Document Automation news & resources

Microsoft Dynamics Partner Roundup: Channel management; Document + payment automation; Jet acquired; VAR buy; Payroll for BC; Connected field service

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

AP Automation BI and Reporting Business Central Customer Engagement Document Automation Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Field Service Field Service Finance and Operations
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Formstack acquires online data integration platform Bedrock Data

by MSDW Reporter

Deal is part of Formstack's larger data platform vision, says CEO.

Business Process Mgmt Customer Engagement Data Integration Document Automation Dynamics 365 Dynamics CRM

How Microsoft Dynamics ERP users can mitigate fraud risk with AP automation

by Scott Siegler

Accounts payable automation with Microsoft Dynamics is key to preventing fraud

AP Automation Auditing Business Central Business Process Mgmt Document Automation Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Finance and Operations
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Flows from the field: April 2019 release notes; Security workflows; Flow, Dropbox auto-backup; Price lists; CRM on-prem; SharePoint

by Eamon McCarthy Earls

Recent flows from intrepid D365 professionals - and beyond

Advanced Pricing Customer Engagement Data Integration Document Automation Document Management Dynamics 365 Dynamics CRM Flow Power Automate Power Platform
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Microsoft will support Adobe Sign e-signatures in Dynamics 365 for Talent

by MSDW Reporter

Attract module will offer access to Adobe e-sign capabilities with "no additional software or configuration needed"

Adobe Customer Engagement Document Automation Document Management Dynamics 365 Dynamics CRM Electronic Signatures HR Management
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Providing Work Instructions to Job Operators in Microsoft Dynamics 365 for Finance and Operations & AX

by Evert Bos

Two options for adding notes and documents.

AX 2012 AX 2012 R3 Bill Of Material Mgmt Document Automation Document Management Dynamics 365 Dynamics AX Finance and Operations Manufacturing Manufacturing Route Optimization

Boarding the Microsoft journey to the cloud: Our OCP and co-sell story so far

by Anders Eriksen
How Formpipe Lasernet's embrace of OCP has led to promising new ties to Microsoft's global sales organization.
Document Automation Document Management Dynamics 365 One Commercial Partner Power Automate

Doc Attach for Microsoft Dynamics GP and the return of Clippy

by Mark Polino
A sane way to get the most out of both the new Doc Attach and traditional documents on notes.
Document Automation Document Management Dynamics GP

How to automate new vendor setup in Dynamics GP while maintaining internal controls

by Steve Allen
Accounting automation can be achieved with GP without interfering with internal controls.
Accounting Business Process Mgmt Business Rules Mgmt Data Management Document Automation Dynamics GP Financial Management Invoice Processing Workflow Management

CCM vendor Xpertdoc buys XperiDo, gaining document automation, industry expertise

by MSDW Reporter
All stock deal will expand global market reach, offering customers better platform capabilities.
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Document Automation Document Management Dynamics 365 Dynamics CRM Enterprise Content Mgmt Financial Services Government Insurance

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How to Use AI to Automate Documentation and Support for Dynamics 365 F&O

ClickLearn

Building a Dynamic Customer Experience in D365 with Lasernet

Formpipe Software

PII Complii for Dynamics 365 Business Central

WebSan Solutions

Top 10 Game-Changing Features in Dynamics 365 Finance

Arctic IT

Solving Three Top Payables Challenges with AP Automation for Microsoft Dynamics ERPs

Metafile
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Tracking Supply Costs with AP Automation: A Solution for Craft Breweries and Distilleries

Metafile
For craft breweries and distilleries, balancing profitability with high-quality production is crucial.
AP Automation Business Central Document Automation Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Food & Beverage Robotic Process Automation (RPA)

MSDW Solution Evaluation Report: TrinDocs

TrinDocs
Detailed solution feedback from an expert panel of independent evaluators from the Microsoft MVP (Business Applications) community
AP Automation Accounting Business Central Document Automation Dynamics 365 Financial Management Invoice Processing

Scaling Aging Services with AP Automation: Handling Increased Demand Efficiently

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As the aging population grows, aging services providers must scale operations without compromising care quality
AI and Machine Learning AP Automation Azure Business Central Document Automation Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Finance and Operations

Enhancing Accounts Payable Automation with AI-Enabled Intelligent Recognition

Metafile
Investing in AP automation technology is about setting the stage for a more efficient, accurate, and future-ready financial management system.
AI AP Automation Accounting Azure Business Central Document Automation Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL

Building the Case for AP Automation with Microsoft Dynamics (Infographic)

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Here’s how you can build a compelling case for AP automation in your department.
AI and Machine Learning AP Automation Azure Business Central Document Automation Document Management Dynamics 365 Dynamics GP Dynamics SL Finance and Operations Robotic Process Automation (RPA)
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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 CB Blockchain Seal

Connecting Software
Discover how Connecting Software's CB Blockchain Seal 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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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)

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

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

Dooap AP Automation for Microsoft Dynamics

Add the most intuitive and user-friendly accounts payable automation solution for Microsoft Dynamics 365 Finance to your...
AP Automation Document Automation Dynamics 365 Finance and Operations Invoice Processing
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