White Papers

Microsoft ended support for Dynamics AX in 2023, while Dynamics 365 Finance & Operations continues to advance across cloud, automation, analytics, and AI. This whitepaper explains why organizations should consider moving from Dynamics AX to Dynamics 365 Finance & Operations, the risks of delaying modernization, and how to plan a structured migration that protects critical functionality while reducing risk.

Financial institutions have invested heavily in test automation, but defect leakage, long release cycles, and rising maintenance costs continue to persist. As enterprise architectures become more dynamic, traditional testing approaches are no longer enough. This whitepaper explores why Autonomous Quality Engineering is emerging as a fundamentally different approach to software quality. It shares LevelShift's perspective on the shift from traditional testing to AI-driven quality engineering, the principles for responsible adoption, and how financial institutions can build resilient quality operations that keep pace with continuous change.

Most businesses are already using AI. Very few are seeing it show up on the bottom line. Deloitte's 2026 State of AI in the Enterprise found that just  34% of organizations are using AI to redesign the business at its core, while 37% remain at a surface level. This whitepaper is the operating blueprint for closing that gap. It's a practical guide to redesigning one workflow at a time, so AI becomes part of how operating value is created, measured, and improved, not just another tool layered on top of how work already happens.

CPQ made quoting faster. But today's revenue operations are far more complex. Modern enterprises need connected pricing, contracts, billing, renewals, and AI that can work across the entire revenue lifecycle. Agentforce Revenue Management is built for this shift. This whitepaper shows you how to move beyond legacy CPQ, avoid common migration challenges, and build an AI-ready revenue platform that combines speed, automation, and governance.

Artificial intelligence inside ERP must operate within regulatory, architectural, and audit boundaries. Copilot for Microsoft Dynamics 365 Finance & Operations introduces interpretive capabilities directly within the governed finance system — examining journals, dimensions, vendors, and transaction histories to generate contextual explanations.

The AI revolution is transforming the enterprise landscape, and businesses must evolve to maintain a competitive edge. This whitepaper explores how Agentforce moves beyond assistive tools to deploy autonomous digital workers that execute end-to-end workflows. Learn how LevelShift, a trusted Salesforce partner, bridges the gap between platform capability and measurable ROI through data readiness, strategic integration, and a proven five-stage adoption framework.

Artificial intelligence has reached an inflection point in large enterprises. While investment continues to rise sharply, most organizations struggle to move beyond isolated pilots into production systems that deliver sustained, measurable value. Fragmented ownership, weak data foundations, and the absence of governance frequently prevent AI from becoming a dependable enterprise capability. This whitepaper presents LevelShift’s structured roadmap for transforming AI from experimentation into a structured organizational practice. It outlines the operating models, governance frameworks, and execution principles that organizations require to embed AI into their core business architecture. The whitepaper focuses primarily on building repeatable intelligence grounded in enterprise context and proprietary data.

A strategic guide for multi-campus universities. Multi-campus universities often contend with fragmented systems, inconsistent operations, and administrative overhead that impede institutional growth. This whitepaper proposes a Center-Led Dynamics 365 model as a practical, structured approach to unify Finance, HR, CRM, and student services across campuses. Through careful planning and central governance, institutions may standardize their processes, strengthen data visibility, and improve overall outcomes in both academic and administrative domains. The document outlines a clear path toward improved coordination, measurable returns, and institutional agility.

Data is at the core of every strategic decision, and Dynamics 365 F&O offers a strong foundation for building a responsive, insight-driven enterprise. With the right data retrieval framework, organizations can unlock faster reporting, better visibility, and more reliable insights across finance, operations, and leadership teams. In fact, those that strengthen their data retrieval approach often see 3–5 times higher ROI on analytics investments. This CIO-focused white paper explains how you can do the same, and how a well-designed architecture transforms Dynamics 365 F&O into a high-performance engine for enterprise intelligence.