Learn how Microsoft Dynamics 365 Business Central helps businesses move beyond spreadsheets with four powerful reporting layers, from standard reports and KPI dashboards to Power BI and advanced financial reporting.… Read more
Member White Papers
Welcome to our library of downloadable white papers. Review the short descriptions
below and click the links to read the entire description or download the white paper.
Exchequer vs Business Central: Choosing the Right ERP for Growth |
Compare Exchequer and Microsoft Dynamics 365 Business Central across functionality, reporting, scalability and cloud capabilities. Learn what a move to Business Central means for your finance team, operations and future business growth.… Read more
5 Signs You've Outgrown Your Accounting Software and Need Business Central |
Discover the five warning signs that your accounting software is holding your business back and learn how Microsoft Dynamics 365 Business Central can improve visibility, streamline operations and support future growth.… Read more
Business Central Implementation in 90 Days, Not Nine Months |
A practical guide to implementing Microsoft Dynamics 365 Business Central in 90 days, not nine months. Learn how to avoid common ERP project pitfalls, reduce costs, accelerate time to value and achieve a successful Business Central implementation.… Read more
Sage 50 & Xero vs Business Central: How Do They Compare? |
Compare Sage 50, Xero and Microsoft Dynamics 365 Business Central across reporting, automation, scalability, security and business operations. Learn when it makes sense to move from accounting software to a modern ERP platform.… Read more
AI in Microsoft Dynamics: How to Get More Value Without Being Overwhelmed |
AI is already built into Microsoft Dynamics. The challenge for many companies is knowing how to use it in a way that actually helps their team, without creating confusion or extra work. This ebook explains what AI and Microsoft Copilot can realistically do inside Dynamics 365 and Business Central. In this eBook, you’ll learn: Where AI is helping teams today Mistakes to avoid when getting started Simple ways to introduce AI step by step How to measure whether it is saving time or improving results How to keep people in control while using automation Questions to ask before you begin … Read more
Beyond Dynamics GP: 6 Real-World Success Stories of Business Central Migrations |
This eBook is built on the real-world experiences of six expert Microsoft Dynamics partners who have guided organizations through successful migrations from Dynamics GP to Dynamics 365 Business Central. Rather than theory, it shares practical insight gained from working directly with customers across a variety of industries. What You Will LearnInside the eBook, you will find: Why organizations choose to move from Dynamics GP to Business Central How Business Central supports modern business processes Measurable benefits companies achieved after migrating Lessons learned from real GP to Business Central transitions Learn From Trusted Experts and Real Migrations If you are… Read more
Dynamics 365 Business Central / Finance ISV Comparison Charts 2025 |
Choosing the right add-on solutions for Microsoft Dynamics 365, whether you use Business Central or Finance, can be complex. To simplify this process, we’ve developed a resource for evaluating 29 top ISV solutions with side by side comparisons and links to recorded demos. Comparison Categories: · AP Automation for Business Central · AP Automation for Finance · BI/Reporting for Business Central · eCommerce for Business Central · eCommerce for Finance · EDI for Business Central · Expense Reporting for Business Central · Payment Processing for Business Central Download now to explore the charts, review the recorded demos, and discover the… Read more
Don’t Get Burned: How to Choose an ERP/CRM Partner You Can Trust |
A good ERP/CRM partner will not only deliver the technical expertise needed to get you up and running but will also take the time to understand your business, align your goals, and provide ongoing support that evolves with your needs. In this eBook, we’ve compiled expert advice from nine ERP and CRM partners to help you choose the right partner for your business. It is designed to help you navigate the complex decision-making process with confidence. You will: Gain insights into common pitfalls Learn what warning signs to watch for Discover the qualities that define a trustworthy partner With practical… Read more
Expert Tips to Plan a Move from Dynamics GP to Dynamics 365 Business Central |
