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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Building a Managed Care Services Strategy: 3 Important Considerations

Mazars

Realize the importance of managed care services while keeping an eye toward future needs

Azure Business Central Customer Engagement Dynamics 365 Finance and Operations Power Platform

Training Resource List for Microsoft Dynamics 365/CRM Users

ClickDimensions
This guide includes resources for Dynamics 365, as well as CRM 2016, 2015 and 2013
Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Marketing Marketing Automation Sales Sales & Marketing

The CFO’s Playbook for SaaS Transformation

Binary Stream

The following industry insights will help your business increase its agility and scalability

Accounting Aerospace & Defense Agriculture Architecture Auditing Automotive Complex Billing Construction Consumer Goods Customer Experience (CX) Design & Decorating Distribution

Obtaining Business Intelligence (BI) from Microsoft Dynamics GP

Smith and Allen Consulting, Inc.
Everyone wants Business Intelligence (BI), but few know where to start. This guide is all about using “native” Microsoft Dynamics GP to start your BI journey.
BI and Reporting Dynamics GP KPIs

4 Milestones to Attain for Post-Pandemic Revenue Generation

ClickDimensions

Forging a path to revenue in the digital selling landscape

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

Booklet | The definitive guide to flat-rate billing

Binary Stream

This booklet will guide you through flat-rate pricing strategies to help you determine if this model is right for your business

Accounting Advanced Pricing Associations Bill Of Material Mgmt Billing Business Central CPQ (Configure, Price, Quote) Complex Billing Consumer Goods Contract Management Dynamics 365 Dynamics AX

Survey Results: Dynamics Customer Benchmarking Report

ClickDimensions

Explore data from over 260 participants, benchmarking and comparing your marketing and sales strategy, progress and future plans.

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

5 Signs it's Time to Replace Your Legacy ERP with Microsoft Dynamics 365

enVista

Many early ERP adopters are now hindered by a decade or more of mature technology and excessive customization.

Azure Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV

Sell More and Faster with Document Automation in Dynamics CRM/CE

Experlogix

This whitepaper examines a critical business process in all organizations focused on sales – the Lead-to-Close process

Customer Engagement Document Automation Dynamics 365 Dynamics CRM Power Automate Power Platform Sales & Marketing

4 Reasons Companies Don't Automate AP Processes

Metafile

There are a lot of misconceptions about automation that make organizations hesitate

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