CRM Field Service