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.

Ten Dynamics 365 Best Practices

enCloud9 | Microsoft Dynamics 365 CRM Consultants Downloads and Resources

In this month’s webinar, Brian Begley gives us some great tips for making our Dynamics 365 run more smoothly.

Watch the recording

Case Management in Dynamics 365

enCloud9 | Microsoft Dynamics 365 CRM Consultants Downloads and Resources

In this month’s webinar, we discuss how case management in Dynamics 365 empowers employees to quickly resolve cases.

Watch the recording

ClickDimensions Social Engagement Data Sheet

enCloud9 | Microsoft Dynamics 365 CRM Consultants Downloads and Resources

ClickDimensions social engagement is a complete social media marketing platform designed specifically for B2B marketers who use Microsoft Dynamics 365 users. To learn more, download the data sheet.

ClickDimensions Intelligent Dashboards Data Sheet

enCloud9 | Microsoft Dynamics 365 CRM Consultants Downloads and Resources

The ClickDimensions Intelligent Dashboards sales and marketing dashboards bundle provides business users with the data and visualizations needed to connect sales and marketing performance to pipeline and revenue. To learn more, view the ClickDimensions data sheet.

Microsoft’s Return to Workplace Solution

enCloud9 | Microsoft Dynamics 365 CRM Consultants Downloads and 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.

Enhanced Filtering in Dynamics 365 Webinar

enCloud9 | Microsoft Dynamics 365 CRM Consultants Downloads and Resources

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

Watch the recording

Credit Card Processing with Dynamics 365 Webinar

enCloud9 | Microsoft Dynamics 365 CRM Consultants Downloads and Resources

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.

Watch the recording

Using SMS with Dynamics 365 Webinar

enCloud9 | Microsoft Dynamics 365 CRM Consultants Downloads and Resources

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.

Watch the recording

April 2020 New Feature Deep Dive: Sales Forecasting

enCloud9 | Microsoft Dynamics 365 CRM Consultants Downloads and Resources

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

Watch the recording

enCloud9 | Microsoft Dynamics 365 CRM Consultants Downloads and Resources