Dynamics 365 White Papers

Sales and Marketing Alignment with Microsoft Dynamics

emfluence

Learn how to use Microsoft Dynamics and your marketing automation platform to facilitate the hand off of marketing leads to your sales team

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

How to Transition from the Field Service Mobile (Xamarin) app to Resco Field Service 2.0

Resco

Preparing for the transition from Microsoft Dynamics 365 Field Service with the Field Service Mobile app to the Power-Apps-based Field Service (Dynamics 365) mobile app

Automated Data Collection Business Central Configuration & Development Customer Engagement Data Integration Data Management Dynamics 365 Dynamics NAV Energy Field Service Field Service Healthcare

Curing Your AP Ailments: How Automation Heals Accounts Payable Pain-Points

Metafile

Many AP departments are still engaging in outdated practices with outdated (or non-existent) technology solutions

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

11 Accounts Payable Metrics That Savvy CEOs Track & Measure

BILL

Are you measuring the right accounts payable metrics for optimum efficiency and best strategic alignment?

AP Automation Accounting Business Central Business Process Mgmt Check Printing Dynamics 365 Dynamics GP Financial Management Invoice Processing Payment Processing SaaS

The High Price of Dirty Data for Microsoft Dynamics 365 Users and How to Clean it Up

Click

How to go from just thinking about cleaning up your data to making it a priority today

Customer Engagement Customer Relationship Mgmt Data Management Dynamics 365 Dynamics CRM Marketing Automation Master Data Mgmt Sales & Marketing

What to Consider for Your Microsoft Dynamics and Marketing Automation Platform Integration

emfluence

Think through your marketing automation integration for maximum success

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

6 Best Practices for Solving Financial Consolidation Challenges

Binary Stream

A comprehensive list of tactics to overcome the most common challenges of financial consolidation

Accounting Automated Data Collection Billing Consolidation Accounting Contract Management Customer Engagement Data Management Data Migration Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV

The State of ePayables in 2021: Benchmarks and Becoming Best-in-Class

Metafile

The benefits of embracing ePayables technology and implementing a digital transformation ...

AP Automation Accounting Azure Business Central Distribution Document Automation Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Finance and Operations

6 Critical To-Do's Before You Select a New Microsoft Dynamics ERP

Sikich

When deciding on what an ERP project might look like for you, many tasks can be performed to increase your organizational readiness for the implementation of your new ERP ...

Business Central Business Process Mgmt Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Finance and Operations

How to Build a Customer Journey Map with Microsoft Dynamics CRM/CE

emfluence

Take your company’s sales and marketing alignment to the next level

Customer Engagement Dynamics 365 Dynamics CRM Email Management Field Service Marketing Marketing Automation Marketing Resource Mgmt (MRM) Project Operations Project Service Automation Sales Sales & Marketing