Document Automation news & resources

Microsoft Dynamics Partner Roundup: AX for project accounting; AX wins in public sector, retail; AX training win

by Linda Rosencrance
A selection of recent announcements from the Dynamics partner channel
AX 2012 AX 2012 R2 AX 2012 R3 Accounting Commerce Distribution Document Automation Dynamics AX Government Project Management Retail Training

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

Microsoft commits to Dynamics NAV yearly upgrades, promotes a free trial

by David Gumpert
Looking ahead to Dynamics NAV 2015 and beyond
Business Central Convergence 2014 Crete Document Automation Dynamics 365 Dynamics NAV NAV 2013 R2 NAV 2015 Power Automate

Five ECM Trends for 2014

by Bridget McCrea
IDC analyst lays out the top trends in enterprise content management for the year ahead
Business Central Content Management Data Integration Document Automation Document Imaging Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL
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Document capture business grew to $2.7B in 2012: New report

by Bridget McCrea
On-demand solutions now claim about 23 percent of the overall market, according to survey results
AP Automation Business Central Document Automation Document Imaging Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL

The ECM-Compliance Link: Options for Microsoft Dynamics ERP customers

by Bridget McCrea
How enterprise content management (ECM) systems can help organizations comply with a range of regulations and requirements
Business Central Document Automation Document Imaging Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Enterprise Content Mgmt Regulatory Compliance
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DIY Dynamics AX document management with SharePoint: New options in AX 2012 R2

by Jason Gumpert
In a new article and webcast, MVP Murray Fife explores what it takes to build document management from scratch with AX and SharePoint
AX 2012 R2 Document Automation Document Imaging Document Management Dynamics AX Enterprise Content Mgmt

Why do ECM and BPM implementations fail? 3 places to focus

by Gene McDonough
When adding ECM and workflow to Dynamics ERP, implementation challenges run the risk of killing a project before the technology even shows up
AP Automation Business Central Business Process Mgmt Document Automation Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Enterprise Content Mgmt Project Management

Microsoft Dynamics Partner Roundup: nChannel funding; Scribe sales growth; Sunrise in Switzerland; Equisys on SaaSplaza

by Linda Rosencrance
A selection of recent announcements from the Dynamics partner channel
Business Central Data Integration Document Automation Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV E-Commerce SaaS

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

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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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