Dynamics 365
Resources

Explore business resources and insights

Explore these resources to empower your business with actionable insights on managing customer relationships, streamlining operations, and enhancing service.

Essential resources for business growth

Dive deeper into strategic resources that cover key aspects of business management, from optimizing operations to enhancing customer experiences.

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CRM

What is CRM?

Learn how to centralize and manage customer data efficiently and why it’s critical to operations.

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ERP

What is ERP?

Discover how ERP boosts efficiency, cuts costs, and seamlessly unites people, data, and processes.

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ERP

Why you need an ERP system

Learn about ERP systems and the benefits they offer our business.

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CRM

An introduction to CRM tools

Explore how CRM tools track connections, gather data, personalize experiences, and streamline sales.

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Service

Inventory management system basics

See how to ensure total inventory visibility from receipt to ship date to maximize profitability.

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Service

How help desk software supports customers

Learn how to enhance services with online help desk software and chat and email self-service tools.

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ERP

What is a subsidiary company?

Explore how subsidiary companies help your business plan and grow strategically.

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ERP

A guide to order management systems (OMS)

Eliminate ecommerce order hassles, streamline sales, and enhance efficiency with an OMS.

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CRM

What is customer experience management?

Find out how strategic tech transforms customer relationships with personalized experiences.

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CRM

Choosing the best CRM business solution

Learn how to assess your needs and goals to find the right CRM for your business.

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ERP

What is financial management?

Strategically establish controls and monitor all resources to achieve business goals.

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ERP

What is fixed asset accounting?

Discover fixed asset accounting and how it helps businesses track inventory, sales, and production.

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CRM

What is marketing automation?

Automate marketing tasks to simultaneously boost ROI and enhance customer satisfaction.

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CRM

What is customer experience (CX)?

Discover strategies to upgrade CX for greater business success.

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ERP

What is financial analytics?

Maintain accurate financial statements to ensure business health and remain competitive.

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CRM

What is a customer data platform (CDP)?

Learn about CDP software and how it unifies customer data for personalized insights.

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CRM

How to get the most out of CRM software

Maximize your CRM system beyond automation by engaging customers and anticipating their needs.

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ERP

Finding the right ERP software solution

Explore ways to choose the best ERP solution based on your business needs.

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ERP

How ERP systems enhance supply chain management

Streamline supply chain management processes with ERP integration.

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Service

How field service management software works

Empower your mobile workforce with field service management software for proactive customer care.

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CRM

What is customer journey mapping?

Visualize the steps customers take to effectively complete specific actions.

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CRM

What is a customer journey?

Explore the benefits of optimizing customer journeys to nurture customer loyalty and drive success.

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ERP

Four key financial management software benefits

Control finances, streamline processes, enhance visibility, and improve planning.

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CRM

A comprehensive guide to lead generation

Explore lead generation’s importance, mechanics, and impact on your sales pipeline.

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Service

What is customer service?

Learn the definition and pillars of good customer service to elevate journeys and boost retention.

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Service

Customer service software and brand loyalty

Streamline workflows, speed up responses, and exceed customer expectations with the right software.

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ERP

Understanding project accounting

Learn how to track expenses, manage resources, and gain insights for future success.

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CRM

What is behavioral analytics?

Discover how to use behavioral analytics to understand and predict customer behavior.

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ERP

Your essential guide to inventory control

Learn about the benefits of inventory control systems and how to find the right one for your needs.

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ERP

Seven trends in supply chain innovation

Learn how new supply chain technology leads to greater resiliency and efficiency.

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CRM

Sales force automation: How to close more deals

Boost sales, revenue, and efficiency to close deals faster with sales force automation.

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ERP

What to look for in HR Solutions

Explore insights into modern HR solutions to learn which HR software suits your company best.

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ERP

What is account takeover?

Understand different types of account takeovers and ways to prevent account takeover fraud.

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ERP

What is supply chain management (SCM)?

Learn how SCM helps businesses control the flow of goods and services.

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ERP

What is globalization?

Utilize global expansion for financial visibility, streamlined operations, and growth.

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CRM

What is a data management platform (DMP)?

Explore how a DMP can unify and analyze customer data effectively.

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CRM

Benefits of finding the right CRM system

Automating and streamlining sales, marketing, and service has benefits for customers and businesses.

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CRM

What is sentiment analysis?

Learn how sentiment analysis uncovers customer feelings and audience insights.

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CRM

What is sales enablement?

Learn about how sales enablement targets the right customers at the right time.

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ERP

How to allocate resources

Explore how to allocate resources for efficient, cost-effective projects and organizational success.

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CRM

What is customer retention?

Retaining customers helps maximize loyalty, increase profits, and optimize customer lifetime value.

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ERP

Types of credit card fraud

Learn about the kinds of credit card fraud and why online retailers need to invest in credit card fraud detection technology.

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ERP

Why retailers need loss prevention strategies

Discover approaches to loss prevention in retail and how fraud protection software can protect profits.

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ERP

What is fraud prevention?

Learn how a fraud prevention service detects and prevents activities that put your business at risk.

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CRM

What is demand generation?

Explore a holistic approach to cultivating long-term customer relationships.

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CRM

What is inbound marketing?

Learn the variety of techniques used to attract customers and convert them into leads.

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ERP