Dataverse (CDS) White Papers

Overcoming Data Quality Pitfalls Across Microsoft Apps to Achieve AI-Readiness

STAEDEAN
How manufacturing, construction, and retail organizations can leverage AI agents in the Microsoft ecosystem by fixing data quality issues in Dynamics 365 ERP and the Dataverse.
Business Central Data Management Dataverse (CDS) Dynamics 365 Finance and Operations Power Apps Power Platform

How Digital Tools Bring New Levels of Productivity and Accuracy to Field Inspections

Resco
Are outdated inspection processes slowing your team down?
Business Central Construction Customer Engagement Dataverse (CDS) Dynamics 365 Dynamics CRM Energy Field Service Government Healthcare Manufacturing Oil

The Role of AI in AP Automation

Mekorma
AP Automation Accounting BI and Reporting Business Central Copilot Studio Dataverse (CDS) Dynamics 365 Dynamics GP Dynamics NAV Power Apps Power Automate Power BI

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

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

Using Multiple Lead or Scoring Models to Deliver the Right Message Across the Customer Journey

emfluence

Tracking and assigning values to prospect activity is just one small piece of the customer journey. Contact scoring has a place across the entire customer lifespan

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

User Adoption of Microsoft Dynamics 365 and Marketing Automation

emfluence

Reap the many benefits of CRM and marketing automation working together to maximize ROI

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

Segmentation Strategies for Microsoft Dynamics and Marketing Automation

emfluence

Learn how to use your CRM to create a segmentation strategy that personalizes your messaging to each member of your marketing list

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

Free up CRM storage space and seamlessly manage attachments in cloud - All possible with Document Management Apps!

Inogic

Smart ways to gain maximum utilization of limited CRM space and enhance document management within Dynamics 365 CRM

Dataverse (CDS) Dynamics 365 Dynamics CRM Power Apps Power Platform