Document Automation news & resources

Goodbye Mail Merge: Microsoft Improves Document Automation in Dynamics CRM 2016 with Word Templates

by Dave Carr
CRM 2016’s Word templates provide better capabilities, but still require a skilled user to manage.
Business Process Mgmt CRM 2016 Document Automation Document Management Dynamics CRM

Tradeshift and Microsoft Offer E-Invoicing to Dynamics NAV 2016 Customers

by Linda Rosencrance
Pre-built integration with Tradeshift is an example of NAV's new approach to e-services that will lower barriers for companies who participate in global trade, says company.
Business Central Document Automation Dynamics 365 Dynamics NAV Financial Management Invoice Processing NAV 2016 Supplier Networks Supply Chain Management

Microsoft Dynamics GP Users Get A Look Ahead to 2016

by Jason Gumpert
Aiming for April 2016 release, new version most easily accessible to customers on 2015 releases, say Microsoft managers
AP Automation Document Automation Document Management Dynamics GP GP 2015 R2 GP 2016 GPUG Summit 2015 Payment Processing Power BI Power BI Power Platform UG Summit 2015

Microsoft Shows Off Dynamics NAV 2016 E-Business Advances to Users at NAVUG Summit

by Jason Gumpert
Paperless, error-free, searchable and intra-country invoicing all part-and-parcel with Dynamics NAV 2016.
Business Central Document Automation Document Imaging Document Management Dynamics 365 Dynamics NAV NAV 2016 NAVUG Summit 2015 UG Summit 2015

Microsoft Launches Dynamics NAV 2016, Boosting Power BI, CRM, E-Services Integration

by Jason Gumpert
NAV had its best year ever, managers told Directions EMEA conference attendees
Accounting Azure BI and Reporting Business Central Business Performance Mgmt Business Process Mgmt Customer Relationship Mgmt Document Automation Document Imaging Document Management Dynamics 365 Dynamics NAV

Web-Based Requisitions Driven By Microsoft Dynamics SL Speed Procurement, Manage Fraud Risk at Bisso Marine

by Jill Rose
Bisso Marine uses Dynamics SL to streamline requisition orders, purchases and payments, and eliminate risks of fraudulent or erroneous POs.
Accounting Construction Document Automation Dynamics SL Invoice Processing Oil Purchasing Risk Management

Microsoft Plans Dynamics CRM 2016 Release With Range of Productivity Updates

by Jason Gumpert
With CRM 2016, Dynamics CRM will continue its ambitious development cadence and its commitment to working well with other product teams 
CRM 2016 Cortana Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Delve Document Automation Document Management Dynamics 365 Dynamics CRM Email Management

Microsoft Updates Dynamics NAV Roadmap Beyond NAV 2016, Demonstrates More Connected Future

by Jason Gumpert
Azure SQL compatibility, workflow, and document automation expected in NAV 2016, while more Office 365-native capabilities planned for the future
Business Central Business Performance Mgmt Business Process Mgmt Corfu Data Integration Document Automation Document Management Dynamics 365 Dynamics NAV EDI NAV 2016 Power Automate

Make Way for Microsoft Dynamics NAV 2016

by Dann Anthony Maurno
NAV 2016 to deliver new architectural benefits of Microsoft cloud, functional improvements around document management, workflow, E-services
Business Central Business Process Mgmt Corfu Document Automation Document Management Dynamics 365 Dynamics NAV EDI NAV 2016 Power Automate Workflow Management

Microsoft Dynamics Partner Roundup: GP-Coupa Integration; Offender Management; Data Quality Enhancements; SL VAR Aquisition

by Linda Rosencrance
A selection of recent announcements from the Dynamics partner channel
Data Integration Data Management Document Automation Dynamics CRM Dynamics GP Dynamics SL Financial Management Government xRM

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Summit Launchpad: Formpipe’s Jeff Goffinet on Building Partner Network, AI Impressions, New Offerings

MSDW Features

Discover the Combined Power of AP Automation with Microsoft Dynamics 365

Metafile

AP Automation for Dynamics 365 BC/NAV Comparison Showcase, October 2024

MSDW Features

How to Use AI to Automate Documentation and Support for Dynamics 365 F&O

ClickLearn

Building a Dynamic Customer Experience in D365 with Lasernet

Formpipe Software
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Cloud-Based AP Automation Drives Digital Transformation in Manufacturing

