This Donor Management journey demo shows a journey focused on donor stewardship and the personalization available in Dynamics 365. The demo shows the efficiencies of the system for this journey including: Constituent management, Compiled account-level interaction timelines, Reporting, and an Automated event management process.
Permission Impossible? Demystifying Security for Dynamics 365 Customer Insights
Dive into the world of security roles, permissions, and access controls within Dynamics 365 Customer Insights as we unravel the secrets to safeguarding your data while empowering your team. Discover how to achieve the perfect balance between protection and...
