Dynamics CRM White Papers

Taking the Pain Out of Tax with Microsoft Dynamics 365

Vertex, Inc.
How powerful tax technology can support your business growth
AI Azure Business Central Commerce Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics POS Dynamics RMS

A Guide for Taking Ecommerce Automation to the Next Level

Celigo

Integration-driven automation is a key strategy to achieve ecommerce excellence and strengthen business growth

Azure Business Central Customer Engagement Data Integration Data Management Data Migration Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL

A CIO's Guide to Managing Economic Uncertainty with a Modern iPaaS

Celigo

How a modern iPaaS can help IT leaders

Azure Business Central Customer Engagement Data Integration Data Management Data Migration Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics Marketing Dynamics NAV

Managing Identity and Access Controls Across Multiple Applications

Fastpath, now part of Delinea
Organizations must be aware of the risks they face and take the appropriate measures to minimize the impacts on their operations
Auditing Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations Security Segregation of Duties (SoD)

The Ultimate Guide to Customer Retention

Click

The insight and resource recommendations you need to improve your retention rates

Customer Engagement Customer Relationship Mgmt Customer Service Dynamics 365 Dynamics CRM Email Management Marketing Automation Sales & Marketing

2023 Document Automation and CPQ Trends Report

Experlogix

Document and CPQ challenges of users, expectations on software vendors, and tech shaping the employee experience

Business Central CPQ (Configure, Price, Quote) Customer Engagement Document Automation Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations Sales/Product Configurator

7 Audit Scoping and Project Management Best Practices

Fastpath, now part of Delinea
A practical approach to audit programs and compliance
Auditing Business Central Business Rules Mgmt Configuration & Development Customer Engagement Data Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL

Getting Started with Sales Nurturing and Marketing Automation

emfluence

Using automated workflows to send your messages

Customer Engagement Dataverse (CDS) Dynamics 365 Dynamics CRM Dynamics Marketing Email Management Marketing Automation Marketing Resource Mgmt (MRM) Power Apps Power Platform Sales & Marketing

How to Create a Contact and Lead Scoring Methodology That Can Transform Your Business

emfluence

Setting forth an agreed upon contact and lead scoring methodology is key for the implementation of a collaborative, cross discipline nurture program

Customer Engagement Dataverse (CDS) Dynamics 365 Dynamics CRM Dynamics Marketing Marketing Automation Marketing Resource Mgmt (MRM) Power Apps Power Platform Sales & Marketing

The Marketing Survival Guide for 2023

Click

This guide gives an insight into the B2B marketing landscape for 2023

Customer Engagement Dynamics 365 Dynamics CRM Dynamics Marketing Marketing Marketing Automation Sales & Marketing