• Facebook
  • Linkedin
  • Twitter
  • Gplus
Phone | 800.331.8382
Clients First | Acumatica and Dynamics ERP Partner
  • About Us
    • Home Clients First
    • Leadership
    • Locations
    • Overview
    • Recognition
    • Testimonials
      • Review – RAM Aircraft
  • ProFBO
  • Services
    • Discovery Requirements Analysis
    • Methodology
    • Mobile Development
    • Technical Mentoring
  • Software
    • Acumatica
      • ProFBO with Acumatica
      • Acumatica Foundation Edition
      • Acumatica Advanced Edition
      • Acumatica Enterprise Edition
      • Acumatica eCommerce Edition
      • Acumatica Field Services
      • Acumatica Manufacturing
    • Data Masons EDI for Dynamics
    • Dynamics 365 Business Central
    • Dynamics 365 Enterprise
      • Dynamics 365 Enterprise Tour
      • Tour for Financial Professionals
      • Tour for Manufacturing Pros
      • Tour for IT Professionals
      • Tour for Supply Chain Pros
    • On-Premise ERP Solutions
      • Dynamics AX FAQ
      • Dynamics 365 for Finance & Operations
      • Dynamics AX Lifecycle Dates
      • Dynamics AX Support
      • Microsoft Dynamics NAV
    • Pacejet Shipping Software
    • ProFBO with Acumatica
  • Industries
    • Aviation Manufacturing
    • Energy/Oil and Gas
    • Food Processing
    • Heavy Equipment Manufacturing
    • Life Sciences Supply Chain
    • Maintenance, Repair & Overhaul
    • ProFBO with Acumatica
    • Security Product Manufacturing
    • Wholesale Distribution
  • Resources
    • ERP Webinars
    • ERP and Industry Whitepapers
    • Promotions & Upgrades
    • Trade Shows & User Groups
    • Training Resources
    • Video Portal
  • Blog
  • Search
  • Menu
Clients First's ERP Whitepaper Library

Looking for ERP and Industry Whitepapers?

You’ve come to the right place!

Browse through our ERP and industry whitepapers from Microsoft, Acumatica, our own experts at Clients First, and industry analysts.   We try to focus on manufacturing, supply chain, maintenance repair and overhaul (MRO), finance, etc.  Please check out our blog too for more product and industry information.

Dynamics 365 Enterprise Edition

Browse below to see ERP whitepapers on the new cloud based Dynamics 365 Enterprise Edition! Click the plus sign and follow the link to download!

Dynamics 365 Spring 2018 Update Release Notes

Read about the latest release information on all the Dynamics 365 product lines including Operations and Finance (Enterprise).

Download Now

Dynamics 365 Enterprise Buying Guides

Review these buying guides and/or contact us at 800.331.8382 or email info@cfbs-us.com and we will answer your questions.Dynamics 365 Enterprise Buying Guides

Download Now

Dynamics 365 (AX7) & Azure

AX7 Cloud White PaperDownload the EAC guide that overviews the features and functionality of Dynamics 365 (AX 7)  and the Cloud!

Download Now

Dynamics 365 Enterprise Edition Finance Fact Sheet

Dynamics 365 Empowers Finance: Here is a product deep dive exploring what AX can do for your company.

Dynamics AX best ERP for finance

Download Now

Dynamics 365 Enterprise Edition Manufacturing Fact Sheet

Get better manufacturing results through connected operations with Dynamics 365 (AX 7). Read how:

Dynamics AX best ERP for manufacturers

Download Now

Dynamics 365: Microsoft Enterprise Mobility + Security

Download the Microsoft guide that overviews the security included with Dynamics 365.

Lifecycle Services Book Image

Download Now

Dynamics 365 Enterprise Edition Top 25 Questions

Dynamics 365 changes the way you can buy and implement software. Read more by downloading this FAQ.

Download Now

Dynamics 365 Enterprise Edition: What’s new, Changed & Deprecated

Learn what has been changed in the new Dynamics 365 (AX7).

Dynamics AX

Download Now

Microsoft Dynamics Lifecycle Services

Download the Microsoft guide that overviews the implementation strategy with Azure.

Lifecycle Services Book Image

Download Now

Power BI - DIY Guide to Dazzling Data

Power BI – DIY Guide to Dazzling Data & BI

The new Dynamics AX includes power BI; read more to learn how BI can transform your un-analyzed data.