16 Microsoft Dynamics community leaders help you to prepare for Dynamics GP end-of-life in 2029 What You'll Learn: Why Business Central is your best path forward 8 essential steps for successful migration Key differences between systems How to time your transition Featured Experts: Barbara Allen, 360 Visibility Shannon Mullins, A BC Consulting Group Brenda Emond, ArcherPoint Chris Harley, DATABASICS Marlena Stark, Dexpro Dynamics Dennis L. Day, DLD Business Solutions Steve Ewing, Endeavour Solutions Kevin Pritchard, Fidesic Mikael Leblanc, k-ecommerce Vanessa Chambers, Martus Solutions Kristen Hosman, Mount Evans Consulting Gina Louie, Solver Amber Bell, Training Dynamo David Beaty, TrinSoft Ryan Pollyniak,… Read more
Dynamics 365 Business Central ISV Comparison Charts 2024 Edition |
Review comparison charts of 32 of the best add-on tools for Dynamics 365 Business Central in 7 categories including AP Automation, Payment Processing, BI/Reporting, Budgeting, eCommerce and Inventory Management. Each chart focuses on a specific category of add-on tools for Dynamics 365 BC/NAV, offering side-by-side comparisons of five leading solutions. For each tool, we answer 10 essential questions to help you evaluate its features, functionality, and value.… Read more
8 Keys to Success with AI & Microsoft Copilot |
Unlock the Power of AI with Microsoft Copilot: 8 Keys to Success If you’re looking to make AI work for your business, this eBook is for you. 8 Keys to Success with AI & Microsoft Copilot is a simple, step-by-step guide to help you get the most out of Microsoft Copilot. What makes it special? It’s not just written by one company—it’s created with the input of 10 different Microsoft experts, each sharing their own tips and experiences on how to use AI to improve your business. These experts are from a diverse group of leading companies, each contributing their… Read more
Next-Gen Tech for the Rest of Us: Why AI, IoT and Business Intelligence Is Not Just for Big Business |
In this whitepaper, twenty ERP and CRM experts will help you understand the technologies that larger organizations are using to serve customers better, control costs, support remote workforces and more. We’ll provide examples of how companies could use AI (Artificial Intelligence), IoT (Internet of Things) and other next-gen tech to level the playing field with big competitors. Let’s think big and build for the future.… Read more
Beyond the Add-on: Why Best-of-Breed FSM Outperforms Native Business Central Tools in TCO and ROI |
This white paper examines why Business Central users should choose best-of-breed Field Service Management over native ERP add-ons. It demonstrates how purpose-built FSM delivers faster implementation, lower TCO, and superior mobile performance, backed by real-world ROI examples.… Read more
How Finance Leaders Use Dynamics 365 to Drive Profit, Not Just Report It |
ERP is no longer just a reporting system, it is the financial backbone of modern organizations. This white paper provides CFOs and finance leaders with a structured framework for evaluating and implementing solutions like Microsoft Dynamics 365. It explains how finance teams can move from retrospective reporting to proactive profit generation by improving visibility, reducing manual work, and accelerating time-to-value. Key areas include total cost of ownership (TCO), implementation risk, vendor selection, and governance. Readers will learn how to avoid costly ERP mistakes, assess vendors with financial discipline, and build a strong business case aligned with board expectations. The paper… Read more
Expense Receipt Fraud Detection: Leveraging DATABASICS's Advanced Capabilities |
The emergence of AI-generated fake receipts has created new concerns for expense management pros. However, the reality is more nuanced. While AI image generators can create convincing fake receipts, the effort required often exceeds the potential gain for typical expense fraud scenarios.… Read more
Digitalization in the rental business: Streamlined processes and added value through a smart IT strategy |
This document outlines rental industry challenges and how digitalization boosts efficiency. It showcases Sycor.Rental, an ERP built on AI-Powered Microsoft Dynamics 365.00 F&SCM ERP, streamlining operations, enhancing service, and improving productivity. Challenges: Managing diverse fleets, complex contracts, and high service demands. Digitalization: Real-time data sharing, automation to cut errors and save time, IoT-based billing, subscriptions, and predictive maintenance. Sycor.Rental: Integrated ERP for rental, service, and maintenance with mobile, role-based access. Supports digital quotes, orders, and maintenance. Customer Portal: Manage rentals, invoices, and issues with “click to rent,” usage analytics, and feedback. Mobile App: Digital delivery/returns, real-time service updates, time tracking,… Read more
