Document Automation news & resources

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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

From the Microsoft Dynamics 365 Customer Engagement Blogs: Timeline; Canvas app; Field service; Export to PDF

by MSDW Reporter

A selection of the latest insights from the CE/CRM blogs

Customer Engagement Customer Service Document Automation Document Management Dynamics 365 Dynamics CRM Field Service Field Service Power Apps Power Automate Power Platform Sales

From the Microsoft Dynamics GP Blogs: Currency revaluation; Office update issue; 1099 form changes; Approval workflows

by MSDW Reporter

A selection of the latest insights from the Dynamics GP blogs

Document Automation Dynamics GP Multicurrency Tax Management Workflow Management
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Payment process automation in Microsoft Dynamics 365 Finance

by Vamsi Pranith Donepudi

Discover the ins and outs of payment processing with Dynamics 365 Finance

AP Automation Accounting Business Process Mgmt Document Automation Document Management Dynamics 365 Finance and Operations Financial Management Invoice Processing Workflow Management
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Microsoft Azure Updates: Developer experience; ML for fantasy baseball; Lighthouse; Data residency

by MSDW Reporter

The latest Azure updates from Microsoft.

AI and Machine Learning Agriculture Azure Compute Databases Development Document Automation Document Management Government HR Management Integration Internet of Things (IoT)

MSDW Podcast: ClickLearn plans for growth with new partner and licensing plans (Sponsored)

by MSDW Reporter
Business Central Customer Engagement Document Automation Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations MSDW Podcast
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Digital transformation: Weighing the impact on profit and people

by Tristan Dennis

Can technology that transforms industries through automation also serve the larger economic interests of workers in developing nations? 

AI Business Central Business Process Mgmt Customer Engagement Document Automation Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Finance and Operations Financial Services Power Automate

Microsoft Dynamics Partner Roundup: Document automation; Food and beverage ops; Sales order management

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

AP Automation Business Central Document Automation Dynamics 365 Finance and Operations Food & Beverage Invoice Processing Sales Order Processing

LATEST VENDOR RESOURCES

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

SignUp Software

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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