Dynamics AX and Power BI Ebook

Download Now

What’s New in Microsoft Dynamics 365 Enterprise Edition

What’s New in Dynamics 365 (AX7)?

Better tools built for the modern workplace – business solutions that are:

  • intelligent
  • mobile
  • familiar
  • easy to use
  • fosters collaboration

Microsoft Dynamics AX Whats New

Download Now

Dynamics 365 Enterprise On Premise System Requirements

Download Now

Acumatica

Browse and download the titles below that focus on Acumatica – the fastest growing Cloud ERP available.  Acumatica has no per user license costs to fit most companies requirements. Click the plus sign and follow the link to download!

2017: Read What a Leading Software Analyst Says about Acumatica

Acumatica and Dynamics 365 Top ERP Value Matrix Review

This white paper is a comparison ofAcumatica to other top cloud ERP providers:

  • #1 in Usability (Second year in a row!)
  • Robust functionality
  • Real-time data updates
  • Horizontal & vertical capabilities
  • No Per User License Cost!
Download Now

What Acumatica Customers Want and Get

In this whitepaper, Mint Jutras research talks about what SMB customers need & how Acumatica ERP can help with those needs.

  • Excellent funtionality paired with superior usability (#1 according to Nucleus Research)
  • Allows service changes & customization without penalty
  • Speed up operations with a unified, all-in-one solution
  • Customer-driven software updates & improvements
Download Now

Acumatica Presents Four Strategies for Smarter Inventory Control

This paper is provided for companies that carry inventory (manufacturers, distributors, retailers and service providers) and want to better manage their inventory availability while reducing ordering and carrying costs. This paper will present four seemingly simple – but proven – strategies for smarter inventory control.

Download Now

Acumatica Presents Learn how to find the ROI of Your ERP

If your considering getting a new ERP solution in the future, this white paper offers an analysis of the complex job shop and the functional requirements a complex job shop needs in a system.

  • Learn methods for calculating ROI estimates
  • Determine what ERP project costs to expect: initial costs, ongoing costs, & “hidden” costs
  • Identify direct and indirect benefits of your ERP project
  • Use ROI analysis to predict & measure future business success
Download Now

True Cloud Applications for Agile & Fast Growing Businesses

Why Cloud Apps Are Key to Supporting Growth of Small and Medium Businesses
An IDC InfoBrief

View Report

The Unified Manufacturing Environment: Transparency, Collaboration, and Decision-Making With End-to-End ERP

In “The Unified Manufacturing Environment,” you’ll see how: 

  • The top challenges facing manufacturing stem from a lack of visibility 
  • Leading manufacturers are 2.2 times more likely to have an end-to-end manufacturing ERP solution 
  • Manufacturers with complete ERP are 2.3 times as likely to have the ability to share and integrate data with the extended enterprise 
  • Manufacturers with complete ERP are 52% more likely to have real-time visibility into the status of all processes 
Download Your Copy

Creating a Modern, Effective Manufacturing Environment With ERP

In “Creating a Modern, Effective Manufacturing Environment With ERP,” you’ll see how: 

  • The top pressures in manufacturing are unpredictable demand, and complexity of data 
  • Leading manufacturers have implemented more modules of ERP at a higher rate than followers 
  • Leaders are 1.9 times as likely to have standardized procedures for production planning and execution 
  • Leaders saw a 12% improvement in operating margins as a result of ERP 
Download Your Copy

ERP’s Role in the Modern Manufacturer: Supporting the Needs of Industry 4.0

In “ERP’s Role in the Modern Manufacturer: Supporting the Needs of Industry 4.0,” you’ll see how: 

  • Adopt the same success strategies as leading manufacturers. 
  • Accelerate your path to greater profitability. 
  • Find out what industry leaders already know about cloud ERP. 
  • Unleash the power of business analytics in your operations. 
  • Gain greater visibility into all your business processes. 
Download Your Copy

What Do Manufacturers Look For in an ERP Solution?

In “What Do Manufacturers Look For in an ERP Solution?,” you’ll see: 

  • Manufacturers’ top four criteria for selecting ERP systems. 
  • What feature 48% of top-performing manufacturers look for in ERP 
  • How total cost of ownership should factor into the equation 
  • Which key selection criteria you may be overlooking 
  • Aberdeen’s reliable four-step plan for selecting a system  
Download Your Copy

Industry Insights

We watch for industry information that can help our customer in the Manufacturing, Maintenance Repair and Overhaul (MRO), Distribution, Projects and Service industries.  Let us know if you find this information helpful.