Mastering Warehouse Management with Business Central and Insight Works Apps |
This white paper is your guide to unlocking the potential of Business Central for warehouse management. Learn how to configure Business Central’s warehousing features and explore how Insight Works apps like Warehouse Insight and Dynamic Ship enhance efficiency and scalability.… Read more
Your Customers Deserve to Know They're Throwing Money Down the Drain |
Do your Customers pay sales or margin based commissions, royalties, bonuses or other compensation to their sales force (1099 contractors or employees)? Then they should know there’s an affordable solution to completely automate their entire commission process right inside of Microsoft Dynamics GP.… Read more
The Amazing Adventures of Dynamics GP Partners |
In the Cyber Command Center in Bethesda, Maryland, chaos erupted as sirens blared and lights flashed "DANGER." Commander Rice urgently called for Agent Chronos to thwart a catastrophic threat. What happens next?!… Read more
How To Know If You Need Variable Compensation Software |
Determining if your organization could benefit from variable compensation software is crucial for optimizing your incentive plans, improving accuracy, and enhancing employee satisfaction. This quick 10-question infographic by EthoTech will help you decide if it's the right fit for you.… Read more
AP Automation Buyer's Guide |
The MetaViewer Paperless Automation buyer's guide is packed full of practical information and strategies for navigating the decision-making process of choosing an AP Automation solution.… Read more
How to Overcome Business Central's Top 7 Reporting Challenges |
In this whitepaper, you will learn more about the top 7 reporting challenges faced by everyday Business Central users, and how to overcome them.… Read more
Get the Green Light for AP Automation: Win Executive Support for your AP Automation Project |
This whitepaper is designed as a toolkit for Accounts Payable Leaders to help them pitch an AP automation implementation to their company stakeholders and get approved.… Read more
DATABASICS & Microsoft Dynamics 365 Business Central. Better Together |
For Microsoft Dynamics 365 Business Central customers looking to add robust time and expense management capabilities to their accounting solution, DATABASICS provides a full integration. Download this PDF for more information about scalable, easy-to-use solutions that simplify complex processes. … Read more
19 Brilliant Ways to Promote ERP & CRM User Adoption |
To get the most impact from a business management solution, your employees must learn the system quickly and use it efficiently. This white paper will share the knowledge gained through thousands of ERP and CRM implementations to help get your employees started on the right foot. Our contributing partners have shared best practices, vital warnings, and bright ideas so you can quickly realize the full value of your software investment. Download the white paper to find out how to help your employees embrace change and take your organization to the next level.… Read more
9 Creative Ways Microsoft Dynamics is Helping Businesses Pivot During Crisis |
Microsoft Dynamics Partners are building pathways through uncharted territory by bringing innovative approaches to problems no one expected, all while working on the fly to stabilize, reopen and respond during an unprecedented crisis. In this eBook, we share how organizations are relying on their Dynamics Partners to solve challenges and build on opportunity creatively.… Read more
9 Questions Nobody Asks Their ERP Partner...But Should |
Your choice of implementation partner can make a world of difference. The right partner will deftly manage the project to deliver a system that fuels your business growth. The wrong partner will stumble through the implementation, disrupting your business and costing you money.… Read more
21 Reasons Millennials Prefer Microsoft Dynamics |
In this white paper, 15 experts help us look at the unique ways that the ERP and CRM functions in Microsoft Dynamics help millennials (and the organizations they work for) get work done. From mobile support to industry-leading collaboration tools, Dynamics is built for the future. Download the full report to see how you can tap into the power of the millennial workforce to ensure the future of your organization.… Read more
7 Serious Business Risks Eliminated by Cloud ERP |
