Configure customer success
After an onboarding case has been created, you can configure and set up customer success by creating engagements, configuring success plays, and setting up the success initiative record.
This section covers the following:
- Create an engagement
- Create a success initiative
- Create an ALE definition record
- Create an ALE choice record
- Create a success play
- Create an internal play playbook
- Create a success case playbook
- Create a renewal playbook
- Define risk signal to solution relationship
- Create a success blueprint template
- Setup the data context engine
- Setup the engagement health definition
- Setup the engagement risk definition
- Integrating with Microsoft Dynamics CRM