White Papers, Downloads and Other Resources

In this video, learn how the Power Platform return to the workplace solution is helping customers safely prepare for the return to physical workplaces.

In this month’s webinar, we discuss how enhanced filtering in Dynamics 365 makes the user experience easier than ever before.

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In this month’s webinar, we discuss credit card processing with Dynamics 365. For years, clients have asked for a simple solution for processing credit cards within Dynamics 365. enCloud9 in partnership with iSolutions present iPayments, an easy to use add-on for Dynamics 365 that makes credit card processing easy.

Contact enCloud9 to get this set up in your Dynamics 365 environment. Get paid faster and sell more.

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In this month’s webinar, we discuss using SMS messaging with Dynamics 365. SMS or text messaging is a quick and easy way to stay in touch with your customers. enCloud9’s new Easy SMS add-on brings two-way SMS for Power Apps and Dynamics 365. Now you can message your customers when:
• their case is resolved
• product is shipped
• or a technician is on the way.

Find out more details about Easy SMS and how it improves your company’s communication with clients.

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In this month’s webinar, we take a deep dive into one of the updates coming to Dynamics 365: Sales Forecasting.
Topics covered were:
• How to build monthly, quarterly, or annual sales forecasts for your sales team
• How to use forecasts with Dynamics 365 Goals
• Creating reports

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In this month’s webinar, we preview the changes coming to Dynamics 365 and Power Apps during April 2020. We discuss improvements to the timeline, rich-text functions in the notes, using the Kanban board to manage sales opportunities, and more. In addition, Brian Begley demos a sample sales forecast that he created.

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Working from home may become more common as the COVID-19 virus continues to spread, but at enCloud9, we have been working from home since our founding in 2008. In fact, you might say – we are experts at it. Because we are experts at working from home, we would like to offer our best tips to help you keep your productivity (and spirits) high.

Everyone is looking for more time in the day. Power Automate enables you to work less and accomplish more. With Power Automate, you can automate repetitive, mundane tasks allowing you to focus on other things. Watch your productivity go through the roof! Charge up your sales with Power Automate.

In this informative webinar, Brian Begley shares three flows that enCloud9 has recently built for clients.

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In this informative webinar, Brian Begley demonstrates how Dynamics 365 works with Outlook to increase productivity throughout the workday. This demo includes mobile and Power Apps scenarios and is appropriate for Dynamics 365 users still using the old Outlook integration as well as model-driven Power Apps looking for an easy way to integrate emails. The recording of the webinar may be viewed at https://youtu.be/fok90vh2ljY

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If you have tried to use the Dynamics 365 mobile app on your phone in the past but left disappointed, then then this webinar is for you. Microsoft has rebuilt the app from the bottom up to make it easier to use, with all the most important information at your fingertips. In our webinar, we discuss many of the app’s best features for improving productivity on the go as well as giving a live demo.

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In our Unified Interface Presentation slides you will learn about many of the UI’s best features for improving productivity. It is time to start planning your migration to the Unified Interface, if you haven’t migrated already. We give many tips to planning a successful migration.

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Microsoft’s Unified Interface playbook is intended to help customers, partners and Microsoft field roles plan and execute transitions from the legacy web client to the UI.

Peanut butter and jelly, milk and cookies, movies and popcorn – some things are just better together and the same goes for two of Microsoft’s productivity-enhancing cloud solutions. Learn how Office 365 and Dynamics 365 work as one and enable you to work smarter.

Learn how Microsoft Dynamics 365 For Sales can help you grow sales by empowering your sales team to engage proactively with actionable insights.

New to Microsoft Teams? Use this guide to learn the basics.

Choosing the right implementation partner is a big decision. You need a partner who understands your business and specific needs. This infographic gives you six tips to aid in your selection process.

So, what is Dynamics 365? This whitepaper will tell you how Dynamics 365 and Business Central can increase your company’s productivity. Learn about some other Dynamics solutions, as well as getting some tips on choosing the right implementation partner.

The release plan for the 2019 release wave 2 describes all new features releasing from October 2019 through March 2020 for Dynamics 365.

Power Platform: 2019 release wave2 plan describes all new features releasing from October 2019 through March 2020 for Power Platform (PowerApps, Power BI, and Microsoft Flow).

Between April and September 2019, Dynamics 365 for Sales will be releasing a series of new features. In this infographic, we highlight the top five features we are excited about.

