Microsoft Dynamics White Papers

Search and browse through our database of vendor and analyst white papers to help you expand your knowledge on a host of Microsoft technology-related topics.

Hide filters

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

Using Microsoft SharePoint to Optimize Document Management in Microsoft Dynamics 365

Connecting Software
Learn how to set up the best environment for document management in Dynamics 365 including a SharePoint integration
Data Integration Document Management Dynamics 365

The Benefits of Document Automation in Banking

Experlogix

Everything there is to know about document automation software in the context of banking

Customer Engagement Document Automation Dynamics 365 Financial Services

Your Complete Guide to Ecommerce Success in 2021

k-ecommerce

Learn what to take into account when launching and running a successful eCommerce business

Business Central Distribution Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV E-Commerce Finance and Operations Retail POS Sales & Marketing Web Storefront

The Road to AP Automation (Part 1): The AP Process

Dooap
A guidebook on AP process development to help you lay the groundwork for automation
AP Automation Accounting Dynamics 365 Dynamics AX Finance and Operations Financial Management Invoice Processing Robotic Process Automation (RPA)

3 Areas of Your Business to Implement RPA (Robotic Process Automation)

Metafile

Automation is making companies more accurate, efficient, competitive and transparent

AP Automation Accounting Document Automation Document Management Dynamics 365 Dynamics AX Finance and Operations Financial Management HR Management Invoice Processing Robotic Process Automation (RPA)

10 Expert Tips to Get Your Users Excited About CRM Again

Ledgeview Partners

Bring your CRM Solution back to life (and your team’s enthusiasm for it) with this Ledgeview Partners guide

Customer Relationship Mgmt User Adoption

Why Document Management is the Peanut Butter and Jelly of Your Payables Department

Metafile
Provides your company with a platform for greater control of cash management
AP Automation Accounting Banking Business Central Document Automation Document Imaging Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL

3 Business Central Users, 1 Common Problem: Saying Goodbye to Management Reporter

FYIsoft
Dynamics users making the transition to the cloud are often left without adequate financial reporting capabilities
BI and Reporting Financial Management

5 Reasons to Embrace Invoice-to-Pay Automation

Metafile

What do you get when you pair accounts payable automation technology with payment automation technology?

AI and Machine Learning AP Automation Azure Business Central Business Process Mgmt Consumer Goods Distribution Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV