Dynamics 365 White Papers

Separation of Duties (SOD): Basics and Applications

Fastpath, now part of Delinea
Understand how Separation Of Duties can help you maintain security and compliance for your business-critical applications
Business Central Commerce Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Governance, Risk, and Compliance (GRC) Human Resources (Talent)

4 Ways to Build a Strategic AP Department with RPA and Microsoft Dynamics

Metafile

Your accounts payable department is one of the most essential departments in the enterprise

AI and Machine Learning AP Automation Accounting Business Central Distribution Document Automation Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL

The 7 Most Common Reasons Not to Invest in Better CPQ Technology — and Why They're Wrong

Experlogix

"I know we need a new CPQ system, but..."

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

Using Your Dynamics and Marketing Automation Integration to Trigger Email Campaigns

emfluence

Ensure your CRM system is funneling opportunity to your marketing automation platform with the data it needs to generate the most...

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

Why Furniture Manufacturers Need CPQ

Experlogix

Automating and expediting furniture configuration and manufacturing processes is helping the furniture industry evolve

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

Is Enhancing Your D365 Shipping Operation at the Top of Your List This Christmas?

NMB Solutions

As we move into 2023, it’s expected that more businesses will be keen to re-evaluate their overall supply chain strategies and potential new business models

3PL Dynamics 365 Finance and Operations Logistics Shipping Supply Chain Management Transportation Management

(Infographic) 7 Key Clauses Commonly Found in SaaS Contracts

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This infographic breaks down seven key clauses found in most SaaS contracts

AP Automation Advanced Pricing Associations BI and Reporting Bill Of Material Mgmt Billing Budgeting Business Central Business Performance Mgmt CPQ (Configure, Price, Quote) Complex Billing Consumer Goods

(Infographic) Build a SaaS Migration Roadmap with 7 Best Practices

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This infographic covers the 7 best practices to help companies map a custom roadmap for SaaS migration

AP Automation Accounting Advanced Pricing Automotive BI and Reporting Bill Of Material Mgmt Billing Business Central CPQ (Configure, Price, Quote) Complex Billing Configuration & Development Consolidation Accounting

The Benefits of Straight-Through Invoice Processing with Intelligent Automation

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Today’s most effective business processes and procedures are the ones that happen seamlessly

AI AP Automation Accounting Business Central Business Process Mgmt Document Automation Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL

Defining Your Customer Journey with Microsoft Dynamics CRM/CE

emfluence

Six steps towards successfully defining your customer journey with Microsoft Dynamics

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