Permission Impossible? Demystifying Security for Dynamics 365 Customer Insights Presented by Tyler McClain and Karoline Faradie Unlock the secrets to managing security like 007 with Dynamics 365 Customer Insights. In this session, we’ll demystify security roles,...
This Customer Service Journey demo shows how the Dynamics 365 Customer Service application can create streamlined and automated service communications with contacts and manage the service cases within the system.
This New Member & Member Management Journey demo shows an ideal end-to-end member journey including automated contact creation, event management and contact opt-out.
This Donor Management journey demo shows a journey focused on donor stewardship and the personalization available in Dynamics 365.
Situation A marketing team of a leading global distributor of specialty metals utilizes a process-oriented workflow for lead generation and supports 20 unique locations along with 40 account managers and 150-200 inside account team members. The sales and marketing...
An international equipment manufacturer for food and non-food industries had implemented ClickDimensions, but was not utilizing its functionality to the fullest. Operating as a mid-sized international marketing team, they needed to expand their current...
Situation A manufacturing company that designs and builds specialized conveyer belt equipment was interested in deploying ClickDimensions to improve their marketing efforts to their existing customer base. The company’s marketing activities centered around a...
Situation A heavy equipment dealer and supplier needed to implement a marketing automation solution allowing them to be proactive in getting in front of their current and prospective customers. A mid-west region-based company, has various customers...