Guides & Insights

Explore expert-built resources designed to help you navigate Microsoft Dynamics 365 with greater clarity and confidence. From in-depth educational guides to downloadable checklists and white papers, this content is built to support smarter planning, better decisions, and long-term success.

Downloadable Dynamics 365 Resources

Browse downloadable checklists, white papers, guides, and other practical tools designed to support research, internal planning, and partner evaluation. These resources are built for teams that want quick access to useful takeaways they can save, share, and reference as they work through important Dynamics 365 decisions.

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  • Dynamics 365/AX
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  • Government & Public Sector
Government & Public Sector

Building an RFP for Public Sector ERP Checklist

If your organization is preparing for an ERP project, you will need to craft an RFP that goes beyond asking for pricing. You want to ensure it also captures comprehensive ...
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Dynamics 365/AX

Avoiding the 5 Most Common ERP Procurement Traps

As a Public Sector organization, you know selecting an ERP system is a complex process shaped by limited budgets, strict compliance needs, and input from multiple stakeholders. Many organizations unintentionally ...
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Dynamics 365/AX

Public Sector ERP Implementation Team Checklist

A successful Public Sector ERP implementation starts with choosing the right partner, one who understands the complexities of government operations, rigorous compliance standards, and the need for long‑term system sustainability. ...
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Dynamics 365/AX

How to Build an Effective Microsoft Dynamics Support Ecosystem

Learn to Create a Robust Internal Microsoft Dynamics Support Framework and Explore Foundational Elements for Adding Support Resources to Your Organization. Discover how to maximize the potential of Microsoft Dynamics ...
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Dynamics 365/AX

Action Guide: Managing the Transition to Capacity-Based Licensing and Unified Administration

Microsoft Dynamics 365 Licensing is changing for the better! In a recent announcement, Microsoft shared a transition plan to move to a capacity-based licensing model and shifting licensing administration to ...
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Dynamics 365/AX

The Ultimate Guide to Microsoft Partners

Does Navigating the Vast Network of Microsoft Dynamics Partners Seem Like a Daunting Task? There are thousands of Microsoft Partners out there, all claiming to be the best fit for ...
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Dynamics 365/AX

Microsoft Dynamics Partner Selection Checklist

Determine if a Microsoft Dynamics Partner is the Right Fit for You with this Interactive Clickable Checklist  With thousands of Microsoft Partners available, it can be overwhelming to determine which one is the best ...
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Dynamics 365/AX

Microsoft Dynamics Support Provider Checklist

Determine How Your Support Provider Stacks Up in this Interactive Clickable Checklist Are you evaluating your current support offering or considering a new one? Our interactive checklist helps you assess ...
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Dynamics 365/AX

5 Signs of Ineffective External Microsoft Dynamics Support

Are You Concerned Your Microsoft Dynamics Support Provider is Not Cutting it Anymore? Having the ability to properly assess your external Microsoft Dynamics support is crucial in your ongoing need ...
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Dynamics 365/AX

Microsoft Dynamics 365: Public Sector Case Study & Success Story

Customer Success Story: The Kentucky Lottery Corporation The Kentucky Lottery Corporation (KLC) is the Kentucky Commonwealth's administered lottery gaming organization. They had run their accounting operations on JD Edwards for ...
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Dynamics 365 Support Options Guide

Choosing the right Dynamics 365 support model can have a major impact on user experience, issue resolution, system stability, and long-term ROI. Some organizations rely heavily on internal teams. Others lean on Microsoft support. Many build a hybrid support ecosystem that also includes a trusted third-party partner. This guide breaks down the main Dynamics 365 support options available, explains where each model fits best, and highlights what to look for when evaluating support for your business.

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