White Papers, Downloads and Other Resources

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.