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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Microsoft Dynamics 365 Tips & Tricks: Reporting

enVista

Gain insight into various reporting options available as part of D365 platform from Nathan Clouse, Microsoft Business Applications MVP and enVista Technical Architec...

BI and Reporting Dynamics 365 Finance and Operations Financial Management

Infographic | Build a SaaS Migration Roadmap with 7 Best Practices

Binary Stream

7 best practices to help companies map a custom roadmap for SaaS migration

Accounting Advanced Pricing Aerospace & Defense Architecture Associations Auditing Automotive Azure Banking Billing Business Central Business Process Mgmt

The Simple Account-Based B2B Sales & Marketing Approach for SMBs

ClickDimensions

Learn from over 5,000 CRM implementations

Customer Engagement Customer Relationship Mgmt Dynamics 365 Email Management Marketing Automation Sales & Marketing

Considering Migrating to the Cloud? Here are Three Questions to Ask in 2020.

WatServ

WatServ has posed three questions to ask yourself if your considering migrating to cloud this year.

Everything You Need to Know About Lead Scoring with Marketing Automation and Microsoft Dynamics

emfluence

When it comes to marketing, teams understand that underneath stunning graphics, clever copy, and attention-grabbing campaigns, the focus and drive rests on generating lead...

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

Maintaining Strong Security in the Work from Home World

Fastpath, Inc.

Security considerations of a work from home environment and techniques organizations can employ

Auditing Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations Governance, Risk, and Compliance (GRC) Risk Management Security

Creating Lead Nurtures with Microsoft Dynamics and Marketing Automation

emfluence

Learn how to use Microsoft Dynamics and your marketing automation platform to build technically strong lead nurture campaigns

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

Insurance Companies Need a Healthy Dose of Document Management

Metafile
Helps businesses streamline processes to make sure that company information is readily available
AP Automation Accounting Business Central Document Automation Document Imaging Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Financial Management

The B2B Marketer's Guide to Social Media Success

ClickDimensions
If you are looking to up your B2B social media game, or even get started on social, this guide is for you
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Marketing Marketing Automation Sales Sales & Marketing

A Microsoft Partner's Guide to Dynamics 365 Migrations

Stratos Cloud Alliance

Migrating is no longer a new or disruptive idea but it’s also still no easy feat especially for businesses – or your customers – that have been on their legacy, on-prem ER...

Business Central Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Partner Strategy