Document Automation news & resources

Four reasons why Microsoft Dynamics GP 2013 R2’s new Doc Attach is here to stay

by Mark Polino
Doc Attach 2.0 fixes the weaknesses of the previous file attachment scheme, though it will require adjustments
Doc Attach Doc Attach 2.0 Document Automation Document Management Dynamics GP GP 2013 R2

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

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Practical Examples of Power Automate with Business Central

Insight Works

Demo: Mekorma Action Board for Single Company

Mekorma

Next Level Invoice Processing for Business Central - Fidesic AP

Fidesic

Improve Your Time to Cash: The Power of Embedded AP + TEM + AI in D365 Business Central

Truvio

Unveiling the 2025 Dynamics 365 AP Automation Report for Finance Leaders: Talking AI, Fraud & Automation

Truvio
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Making AP Work Easier: Streamlining Daily Tasks with Automation

Zetadocs
See how AI automates invoice capture, matching, approvals, and secure storage.
AP Automation Business Central Document Automation Document Management Dynamics 365 Invoice Processing

Evaluating AP Automation Platforms in 2025

Metafile
Automating capture, approvals, and analytics with AI helps cut costs while improving accuracy and compliance
AP Automation Accounting Azure Business Central Document Automation Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL

MSDW Solution Evaluation Report: Mekorma

Mekorma
Detailed solution feedback from five partners and customers
AP Automation Business Central Document Automation Dynamics 365 Dynamics GP Dynamics NAV Financial Management Invoice Processing

Mitigating AP Fraud Risk: A CFO’s Guide to Protecting Your Organization

Yooz
Discover how CFOs and finance leaders can proactively protect their organizations
AP Automation Business Central Document Automation Dynamics 365 Dynamics GP Financial Management Invoice Processing Security

How AP Automation Helps Agriculture Businesses Grow Smarter

Metafile
Automate your agriculture AP process for smarter, scalable growth.
AI and Machine Learning AP Automation Accounting Azure Business Central Document Automation Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL
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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

Truvio

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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PayFlow Agent by HSO: Smarter Vendor Communication Starts Here

Designed for Finance. Built with Microsoft. Delivered by HSO. Leverage the power of Microsoft Dynamics 365, Copilot Studio...
Accounting Architecture Billing Construction Copilot Document Automation Dynamics 365 E-Invoicing Email Management Engineering Finance and Operations Financial Services

Brello 360 — all-in-one insurance brokerage platform powered by Microsoft Dynamics 365

Brello 360 revolutionizes how insurance brokerages operate — simplifying workflows, automating financials, and empowering...
Accounting Automated Data Collection BI and Reporting Billing Business Process Mgmt Collaborative Workspaces Commission Calculation Communications Contract Management Contract Management Customer Experience (CX) Data Management

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...
Business Central Commerce Construction Customer Engagement Customer Voice Distribution Document Automation Document Management Dynamics 365 Finance and Operations Governance, Risk, and Compliance (GRC)

UNPUBLISHED - 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 Accounting Document Automation Dynamics 365 Dynamics AX Finance and Operations Invoice Processing
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