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Microsoft Dynamics 365 & Dynamics CRM experts provide reviews and opinions to aid professionals with the Dynamics 365 selection process.


Member White Papers

Welcome to our library of downloadable white papers. Review the short descriptions below and click the links to read the entire description or download the white paper.


During times of uncertainty, innovation is crucial to survival. Businesses today are facing upheaval on so many levels—state lockdowns, closed offices, slashed revenue, no childcare for workers—that it’s hard even… Read more

Your choice of implementation partner can make a world of difference. The right partner will deftly manage the project to deliver a system that fuels your business growth. The wrong… Read more

Millennials are quickly taking their place as the driving force in the workplace. In 2020, those born between about 1980 and 2000 are expected to comprise half of the workforce… Read more

If you are confused about Microsoft’s new business solution product lineup, you are not alone. The names and branding for their Dynamics ERP and CRM solutions have changed so often… Read more

The cloud has come a long way over the past decade. Cautious business leaders waited for the model to prove itself before jumping on the bandwagon, but by now there… Read more

Like most big concept buzzwords, “Digital Transformation” means something different to almost everyone. You hear it thrown around with terms like Internet of Things (IoT) and Predictive Analytics. But could digital and technological advances really have an impact on YOUR business? To get a practical, real-world perspective, we asked the technology experts listed at the end of this whitepaper—people in the trenches of modern business—for their definition. Then to help you understand what your own digital transformation can look like, we collected real-world stories from businesses using ERP, CRM and the cloud to rethink their future. In this white paper, you’ll find deeper explanations of what technology advances can mean for your business.… Read more

There was a time when Customer Relationship Management, or CRM, was the exclusive domain of the sales team. Salespeople were the liaison between the customer and the business. Those days… Read more

To help you envision your own potential, we asked Microsoft partners to share stories from organizations that are tapping into the power of Microsoft Dynamics CRM Online and Microsoft’s suite of cloud solutions. These examples will show you how real businesses are changing their customers’ experiences for the better. As you read about these forward-thinking organizations, you’ll undoubtedly be inspired. Download the white paper now to see how Microsoft Dynamics CRM Online can help you amaze your customers.… Read more

Do you think that CRM is only for managing contact information, just a high powered Rolodex? Are you looking for more innovative ways to get value from your current CRM system? This white paper will open your eyes to 24 wildly creative ways real companies are using Microsoft Dynamics CRM to drive revenue and serve customers.… Read more

Everyone’s talking about how important it is to implement mobile solutions for your business. But can mobile really make a difference to the bottom line of your business?   The… Read more

Used effectively, social networking sites can enable marketing professionals, salespeople, and customer service agents to develop meaningful relationships with customers in new ways. This paper discusses tangible ways that organizations… Read more

Il fut un temps où l’outil de gestion de la relation client (CRM) était le domaine exclusif de l’équipe des ventes, qui était le lien entre le client et l’entreprise.… Read more

Pour avoir un impact sur les clients aujourd’hui, et bâtir la loyauté face à une concurrence qui est à la portée d’un clic, il ne suffit pas d’être « assez bon ». Les entreprises qui réussissent à gagner la confiance et le cœur de leur clientèle livrent des expériences clients remarquables qui sont personnalisées, proactives et intuitives au niveau du marketing, des ventes et du service. Un excellent service est à la portée de toutes les entreprises de petites et moyennes tailles.… Read more

A free whitepaper on RFP responses that "meet the prospect where they are." Learn about RFP response content, formatting, technology, and overall strategy that can help your sales proposals stand apart from the competition and drive more business. … Read more

This white paper will walk you through the emerging mobile CRM landscape to help you better understand the benefits you’ll reap from deploying a mobile CRM solution, as well as the key requirements you’ll need to consider to successfully move forward with your mobile CRM initiative. … Read more

White Paper Title: A Practical Approach to Choosing a Construction Industry Integrated Solution White Paper Summary: In construction, it’s easy to justify the purchase of new construction equipment. With a $90,000 front end-loader, for example, a contractor knows exactly what it can do and how it’s going to make money for the company. He can… Read more

This whitepaper lays out an approach for using a combination of Microsoft Office SharePoint Server 2007 platform and the xRM application framework of Microsoft Dynamics CRM to address today’s great business challenge: how to be more customized, more rapid, and more engaged with the client while still driving down transaction costs and associated overheads.… Read more

Social Centered Selling and A Sales Guy Consulting strive to answer the question, “Is social media an effective selling tool for today’s new, more educated, informed, busy buyer?” With all… Read more

When deploying a new software solution, the percentage of employees that readily adopt the new technology can vary widely from one organization to another. This white paper includes tips and examples of what other organizations have done to encourage their teams to embrace Microsoft Dynamics CRM.… Read more

In a rapidly changing business world, sales organizations are under intense pressure to differentiate both their offerings as well as the customer experience. Microsoft Dynamics CRM provides an exceptional platform… Read more

Let me just say, we don’t think your brand ‘sux’, but in today’s social and mobile world you may encounter this type of sentiment at some point during the life… Read more

Amazing customer experiences happen when companies empower their employees to listen to, personalize interactions with, and engage with their customers across the product or service’s life cycle. Revealing the human… Read more

Sign up for a free 30 day trial of Microsoft Dynamics CRM Online.  No payment, no committment.  A local Dynamics CRM will follow up with you to process your trial… Read more

This white paper is a blueprint for building a successful contact center customer retention program. It provides strategies and tactics for companies of all sizes to employ in developing an effective approach that will yield high financial returns.… Read more

Microsoft has delivered significant innovation and value in customer relationship management (CRM) software with the recent release of Microsoft Dynamics® CRM 2011, a flexible CRM solution that provides the power of productivity through familiar, intelligent, and connected experiences for organizations of all sizes worldwide. This Statement of Direction (SoD) outlines the future direction of Microsoft Dynamics CRM over the short and longer term.… Read more

The main focus of this white paper is about revealing key factors in sales rep productivity, including what helps improve their efficiency (increasing selling time) and effectiveness (getting better results from the available selling time).… Read more

Amplifying the Power of Productivity with Microsoft Dynamics CRM and Microsoft Cloud Services… Read more

As sales, marketing, and service teams increase their productivity through use of an integrated CRM solution, both customer experience and business results improve, creating a competitive advantage.… Read more

The xRM application framework of the Microsoft Dynamics CRM offering is designed to help organizations meet their LOB (Line of Business) application requirements more economically than traditional approaches by providing rapid application development, a high degree of flexibility, and consolidated systems management. This paper examines how customers and partners are using xRM to drive business success.… Read more

Many industry observers have suggested that the sales force automation (SFA) platform of the future will look a lot more like a handheld device than a laptop, and for good… Read more

When sales and marketing share insight, they are well-positioned to become a true power couple that can lead your company into a profitable future. This whitepaper will share with you… Read more

When working with companies in a wide variety of industries, Microsoft has observed best practices and techniques that can enable you to do more than just survive during an economic… Read more

This IDC research report shows how easy-to-use applications combined with best practices can help you execute impactful marketing programs and activities that have direct impact on customer acquisition and retention… Read more

In a growth economy, businesses typically work hard to expand their customer base and spend aggressively to stoke the growth engine. When money is tight however, existing customer relationships grow… Read more

Some organizations have found that their sales processes have become more challenging while the performance of some of their sales professionals who were past stars has deteriorated. Learn how a… Read more

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