Five Steps to Navigating ERP Selection & Implementation

Not much affects a company’s ability to serve its customers, compete effectively, and maintain long-term business growth like enterprise resource planning (ERP) system selection and implementation. This makes it, therefore, a high-risk proposition.  Let Clients First help reduce your risks and provide research material.

This white paper outlines the five steps to ERP selection and the implementation process.

Download Now

6 Applications that Keep Projects Profitable for MRO, ETO/MTO, Manufacturing

ERP ProfitabilityWhether you’re in MRO, Manufacturing, ETO/MTO, this guide can help you with the applications that will keep your projects in the green!

Download Now

15 Red Flags Your Company Needs A New Accounting System

15 red flags you need ERP

 As your business grows beyond start-up, it makes good sense to upgrade your basic accounting software. When you are ready to move forward, please keep Clients First in mind.
Download Now

Avoid ERP Implementation Pitfalls

Avoid ERP Implementation PitfallsThis is your guide to avoiding the mistakes that ERP implementations have made before us!

Download Now

ERP for The Complex Job Shop for MRO, ETO/MTO, Manufacturing

The Complex Job ShopResearch no more with this complete guide to ERP requirements for the Complex Job Shop!

Download Now

Improve Forecasting Accuracy Today - You’re Guide on Demand Planning

Demand Planning systemThis guide will spill the beans on the one thing you need to achieve an initial forecasting accuracy of over 90%

Download Now

Cloud ERP: An Adaptable, Consumable, And Flexible Option For Medium-Size Businesses

This white paper discusses  Cloud ERP’s

  • Medium-size businesses expect cloud ERP to be accessible, to support mobility, and to provide flexibility in data location and moving between deployment options.
  • As they consider cloud ERP, medium-size businesses are eager to take advantage of robust and embedded customizable reporting and workflow.
  • The No. 1 concern medium-size businesses have about cloud ERP is how per-user licensing costs rise as firms’s headcount increases.

See how it cloud fit into your organization by downloading the whitepaper.

Download Now

Dynamics AX White Papers

Browse and download the titles below on cloud, saas, implementation costs and more. Click the plus sign and follow the link to download!

AX Statement of Direction as of August 2013

AX Statement of DirectionDownload the AX Statement of Direction for an overview of which features and functionality to expect in AX!

Download Now

Compute the ROI and Economic Impact of AX

ROI of Dynamics AX

This 30 page guide will help you compute quantifiable costs and benefits of implementing Dynamics AX.

Download Now

Configure Master Planning in AX

Configure Master PlanningThis guide will show you the ropes on configuring Master Planning in AX!

Download Now

Demand Forecasting in AX

No Guessing Business Demand with AX

Microsoft Dynamics AX demand forecasting is a lightweight yet powerful tool that lets users predict demand based on historical data, adjust the predicted demand, and import the values in to Microsoft Dynamics AX forecast models.


Download Now

Dynamics AX for Field Services Organizations

Download to see the functionality in Dynamics AX built for Field Service Organizations

Download Now

IFRS Reporting Out-of-the-box with AX

Support for IFRS in Microsoft Dynamics AX 2012 R3Dynamics AX IFRS Reporting

Download Now

Implementing Formula Features and Functionality for AX

Get the scoop on the features and functionality in AX formulas that help Process Manufacturers shine!Implementing AX Formulas

Download Now

Mapping Lean Manufacturing Production Flows in AX 2012

Get the scoop on the features and functionality in AX formulas that help Process Manufacturers shine!Implementing AX Formulas

Download Now

Microsoft Dynamics Lifecycle Services

Download the Microsoft guide that overviews the implementation strategy with Azure.

Lifecycle Services Book Image

Download Now

Performance Considerations for Warehouse Management AX

This 17 page guide will help you compute quantifiable warehouse benefits of implementing Dynamics AX which includes all modules.

Download Now

Quality Management Processes

With food born illnesses, quality and safety management has become one of the most important aspects of processing and manufacturing foodgoods.

No Worries with Dynamics AX!

Download Now

Reservations in Warehouse Management in AX

Ax R3 has no problems with reservations!

Find out how AX2012 makes warehouse management easier using a reservation system.

White paper cover for Reservations in Warehouse Management

Download Now

Worker Resource Scheduling in AX 2012 R3

Learn how to efficiently schedule project resources from quotes and projects in AX R3

Worker Resource Scheduling AX 2012 R3

Download Now

Dynamics NAV

Browse below to see ERP whitepapers for Dynamics NAV.  Click the plus sign and download!

