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.

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5 Ways Robotic Process Automation Increases Employee Drive and Morale

Metafile

Redundant, mind-numbing tasks can reduce employee morale. Can you blame employees for losing steam when their job is wrought with manual, tedious, repetitive processes? We...

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

Succeeding with Email Marketing: A Guide for Microsoft Dynamics Marketers

Click

Tactics for garnering opens and inspiring action have evolved

Customer Engagement Dynamics 365 Dynamics CRM Email Management Marketing Automation Sales & Marketing

The Dirty Little Secrets of CRM: Why Your Customer Service Is Not as Good as You Think It Is

enVista

3 Secrets all Dynamics CRM customers should know about customer service

Customer Engagement Customer Relationship Mgmt Customer Service Dynamics 365 Dynamics CRM

Enhancing Microsoft Dynamics with AI, Machine Learning, and RPA

Metafile

How they relate to integration with Microsoft Dynamics

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

Using Multiple Lead or Scoring Models to Deliver the Right Message Across the Customer Journey

emfluence

Tracking and assigning values to prospect activity is just one small piece of the customer journey. Contact scoring has a place across the entire customer lifespan

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

Re-Engaging Leads and Customers with Microsoft Dynamics 365

Click
Win relationships back with Microsoft Dynamics 365 and marketing automation
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Marketing Marketing Automation Sales Sales & Marketing

Optimizing Beverage Business Efficiency: Leveraging AP Automation with Microsoft Dynamics 365 for Finance

Metafile
How integrating an AP automation solution like MetaViewer with D365 for Finance can enhance efficiency and keep production smooth
AI AP Automation Accounting Business Central Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Financial Management Food & Beverage

AP Automation for Small and Medium Enterprises (SMEs)

Metafile
AP Automation can be a game-changer for financial management in Small and Medium Enterprises (SMEs) businesses.
AP Automation Document Automation Document Management Financial Management Invoice Processing

D365 Cloud ERP 101: BI & Analytics Planning

Sikich

If you don't plan for BI early on, you run the risk of not getting meaningful data out of your system

BI and Reporting Business Central Data Warehousing Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Finance and Operations KPIs

How to Drive Rapid ROI with CPQ for Microsoft Dynamics

Experlogix

Improve your bottom line, increase customer satisfaction, and generate real ROI through multiple benefits

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