Workflow Management news & resources

4 Steps to Succeeding in the Evolving CRM Landscape

by Lou Guercia
Good CRM data boosts business performance, but getting there demands the right vision and guidance
Adoption Cloud Data Integration Dynamics CRM Workflow Management

Designing Maintainable Workflows in Microsoft Dynamics CRM, Part 2

by Sander Bockting
The steps for translating functional descriptions into executable Dynamics CRM workflows
Business Process Mgmt Customer Relationship Mgmt Dynamics CRM Workflow Management

Outsourcing the Accounts Payable Function: A New Look at the Current Demand and Key Decision Criteria

by Bridget McCrea
New report explains key considerations when evaluating options for AP outsourcing
AP Automation Business Central Business Process Mgmt Document Automation Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL SaaS Workflow Management

Designing Maintainable Workflows in Microsoft Dynamics CRM, Part 1

by Sander Bockting
Practical guidelines for translating complex business processes into maintainable, easily testable Dynamics CRM workflows.
Aerospace & Defense Business Process Mgmt Dynamics CRM Workflow Management

Microsoft Dynamics Partner Roundup: NAV Wins; ActiveBatch for AX; CWR Mobility Partnership

by Jason Gumpert
A selection of recent announcements from the Microsoft Dynamics partner channel
Business Central Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Manufacturing Manufacturing Mobile Applications Order Management Supply Chain Management Workflow Management

Document Loss Numbers Highlight Value of Enterprise Content Management Planning for Microsoft Dynamics Solutions

by Bridget McCrea
Long-time ECM expert weighs in on how companies can use modern solutions to save themselves from drowning in the information age.
Business Central Business Process Mgmt Content Management Data Management Document Automation Document Imaging Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV

The Webcasting Week Ahead: Content Management, Data Integration, CRM Adoption, Supply Chain Costing, and Inventory Management In Focus

by Jason Gumpert
A brief look at MSDW webcasts happening the week of Oct 8, 2012
Business Process Mgmt Customer Relationship Mgmt Data Integration Data Migration Distribution Document Automation Document Imaging Document Management Dynamics CRM Enterprise Content Mgmt Forecasting Inventory Management

Users’ Love-Hate Relationships with Microsoft SharePoint

by Bridget McCrea
Biggest issues: lack of expertise to maximize usefulness, lack of strategic plans
Business Central Content Management Document Automation Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics RMS Dynamics SL Enterprise Content Mgmt

This Week in Microsoft Dynamics ERP Webcasts: Manufacturing, AP Automation Experts Weigh In

by Jason Gumpert
Jon Casher and Cindy Jutras share their latest research, best practices this week with Dynamics users and pros
AP Automation Accounting Business Central Business Process Mgmt Distribution Document Automation Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics RMS

Microsoft Highlights SharePoint, Metro Possibilities of Dynamics NAV 2013

by Linda Rosencrance
Focus on exposing NAV transactions, collaboration, workflow, data visualization from SharePoint
BI and Reporting Business Central Collaborative Workspaces Dynamics 365 Dynamics NAV KPIs Metro NAV 2013 Supply Chain Management Workflow Management

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How to Use Power Automate to Get Notified When a New SharePoint File is Created

Collectiv

Solving the Integration Challenge with iPaaS

Celigo

Microsoft Dynamics 365 in Distribution - Vendor Portal

Sikich

Business Apps Partner Chat April 2022: Dynamics 365 Release Wave 1 updates

Stratos Cloud Alliance

How to Complete a Document Process with Microsoft Power Automate and Xpertdoc

Experlogix
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How Using An Advanced iPaaS Accelerates Digital Business Maturity

Celigo

Results of a study conducted with 413 global IT and finance decision-makers with insights into iPaaS at their organizations.

Azure Data Integration Data Management Data Migration Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics RMS Dynamics SL E-Commerce Microsoft Corporate

A Guide for Taking Ecommerce Automation to the Next Level

Celigo

Integration-driven automation is a key strategy to achieve ecommerce excellence and strengthen business growth

Azure Business Central Customer Engagement Data Integration Data Management Data Migration Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL

Marketing Tips for B2C eCommerce Businesses

Dynamics eShop

The eCommerce industry has taken off and continues to grow

Accounting Agriculture Architecture Automotive Construction Consumer Goods Distribution Dynamics 365 Dynamics Marketing Dynamics NAV Energy Fashion

The Benefits to Digital Payments in Accounts Payable Processing

Yooz
The unimaginable benefits of digital payments for the AP process
AP Automation Accounting Budgeting Business Central Document Automation Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Workflow Management

5 Ways Automated Workflow with AP Automation and Microsoft Dynamics Benefits AP Departments

Metafile

Automated workflow has proved beneficial for nearly every industry and every department

AI and Machine Learning AP Automation Accounting Azure Business Central Construction Document Automation Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics SL
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Diversified Holding Company, Koniag Inc., Utilizes New AP Automation Solution to Improve Accuracy and Greatly Reduce Employee Frustration Levels

Metafile
Koniag saves considerable time by producing accurate financial statements from the start
AP Automation Document Automation Document Management Dynamics SL Invoice Processing Property Management Real Estate Workflow Management

CMW Reduces Costs While Increasing Efficiency and Accuracy with 100% Paperless AP/AR Solution

Metafile
Accuracy for customers and suppliers by introducing standard operating procedures and automating the P2P process
AP Automation BI and Reporting Construction Dynamics GP Procurement Workflow Management
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