Dynamics 365 White Papers

Vendor Portal: The Gateway into Vendor Satisfaction

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Another way for your company and vendors to save mailing costs, document handling, invoice processing, and answering vendor calls
AP Automation Accounting Business Central Document Automation Document Imaging Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Finance and Operations

5 Ideas to Drive Sales Using Marketing Automation and Dynamics 365/CRM

ClickDimensions
ClickDimensions combined with Microsoft Dynamics 365/CRM can drive sales success
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Email Management Marketing Marketing Automation Sales Sales & Marketing

Leveraging Dynamics CRM/365 to Provide an Amazing Omni-Channel Experience

PowerObjects, An HCL Technologies Company
Customers expect a seamless and consistent experience across the growing number of channels they are using to interact with companies
Customer Engagement Dynamics 365 Dynamics CRM

How to Use Microsoft Dynamics CRM to Engage and Delight Customers

ClickDimensions
The customer experience cookbook
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Email Management Marketing Marketing Automation Sales Sales & Marketing

Effective Lead Nurturing in Microsoft Dynamics CRM

ClickDimensions
Some of our top tips and insights for lead nurturing success
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics AX Dynamics CRM Email Management Marketing Marketing Automation Sales Sales & Marketing

Microsoft Dynamics AX and Document Management: An Integrated Solution for Your Many Locations

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An AP automation solution helps streamline previously paper-based AP tasks by integrating with Microsoft Dynamics AX
AP Automation Accounting Document Automation Document Imaging Document Management Dynamics 365 Dynamics AX Finance and Operations Financial Management Invoice Processing Payment Processing Procurement

Email Marketing in Microsoft Dynamics CRM: Improving Email Deliverability

ClickDimensions
Best practices for ensuring that emails get to their desired destination
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Email Management Marketing Marketing Automation Sales Sales & Marketing

Data Migration: Flying Your Data to Microsoft Dynamics ERP

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What can you expect when it comes to transferring your data?
Business Central Data Archiving Data Integration Data Management Data Migration Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Master Data Mgmt

How to Score Big with Customer and Lead Nurturing in Microsoft Dynamics CRM

ClickDimensions
The campaign automation playbook for Microsoft Dynamics CRM users
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Email Management Marketing Marketing Automation Marketing Resource Mgmt (MRM) Sales Sales & Marketing

Content Marketing Success with Dynamics CRM

ClickDimensions
Content marketing generates three times as many leads as traditional outbound marketing
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Marketing Marketing Automation Sales Sales & Marketing