See the latest features of Dynamics NAV 2018

See the latest features of Dynamics NAV 2018

Download Now

Dynamics NAV 2017 Feature Guide

Download this capability guide for Dynamics NAV 2017

Download Now

Microsoft Dynamics NAV 2016 Product Details

NAV 2016 is quick to implement, easy to use, and has the power to support your business ambitions through intuitive processes such as:

  • Mobility: Mobile Client app for use with smartphones
  • Posting Preview – Ability to preview ledger entries prior to posting
  • Electronic Banking:  Positive Pay
  • Process Management/Automation:  Workflows out of the box
  • Document Management:
  • Electronic Invoicing
  • OCR
  • Revenue and expense deferrals
  • Business Insight:  Works natively with Office 365 Power Bi
Download Now

Microsoft Dynamics NAV 2016 - What’s New

NAV 2016 is quick to implement, easy to use, and has the power to support your business ambitions through intuitive processes such as:

  • Mobility: Mobile Client app for use with smartphones
  • Posting Preview – Ability to preview ledger entries prior to posting
  • Electronic Banking:  Positive Pay
  • Process Management/Automation:  Workflows out of the box
  • Document Management:
  • Electronic Invoicing
  • OCR
  • Revenue and expense deferrals
  • Business Insight:  Works natively with Office 365 Power Bi
Download Now

Microsoft Dynamics NAV 2015 Overview & Capabilities Guide

Microsoft Dynamics NAV is a multi-language,
multi-currency business management solution that helps
companies worldwide manage their accounting
and finances, supply chain, and operations.

Download Now

Customizing Enhanced Cue Controls in NAV 2015

NAV Customer Cue ControlsYour complete guide to enhanced cue controls in NAV 2015

Download Now

Configure Automatic Record Matching in the Payment Reconciliation Journal, NAV 2015

Dynamics NAV 2015Your complete technical whitepaper on Automatic Record Matching in NAV 2015

Download Now

Microsoft Dynamics NAV and Azure

Book cover for Azure and NAV

HOW MICROSOFT AZURE AND DYNAMICS NAV WORK TOGETHER:

Microsoft Dynamics NAV 2013 R2 hosted in the cloud on Windows Azure offers your company:

  • an easy-to-use
  • quick-to-implement business solution from Microsoft
  • that offers scalability
  • anywhere access with the added benefit of knowing your solution is hosted on secure, enterprise-class cloud infrastructure from a trusted provider.
Download Now

Microsoft Dynamics NAV Business Intelligence

Dynamics NAV allows businesses to run successfully by turning business data into business intelligence. This data is more than just a report on a desk or in a file: It is extractable and presentable allowing for actionable insight.

Download Now

Microsoft Dynamics NAV What’s My Price?

With Microsoft Dynamics ERP, your price is dependent on YOU!
Your business is unique, so why force fit your company into a preconfigured solution?
With Microsoft Dynamics, the power of choice is yours!

Download Now

Setting Up Warehousing for Distributors NAV

This technical white paper will walk you through setting up warehousing in NAV 2013.

Download Now

Dynamics 365 Business Central

Dynamics 365 Business Central is the ERP cloud solution for the small to mid-sized business that understand Microsoft is the leader in ERP and productivity solutions.

Dynamics 365 Business Central Capabilities

Review the capabilities of Dynamics 365 Business Central

Download Now

Microsoft Dynamics 365 Spring Update

Dynamics 365 Spring 2018 whitepaper is full of business productivity improvements across all the Dynamics 365 products.

Download Now
  • ERP and Industry Whitepapers
  • ERP Webinars
  • Promotions & Upgrades
  • Training Resources
  • Video Portal
  • Clients First TX Trade Shows & User Groups

REPLAY ON DEMAND

Product Information Dynamics 365 Enterprise Webinar

Whether you’re interested in the Cloud or On-Premise ERP, Dynamics 365 for Finance & Operations has your Enterprise covered.

Contact Us:

800.331.8382

Email Us

© 2017 Clients First Business Solutions
Phone: 800.331.8382 | Address: 3901 Arlington Highlands Blvd., Suite 200 Arlington, TX 76018
- Enfold Theme by Kriesi
  • Facebook
  • Linkedin
  • Twitter
  • Gplus
  • Home
  • About Us
  • Privacy Policy
  • Contact Us
Scroll to top