Microsoft Business Applications 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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How Custom Fields in Microsoft Dynamics Connect to Your Marketing Automation Strategy

emfluence

How custom fields are created and how best to integrate them into your marketing automation platform

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

New Research Report: What Finance Teams Really Need from AI

Flywire
Insights from 300+ finance professionals on AI, automation, and getting paid faster.
AP Automation Accounting Business Central Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Finance and Operations Financial Management Invoice Processing Payment Processing

The Financial Control Drag of Manual Accounts Payable

Yooz
How poor visibility, errors, slow approvals, and high costs hurt forecasting and profitability.

Why Connected Revenue Operations Matter—and How Microsoft Enables Them

Velosio
A stronger sales engine doesn't come from squeezing harder. It comes from making the system easier to run.
Accounting Copilot Customer Engagement Dynamics 365 Financial Management Power Platform Revenue recognition Sales

A Guide to Robotic Process Automation

Dooap
Key information for businesses interested in robotic process automation
AP Automation Dynamics 365 Dynamics AX Finance and Operations Financial Management Invoice Processing

Managing Risk & Discovering Value with Fastpath During an ERP Implementation or Upgrade

Fastpath, now part of Delinea
How to align security during the critical phases of an ERP implementation.
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

Mastering Sustainability with ERP-Driven Supply Chains

NMB Solutions
Achieving supply chain sustainability demands holistic collaboration, partnerships, standards, and transparency, positioning early adopters as industry leaders for the future
Dynamics 365 Dynamics AX Finance and Operations Shipping Supply Chain Execution Supply Chain Management

From the First Mile to the Final Mile

NMB Solutions

How to offer local service on a global scale

Distribution Dynamics 365 Dynamics AX Finance and Operations Shipping Transportation Management

How Implementing A Data Warehouse Solution Can Accelerate And Facilitate An ERP Upgrade

insightsoftware
This document provides a detailed discussion of the benefits of incorporating a data warehouse when upgrading an ERP system
BI and Reporting Business Central Data Warehousing Dynamics 365 Dynamics AX Dynamics NAV Finance and Operations

Segmentation Strategies for Microsoft Dynamics and Marketing Automation

emfluence

Learn how to use your CRM to create a segmentation strategy that personalizes your messaging to each member of your marketing list

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