White Papers, Downloads and Other Resources

At enCloud9 we want you to have the right tools to help you in selecting your company’s CRM solution. Making the right choices ensures that you reach your company’s targets. Our selection of downloads and resources below can give you the guidance that you need.

365 & 365 Working as One

enCloud9 | Microsoft Dynamics 365 CRM Consultants Downloads and Resources

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.

Microsoft Dynamics 365 for Sales Data Sheet

enCloud9 | Microsoft Dynamics 365 CRM Consultants Downloads and Resources

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

Microsoft Teams Quick Start Guide

enCloud9 | Microsoft Dynamics 365 CRM Consultants Downloads and Resources

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

Six Steps to Choosing the Right Implementation Partner

enCloud9 | Microsoft Dynamics 365 CRM Consultants Downloads and Resources

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.

But really…what is Dynamics 365?

enCloud9 | Microsoft Dynamics 365 CRM Consultants Downloads and Resources

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.

Dynamics 365: 2019 release wave 2 plan

enCloud9 | Microsoft Dynamics 365 CRM Consultants Downloads and Resources

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

enCloud9 | Microsoft Dynamics 365 CRM Consultants Downloads and Resources

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).

Top 5 Updates for Dynamics 365 for Sales

enCloud9 | Microsoft Dynamics 365 CRM Consultants Downloads and Resources

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.

Top 5 Updates for Dynamics 365 for Marketing

enCloud9 | Microsoft Dynamics 365 CRM Consultants Downloads and Resources

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.

Top 5 Updates for Business Central

enCloud9 | Microsoft Dynamics 365 CRM Consultants Downloads and Resources

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.

Top 5 Updates for Dynamics 365 for Customer Service

enCloud9 | Microsoft Dynamics 365 CRM Consultants Downloads and Resources

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.

2019 Marketing with Microsoft Dynamics 365 Idea eBook

enCloud9 | Microsoft Dynamics 365 CRM Consultants Downloads and Resources

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.

5 Most Common Sales Metrics Tracked

enCloud9 | Microsoft Dynamics 365 CRM Consultants Downloads and Resources

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.

6 Steps to Help You Find the Right Implementation Partner

enCloud9 | Microsoft Dynamics 365 CRM Consultants Downloads and Resources

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.

Top 5 Updates for PowerApps

enCloud9 | Microsoft Dynamics 365 CRM Consultants Downloads and Resources

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.

Top 5 Updates for Microsoft Flow

enCloud9 | Microsoft Dynamics 365 CRM Consultants Downloads and Resources

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.

April 2019 Release Notes – Dynamics 365, PowerApps, Flow and More

enCloud9 | Microsoft Dynamics 365 CRM Consultants Downloads and Resources

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

 

Case to SMS for Dynamics 365

enCloud9 | Microsoft Dynamics 365 CRM Consultants Downloads and Resources

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.

Release Notes for the Dynamics 365 October 2018 Update

enCloud9 | Microsoft Dynamics 365 CRM Consultants Downloads and 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.

The B2B Marketer’s Guide to Social Media Success

enCloud9 | Microsoft Dynamics 365 CRM Consultants Downloads and Resources

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.

Training Resource Guide For Microsoft Dynamics 365

enCloud9 | Microsoft Dynamics 365 CRM Consultants Downloads and Resources

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 ClickDimensions

enCloud9 | Microsoft Dynamics 365 CRM Consultants Downloads and Resources

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 Data Sheet

enCloud9 | Microsoft Dynamics 365 CRM Consultants Downloads and Resources

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.

Top 13 Reasons Microsoft Dynamics 365 Wins Over Salesforce

enCloud9 | Microsoft Dynamics 365 CRM Consultants Downloads and Resources

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.

Social Engagement with Microsoft Dynamics 365

enCloud9 | Microsoft Dynamics 365 CRM Consultants Downloads and Resources

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

5 Ways to know You Are Ready For Connected Field Service

enCloud9 | Microsoft Dynamics 365 CRM Consultants Downloads and Resources

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.

2018 Dynamics 365 Marketing Idea Book

enCloud9 | Microsoft Dynamics 365 CRM Consultants Downloads and Resources

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.

17 Amazing Customer Experiences using Dynamics 365

enCloud9 | Microsoft Dynamics 365 CRM Consultants Downloads and Resources

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.

Digital Transformation and What Does it Mean for My Business

enCloud9 | Microsoft Dynamics 365 CRM Consultants Downloads and Resources

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.

Dynamics 365 vs. Salesforce

enCloud9 | Microsoft Dynamics 365 CRM Consultants Downloads and Resources

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.

Dynamics 365 for Sales Datasheet

enCloud9 | Microsoft Dynamics 365 CRM Consultants Downloads and Resources

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

Six Stages of the Customer Buying Process (and how Dynamics 365 helps at each stage)

enCloud9 | Microsoft Dynamics 365 CRM Consultants Downloads and Resources

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.

Everything you need in one powerful suite of tools

Feature-rich Dynamics 365
enCloud9 | Microsoft Dynamics 365 CRM Consultants Downloads and Resources
SALES
Dynamics 365 CE for Sales helps your sales team close deals faster using lead and opportunity management, activity tracking, and an easy to use mobile app.
enCloud9 | Microsoft Dynamics 365 CRM Consultants Downloads and Resources
SERVICE
Dynamics 365 Customer Service App is a full-featured solution that includes Case Management, Entitlements, and Knowledgebase articles to keep your customers engaged and enthusiastic.
enCloud9 | Microsoft Dynamics 365 CRM Consultants Downloads and Resources
MARKETING
Dynamics 365 for Marketing and ClickDimensions combine to power your marketing team's ability to engage with prospects and customers.
enCloud9 | Microsoft Dynamics 365 CRM Consultants Downloads and Resources
FIELD SERVICE
Dynamics 365 for Marketing and ClickDimensions combine to power your marketing team's ability to engage with prospects and customers.
enCloud9 | Microsoft Dynamics 365 CRM Consultants Downloads and Resources
PROJECT SERVICE
Dynamics 365 for Marketing and ClickDimensions combine to power your marketing team's ability to engage with prospects and customers.