Document Automation news & resources

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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

Microsoft Dynamics Webcasts, February 5 – 9, 2018: Get started with Automated AP; CRM VARs can't ignore CSP

by MSDW Reporter
Microsoft Dynamics Webcasts, February 5 – 9, 2018: Dynamics experts weigh in weekly on channel news, how to and Dynamics product direction.
AP Automation AX 2012 AX 2012 R2 AX 2012 R3 Accounting Business Process Mgmt Cloud Solution Provider (CSP) Customer Engagement Customer Relationship Mgmt Document Automation Document Management Dynamics 365

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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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