Business Process Mgmt news & resources

Microsoft Dynamics Partner Roundup: Salesforce-NAV integration; Automated wine broking with NAV; GP Go-live; CRM gold

by Linda Rosencrance
A selection of recent announcements from the Dynamics partner channel
Accounting Business Central Business Process Mgmt Customer Engagement Data Integration Dynamics 365 Dynamics CRM Dynamics GP Dynamics NAV Food & Beverage Project Service Automation Property Management

Top 3 BI Adoption Hurdles and Tips for Jumping Over Them

by Brandon George
Examining factors that keep BI adpotion rates low, and ways to change your thinking
BI and Reporting Business Central Business Performance Mgmt Business Process Mgmt Data Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL KPIs

e-SignLive by Silanis to compete for e-Signatures in Microsoft Dynamics CRM

by Linda Rosencrance
New pre-built integration to cloud solution brings e-sig management for sales, marketing scenarios
Agriculture Architecture Business Process Mgmt Data Integration Document Automation Document Management Dynamics CRM Electronic Signatures

From the Microsoft Dynamics GP Blogs: Workflow 2.0 Intro; Modified GL Transaction Entry; Canadian Payroll Update; Doc Attach and your DB

by Linda Rosencrance
A selection of recent insight from Dynamics GP bloggers
Accounting Business Process Mgmt Document Automation Document Management Dynamics GP GP 2010 GP 2013 Payroll Processing Workflow Management

Sunrise bundles IP for Microsoft Dynamics AX with Lifecycle Services: Will more VARs follow?

by Jason Gumpert
SOPs, workflows, configurations for AX implementations have been packaged for use with LCS
AX 2012 R3 Business Process Mgmt Data Migration Dynamics AX Project Management Workflow Management lifecycle services

Which comes first, the cloud migration or the upgrade?

by Rob Curls
For some solutions, a transition to the cloud is a great time to upgrade, but for more complex workloads like ERP or CRM it may not be the right decision
Business Central Business Process Mgmt Cloud Data Migration Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Project Management Upgrades

With paper-based AP in decline, improved finance efficiency begins with capturing key metrics

by Linda Rosencrance
Metrics, benchmarking of the purchase-to-pay cycle are key elements of quest for perfect payment index, analyst says
AP Automation Accounting Business Central Business Process Mgmt Document Automation Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Invoice Processing

How to configure a subcontractor retainage process for Microsoft Dynamics AX 2012

by Muhammad Burhan
Exploring both the business rules and system setup behind the subcontractor retainage model
AX 2012 Accounting Business Process Mgmt Construction Dynamics AX Invoice Processing Professional Services Purchasing

Dispelling Microsoft Dynamics AX Workflow Myths

by Bridget McCrea
For financial automation needs, Microsoft MVP Murray Fife urges users to spend a bit of time with AX workflows
AP Automation AX 2012 AX 2012 R2 Accounting Business Process Mgmt Collections Management Data Management Document Management Dynamics AX Financial Management Invoice Processing Payment Processing

From the Microsoft Dynamics NAV Blogs: Purchase and cost discrepancies; Document attachment links; Dimension issues in NAV 2013 upgrades

by Linda Rosencrance
A selection of recent topics from Dynamics NAV blogs
Accounting Business Central Business Process Mgmt Document Management Dynamics 365 Dynamics NAV NAV 2013 NAV 2013 R2 Workflow Management

LATEST VENDOR RESOURCES

Patagonia Achieves Omnichannel Success and Elevates its Customer Journey with Vertex Tax Solutions and Microsoft D365

Vertex, Inc.

How AI Helps Dynamics ERP Users Improve AP Automation

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enVista Microsoft Overview

enVista

The State of Finance Automation in 2023

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Solving the Integration Challenge with iPaaS

Celigo
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AP Automation’s Role in the Financial Security Ecosystem

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AI AI and Machine Learning AP Automation Azure Business Central Business Process Mgmt Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL

5 Simple Steps for Safeguarding Your Revenue

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This guide is centered on actionable steps, assisting you in recognizing specific profit-draining issues and offering practical solutions
AI Accounting Auditing Business Central Business Process Mgmt CPQ (Configure, Price, Quote) Commerce Customer Engagement Customer Insights Customer Service Customer Service Insights Customer Voice

5 Simple Steps to Revenue Leakage Prevention

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Actionable steps to help you to identify specific profit drain issues and find practical solutions
Accounting Auditing Business Process Mgmt Customer Engagement Dynamics 365 Finance and Operations Fraud Protection Marketing Marketing Insights Mixed Reality Preventive Maintenance Product Visualize

A Guide to Understanding Revenue Leakage’s Causes

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This booklet Explore the core causes of revenue leakage, how it impacts your company and examples of where it might be occurring in your business today
AI Bill Of Material Mgmt Budgeting Business Process Mgmt Customer Engagement Development Dynamics 365 Dynamics Marketing Finance and Operations Financial Management Fraud Protection Invoice Processing

Year-End AP Automation Checklist

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The end of the fiscal year is a pivotal time for businesses to organize and optimize their AP processes
AI AI and Machine Learning AP Automation Accounting Azure Business Central Business Process Mgmt Document Automation Document Management Dynamics 365 Dynamics AX Dynamics GP
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OZNaturals Migrates E-Commerce to Dynamics 365 with Celigo

Celigo

The company knew it was critical to leverage an integration platform as a service (iPaaS) solution like Celigo

Business Central Business Process Mgmt Consumer Goods Data Migration Dynamics 365

Long-Term Healthcare Facility Operator Manages 19 Locations with One Accountant

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Discover how this long-term healthcare facility operator manages 19 locations effectively with one accountant

AP Automation Accounting Advanced Pricing Bill Of Material Mgmt Billing Business Process Mgmt CPQ (Configure, Price, Quote) Consolidation Accounting Data Management Dynamics GP Financial Management Financial Services

Signature HealthCARE Saves $120,000 a Year While Scaling from 55 to 239 Entities

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Signature HealthCARE streamlined accounting and enabled their team to shift from over 55 databases to just one

AP Automation Accounting Aerospace & Defense Architecture Automotive Azure Billing Budgeting Business Performance Mgmt Business Process Mgmt Complex Billing Consumer Goods

MB2 Dental Scales Monthly Invoicing for 250 Locations Without Adding Overheads

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MB2 Dental needed a way to process thousands of monthly invoices across 250 locations without adding additional overhead

Accounting Aerospace & Defense Architecture Associations Automotive Billing Boating Budgeting Business Performance Mgmt Business Process Mgmt Complex Billing Construction

Case study: Sunshine 811 Saves $15,000 Annually by Streaming Recurring Billing with Subscription Billing Suite

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Sunshine 811 struggled to gain complete visibility of its billing processes. Discover their journey to streamlining recurring revenue

Accounting Auditing Automotive Banking Bill Of Material Mgmt Billing Budgeting Business Performance Mgmt Business Process Mgmt Complex Billing Consolidation Accounting Construction
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Import Export PowerTool

Turbocharge your data migration tasks with lightning-fast imports & exports Visit the Import Export PowerTool Website: https...
Automotive Bill Of Material Mgmt Business Central Business Process Mgmt Construction Data Migration Distribution Distribution Dynamics 365 Electronics Engineering Furniture

Product Configurator

Simplify creating BOMs and routing to make quote and order generation more efficient. Product Configurator is an add-on for...
Bill Of Material Mgmt Business Central Business Process Mgmt Business Rules Mgmt Distribution Dynamics 365 Dynamics NAV Engineering Manufacturing Retail Sales Order Processing Sales Quoting
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