To get the most impact from a business management solution, your employees must learn the system quickly and use it efficiently. This white paper will share the knowledge gained through thousands of ERP and CRM implementations to help get your employees started on the right foot. Our contributing partners have shared best practices, vital warnings, and bright ideas so you can quickly realize the full value of your software investment. Download the white paper to find out how to help your employees embrace change and take your organization to the next level.… Read more
Member White Papers
Welcome to our library of downloadable white papers. Review the short
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download the white paper.
9 Creative Ways Microsoft Dynamics is Helping Businesses Pivot During Crisis |
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
9 Questions Nobody Asks Their CRM Partner...But Should |
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
21 Reasons Millennials Prefer Microsoft Dynamics |
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
But Really...What is Microsoft Dynamics 365? |
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
7 Pitfalls to Avoid as You Transition to the Cloud |
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
What the Heck is Digital Transformation and What Does It Mean For Your Business? |
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
CRM is Not Just For Salespeople |
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
17 Amazing Customer Experiences Businesses Deliver Today With Microsoft Dynamics CRM Online |
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
24 Wildly Creative Ways Companies Use Microsoft Dynamics CRM to Drive Revenue and Serve Customers |
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
White Paper: Why Go Mobile? Six Strategic Objectives You Can Conquer With Mobile CRM |
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
White Paper: CRM and Social Networking: Engaging the Social Customer |
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
Le CRM, pas que pour les ventes |
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
17 Expériences Clients Remarquables Qu’offrent Les Entreprises Avec Microsoft Dynamics CRM Online |
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
Mobile CRM Advantages, Benefits, Challenges, and Considerations |
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: XRM Integrated Software for the Construction Industry. |
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
White Paper: Leveraging Microsoft Dynamics CRM and SharePoint for Enhanced Business Impact Whitepaper |
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 Media & Sales Quota – The Impact of Social Media on Sales Quota and Corporate Revenue |
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
White Paper: Driving User Adoption for Microsoft Dynamics CRM |
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
CRM In the World of Buyer 2.0 |
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
Your Brand Sux – Turning Sentiment Into Opportunity |
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
WOW Service: Social Intelligence Guide for Customer Service |
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
Offer: Get a Free 30 Day Trial of Microsoft Dynamics CRM Online |
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
White Paper: Maximizing Customer Retention: A Blueprint for Successful Contact Centers (by DMG Consulting) |
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 Dynamics CRM Vision Statement of Direction |
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
White Paper: Improving Sales Productivity: An Opportunity for Sales and IT Leadership (by CustomerThink) |
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
Next-Generation CRM: Driving Productivity with End-to-End Cloud Services |
Amplifying the Power of Productivity with Microsoft Dynamics CRM and Microsoft Cloud Services… Read more
Optimizing Business Productivity: Do More for Your Customers and Your Business |
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
White Paper: Maximize the Value of your Custom Business Applications with Microsoft Dynamics CRM Whitepaper |
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
White Paper: Bringing Enterprise CRM to the Small Screen |
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
White Paper: Sales & Marketing The New Power Couple |
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
White Paper: Boost Revenue and Thrive Leveraging CRM in Hard Times |
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
White Paper: Real World Marketing: Enabling Marketing Throughout The Organization |
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
White Paper: Customer Relationship Management: The Winning Strategy in a Challenging Economy |
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
White Paper: The Future Sales Force A Consultative Approach |
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