Cloud ERP (Enterprise Resource Planning) provides more security, more functionality, and more flexibility to protect your assets and help your organization actively compete in today’s world. In this eBook, 11 top ERP experts share their experience on risks your organization faces every day and give advice on how Cloud ERP can help mitigate those risks and unlock opportunities.… Read more
But Really...What is Microsoft Dynamics 365? |
If you are confused about Microsoft’s new business solution product lineup, you are not alone. The names and branding for their Dynamics ERP and CRM solutions have changed so often recently, it is hard to keep up. In fact, they don’t even use the terms ERP and CRM anymore.… Read more
7 Pitfalls to Avoid as You Transition to the Cloud |
The cloud has come a long way over the past decade. Cautious business leaders waited for the model to prove itself before jumping on the bandwagon, but by now there is no doubt the cloud provides real benefits. It still represents change, though, and moving operations to the cloud should be approached with eyes wide open.… Read more
What the Heck is Digital Transformation and What Does It Mean For Your Business? |
Like most big concept buzzwords, “Digital Transformation” means something different to almost everyone. You hear it thrown around with terms like Internet of Things (IoT) and Predictive Analytics. But could digital and technological advances really have an impact on YOUR business? To get a practical, real-world perspective, we asked the technology experts listed at the end of this whitepaper—people in the trenches of modern business—for their definition. Then to help you understand what your own digital transformation can look like, we collected real-world stories from businesses using ERP, CRM and the cloud to rethink their future. In this white paper, you’ll find deeper explanations of what technology advances can mean for your business.… Read more
15 Red Flags: Is Your Accounting Software Hurting Your Business? |
For most businesses, it makes good sense to get started with basic accounting software. Then, as financial and customer service requirements demand, you can move to more sophisticated business systems.… Read more
25 Brilliant Ideas to Outsmart Your Competition with Microsoft Dynamics ERP |
Do you think that ERP software is only for managing debits and credits? Are you looking for strategic ways to get more value from your current ERP system? This white… Read more
35 Questions Every CFO Needs to Ask about Cloud ERP Software |
There has been plenty of information and hype about cloud computing…with a strong shot of technical jargon thrown in. This straightforward white paper is intended to guide you, the CFO, to ask educated questions as you compare the potential benefits and risks of ERP/accounting software on premises versus in the cloud. Brought to you by: The ERP PANEL PAPERS - a straightforward series of white papers from a nationwide panel of ERP experts.… Read more
White Paper: Beyond Software: How to Estimate the Cost of ERP Implementation Services |
A panel of 18 ERP experts nationwide reveal how to look beyond software costs and evaluate the 4 costs involved in ERP software projects including: A definition of what is… Read more
Nucleus Research: Assessing Microsoft Dynamics for Small and Midsized Businesses |
In its analysis of Microsoft Dynamics SMB customers, Nucleus found they consistently cited integration, usability, and cloud delivery as key factors that helped them grow their businesses while managing costs. This white paper will outline those findings. … Read more
Top Reasons to Purchase a Business Solution from Microsoft |
Whether you are outgrowing entry-level accounting software, rubber-banding a legacy solution, or simply tired of paying annual maintenance fees to a vendor that provides little to no value for your money—now is the time to take the next step and give your people the tools to propel your business. In this white paper we’ll take a deeper look at the top reasons to consider a business solution from Microsoft for your small or midsize business.… Read more
12 Revolutionary Ideas That Fuel Distributor Profits |
Distributors have undergone major changes in how they do business over the past decade. The internet has created a competitive, cut-throat landscape that distributors are often struggling to keep up… Read more
Microsoft Dynamics SL 2011 Product Capabilities & Licensing Guide |
This guide provides an overview of the product modules available within Microsoft Dynamics SL 2011 grouped by the functional area they address across your business. … Read more
Microsoft Dynamics NAV 2013 Product Capabilities Guide |
