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 productivity for customer engagement success.
Watch this on-demand webinar to strengthen your security framework and ensure smarter, permission-based customer engagement.
The default CRM setup only records data about and for one-on-one customer interactions. Imagine a situation where your sales and customer service teams have a complete, 360-degree view of each customer from the CRM. They can see every prior engagement with the...
Feels obvious, but tech moves fast. We have to keep pace with new approaches, new features, new tools…the list goes on. Add AI into the mix and it’s easy to feel like you’re always one step behind. In Dynamics 365 CE, that means exploring new ways to increase lead...
In the current digital environment where customers expect personalized experiences at every turn, data is king. However, you must go beyond simply collecting data to gain a true competitive advantage. You need a way to unify and deploy it, hence the CRM vs CDP...