Marketing automation is the “beast” that automates your marketing activities and gives you insight from all your marketing platforms in one place. What does that mean? For example, you know those emails a company sends once you have made a purchase on their site? Or when you get an email from an organization after you’ve been snooping on their website the past couple of days? Ladies and Gentlemen, that’s part of what marketing automation is. Marketing Automation gives you the ability to send bulk emails on a scheduled or triggered basis (like when someone downloads a product sheet on your website), connect your “Contact Us” forms throughout your so once they fill out their information, you will be able to see all the sites they have went on, sending alerts to your sales team when there’s a lot of activity from a specific lead that they should reach out to, and so much more.
The black band at the top of the screen is called the Navigation Bar and controls the entire navigation of Dynamics 365. Also, this provides a visual crumb trail for where the user is at in the application.
The multi-select option set in CRM version 9 is easy to implement and brings functionality to the table that has existed in Salesforce.com for years. In a nutshell, the new field is configured the same way as previous Option Sets and can be configured as global or local. The Data Type just needs to be set to MultiSelect Option Set.
Universal Resource Scheduling feature in Dynamics 365 can be used to enable scheduling for any entity including custom entities. In this article, I will walk you through one of the many potential use cases to illustrate how you can take advantage of this feature.
Cloud computing and big data are no longer just buzz words, they are driving business and digital transformation. By bringing together business applications and familiar productivity tools, the cloud can now offer the insights you need to better understand your customers and drive your success.
When it comes to company SOX or audit committees, or audit committees, as they are referred to in the SEC and Sarbanes–Oxley Act literature, a great concept can expand into a sprawling mess and an expensive corporate burden. Here are four keys to building a strong and effective audit committee.
July was a big month for sales tax across the U.S. As most states began their fiscal new year, new laws went into effect. Even the sales tax gurus can’t remember of all of the new rules in every state, so why should you?
Consider this model to give you an idea of where your ERP system may be in terms of maturity. All of these steps play a crucial role in a security maturity model. Follow these five best practices and get familiar with how to use application security so you can quickly rise to pro level.
Today’s business landscape is a far cry from what it was only a decade ago. With the rise of mobile devices and cloud-based tools and applications, the way we interact with customers and manage operations has changed dramatically. New trends can greatly impact the success of your business. Are you prepared to respond to these trends and turn them into a competitive advantage?
Most CFOs trust their system administrators to manage user roles and security in a way that protects the company against Segregation of Duties (SOD) issues. These precautions ensure auditors won’t find users who have misunderstood role assignments or have even manipulated roles to set up fake vendors.
Often when it comes to security, most people think of some hackers penetrating the firewall stealing corporate secrets and financial data. Sure, this is what is on the news all the time, and it’s a huge problem every company faces today. However, it doesn’t just end there.
When Dynamics 365 for Operations was released in February 2016 (called AX7 back then), many customers and partners were startled over the face of an ERP system only available in the cloud. This change from Microsoft would require big changes in people’s mindset.
Like buying a car, picking a CRM is one of the larger financial decisions you will make as a business leader. Would you buy a car from a niche company with limited distribution and support for you day-to-day driver? Probably not, unless you have a fascination with the "romantic" experience of owning an AMC Gremlin, Yugo, or DeLorean.
In today’s high-velocity manufacturing and distribution industries, it is imperative to develop processes that not only streamlines the business activities but also become an integral part of the system flow. Many of the advanced warehouse management systems (WMS) claim that they allow such capabilities, however, a few pressing questions needs to be asked and evaluated before these systems are to be considered. Ask the question, why will it work for me?
The spring release of Dynamics 365 for Customer Engagement has some exciting announcements including LinkedIn integration, Relationship Insights, Action Cards and Relevance Searching. In addition Prospect to Cash integrations, this latest release shows the power of an integrated and intelligent CRM application dynamically linked with your productivity applications.
As the PMO that oversees projects across the globe, the ability to shut down has proved extremely challenging. Keeping up with resources in multiple time zones and client projects in several countries, and cities takes time. A side effect of the rapid growth we have seen in our organization, for me, had unfortunately become multi-tasking during family time.
Microsoft has announced that the mainstream support for AX 2009 and AX 2012 will end soon. All Microsoft products have a lifecycle that begins when the product is released and ends it’s no longer supported. Dynamics AX products are normally supported for 10 years from the release date.
You may see one person pull you from the water, but there is a precision team -- a crew -- behind that person. Sarah Morgan, Customer Success Lead at Arbela Technologies, explains the value of "we" when it comes to customer satisfaction.
In the mid-2000's Wayne Erickson with The Data Warehouse Institute introduced the first maturity model to show how company's use their data as they mature, and where they get stuck. These models look at both the technology and the culture of the company. The lower a company is on the Complexity Scale means that they are not getting the most value from their data. There's proof that the higher you are or the further along you are in the BI Journey, the cost to handle your data and keep it relevant becomes lower.
As technology continues to advance at a rapid pace, we are starting to see the alignment between productivity applications such as Outlook and Business Systems such as Dynamics 365 combined with Social Platforms like LinkedIn.
The organizational culture plays as critical a role as the technology used to manage the customer experience. Without the proper focus, buy-in across the organization and leadership from the top most customer experience projects tend to be siloed and don’t full fill the customer experience across all channels.
The manufacturing industry has faced major changes over the past decade, and technology has revolutionized the way we do business today. Learn how to capitalize on new opportunities and transform your business.
To realize the full potential of business intelligence and take its value to the next level in your organization, you need a solid understanding of where you are, what you want to achieve, and what’s possible.
Auditors and security administrators rely heavily on reporting data to ensure compliance. Arbela Auditing & Security Manager solution already comes with several out of the box reports that provide all the information you will need for auditing and security.
According to Accenture, 67% of CIO’s want to position Information Technology (IT) as a strategic asset that will help the business grow through the use of innovative technology, products, or processes. The challenge is the traditional mid-market IT department is structured around managing and controlling IT assets such as servers, performance management, and risk avoidance tasks like backup and DR.
Companies nowadays work diligently to interact, communicate, and engage with their customers in new and different ways. However, many companies find it harder than ever to provide customers with genuine, personal, and simple ways to do this.
Below is a quick checklist, in the form of a short questionnaire, that should get you started on the right path to making sure that your implementation of Dynamics AX is successful, from a security standpoint.
This function is controlled by the language settings in the AX Tools/Options. Exceptions being AR/AP output reports such as invoices, etc. These are controlled by the language setting within the customer/vendor menu. This is controlled through the windows settings on the AX client computer.
When Dynamics AX master planning is rolled out to new users two of the settings that generate much confusion are “negative days” and “positive days”. These two fields are found on the Master plan coverage group form.