Document Automation news & resources

Money Talks, So Why Are Your Microsoft Dynamics AX Payment Documents Whispering?

by Dan Gangai
Payments Can Reinforce Messages to Key Constituencies
Customer Engagement Customer Insights - Journeys (Marketing) Customer Service Customer Service Data Management Document Automation Document Management Dynamics 365 Dynamics AX Financial Management Sales Sales & Marketing

When Cash Is King: 8 Strategies for Using Microsoft Dynamics GP to Wring Extra Money from Regular Transactions

by Mariano Gomez
Major Savings Possible in Purchasing, Receiving, and Accounts Payable
BI and Reporting Business Process Mgmt Document Automation Document Management Dynamics GP E-Commerce EDI Expense Management Financial Management Inventory Management Supply Chain Management

Using Microsoft Dynamics GP to Improve Preparation for an Audit: Four Approaches

by Laura Oppenheimer
At GPUG Summit, Users and Partners Discuss Options
Data Management Document Automation Document Management Dynamics GP Expense Management Financial Management GPUG

Microsoft Officials Stress Searching , Business Process, and BI Capabilities from SharePoint Integration

by Laura Oppenheimer
Officials Demo SharePoint Integration at GPUG Summit 2008
BI and Reporting Data Management Document Automation Document Management Dynamics GP Expense Management Financial Management Inventory Management Manufacturing Supply Chain Management Warehouse Management Workforce Management

NAVUG Forum 2008-–Assessing Add-Ons and New Tools for Supply Chain and Costing Management

by Jason Gumpert
Latest Tools on Display at NAVUG Las Vegas Sessions
BI and Reporting Business Central Business Process Mgmt Customer Engagement Customer Insights - Journeys (Marketing) Data Management Document Automation Document Management Dynamics 365 Dynamics NAV E-Commerce Expense Management

At What Point Does Microsoft Dynamics AX Become Overloaded for Enterprise Users?

by Jason Gumpert
Users Worry About Document Storage, AOS, Running Multiple Companies
Collaborative Workspaces Document Automation Dynamics AX Expense Management Financial Management Inventory Management Manufacturing Supply Chain Management Warehouse Management

From the Blogs: First Impressions of Nav 2009, Accounting Software Exposé, Microsoft Dynamics CRM URLs, Tax Compliance and Dynamics GP

by Jared Berezin
New Software, New Tools, New Webinar
Business Central Customer Relationship Mgmt Data Management Document Automation Dynamics 365 Dynamics CRM Dynamics GP Dynamics NAV Expense Management Financial Management

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CRM @ Work: Modernizing Quote-to-Cash in Dynamics 365 with Native CPQ and Document Automation

TD SYNNEX

From Manual to Modern: Rethinking AP Fraud Prevention for a Leaner, Safer Finance Operation

Yooz

Payment Batches That Run Themselves: Meet Action Board Scheduler for Business Central

Mekorma

Designing AP Automation in D365 Finance: Balancing Go-Live vs. Long-Term Optimization

Truvio

AP Automation for Dynamics 365 Finance Comparison Showcase, April 2026

MSDW Features
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Cut Costs, Not Corners: Driving AP efficiency on Business Central

Zetadocs
Learn how AP automation can help Business Central teams reduce costs, improve control, and eliminate manual invoice processing.
AP Automation Business Central Document Automation Dynamics 365 Invoice Processing

5 Strategies to Reduce Costs Through AP Automation

Fidesic
The chapters ahead offer a simple path forward with five interconnected strategies.
AI and Machine Learning AP Automation Accounting Azure Business Central Document Automation Dynamics 365 Dynamics GP Financial Management Invoice Processing

The State of AI Adoption in Finance for 2026

Yooz
Finance teams are moving beyond AI experimentation and beginning to embed AI into core financial workflows to improve efficiency, controls, and operational performance.
AI Agents AI and Machine Learning AP Automation Azure Business Central Copilot Document Automation Document Management Dynamics 365 Dynamics GP Dynamics NAV Financial Management

Comparative Chart: 4 Leading AP Automation Solutions for Dynamics 365 Finance

MSDW Features
See how these solutions stack up against one another.
AP Automation Accounting Document Automation Dynamics 365 Dynamics AX Finance and Operations Financial Management Invoice Processing

Comparative Chart: 5 Leading AP Automation Solutions for Dynamics 365 BC

MSDW Features
See how these solutions stack up against one another.
AP Automation Accounting Business Central Document Automation Dynamics 365 Financial Management Invoice Processing
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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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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

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
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