Document Automation news & resources

The MSDW Podcast: Lexmark's Bob Monio on Aligning with Microsoft Dynamics NAV, Investing in SaaS, and Why Freemium Works

by Jason Gumpert
Lexmark recently updated its invoice capture service for NAV and has made a new effort to support Dynamics partners in selling invoice capture.
AP Automation Business Central Document Automation Document Imaging Dynamics 365 Dynamics NAV Invoice Processing MSDW Podcast NAV 2016 NAV 2017 Power Automate

Lexmark Updates Invoice Capture Service for Microsoft Dynamics NAV 2016

by Jason Gumpert
SaaS AP automation solution with free entry level adds line item extraction, new partner incentives and sales support
AP Automation AppSource Business Central Document Automation Document Imaging Dynamics 365 Dynamics NAV Invoice Processing NAV 2016 NAV 2017

Microsoft Announces August 2016 Platform Update to New Dynamics AX, Available from LCS

by Jason Gumpert
New platform update improves data warehouse integration, Office interoperability, Gantt charts, task recording enhancements, and more.
AX 7 BI and Reporting Business Process Mgmt Data Warehousing Document Automation Dynamics 365 Dynamics AX Finance and Operations Power Automate Unified Communication lifecycle services

Microsoft Dynamics Partner Roundup: UK Utilities Win; User Management for AX; AX Solution Azure Migration

by Linda Rosencrance
A selection of announcements from the Dynamics partner channel
BI and Reporting Customer Relationship Mgmt Document Automation Dynamics AX Dynamics CRM E-Commerce Electronic Signatures Power Automate SaaS Utilities

PandaDoc's Document Automation Offering Now Integrates With Microsoft Dynamics CRM

by Jason Gumpert
Document automation startup offers e-signatures, document templates, and analytics for sales and other CRM-related document sharing.
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Document Automation Document Management Dynamics 365 Dynamics CRM Electronic Signatures Marketing SaaS Sales

Agua Mineral San Benedetto’s Paper-to-Paperless Journey with Microsoft Dynamics AX

by Linda Rosencrance
Spanish mineral water company strives to eliminate paper from its business processes and put a zero-paper policy in place.
Document Automation Document Imaging Document Management Dynamics AX Food & Beverage

Supply Chain Collaboration Technology, Part 2: The Role of Managed Services

by Dann Anthony Maurno
Report explores the outcome of organizations' investments in strategic data integration via managed services
Business Central Data Integration Distribution Document Automation Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL EDI Invoice Processing Manufacturing

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

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Confessions from the BC Trenches: The Tools & Truths CFOs Need Now

SignUp Software

Future-Ready AP Automation: Yooz’s Seamless Integration with Microsoft Dynamics GP & Beyond

Yooz

AP Automation Comparison Showcase for Dynamics 365 Finance, May 2025

MSDW Features

The Metafile Minutes Podcast Episode 1: Meeting of the Minds

Metafile

Amazon Business, Dooap, and Dynamics 365 F&O Integration: Streamlining Purchase-to-Pay Automation

Dooap
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Comparative Chart: 3 Top AP Automation Solutions for Dynamics 365 Finance/AX

MSDW Features
Discover how these providers stack up against each other
AP Automation Document Automation Dynamics 365 Finance and Operations Invoice Processing

From Paper to Productivity: How to Automate AP Without Disrupting Operations

Metafile
Unlock productivity and savings without the pain of disruption—AP automation keeps your operations moving while streamlining your 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

Why AP Automation Is a Secret Weapon Against Supply Chain Disruptions

Metafile
Stay ahead of supply chain disruptions with AP Automation.
AI AP Automation Accounting Business Central Document Automation Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Finance and Operations

Why Use a Third-Party Solution for Document Delivery in Business Central?

Zetadocs
Enhancing the document delivery experience
Business Central Document Automation Document Management Dynamics 365 Dynamics NAV

Leaders vs. Ledger Survey Report: Bridging the Perception Gap

Yooz
Operational limitations keep one in three finance professionals from meeting C-suite expectations
AP Automation Accounting Budgeting Business Central Document Automation Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Workflow Management
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On a journey with Dooap customers

Dooap

How AX/D365 FO Users are Benefiting with AP Automation from Dooap.

AP Automation Accounting Document Automation Dynamics 365 Dynamics AX Finance and Operations Financial Management Financial Services Invoice Processing Real Estate Transportation Utilities

Financial Shared Service Center Provides World-Class AP Efficiency to Municpal Customers

Dooap

Integrating an invoice automation solution with D365

AP Automation Accounting Document Automation Dynamics 365 Finance and Operations Financial Management Invoice Processing Software

Premier Truck Rental Experiences Significant Time Savings, from Invoice Capture to Approval

Dooap

With invoices routed straight into the Dooap system, PTR’s approval time for invoices has been reduced drastically

AP Automation Accounting Azure Document Automation Dynamics 365 Finance and Operations Financial Management Invoice Processing Rental

How Innovators in Photo Products Transformed Internal Processes with Automation

Dooap

Establishing global operations with state-of-the-art technology

AP Automation Accounting Azure Document Automation Dynamics 365 Finance and Operations Financial Management Invoice Processing

ALPA - Making a difference every day with ExFlow D365 FO

SignUp Software

This case study shows how: ALPA since the introduction of ExFlow has seen a reduction of “at least 50 percent” in the time it takes to post invoices. These time effic...

AP Automation BI and Reporting Document Automation Dynamics 365 Dynamics AX Finance and Operations Invoice Processing Not For Profit
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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
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