Document Automation news & resources

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

Microsoft Dynamics Partner Roundup; New AX document management, CRM sales tools; AX public sector win; BI partnership

by Linda Rosencrance
A selection of recent announcements from around the Dynamics channel
AP Automation BI and Reporting Business Central Business Performance Mgmt Business Process Mgmt Customer Engagement Customer Relationship Mgmt Document Automation Document Management Dynamics 365 Dynamics AX Dynamics CRM

Microsoft Dynamics GP Roadmap: GP 2015 R2 due by June, R3 in 2016

by Jason Gumpert
GP 2015 R2 to introduce all-in-one doc viewer; A new HTML 5 web client is coming in 2016
AP Automation Accounting BI and Reporting Convergence 2015 Document Automation Document Management Dynamics GP GP 2015 GP 2015 R2 GP 2015 R3 Power Automate Time & Attendance

Why ISVs choose to integrate solutions with Microsoft Dynamics GP

by Linda Rosencrance
Two GP ISVs with new solutions discuss their reasons for integrating
AP Automation Accounting Business Process Mgmt Data Integration Document Automation Dynamics GP GP 2013 R2 GP 2015 Invoice Processing Supplier Networks Tax Management

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

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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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