Document Automation news & resources

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Microsoft Dynamics Partner Roundup: Document automation; Construction; Integration; Commerce win; Revenue platform

by MSDW Reporter

A selection of announcements from the Dynamics partner channel 

Commerce Construction Customer Engagement Data Integration Document Automation Document Management Dynamics 365 E-Commerce Finance and Operations Project Management Retail Sales & Marketing
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Planning a document management investment with Dynamics 365 CRM: 5 ways to prioritize

by Sam Kumar

How to improve your productivity and select the right type of solution for your needs

Content Management Customer Engagement Customer Relationship Mgmt Data Integration Document Automation Document Management Dynamics 365 Dynamics CRM Electronic Signatures Enterprise Content Mgmt Security

MSDW Podcast: Document visibility across Dynamics applications

by MSDW Reporter
Business Central Business Performance Mgmt Content Management Customer Engagement Document Automation Document Imaging Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV

From the Microsoft Dynamics 365 Business Central blogs: Posting transactions; Attaching file documents; Lot tracking; Code units

by MSDW Reporter

A selection of the latest insights from the Dynamics 365 Business Central blogs

Accounting Business Central Document Automation Document Management Dynamics 365 Enterprise Content Mgmt Financial Management Manufacturing Warehouse Management

MSDW Podcast: Mike Fernandes and Mary Miller of KwikTag on AP automation trends and product roadmap

by MSDW Reporter
AP Automation Business Central Document Automation Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Financial Management Invoice Processing
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Nintex acquires eSignature vendor AssureSign

by Jason Gumpert

The company plans to integrate eSignatures into the Nintex Process Platform

Business Process Mgmt Customer Engagement Customer Relationship Mgmt Customer Service Document Automation Document Management Dynamics 365 Dynamics CRM Electronic Signatures Sales & Marketing Workflow Management

Microsoft Dynamics Partner Roundup: Acquisition; E-signatures; Data enrichment; Contract management

by MSDW Reporter

A selection of recent partner announcements from the Dynamics partner channel

Business Central Contract Management Customer Engagement Data Management Document Automation Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Electronic Signatures Finance and Operations
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Cleareye.ai teams up with Microsoft to help companies manage PPP loans

by MSCN Reporter

Cleareye.ai aims to support companies tracking PPP loans with Azure AI

AI and Machine Learning Azure Business Process Mgmt Compute Document Automation Document Management Financial Management Loan Management Regulatory Compliance
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Why 2021 is the year to digitize accounts payable operations

by Mikko Hytonen

Key trends are accelerating automation 

AP Automation Accounting Business Central Business Performance Mgmt Document Automation Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Finance and Operations Invoice Processing

MSDW Podcast: Making the case for AI Builder with Dynamics 365

by Jason Gumpert
AI and Machine Learning Artificial Intelligence (AI) Azure Business Performance Mgmt Business Process Mgmt Document Automation Dynamics 365 Finance and Operations MSDW Podcast Machine Learning (ML) Power Apps Power Automate

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Transforming Procure-to-Pay: Achieving End-to-End Efficiency in Business Central

SignUp Software

Enhancing AP Efficiency at WEL Companies with Mekorma Payment Hub

Mekorma

What Your D365 F&O Consultant Really Thinks About Your Enterprise Documents

ERP Mechanics

Summit Launchpad: Formpipe’s Jeff Goffinet on Building Partner Network, AI Impressions, New Offerings

MSDW Features

Discover the Combined Power of AP Automation with Microsoft Dynamics 365

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The Complete AP Guide to TIN Matching and OFAC Screening

Mekorma
Important validations for successful vendor management
AP Automation Business Central Document Automation Dynamics 365 Dynamics GP Dynamics NAV Invoice Processing

Tis the Season: AP Automation for Retail is a Holiday Game-Changer!

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Empower your business to handle seasonal fluctuations efficiently and effectively—without the need for additional staff or resources
AI and Machine Learning AP Automation Accounting Azure Business Central Business Process Mgmt Document Automation Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL

Gain a Competitive Edge in AP with Next-Generation AI

Zetadocs
Discover why your chosen AP automation solution should use next-gen AI
AP Automation Business Central Document Automation Dynamics 365 Invoice Processing

Cloud-Based AP Automation Drives Digital Transformation in Manufacturing

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Cloud-based AP automation is revolutionizing manufacturing by replacing outdated legacy systems
AI AI and Machine Learning AP Automation Azure Business Central Business Process Mgmt Document Automation Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV

Comparative Chart: 5 Top AP Automation Tools for Dynamics NAV/BC

MSDW Features
See how these 5 innovative solutions stack up against each other
AP Automation Accounting Business Central Document Automation Dynamics 365 Invoice Processing
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How Copper State Optimized Labelling Operations and Report Generation with Lasernet

Formpipe Software
Lasernet helped streamline their labelling program to allow warehouse-specific customizations and solve local printing requirements
Business Process Mgmt Distribution Document Automation Document Management Dynamics 365 Finance and Operations Manufacturing Warehouse Management

Cross Manufacturing Unifies Dynamics 365 with Historical ERP Data to Optimize Operations and Automate Paperwork with Lasernet

Formpipe Software
Why Cross Manufacturing chose Lasernet to streamline data from their legacy ERP into D365
Aerospace & Defense Business Central Data Management Data Migration Document Automation Document Management Dynamics 365 Dynamics AX Dynamics NAV Finance and Operations Manufacturing

Ensuring Document Authenticity in Banking with Truth Enforcer

Connecting Software
Discover how Connecting Software's Truth Enforcer revolutionized document authentication for a Portuguese bank.
Data Integration Document Automation Document Management

Improving Document Access at Liebherr

Connecting Software
How did Europe’s largest privately owned manufacturer of refrigerators and freezers solved the complex issue of preventing unauthorized accesses through SharePoint
Customer Engagement Document Automation Document Management Dynamics 365 Manufacturing

Pura Vida Bracelets Modernizes Product Catalog with Lasernet

Formpipe Software

Pura Vida Bracelets was recently acquired by Vera Bradley, which uses Lasernet and is a current customer of Lasernet Distribution, a Formpipe partner

&nbs...

Document Automation Document Management Dynamics 365 Dynamics AX E-Commerce Finance and Operations
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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

Lasernet Connector for Microsoft Dynamics Business Central

Two components, one powerful software. Create and redesign business documents in a fast and easy manner with the Lasernet...
Business Central Document Automation Document Management Dynamics 365
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