Metafile
Cloud-based AP automation is revolutionizing manufacturing by replacing outdated legacy systems
AI AI and Machine Learning AP Automation Azure Business Central Business Process Mgmt Document Automation Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV

Comparative Chart: 5 Top AP Automation Tools for Dynamics NAV/BC

MSDW Features
See how these 5 innovative solutions stack up against each other
AP Automation Accounting Business Central Document Automation Dynamics 365 Invoice Processing

Comparative Chart: 4 Top AP Automation Tools for Dynamics 365 Finance/AX

MSDW Features
See how these tools stack up against each other
AP Automation Accounting Document Automation Dynamics 365 Dynamics AX Finance and Operations Invoice Processing

Tracking Supply Costs with AP Automation: A Solution for Craft Breweries and Distilleries

Metafile
For craft breweries and distilleries, balancing profitability with high-quality production is crucial.
AP Automation Business Central Document Automation Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Food & Beverage Robotic Process Automation (RPA)

MSDW Solution Evaluation Report: TrinDocs

TrinDocs
Detailed solution feedback from an expert panel of independent evaluators from the Microsoft MVP (Business Applications) community
AP Automation Accounting Business Central Document Automation Dynamics 365 Financial Management Invoice Processing
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How Copper State Optimized Labelling Operations and Report Generation with Lasernet

Formpipe Software
Lasernet helped streamline their labelling program to allow warehouse-specific customizations and solve local printing requirements
Business Process Mgmt Distribution Document Automation Document Management Dynamics 365 Finance and Operations Manufacturing Warehouse Management

Cross Manufacturing Unifies Dynamics 365 with Historical ERP Data to Optimize Operations and Automate Paperwork with Lasernet

Formpipe Software
Why Cross Manufacturing chose Lasernet to streamline data from their legacy ERP into D365
Aerospace & Defense Business Central Data Management Data Migration Document Automation Document Management Dynamics 365 Dynamics AX Dynamics NAV Finance and Operations Manufacturing

Ensuring Document Authenticity in Banking with Truth Enforcer

Connecting Software
Discover how Connecting Software's Truth Enforcer revolutionized document authentication for a Portuguese bank.
Data Integration Document Automation Document Management

Improving Document Access at Liebherr

Connecting Software
How did Europe’s largest privately owned manufacturer of refrigerators and freezers solved the complex issue of preventing unauthorized accesses through SharePoint
Customer Engagement Document Automation Document Management Dynamics 365 Manufacturing

Pura Vida Bracelets Modernizes Product Catalog with Lasernet

Formpipe Software

Pura Vida Bracelets was recently acquired by Vera Bradley, which uses Lasernet and is a current customer of Lasernet Distribution, a Formpipe partner

&nbs...

Document Automation Document Management Dynamics 365 Dynamics AX E-Commerce Finance and Operations
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Dooap: AP Automation for Microsoft Dynamics 365 Finance and AX 2012

Dooap is every AP professionals' best friend, a mobile-first, cloud-native accounts payable automation solution built...
AP Automation Document Automation Dynamics 365 Dynamics AX Finance and Operations Financial Management Invoice Processing

MetaDocs - Document Management System

Streamline your business with MetaDocs: Efficient, Secure, and Intelligent Document Management MetaDocs is a robust document...
AI Business Central Commerce Construction Customer Engagement Customer Voice Distribution Document Automation Document Management Dynamics 365 Finance and Operations Governance, Risk, and Compliance (GRC)

DocXtender for Business Central

A free app that enables users to attach documents to any Business Central record with a simple drag and drop. DocXtender for...
Business Central Distribution Distribution Document Automation Document Management Dynamics 365 Manufacturing Manufacturing

Cycle Count Scheduler

Keep your inventory in check with automatically generated cycle counts based on velocity, location, item criteria and...
Business Central Distribution Distribution Document Automation Dynamics 365 Inventory Management Manufacturing Manufacturing Process Manufacturing Supply Chain Management

Lasernet Connector for Microsoft Dynamics Business Central

Two components, one powerful software. Create and redesign business documents in a fast and easy manner with the Lasernet...
Business Central Document Automation Document Management Dynamics 365
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