Search Results: AI (7925)

CRM systems transform sales through organization; marketing automation completes the picture by generating leads and managing lead engagement. Learn how the systems complement each other, and why you need both. On this webinar, you’ll learn how to manage and scale campaigns and programs using automation, use scoring data to deliver sales-ready leads to the sales team, and send marketing-created, personalized, trackable emails and messages.

There are 2 main types of marketing lists you can create in Microsoft Dynamics – Static and Dynamic. We covered how you create a static marketing list and this time we are going to switch gears and go over an example of dynamic marketing.

Dynamic marketing lists are extremely useful when you want the list to automatically update based on the filter criteria you set. So as new leads and contacts meet the criteria, or no longer meet the criteria, they are automatically added or removed from the list.

When it comes to document management, Dynamics and SharePoint offer a myriad of options … not all of them good. Even the built-in SharePoint to Dynamics integration can create more problems than it solves.

In this session, you’ll learn what nobody tells you about SharePoint to Dynamics integration.

We will review the available options, from using the built-in Dynamics document management, to SharePoint, to Teams, to Power Automate to custom code. You’ll learn the different solutions that work best in di

The migration to the cloud is happening at a tremendous pace. Putting an adoption framework in place becomes a critical need for business in order to be successful. However, this is not a simple task and requires a team effort, risk mitigation, and governance policies.

This blog defines and compares the three most commonly used inventory control policies. It should be helpful both to those new to the field and also to experienced people contemplating a possible change in their company’s policy. The blog also considers how demand forecasting supports inventory management, choice of which policy to use, and calculation of the inputs that drive these policies.