Between April and September 2019, Dynamics 365 for Marketing will be releasing a series of new features. We’ve highlighted the top five features we are excited about.

Between April and September 2019, Business Central will be releasing a series of new features. We’ve highlighted the top five features we are excited about.

Between April and September 2019, Dynamics 365 for Customer Service will be releasing a series of new features. We’ve highlighted the top five features we are excited about.

In ClickDimension’s 2019 marketing with Microsoft Dynamics 365 Idea eBook, you will
find 30 articles jam-packed with tips, tricks and ideas for improving your
marketing in the year ahead.

Better data means more effective sales metrics. There are so many sales-related metrics to employ, it can be very difficult to choose the metrics that will be most effective for your business. Which do you use? We have compiled a list of some of the most common sales metrics tracked.

Finding the right Dynamics 365 Implementation partner can be a difficult task. To aid you in this decision process, we have developed an infographic highlighting 6 important things you should look for in a potential partner.

Between April and September 2019, PowerApps will be releasing a series of new features. We’ve highlighted the top five features we are excited about.

Between April and September 2019, Microsoft Flow will be releasing a series of new features. In this infographic, we highlight the top five features we are excited about.

Microsoft’s PowerPlatform is evolving and the release notes for the April 2019 update prove it. Take a few minutes and review them at the link below

Keeping your clients up to date on the progress of your support team is a significant way to retain customer loyalty. enCloud9’s Case to SMS solution automatically delivers text messages at milestones in the customer support process.

There is a lot to look forward to with the Dynamics 365 October 2018 Release. The release features over 100 new features and capabilities added to the platform. Read Microsoft’s Release Notes for the October 2018 update.

If you are looking to do the same and up your B2B social media
game, or even get started on social, this guide is for you. In it, we
outline the importance of social media today, how to craft and
execute your social strategy, measuring results, and much more,
so your organization can achieve social success.

This resource guide is helpful for anyone using Microsoft Dynamics 365/CRM – from beginners to
administrators. For those of you who are already using the ClickDimensions marketing automation solution
with your CRM, there is also a section dedicated to finding training and help for ClickDimensions.

The Campaign Automation Playbook from ClickDimsnions introduces
you to campaign automation, provides best practices for
building automated campaigns, shows you examples of these
nurturing campaigns in action, and much more.

ClickDimensions is exclusively created for and natively built-in Microsoft Dynamics 365. Learn how ClickDimensions brings together essential marketing tools to help organizations attract more leads, close more sales and more effectively engage customers – all from the comfort of Dynamics 365.

When choosing a Customer Engagement solution for your organization, the options are more and more focused on two choices – Microsoft Dynamics 365 or Salesforce. This infographic highlights the top 13 reasons that Dynamics 365 is the smarter choice between the two. Find out why Microsoft Dynamics 365 Wins Over Salesforce.

ClickDimensions social engagement is a complete social media marketing platform for Microsoft Dynamics 365 users. Powered by Oktopost, an industry leader in B2B social media solutions, ClickDimensions social engagement is designed specifically for B2B marketers who need smart, time-saving solutions that maximize their social media ROI. The social engagement platform is the perfect complement to the social marketing features available out of the box in ClickDimensions

If you’ve been considering digitally transforming your business with Dynamics 365 for Field Service, this eBook will walk you through the different stages of connected field service to help you determine if it’s the appropriate time for your organization to upgrade your field service solution.

This year’s edition of the Marketing Idea book from ClickDimensions aims to help you transform your marketing by giving you 30 Ways to change your marketing in 30 days.

Looking for some inspiration for your CRM system and not sure where to start? Download this white paper for a wide range of ideas tips and best practices to increase User Adoption, simplify the user experience and get more actionable information.

If you’ve wondered what exactly is digital transformation, if you should put time and effort into it, and precisely what does it means to your business, download this white paper now. The way people conduct business has changed over time. To stay competitive in a digital-first market, you must transform your business digitally.

Choosing the right CRM for your company is an important decision. We created this short guide to help you to compare the features of Dynamics 365 and Salesforce.

Find out how Dynamics 365 for Sales can enhance your company’s sales processes and increase revenue.

Understanding your customer and where they are at in the customer buying journey allows you to make the best possible decisions on how to proceed with an opportunity or lead. Learn how Dynamics 365 helps throughout the Customer Buying Journey.