Document Automation news & resources

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Go from Paper-Burdened to Paperless with MetaViewer Paperless Automation/Document Management and Touchless Invoice Processing at User Group Summit 2019 (Sponsored)

by MSDW Reporter

Everything you need to know about going paperless with AP/Process automation, including new Touchless Invoice Processing functionality.

AP Automation AXUG Summit 2019 Document Automation Dynamics 365 Dynamics AX Dynamics GP Finance and Operations GPUG Summit 2019 Invoice Processing Robotic Process Automation (RPA) UG Summit 2019

Microsoft Dynamics Partner Roundup: E-commerce; Automation; VAR acquisition; EDI update

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

AP Automation Business Central Document Automation Dynamics 365 Dynamics AX Dynamics NAV E-Commerce EDI Finance and Operations Invoice Processing
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RPA meets Microsoft Dynamics 365: Where native and third-party solutions fit as customer strategies evolve

by Eamon McCarthy Earls

Robotic process automation is here and it's redefining how customers and VARs approach processes for Microsoft Dynamics  365 apps.

Business Central Business Process Mgmt Customer Engagement Customer Relationship Mgmt Document Automation Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations

Microsoft Dynamics Partner Roundup: Commerce offering; New practice manager; Product substitution app; AP automation

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

AP Automation Business Central Content Management Customer Engagement Distribution Document Automation Dynamics 365 Dynamics GP E-Commerce Finance and Operations

Microsoft Dynamics Partner Roundup: AP automation; New strategic partnerships; Student information system

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

AP Automation Accounting Customer Engagement Document Automation Dynamics 365 Education Finance and Operations Financial Management Financial Services Invoice Processing Omnichannel Software

Summit North America Preview: Combining the capabilities of PowerApps, Flow, and Power BI

by Linda Rosencrance

Lori Valone of Teradata discusses her journey with the Power Platform and hopes for its future.

BI and Reporting Business Process Mgmt Dataverse (CDS) Document Automation Power Apps Power Automate Power BI Power Platform Power Platform UG Summit 2019 UG Summit 2019 Workflow Management

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

LATEST VENDOR RESOURCES

How To Protect Your Finance Team from AI-Powered Fraud in Dynamics F&SCM

SignUp Software

Optimizing Global E-Invoicing & Live Reporting in Dynamics 365 Finance: Powered by Avalara

Avalara

The New Power Couple in Business Central Finance: SignUp Software & SKsoft

SignUp Software

Top Shelf AP Automation – Just Ask ChatGPT (or Copilot)

SignUp Software

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

SignUp Software
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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

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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

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

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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
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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

Going Paperless is the Healthy Choice for Large Nonprofit Insurance Company

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Simplified processes, improved reporting, simpler check writes and increased efficiency
AP Automation Document Automation Document Imaging Document Management Dynamics GP Financial Management Insurance Invoice Processing

Largest Behavioral Health Pharmacy Provider Doubles in Size and Efficiency

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Managers have the ability to see pending invoices and approvals for their specific locations
AP Automation Accounting Document Automation Document Imaging Document Management Dynamics GP Financial Management Healthcare Invoice Processing Procurement

Sun Rich Foods Enjoys the Fruits of Having Paperless Accounting Processes

Metafile
A significant improvement to their Dynamics NAV investment
AP Automation Accounting Business Central Document Automation Document Imaging Document Management Dynamics 365 Dynamics NAV Invoice Processing Manufacturing

Diversified Holding Company, Koniag Inc., Utilizes New AP Automation Solution to Improve Accuracy and Greatly Reduce Employee Frustration Levels

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Koniag saves considerable time by producing accurate financial statements from the start
AP Automation Document Automation Document Management Dynamics SL Invoice Processing Property Management Real Estate Workflow Management
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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)

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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