Dynamics 365 White Papers

The CFO’s Playbook for SaaS Transformation

Binary Stream

The following industry insights will help your business increase its agility and scalability

Accounting Aerospace & Defense Agriculture Architecture Auditing Automotive Complex Billing Construction Consumer Goods Customer Experience (CX) Design & Decorating Distribution

How to Efficiently Capture Customer Data Through Digital Smart Forms

Experlogix

See how customers or employees can easily complete complex data capture tasks, and generate personalized, relevant documents in minutes

Customer Engagement Customer Relationship Mgmt Document Automation Document Management Dynamics 365

9 Onboarding Steps to Set your New Hires Up for Success with RPA

Metafile

Tips to help streamline your onboarding process so that your new hires are set up for success with your RPA solution

AP Automation Accounting Business Central Consumer Goods Document Automation Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Finance and Operations

Making the B2B e-Commerce Journey with Microsoft Dynamics

Mazars

Improve your customer experience and bring much-needed efficiencies to your supply chain

AI Commerce Consumer Goods Customer Engagement Dynamics 365 Dynamics CRM E-Commerce Finance and Operations Manufacturing Power Apps Power Platform Retail

How to Use Marketing Lists in Dynamics to Power Your Marketing Automation Strategy

emfluence

If you’re not already using Marketing Lists, these are especially effective when integrated into your marketing automation platform (like the emfluence Marketing Platform)

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

How to Build a Robust Parcel Operation on Microsoft D365

NMB Solutions

The 6 must-haves to lower your costs and make your customers happy

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

The Finance Leader’s Playbook for Financial Transformation

Binary Stream

How finance leaders can establish themselves as the backbone of a company's strategic planning

AP Automation Accounting Advanced Pricing Agriculture Architecture Auditing Automotive BI and Reporting Billing Budgeting Business Central CPQ (Configure, Price, Quote)

How to Fix the 7 Core Challenges in Retail Lease Management

Binary Stream

7 of the most pressing challenges facing commercial lessors and lessees, and how to address these issues with a robust lease administration solution

Accounting Billing Budgeting Business Central Business Performance Mgmt Business Process Mgmt Complex Billing Consolidation Accounting Consumer Goods Contract Management Dynamics 365 Dynamics AX

5 Steps to Boost Digitalization in Property, Housing, and Facility Maintenance

Resco

Discover the future of customer experience for your facility maintenance team

Automated Data Collection Business Central Customer Engagement Customer Experience (CX) Dynamics 365 Field Service Mobile Applications Power Platform Property Management Real Estate

6 Steps to Build a Business Case for Paperless Automation

Metafile

So, if you’re ready to get leadership on-board with a paperless automation investment and implementation, here are some tips to put together a thorough and convincin...

AI AP Automation Accounting Business Central Document Automation Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Financial Management