This guide provides an overview of the new packaging available and product capabilities within Microsoft Dynamics NAV 2013 and how they address across your business. Get a complete description of each module included in the Dynamics NAV 2013 starter pack and extended pack.… Read more
Microsoft Dynamics NAV 2013 R2 on Windows Azure White Paper |
A comprehensive guide to demystify stepping into the Windows Azure era with Microsoft Dynamics NAV 2013 R2.… Read more
White Paper: Financial Management Software Evaluation Guide |
An easy to read guide to help small businesses select the right accounting software. Checklists, comparison charts and helpful articles from industry experts.… Read more
Changing Perceptions of ERP Strategy |
Enterprise Resource Planning (ERP) software is designed to be the system of record for operating and managing a business. But there is still a perception amongst some that ERP is… Read more
Focus Research: Is Your Business Ready for ERP? |
As time goes by, a percentage of small businesses grow and some grow very large. To drive and sustain this growth, they need an effective ERP system to manage their… Read more
Microsoft Dynamics NAV Statement of Direction-Product Strategy and Roadmap |
Welcome to the Microsoft Dynamics NAV Statement of Direction. This document will provide insight into our Microsoft Dynamics NAV development plans through the year 2015. Whether you are a new or existing customer or partner, this information will help you plan and get the most from your investments.… Read more
Microsoft Dynamics GP Statement of Direction-Product Strategy and Roadmap |
Welcome to the Microsoft Dynamics GP Statement of Direction. This document will provide insight into our Microsoft Dynamics GP development plans through the year 2016. Whether you are a new or existing customer or partner, this information will help you plan and get the most from your investments.… Read more
Microsoft Dynamics SL Statement of Direction-Product Strategy and Roadmap |
Welcome to the Microsoft Dynamics SL Statement of Direction. This document will provide insight into our Microsoft Dynamics SL development plans through the year 2016. Whether you are a new or existing customer or partner, this information will help you plan and get the most from your investments.… Read more
Microsoft Dynamics AX Statement of Direction-Product Strategy and Roadmap |
Welcome to the Microsoft Dynamics AX Statement of Direction. This document will provide insight into our Microsoft Dynamics AX development plans through the year 2015. Whether you are a new or existing customer or partner, this information will help you plan and get the most from your investments.… Read more
Enterprise Social Computing |
Businesses are no longer single-location entities. They are distributed across the country and around the globe. By connecting knowledge, content and people, organizations can discover their full potential. Enterprise social… Read more
White Paper: How to Compare the Real Cost of Accounting Software |
30 Questions to Ask Before You Sign the Contract - Free white paper helps software buyers to ask the right questions, avoid hidden fees and understand all the costs involved in a midmarket accounting software/ERP implementation project. You will find sixteen insider buying tips and thirty cost-saving questions to ask a valued added reseller (VAR). Hint: Software is only a small part of the quote!… Read more
White Paper: 6 Reasons to Upgrade from MAS 90/200 to Microsoft Dynamics GP ERP |
Hear from real companies that migrated from MAS90/200 to Dynamics GP as they compare "Life with MAS90/200" to "Life with Dynamics GP". This white paper consolidate the differences into specific categories to focus on the major benefits of making the change.… Read more
White Paper: Evaluating Financial Management Software - Is it time for change? |
Learn about five key categories that must be included in the evaluation of financial software including reporting, business processes, modules and functionality, system integration and total cost of ownership.… Read more
White Paper: Essential Guides for Selecting Today's Business Software (by SoftResources) |
The primary objective of this guide is to address what you need to know to select the right business software for your organization. It will provide you with valuable, street-smart… Read more
White Paper: Practical Advice for Companies Outgrowing QuickBooks (by J. Carlton Collins, CPA) |
QuickBooks is the world’s most popular small business accounting system with a reported 3.5 million users. There is no denying the success of this product. For the money, QuickBooks provides… Read more
